CONTINUOUS PLANNING FOR COMPLEX ORGANIZATIONS

Transform Your Business with Real-Time, Cloud-Based Planning, Forecasting and Analytic Applications

Most organizations are working today at breakneck speed to stay viable, uncover new business opportunities and control costs. They must be able to change the way they respond to traditional and non-traditional competitors but often are ill-prepared to pivot based on stale planning and forecasting.

Planning is a difficult process, which is why most organizations only do it once or twice a year. One of the reasons is that most planning tools are complicated and time-consuming. But with a user experience that simplifies the effort in checking plans daily and collecting up-to-date data from teams across the enterprise, you can adopt a continuous planning process that drives more accurate results and makes it easier to anticipate and respond to change.

Tidemark is a cloud-based planning and analysis platform that bridges the gap between finance and operations for medium to large enterprises. It uncovers insights within the context of key planning processes. With Tidemark, your financial planning teams can apply your business processes and data all the way to the edges of the enterprise for driver-based, continuous planning. Tidemark can handle the needs of the largest, most diversified enterprises, incorporating predictive and in-process analytics in a flexible and intuitive modeling environment. This gives your teams an easy way to model your business processes using a user-friendly interface that engages everyone in the planning process with real-time collaboration.

Put Your Business First

When planning models are stored and calculated separately across multiple regions or charts of account it can be difficult to get a consistent, consolidated view for accurate reporting to support decision making.

In contrast, Tidemark is designed around your business processes, providing a single point for business users across different entities and different departments to enter real operational data. With driver-based models informed by current realities - not on an outdated or unrealistic historical perspective - organizations can easily evolve plans to address fluctuating markets and changing business conditions.

Move to an integrated plan for greater accuracy within a single platform that includes operations, business, and departments

Enjoy high adoption rates with software that adapts to your business process rather than forcing teams to adapt to the needs of the tool

Connect the edges of your enterprise by enabling store managers, plant floor managers, etc. to input planning data, collaborate, and track performance for more accurate planning

Plan at a granular level across demand plans, CapEx plans, labor plans, etc., without losing a level of detail

Support current and future data and processing needs with a multi-tenant, computational cloud and scalable, elastic architecture

Run in the Now, Impact the Future

When you are working with out-of-date plans it’s hard to be agile and adapt quickly to changing business needs.

With Tidemark, you can see immediate results by running your most complex calculations using a fast, computational engine and rich data integration. With unconstrained, unlimited scenario planning, Tidemark enables you to adapt to change and support cross-functional planning.

Make Finance a Participation Sport

When departments plan separately from finance and no integrated plan exists this can result in poor visibility into business units and insufficient access to information for operations.

Tidemark’s consumer-grade user experience encourages participation at the front lines of planning, budgeting, and forecasting. Non-finance users can easily understand the details and participate in the process, including use of the dashboard for their own budgeting needs. Tidemark can incorporate vast amounts of data and enormous complexities while presenting information in an extremely simplified manner.

Access data and processes in real-time with Tidemark’s fast computational engine and rich data integration, providing answers at the speed of business across the board

Model your most sophisticated enterprise-wide processes and add more users, data, calculations, and models without impacting performance

Model an unlimited number of scenarios to plan for different business outcomes, so you are always prepared with the optimal action plan

Shrink planning cycles by incorporating workflow and approvals throughout your submissions

Encourage enterprise-wide employee engagement with in-process collaboration and annotations that provide much-needed context and eliminate unwieldy email chains

Connect and manage with any device and present information in a simplified and intuitive dashboard for quick budgeting and planning participation

Enable users to create supplemental ad-hoc graphs and charts directly within the process

Maximize productivity with integrated analytics that remove the need to export data to Excel or to open a separate BI tool to analyze your data

About insightsoftwareinsightsoftware is a leading provider of financial reporting and enterprise performance management software. We enable the Office of the CFO to connect to and make sense of their enterprise data in real time so they can proactively drive greater financial intelligence across their organization, which is how best-in-class finance teams operate. Over 25,000 organizations worldwide rely on insightsoftware’s portfolio of best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance.

Questions?

US +1.919.872.7800

UK +44 (0) 845.467.4448

Aus. + 61 2 8968 9303

insightsoftware.com

Customers include:

AEG Worldwide

Bluelink

Ceva

Coyote Logistics

Engie

HNL Lab Medicine

Norauto

Stanford University

Terega

Veolia

“Our new approach is much more driver-based than before. With Tidemark, you make changes as you go, and with this iterative process, you can easily see the impact of data, roles and other variables no matter where in the process you are.”

Roberta GordonFormer Workday Project Director, Brown University