Planning, Budgeting and Forecasting Software

Plan around the way you work

Kepion enables sales, finance and operations to plan on a single platform, customized for each department and designed for how you work.  

One-stop planning, budgeting & forecasting software

No longer operate under separate planning & reporting processes. With Kepion’s Corporate Performance Management (CPM) solution, you can collaborate on a single approach for integrated business planning. Designed for the business, by the business, Kepion’s CPM Software allows sales, finance, operations, marketing, and HR to configure personalized planning apps specifically to how they work.

Revenue Planning & Sales Forecasting Software

  • Automatically integrate with sales & demand data from CRM or other systems.

  • Conduct what-if analysis based on different revenue scenarios and assumptions.

  • Drive costs, staffing, and capital assets from the sales plan.

  • Spread values over time for upcoming revenue and see the immediate impact on the bottom line.

Operational Budgeting & Expense Planning Software

  • Use driver-based planning based on data from other modules to plan to spend.

  • Efficiently perform what-if analysis on different spending scenarios for planning.

  • Communicate your reasoning for expense items through cell-specific annotations.

  • Centralized management of assumptions, formulas for expense calculations, and rollups.

Workforce Planning Software

  • Automatically integrate all data from your company’s HR tracking systems and other workforce planning tools.

  • Conduct what-if analysis based on different hiring scenarios and assumptions.

  • Model driver-based planning modules to be driven by revenues, staffing needs, or allocation planning.

  • Spread values over time for upcoming hiring needs and see an immediate impact on the bottom line.

  • Complete Personnel Management Software to help reduce workforce planning cycle time.

Capital Asset Planning Software

  • Integrate capital asset planning with P&L, Balance Sheet, and Cash Flow.

  • Use drivers such as headcount or production units to plan new capital expenditures.

  • Spread capital spending into depreciation expense over time and immediately impact the balance sheet and cash flow statements.

Stay agile with rolling forecasts

Forecasting used to be a headache for most organizations. Often, you would find it challenging to have a clear vision of future sales, expenses, and so on due to the scattered data and inconsistent or unclear business rules.

Kepion can help you deal with these issues. Leveraging the power of the Microsoft Business Intelligence platform, Kepion provides abilities to automatically import actual data from other systems, along with ongoing updated data; you will be able to make better and more accurate forecasting and decisions for the next 12, 15 or 18

bi reporting software

What-if scenario modeling

Kepion enables you to run scenario modeling and planning for your company’s future. Whether it’s year-over-year planning growth for new products or risk assessment based on competition, Kepion provides in-depth analysis of your best, worst and ideal case scenarios at your fingertips.

supply chain balance

Real-time KPI Metrics & Insights

With Kepion, you can tie together the targets set within Kepion with visual scorecards and KPIs for users to monitor their performance. Kepion provides the data modeling environment to build data environments and KPIs for your organization.

Collaborate across the enterprise

Often planning and forecasting become disconnected between finance, sales, and operations. A typical example is product managers need to sync with manufacturing on their production planning systems for a product ramp-up. In contrast, marketing needs new collateral, and sales need to add a new headcount within their workforce planning tools.

With Kepion, you can easily integrate all processes and functions on a common data platform to share reports, dashboards, and scorecards with your intended audience. Kepion’s process tracker also allows you to track the inputs from your organization to ensure a more streamlined approach to business planning, budgeting, and forecasting.

Frequently Asked Questions

The financial planning, annual budgeting and ongoing forecasting process is important within all industries, for any size company. Today, Kepion is being used to manage planning and to track company performance in industries such as manufacturing, banking and financial services, consumer goods, energy, healthcare, hospitality, high tech, insurance, retail, non-profit, oil & gas, pharmaceuticals, professional services and telecom. To get an idea of the companies who Kepion supports, go to the customer page and see a listing of Kepion clients.

We see so many organizations today finding themselves managing disconnected and inaccurate data along with slow business processes. As a result, these companies lack the ability to produce timely budgets or forecasts on an ongoing basis, with ineffective planning processes that contain too many iterations and longer planning cycles. Plans are often out of date, not matching the speed of the business, and teams are unable to create consistent, real-time trend and variance reports and analyses.

Many companies are implementing integrated planning solutions with operations data combined with financial data, and incorporating driver-based models to manage their business planning. In this way their plans are based on reality as opposed to ratios using historical data that is very likely outdated. Companies are also using CPM solutions to move to an integrated and continuous forecast, replacing the one-time budgeting process with a more accurate and continuous rolling forecast.

Regardless of the number of business processes and FP&A plans, Kepion is managed in a single instance, with a single platform and interface to access your multiple processes. In this way, you are able to not only manage all scenarios from a single interface, but you are also able to incorporate the multiple scenarios into integrated views, comparing actuals to forecasts to plans, across multiple years, and across all of the dimensions important to the management of your plan.

No, Kepion is able to handle an unlimited number of plans, forecasts and what-if scenarios in your solution. In addition, there are many different methods and models that Kepion can manage in creating what-if scenarios, including driver-based calculations based upon operational results, separate dimensions and members to track the separate scenarios, reports to provide analysis into the separate scenarios, and dashboards to make changes to your scenarios and see impacts to your performance in real-time through updated reports and graphs.