Corporate Planning
146 Case Studies
A Corporate Planning Case Study
The customer, Pokolm Frästechnik GmbH & Co. KG, a milling tool manufacturer, faced challenges with time-consuming reporting and a lack of transparency in their financial planning and management analysis. Their objective was to automate these processes to save time and provide clear, reliable figures to management. To achieve this, they selected the Corporate Planner software from the vendor Corporate Planning.
The solution implemented by Corporate Planning, facilitated by a partner, automated data import and reporting, which significantly reduced the time required to generate analyses and the annual financial plan. The vendor's software, specifically the CP-Finance module, used predefined logic blocks to automatically produce coherent budgeted financial statements. The results were immediate time savings, greater transparency, and a more efficient planning process, allowing the controlling staff to focus on advanced analyses and strategic questions for management.
Carolin Menke
Controlling