| Retail |
- Sales and Margin Planning–at the store, brand, division, or
product level
- Discount planning
- Cost of sales planning
- Fixed and rolling forecast, long range planning
- Direct and indirect overhead planning
- Staff cost, Capex, and project financial plans
- Marketing, travel, and business trips plans
- New stores plan and refit maintenance
- Rent plan, shrinkage plan, and depreciation plan
- Support division budget
- Indirect OH budget
- Driver-based OH allocations
|
| Healthcare |
- Ability to plan by entity (hospitals), service line (such as
oncology or cardiology), or payer (insurance providers)
- Patient volumes and global stats planning (inpatient or
outpatient)
- Patient revenue planning (volumes and average revenue rates
per patient)
- Allocations at the payer level
- Contractual deductions and reimbursements
- Other deductions (such as bad debts or charity)
- Non patient revenue (such as pharmacy, gifts, bouquets, and
parking revenue)
- Bed capacity planning
- Opex planning–fixed and variable cost (consumable items like
medical supplies, lab supplies, oxygen and gases, and IV
solutions.)
- Opex–cost per unit of service for fixed and variable
costs
- Fixed and variable staff–FTE planning, cost planning
- UOS, productive and non-productive hours planning
- Benefits planning, FICA calculations
- Hospital level P&L statements
- Actual vs. Budget with comparative and variance analysis
(Complete P&L)
- Dashboards for both operational and financials
|
| Manufacturing |
- Production planning
- Maintenance planning (spares consumption)
- Sales operational planning at the product level
- Sales forecasting–monthly or weekly
- Quota planning and target setting by sales rep
- Maintaining different prices for revenue models
- Sales revenue and discount planning
- Material future prices planning
- Material consumption planning
- Route level planning
- Logistics and supply chain planning
- Factory overheads planning
- Overheads allocation planning
- COGM and COGS Planning
- Gross Margin Analysis
- Detailed planning for OPEX accounts
- Detailed marketing planning
- Non-operating income and expenses planning
- Budget control, transfers, adjustments, and write back
|
| Banking |
- Detailed mid-term projections based on trends and
drivers
- Rolling forecast planning based on trend and drivers
- Detailed operational planning–loans and deposits
- Planning at the OCR, product, and client segment level
- Interest income and expenses planning
- Non loan fee income planning
- Upfront fee calculations and amortizations
- PAR, early repayment, and loan penalty fee calculations
- Other income and expenses planning
- Capital projects
- Existing assets planning
- New assets planning and project assets planning
- Gross value, net value, depreciation, and accumulated
deprecation plan
- IFRS 16–leased assets planning
- Corporate office expenses planning
- Headcount planning by department, position, and levels
- Manpower cost planning–existing and new staff
- Interest expenses on borrowings
- Borrowed funds projection
- New borrowing schedule
- Commission and borrowing fee expenses
- Treasury-related fee expenses
- Various operational reports
- Annual budget reporting pack and monthly financials
- Rolling forecast
- Balance sheet and cash flow budgeting
|
| Airline |
- Financial and strategic planning based on drivers,
supporting top-down and bottom-up planning models
- Revenue planning by flight number, route level, flight type,
region, and business segment. Integration with airline
revenue systems for the actual data.
- Inflight sales planning, duty free sales planning
- Opex planning at the GL account level. Detailed Opex
planning for fuel cost, repairs, maintenance, training, and
so on.
- Budget financial statements–profit and loss, cash flow,
balance sheet, annexures
|
| Hospitality |
- Detailed operational planning–room revenue, F&B
revenue
- Day-wise planning capability for the number of guests, room
revenue
- Events, weekend-based pricing, and automated revenue
calculations
- Predictive planning capability, demand planning
- Automated ancillary services revenue, calculations based on
drivers
- Other income, expenses planning
- Fixed and variable cost planning, direct and indirect cost
planning
- A&P planning at the initiative level
- Actual vs. budget for A&P at the initiatives level
- Development cost planning
- Actual vs. budget tracking for development cost
- USALI Reports–butterfly reports with MTD and YTD
comparison
|
| Telecom |
- Operational planning–subscriber type, product, site, and
division level planning
- Plan for subscriber base, minutes of usage, average revenue
per user, revenue by product, site, and subscriber type
- Driver-based plan to calculate revenue for postpaid,
prepaid, value-added services, handsets, internet, wireless,
broadband, and digital services
- Network operations and maintenance planning, depreciation
planning
- Capex–existing and new assets, leased assets, and IFRS 16
compliance
- Capital projects planning–balance carry forward to next
year
- Marketing campaign planning
- Approved budgets write back to ERP, budget transfers, and
adjustments
- What if scenarios and models
|
| Higher Education |
- Planning, budgeting, and forecasting at colleges, locations,
departments, student category, faculty level, and study
program
- Integration with the student information system and
financial system
- Faculty planning, number of students planning, student
accommodation planning
- Monthly and weekly forecasting
- Revenue and cost planning for student tuition fees, library
fees, transportation fees, and book fees for new and
existing students
- Other revenue (non-operational revenue) planning
- Budgetary control, transfers, adjustments and write back to
ERP
- Approval workflow to get the plan approved by rector and
management
|
| Insurance |
- Insurance premium revenue–% growth (renewals and new)
- Re-insurance planning–% on gross return premium
- Loss ratio, net premium earned
- Product and channel-level planning
- IFRS 17 and IFRS 4 compliance for insurance planning
- Commission planning
- Investments planning
- Integration with front end systems
- IFRS 17 and IFRS 4 compliance reports
|
| Real Estate Projects |
- Real estate contractual projects planning–such as malls,
shops, office, residential, commercial, complex, and
warehouse
- Plan for detailed project construction cost, development
cost, labor cost, and material and equipment cost
- Enter the % of completion by period so the revenue will get
budgeted in the period of completion
- Allocate project overheads to the project, such as direct
and indirect overheads
- If the project runs for multiple years, do cost adjustments
during every budget cycle to adjust the overall project
cost
- Calculate the funds flow and cash flow for the project to
see the nature of the funding, such as equity or loan
- Enter the equity and debt % to calculate loan requirements
to meet the project expenses
- Budget for loan, interest, and principal amount
repayments
- Budget for loan amount utilization for the project year on
year
- Projects department budget for maintenance cost required to
maintain properties year on year–this can also be considered
to derive revenue budgeting
- Revenue budgeting can be derived based on total operational
cost, overheads, adjustments, borrowing costs, and profit
margin
- Total revenue divided by total rental area to derive the
revenue per square meter
- Rental area by tenant and revenue per square meter can
provide the rental revenue by property and by customer for
revenue budgeting
- Provision to increase rent by a certain % considering
inflation and maintenance costs, and accordingly derive
revenue budgets for each property by tenant
|
| Oil and Gas |
- Sales and marketing planning–crude, petroleum, and gas
- Region and product-level planning for oil and gas
products
- Sales volume and revenue planning for crude, petroleum, and
gas
- Marine planning and vessels planning
- Oil and gas production planning at the refinery level
- Allocation of oil and gas products to local government,
local sales, and export sales
- Product, region, and country-level profitability
reports
|
| Common Business
Processes |
- Long-term business planning
- Rolling forecast and projections
- Capex planning and leased assets plan
- Projects and program planning
- Financials–revenue and expenses planning
- Automated income statement
- Budget reports and dashboards
- Cash flow and balance sheet planning
- Driver and trend-based planning
- Predictive planning
- Actual vs. budget, actual vs. forecast comparative
analysis
- Approval workflows for each process
- Budget transfers and adjustments
- Scenario analysis
|
