Budgeting, Planning & Forecasting

Navigate the uncertain, ever-changing commercial environment with confidence.

Empower your business with organisational agility in the budgeting, planning, and forecasting process. Clarivos’s Budgeting Planning & Forecasting solutions connect Finance with Operations, arming you with the ability to get a full view of business impact of even the smallest change in performance. Clarivos planning solutions give you the insights you need to anticipate change and improve efficiency while maintaining profitability levels. 


Plan for a better future with Clarivos.



Key Benefits

  • Get a single solution - Unify all your plans, processes, and data, that aligns financial and operations activities company-wide. Intuitive dashboards make data allocation easy. Align your financial strategy across departments, and improve connectivity.
  • Reduce Risk - Increase security and achieve greater control over your organisation, business information, and operations.
  • Save time and money - Automation means less time doing data entry, elimination, and consolidation. More time driving better decisions and strategy.
  • Greater Accuracy - Real-time data means that your business information is always up to date. You don’t need to worry about data duplication errors by making amendments to data manually.
  • Have Peace of Mind - Rest assured that plans, budgets, and forecasts can be made timely, secure, and reliable.
  • Make better decisions - Real time data, what-if simulations, and predictive analytics take budgeting and planning to the next level by visualising your financial information. Predict, and adapt quickly to new market challenges with better insights.
  • Achieve it all quickly - Clarivos solutions are out-of-the-box, ensuring rapid return on investment thanks to quick, industry-beating deployment.
  • Improve forecast accuracy. Align operational assumptions with financial outcomes, project future performance and create alternative scenarios.
  • Streamline processes with flexible workflow and management capabilities. Simplify reporting with built-in feature-rich Management Reporting capabilities. Forecast accurately with rolling forecasts and best practices.
  • Clarivos Budgeting, Planning, and Forecasting solutions are built with best practice to get you up and running and to promote quick time to value. Whereas most tools in the market strive for simplicity or flexibility. Clarivos solutions achieve both by providing an out-of-the-box framework, which leaves room for configuration and add-on functionality, empowering you with the planning agility and ownership you require. 
  • Improve decision-making by creating goal-oriented, driver-based plans. Get instant insights to your performance with interactive dashboards and reports and leverage predictive planning capabilities to recommend the best way forward.
  • Connect your business - Integrate all your departmental planning efforts, aligning Finance, Operations, and all lines of business. With connected planning, you can immediately analyze the impact of changes across your business.
  • Best in class Modelling at Scale - Model complex financial and operational what-if scenarios at enterprise level. Predictive planning functionality validates assumptions and reduces the risk in your decisions.
  • Scenario Modeling - Apply sophisticated financial intelligence
  • Leverage Clarivos business intelligence and other powerful, built-in features to rapidly model multiple scenarios to quickly deal with change.
  • Plan your capital asset expenses - Create cashflow and funding plans for investments and leased assets. Also plan for new capital assets and take advantage of out-of-the-box calculations for depreciation and amortization during the lifespan of the asset.
  • Plan for intangible assets - Plan for new and existing intangible assets, including amortization and cash flow planning and impairments.
  • Review your capital expenses - Get an overall capital spending analysis, including asset summary reports, and actual versus plan variances. Cash Flow Analysis, balance sheet, and income statement by asset class and business unit.
  • Understand the financial aspects of your projects.
  • Model all project types - Use out-of-the-box drivers to plan costs related to both short- and long-term projects, including IT, Marketing, Sales, HR, Operations, and more. 
  • Plan detailed project costs and revenues - Understand the financial impact of your projects. KPIs help you plan for individual employee and asset-related costs, as well as expected revenues.
  • Track project performance - Use prebuilt metrics to track project revenue, expenses, and cash flow. Leverage performance indicators such as net present value, payback, and return on investment.
  • Optimize your revenue methods - Accurately plan revenue, sales, and gross margin by adding dimensions for specific drivers related to your business.
  • Consider all expenses - Plan for all of your expenses with prebuilt best-practice expense drivers. Include expenses from workforce and capital planning with prebuilt integration.
  • Analyze the balance sheet - See the full picture by integrating balance sheets fully with income statements and cash flow. Configure for industry-specific requirements.
  • Model your cash flow - Model cash from operations with fully integrated cash flow planning for short, medium, and long-term time horizons.
  • Improve decisions with predictive outcomes - /Identify and leverage patterns in your financial and operational data to improve accuracy. Run predictions on the latest actuals and factor those into your plans for more timely, objective decisions.

Solutions in Action

What We Offer

Why Choose Clarivos for Budgeting, Planning, and Forecasting?

You and your finance team are under immense pressure when it comes to ‘big picture’ planning. You have to maintain trust in numbers, drive the company through market downturns, and achieve it all using complex processes in the planning and budgeting cycle. 

It’s a process filled with obstacles - human errors, lost data, misaligned department objectives, make it very difficult to have confidence in numbers and make business decisions. 

Clarivos has a number of out-of-the-box solutions that make budgeting, planning, and forecasting simple and efficient. We’ll help you get your company’s full story, benefit from real-time data, make better predictions, and drive improved decision-making. 


Budgeting, Planning, and Forecasting Case Studies

We have a number of Budgeting, Planning, and Forecasting success stories. We have proven success in transforming our clients’ planning capabilities. Check out our case study with Engie, where we generated cost and time savings, improved reporting, oversaw knowledge transfer, and drove greater confidence in budgeting and reporting for data-driven decisionmaking, as well as automating manual processes.

Multiple Award Winning

Clarivos is a multiple award winning, technology specialist firm. Our innovative Budgeting, Planning and Forecasting solutions are well recognised.

Some of our awards in the last year include:

  • SAP EMEA North Partner Excellence Awards - Innovation with SAC
  • SAP EMEA North Partner Excellence Awards - New Business Category
  • SAP EMEA North SAP ByD Outstanding Performance Award
  • SAP EMEA North SAP ByD Net New Names Award
  • SAP Intelligent Enterprise Partner Ambassador

Your Implementation Partner

You should choose Clarivos as your implementation partner for 3 reasons. Our best practice solutions come out of the box and can be implemented in as little as 10 weeks. Our multiple award-winning team also has decades’ experience across sectors, with proven client success stories. Our client engagement methodology empowers customers to become self-sufficient, so they get the most out of their investment.

You and your finance team are under immense pressure when it comes to ‘big picture’ planning. You have to maintain trust in numbers, drive the company through market downturns, and achieve it all using complex processes in the planning and budgeting cycle. 

It’s a process filled with obstacles - human errors, lost data, misaligned department objectives, make it very difficult to have confidence in numbers and make business decisions. 

Clarivos has a number of out-of-the-box solutions that make budgeting, planning, and forecasting simple and efficient. We’ll help you get your company’s full story, benefit from real-time data, make better predictions, and drive improved decision-making. 


We have a number of Budgeting, Planning, and Forecasting success stories. We have proven success in transforming our clients’ planning capabilities. Check out our case study with Engie, where we generated cost and time savings, improved reporting, oversaw knowledge transfer, and drove greater confidence in budgeting and reporting for data-driven decisionmaking, as well as automating manual processes.

Clarivos is a multiple award winning, technology specialist firm. Our innovative Budgeting, Planning and Forecasting solutions are well recognised.

Some of our awards in the last year include:

  • SAP EMEA North Partner Excellence Awards - Innovation with SAC
  • SAP EMEA North Partner Excellence Awards - New Business Category
  • SAP EMEA North SAP ByD Outstanding Performance Award
  • SAP EMEA North SAP ByD Net New Names Award
  • SAP Intelligent Enterprise Partner Ambassador

You should choose Clarivos as your implementation partner for 3 reasons. Our best practice solutions come out of the box and can be implemented in as little as 10 weeks. Our multiple award-winning team also has decades’ experience across sectors, with proven client success stories. Our client engagement methodology empowers customers to become self-sufficient, so they get the most out of their investment.

Testimonials

Testimonials

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I like building and optimising systems, and working with our Clarivos consultant as an embedded member of the team allows us to continually improve.
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With Clarivos’s help we developed a holistic, end-to-end implementation plan against very tight timelines, and they really helped us stay focused on doing the right things to consistently stay on track. Clarivos adopted a One Team approach from the very beginning.
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Clarivos consultants have been excellent in terms of their ability to come up with designs that suit us really well. They understand our limitations too and that it’s not always about implementing the perfect solution – it’s about implementing the solution that’s right for LOR.
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I am grateful to the Clarivos team for their guidance, expertise and their friendly, collaborative and pragmatic approach. We continue to collaborate today as the iiPay group expands.
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Technology Solutions

CCH Tagetik - Budgeting, Planning & Forecasting

Budgeting, Planning & Forecasting

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SAP Business Planning & Consolidation (BPC)

SAP Business Planning & Consolidation (or SAP BPC) is an EPM system, delivering Planning, Budgeting, and Forecasting, Management and Compliance into a single application.

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Planning and Consolidation

No more silos. No more endless consolidation efforts. Enterprise planning at its finest.

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Read Customer Success Story
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