Planview Enterprise Datasheet (652 KB)
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Corporate Financial Planning
Advance your investment planning process
You must choose the right investments for your company, understand their financial implications, and validate their return.
You can't afford an investment planning process that's ad-hoc, cumbersome, or inaccurate, nor have a broken feedback loop between the LOB and Finance.
Unfortunately, current corporate financial planning tools face exactly these challenges, leading to a corporate financial planning process that:
The Solution: A Consistent, Rigorous Planning Process
Track investment performance with real-time analytics
Planview Enterprise helps Finance apply the same rigor to investment planning that is typically applied to budgeting, to bring new a level of maturity and consistency to the investment analysis process, enabling you to:
Integrate Investment Planning with Budgeting
Planview Enterprise integrates investment planning and the budget by relating investments with the accounts that drive budgets, helping Finance provide better guidance to the LOB on aligning budgets with corporate strategy, appetite for risk, and other factors.
Plans built in Planview Enterprise are transferred seamlessly from the LOB into Finance's systems – giving you the numbers you need along with the business context to make sense of those numbers, all without forcing the LOB to use an Accounting-oriented system.
Get Downstream Visibility
Once plans are realized, use Planview Enterprise in conjunction with Accounting systems for downstream visibility into investment performance and plans vs. actuals. Real-time analytics help you:
Run What-If Scenarios
Both Finance and the LOB can take advantage of Planview Enterprise's ability to use what-if scenarios:
Shorten Planning Cycles
Planview Enterprise integrates with ERP, GL, and other systems, so that data from across the company can inform the financial planning process. This shortens planning cycles, enabling you to:
Increase Accuracy and Accountability
By eliminating the errors that can plague spreadsheet-based planning, you accelerate planning even as you reduce risk and analyze investments more closely.
Advance Your Corporate Financial Planning
Planview's comprehensive enterprise platform for advancing corporate financial planning process enables you to implement a mature, consistent and rigorous approach to investment planning.
By extending the benefits of portfolio management, Planview Enterprise helps you: