Planist Financial Performance Management Solutions with IBM Planning Analytics (TM1)

An integrated Financial Performance Management solution comprising readily available features for Planning, Bugeting, Financial Consolidation, Reporting, and Analysis. The solution is developed using IBM Planning Analytics (TM1) software technology.

​Key Features of Planist Financial Performance Management Solutions
We deliver the following best in class readily available features for financial performance management on the following modules:
  • Group Financial Consolidation​
    • ​​Eliminations of Intercompany Balances and Transactions
    • Currency Translations
    • Journal Entries for Adjustments and Reclassifications
    • Consolidation Chart of Account and Mappings
    • Minority Interest Calculations
    • Reporting Packs at Individual or Consolidated Levels
    • Consolidation Workflow
  • Budget Planning & Forecasting Solutions
    • Sales, Revenue & Operations Planning
    • Production & Supply Chain Planning
    • OPEX, CAPEX and PPEX Planning
    • Financing and Cash Flow Planning
    • P&L, Balance Sheet, CF and Ratios
    • Plan Version Management & Planning Workflow
    • Budget Reporting Packs
  • KPI and Scorecard Management Solutions
    • Indicator Calculator
    • Metrics Management
    • Scorecard Management
    • Scorecard Assignments
  • Profitability Management Solutions
    • Costing Calculations and allocations for Manufacturing
    • Activity Based Costing Allocations
    • Shared Services Allocations
    • Product Profitability Allocations
    • Customer Profitability Allocations
  • Statutory Reporting Solutions
    • Automation of IFRS Adjustments
    • Automation of Inflation Accounting Adjustments
    • Automation of Disclosure or Audit Report Sets

Common Features of Planist Financial Performance Management Solutions
In each of our projects we make sure to deliver the following key requirements:
  • Comes with readily available features but fully customizable based on individual business requirements. 
  • A complete solution with all planning and reporting modules are integrated to each other.
  • Full integration of actual data from source systems
  • Flexible and automated master data management
  • Actual and plan comparison reports that are automatically generated. 
  • Quicker deployment due to the use of our growing library of micro models.
  • Multiple plan scenarios can easily be created and copied in the same model with automation.
  • By automating meta-data update, minimal model maintenance requirement.
  • One model for planning and reporting with fully integrated sub models​
  • Full integration of actual data to support the planning and reporting processes
  • Active Directory/LDAP integration for user authentication
  • Both Internet Browser based, Excel Add-In based and Windows Client based access to all cubes
  • All restrictive security and confidentiality requirement of our financial services clients are satisfied. 

​Application Areas
  • Group Financial Consolidation
  • Financial Management Reporting
  • Statutory Disclosure Reporting
  • Integrated Enterprise Planning and Budgeting
  • Profitability Allocations
  • KPI & Scorecard Management
Key Supported Software 
  • IBM Planning Analytics on Premise
  • IBM Planning Analytics on Cloud