A Structured Steering Architecture For Better Decision-Making
Integrated Planning and Reporting
“We help companies transform fragmented information into connected business insight”
Operational planning, financial planning and management reporting often evolve separately. Over time this leads to conflicting assumptions, inconsistent KPIs and manual reconciliation across departments. Integrated planning and reporting connects operational drivers, financial forecasts and executive reporting into one coherent management system. When planning and reporting follow the same logic, organizations gain a reliable basis for forward-looking development. Integrated planning and reporting addresses recurring common challenges.
Common Challenges
Disconnected planning processes
Operational planning and financial planning are often performed in different systems and with different assumptions. Plans must be manually reconciled.
Multiple versions of the truth
When departments maintain their own planning models, the organisation quickly loses a single authoritative view of performance.
Reporting disconnected from planning
Management reports often rely on static historical data rather than the assumptions used in planning models.
Technology that supports your integrated planning and reporting
Power BI is the market’s best business intelligence tool, turning company data into clear visuals to help teams make smart decisions.
- Connects with Microsoft 365, Teams, and Microsoft Fabric so you do not need custom tech setups.
- Keeps your data safe and compliant using built-in security controls that stop unauthorized sharing.
- Easy for regular business workers to build reports.
Acterys is an enterprise-grade budgeting, forecasting, and write-back platform built natively into Microsoft Excel, Power BI, and Microsoft Fabric.
- Delivers real-time data entry and scenario modeling across Power BI, Excel, and Fabric workspaces.
- Houses automated SQL models behind the scenes, offering ironclad security, complete audit trails, and strict enterprise control.
- Speeds up deployment with pre-built planning apps and low-code data modeling that requires zero coding expertise.
Aimplan is a cloud-native FP&A solution built to extend Power BI into a complete budgeting and forecasting platform.
- Integrates data seamlessly across the enterprise leveraging over 170 built-in data connectors.
- Instant Write-back allows to input budgets, adjust forecasts, and run scenario simulations directly within Power BI dashboards.
- Maximizes existing Power BI semantic models so business users can manage flexible planning cycles without IT support.
deFacto Power Planning is a Microsoft-based CPM solution that unifies financial and operational planning.
- Unifies budgeting, forecasting, and financial consolidations into a single source of truth.
- Native Excel & Power BI integration that embeds full read/write planning capabilities directly into your existing Microsoft tools.
- Provides flexibility and ease of use, allowing finance teams to manage models without IT support.
Power ON transforms Power BI into a collaborative, two-way planning and forecasting solution.
- Enables real-time, Excel-like data entry directly inside Power BI reports.
- Supports diverse operational workflows including Sales, Demand, and Financial Planning.
- Strict Enterprise security uses native Power BI governance to meet global compliance and access control standards.
Our approach to integrated planning and reporting
Build
We listen, ask questions and deliver a planning and reporting concept that gives you the certainty you desire to become resilient to economic and market shocks.
Run
We embed governance and auditability so every number is trusted and every change is tracked. Your teams plan confidently, operate independently, and adapt to shifting conditions without losing control.
Improve
We monitor adoption, optimize models, and hand off full ownership once performance stabilizes. The result: sustainable, self-service planning that keeps evolving with your business.
Integrated planning and reporting establishes a consistent logic across the organisation’s operational and financial management processes. This alignment allows executives to move from retrospective reporting to proactive steering. Instead of reconciling numbers after the fact, organisations can simulate scenarios, understand trade-offs and evaluate future outcomes in a structured way.