Automate your most repetitive and labor-intensive business processes.
Reduce errors and eliminate confusion as users enter and submit their plans. Often planning and forecasting become disconnected between Finance, Sales, Operations, and other parts of the organization.
A common example is when product managers need to sync with manufacturing on production planning systems for a product ramp or launch. At the same time, marketing needs to plan advertising or campaigns and sales to add new headcount within their workforce planning tools.
With Kepion, you can easily integrate all of these parallel planning processes on a connected platform to share reports, dashboards, and scorecards with the right audience. Kepion’s process tracker also allows you to stay on top of inputs, submissions, and approvals across your organization to ensure a more streamlined approach to business planning, budgeting, and forecasting.
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Maintain an audit-trail of all workflow activity and the changes in your data inputs, and monitor workflow changes and submission status.
Add documents such as invoices, notes or scans directly into your plan through workflow, enriching your plan and tracking the details that matter.
Use advanced workflow approvals to provide flexibility in how your organization manages plan submissions, reviews and approvals.
Archive your planning submissions and perform other data operations when your workflow status changes to Approved.