Integrated
Planning across
the Enterprise

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FAQ about Kepion Planning

These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us — we're here to help.

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Getting Started

What is Kepion Planning?

Kepion Planning is a Cash Flow Forecasting Software that provides an integrated approach to business planning, budgeting and forecasting for finance, sales, marketing, operations and HR. With Kepion, data is consolidated into a single platform for reporting and analysis across the enterprise.

How can Kepion Planning help my business grow?

Kepion Planning can scale as your business grows. Our flexible app modeling platform allows your business to start with a baseline model for budgeting, forecasting and reporting. As your business process grows to more complexity, Kepion can help simplify by automating your complex processes into a streamlined and intuitive process flow within our web interfaces.

Is my business too small to use Kepion Planning?

Kepion provides flexibility for both small and large enterprises to take advantage. Small businesses can leverage one of our pre-built apps to get started quickly, while mid-size to large enterprises can use our Business Intelligence BI modeler tool to build the solutions that fit around the way they work.

How can I get a trial version of Kepion?

Yes, we have a 30 day trail version of Kepion which you can install into your own environment, or within an Azure VM environment. Please contact us to find out more.

How secure is my data in Kepion Cloud?

Kepion leverages the enterprise scale and security of the Microsoft Azure Business Intelligence environment. Over thousands of SMB’s and large enterprises have entrusted their data within this same environment. Kepion also provide full security controls and audit trail of all activities within the environment as well.

Licensing

How is Kepion licensed?

Kepion is licensed based on a subscription basis for both on-premise and SaaS offerings. Please contact us to find out more.

Implementing Kepion Planning

How do I get started implementing Kepion Planning?

Kepion OnBoarding team will be able to arrange the delivery options you would like to get started with. We have self-service, remote or onsite options available, based on your requirements, resource availability and skillsets.

Is there a list of partners I can connect with to help with my Kepion Planning implementation?

Yes, Kepion has over 50+ partners across the globe to help work with you locally for implementation, support and training needs. Please contact us to find out which partner is near you.

How long is the Kepion Planning setup process?

Kepion install is a simple straightforward process to install into your own environment. The system requirements for install can be viewed here.

How can I connect with other Kepion Planning experts?

Kepion provides access to the customer community once they become a customer themselves. They are able to access support articles regarding various best practice and issue resolutions. Also ongoing training documentation and videos will be provided.

What support is available to me to get Kepion Planning up and running?

Kepion provides full support to all subscribed customers. We have a support line that is accessible to all Kepion customers. As well as a global partner network that is able to support you on any needs you have that are implementation specific.

Try Kepion 6.0

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