Planum – FP&A & EPM Software for Limit‑Free Corporate Planning

Automatic Store‑Budget Calculation

A model that automatically computes budget metrics for every store format. Stores are grouped by type according to opening date, floor area, location and other attributes. Calculations take seasonality and inflation into account. The model also allocates revenue to shared departments and calculates payroll for each outlet.

Implemented a driver‑based budgeting approach that recognises store types and statuses; revenue forecasts by store format are generated automatically.

Automated collection of P&L and cash‑flow data for every store plus consolidated group reporting.

Enabled scenario modelling and rapid budget re‑calculation to meet shareholder requests.

Created a single workspace for data entry, review and analysis.

Imported historical data and set up seamless MS Excel integration.

Distribution Planning

The model factors in the company’s performance by business line and lets you calculate key metrics by product group. It plans outbound shipments in line with the production schedule, while payroll is calculated using a driver‑based methodology.

Automated calculation of bonuses and other staff accruals.

Calculation of key metrics (revenue, cost of goods sold) for each SKU in both monetary and physical units.

Collection of budgets and plans broken down by business line.

Shipment planning based on production norms and specific manufacturing constraints.

Payroll calculated against revenue drivers for each line of business and market segment.

Multiple allocation models that respect periods and key drivers.

Investment Planning & Results Monitoring

Designed for project‑by‑project capital planning, the model supports scenario analysis driven by macro‑economic assumptions. The platform consolidates inputs from multiple departments into a single report pack and imports actuals from the accounting system for plan‑vs‑actual analysis once projects move into execution.

A single information space for end‑to‑end investment management.

Simple consolidation of data from different departments.

Unified methodology management for every project.

Drill‑down analytics configured out of the box.

IFRS Reporting

The model includes an IFRS data‑load layer. Consolidation adjustments can be entered manually or calculated automatically. Standardised reports and disclosures are produced as soon as data are imported. Report content can be flexibly configured from the master chart of accounts. Intercompany eliminations and unrealised profit (UP) are computed automatically. Perimeter and entity mappings are fully customisable. Subsidiary staff gain role‑based access to the system.

Centralised control of the reporting‑collection process.

Unified data‑entry templates.

Automatic elimination of intra‑group turnovers.

Simplified data consolidation.

Project Planning

Calculates key performance indicators by legal entity, business line and individual project. Unified input forms simplify data consolidation, methodologies are embedded, and each project receives a full set of budget reports.

Consolidated financial results by project.

Flexible allocation rules.

Methodology management tailored to each project.

Production Planning Automation

The model tracks inventory levels across different warehouse types and item components. It forecasts the quantity of finished goods that can be produced with on‑hand components, calculates potential output and lead times, and determines the components that must be purchased to hit production targets.

Forecast production volumes based on existing stock.

Automatic calculation of inventory limits.

Automated forecasting of items that need to be procured.

Generated purchasing plan.

Construction‑Site Planning Automation

Plans are maintained both by business line and by individual construction site, down to contractors and equipment purchases. Multiple departments can collaborate on plan data; actuals are integrated from separate Excel workbooks.

Full project‑level planning.

Consolidation of results across projects.

Plan‑vs‑actual analysis.

Automatic generation of budget reports.

Payroll Planning

The model imports the staffing table, counts working, weekend and holiday days to calculate pay, night shifts and overtime. It applies accrual coefficients for individual employees. Vacation schedules, average annual income, leave pay and other accruals are all computed. Multiple users can merge their data into a single summary view, and interactive dashboards track results. Data can be sliced by employee, position, department, division and business line.

Automatic consolidation of departmental data.

Allocation of employees across projects.

Project budgets calculated from staff rates and project hours.

Planum Features

Flexible management of complex models and data ...

... with high performance

Seamless integration with external systems

Centralized data management

Granular access control for data security

Full-featured Excel interface

Short learning curve and fast onboarding

Self-service platform

Process setup without the need for IT support

Automatically recalculating models

Our Clients

Budgeting systems

Cash flow management systems

100+ financial models developed for various projects

Management accounting and financial consolidation

Integrated business planning systems

Production planning tools

Assortment matrix planning

Strategic planning platforms

The Intapplex team has over 13 years of experience implementing enterprise planning and budgeting software. Their portfolio includes 35+ projects for companies in the RBC-500, including 7 for RBC-100 leaders.

Their expertise spans across industries: agribusiness, construction, banking, retail, logistics, energy, financial services, metallurgy and mining, infrastructure, oil and gas, and more.

The FORBS Consulting team has been helping market leaders for over 20 years to strategically manage performance through FP&A, xP&A, and IBP methodology design and process automation.

With deep knowledge of both domestic and international EPM/IBP systems, and proven expertise in planning, budgeting, and consolidation, they are capable of delivering complete end-to-end projects at a high standard with a single partner.

Contacts

Our specialists are ready to answer any questions you may have about the platform and to demonstrate all the product’s advantages.