SENIORPLANNER
Intelligent budgeting and dynamic forecasting solution
BUDGET PLANNING
Budgeting and financial analysis integrated into a single screen
SeniorPlanner brings budgeting and financial analysis into the same screen, giving you a complete, coherent and up-to-date picture of your organization’s performance. Through an intuitive interface and modern visualization tools, you can build, analyze and adjust budgets in real time. Thus, the system ensures, among other things:
- A unified, collaborative and easy-to-follow budgeting process
- Constantly updated forecasts, based on data from systems
- Financial and operational plans aligned with objectives
KEY FUNCTIONALITIES
Leadership through planning: align, assess, deliver.
SeniorPlanner integrates data analysis with collaborative planning, providing a unified framework for managing objectives, execution, and reporting. Through automation, dynamic scenarios, and version control, the solution ensures full traceability in the financial planning process.
Collaborative budgeting
Approval workflows
Alternative scenarios
Direct input in dashboards
Dynamic projections
Automatic consolidation
USE CASES
Anticipate the future and make informed business decisions
The advanced budgeting and planning solution provides powerful simulation, forecasting, and predictive analysis capabilities, enabling you to respond quickly to market changes and optimize company performance, before issues arise.
Continuous forecasting
“What-if”
simulations
Comparative
analysis
Multi-entity budgeting
WHAT OUR CUSTOMERS SAY
Distribution performance through full visibility into sales evolution
Because our core business is distribution, sales are the engine of our company. That is exactly why, with the help of the budgeting and analytics solution, we monitor sales performance on a daily basis. We can instantly see how we compare against budget and against previous years. The solution gives us clarity, faster decision-making, and a complete view of how the business is evolving.
FINANCIAL PLANNING
Align your company’s objectives with market reality
The integrated analytics and budgeting solution enables you to plan revenues, expenses, projects, and resources within an intuitive system that delivers continuous support and full transparency at every stage.
Multi-period budgeting
- Create annual, semi-annual, quarterly, or monthly budgets.
- Break down budgets by divisions, sales representatives, departments, lines of business, products, projects, or cost centers.
- Enable fast adjustments throughout the entire planning cycle.
- Integrate alternative scenarios through budget versions to test the impact of different decisions on the overall budget.
Plan vs. actuals
- Compare approved budgets with actual financial results, segmented by category (expenses, revenues, sales, costs).
- Quickly identify variances from plan, with automated alerts for critical areas.
- Maintain the flexibility to adjust budgets, forecasts, or commercial actions in an agile manner.
- Detect emerging trends early and take proactive action.
Predefined templates
- Use templates that can be quickly adapted to your company’s structure and specific requirements.
- Configure financial formulas to reflect correlations and dependencies between financial and operational KPIs.
- Set up automatic allocations by month or quarter based on seasonality, trends.
- Templates include built-in rules and automated alerts to prevent errors.
INDUSTRIES
Strategic budgeting built for the pace of your industry
The system provides the ideal framework for accurate financial planning tailored to the realities of your industry. With a flexible and scalable approach, the budgeting solution helps you turn large volumes of data into valuable insights and informed decisions.
Get full control and visibility into your construction projects
With the budgeting solution, you can efficiently plan, analyze and simulate activities specific to the construction industry:
Features
- Portfolio analysis, operational analysis, life cycle management, cost allocation
- Profitability analysis and forecasting across entities, geographies, buildings, projects
- Monitoring costs and budget variances by execution phase and cost center
- Unified asset management, resource planning, contract management of activities and SLAs
- Cash flow analysis and financial impact of execution and delivery deadlines
- Performance efficiency at the aggregate level down to individual resources and assets
Transform data into development opportunities
The integrated system helps you expand your customer base, improve service quality and maintain profitability, by:
Features
- Analysis and control of production unit performance through precise budget allocations and operational forecasting
- Asset and infrastructure management through availability monitoring and associated cost analysis
- Optimization of energy network distribution and planning based on load, efficiency and estimated demand
- Analysis of customer behavior to improve acquisition and retention strategies
- Identification of cross-sale opportunities by correlating commercial and operational data
- Continuous monitoring of operational costs to maintain profitability and financial control
From planning to profit, everything in one platform
Using the unified planning, analysis and simulation platform, you can gain complete visibility into financial and operational performance, optimizing commercial, research and production processes, through:
Features
- Defining the most profitable product mix by integrating project analysis, planning and forecasting
- Total visibility into profit margins, across all sales channels (discount stores, department stores, pharmacies, etc.), down to the shelf level
- Aligning production to estimated demand through integrated sales and operations planning
- Reducing testing costs by monitoring the performance of each test set
- Integrating sales and operations planning with sales data provided by companies that offer health data services
- Dynamic adjustment of pricing strategies by correlating promotions with demand forecasts
Align operations with strategic objectives
With the flexible and integrated analysis and budgeting solution, you quickly respond to market demands, efficiently manage resources and increase profitability through decisions based on accurate data:
Features
- Budgets integrated with production plans (volumes, raw materials, costs)
- Integrated planning of production capacity and required resources
- Demand forecasting and dynamic adjustment of production plans
- Scenario simulations for investment planning and decision impact testing
- Monitoring of production unit performance and equipment utilization
- Analysis of direct and indirect costs at product, production line or unit level
Increase operational efficiency and competitiveness of the organization
SeniorBudgeting combines business analysis, reporting and forecasting in a single integrated solution, giving you complete visibility over data from your entire organization:
Features
- Budgets by stores, sales channels (offline/online), product categories
- Sales forecasting by categories, locations and channels
- Align inventory with estimated demand to reduce losses
- Simulate the impact of promotional campaigns on margins and sales
- Analysis of operational costs by point of sale
- Automate the budget planning process by profit centers
- Monitor financial performance in real time, by chain or store
Optimize resources and respond quickly to market demands
SeniorBudgeting provides you with complete visibility over the entire production and distribution flow, giving you the tools you need to make quick decisions based on accurate data:
Features
- Detailed budgets by product range, distribution channels and geographic areas
- Demand forecasting by channels and regions, with increased accuracy
- Planning promotions and analyzing the impact on sales and margins
- Managing costs by product categories and life cycles
- Correlation between sales, marketing and production planning
- Simulation of distribution scenarios and stock optimization
Efficiently manage budgets and increase the performance of medical services
The system offers you complete financial visibility and the necessary tools to manage budgets accurately, plan long-term and comply with regulatory requirements without compromising the quality of services:
Features
- Budgeting by service types (consultations, analyses, interventions), departments or locations
- Budget planning by cost centers and types of medical services
- Cost analysis per patient, case, procedure or medical unit
- Simulation of financing scenarios based on public policies or contracts with insurance companies
- Management of investments in medical equipment and infrastructure
- Forecasting demand for various services or specializations
Plan strategically and optimize performance across all business lines
From production and supply to sales, service and spare parts, the integrated platform helps you plan strategically and react in real time to market changes:
Features
- Plan budgets by business lines (sales, service, parts)
- Analyze costs by model, variant, component or supplier
- Forecast demand and adjust production and supply plans
- Integrate with sales and after-sales data for more accurate planning
- Simulate the impact of changes in raw material or market prices
- Automatic allocation of indirect expenses based on sales volumes or channel type (dealers, fleet, retail)
BENEFITS
Reduce the risks of deviation from the plan and optimize resources
Through automation, integration, and extended visibility, companies that implement modern budgeting and financial simulation solutions make data-driven decisions based on real-time information and gain tangible advantages:
