PlanR supports creating and developing trading plans, applying flexible and easy-to-use planning solution templates for your business. Our cloud-based solution offers an intuitive, fast, integrated and collaborative platform for managing, executing and controlling your business plans.
- Information is stored and represented on the multidimensional framework, with the help of various levels of the hierarchy structure.
- Working with separated branch of data to achieve an effective and rapid workflow.
- Users can create multiple plans.
- Multi-role management and different set of screens are pre-configured for different user roles.
- Templates contain indicators and KPIs that support plan creation.
- Users can easily customize their workbooks, manage KPIs, dimensions and filters.
- PlanR editor allows clients to change the configuration, add KPIs, measures and define additional calculations.
- Supporting retail strategy and lowering the overall cost of ownership.
- Enable creating high and low-level detailed financial plans rapidly.
- Easy-to-use financial planning templates.
- User-friendly interface helps with quick user adoption.
- All the essential functions are quickly accessible.
- Financial planning best practice collection.
Information is stored and represented based on the multidimensional framework which enables to place the data in hierarchical arrangement.
The multidimensional framework allows a quick and efficient data loading and exporting and also „slicing and dicing” of data. Slicing means that data can be sliced into single dimensions for easier analysis and the data can view one page at a time (in the worksheet). Dicing means that Data can be „diced” into subsections of multiple dimensions; dicing the data provides the user with the means to work with manageable chunks of data at lower levels.
A planner uses a workbook to build and maintain plans throughout the season. The workbook is a user-defined data subset (of a master database) that includes selected dimensions levels, this is useful because the user can have a better overview about data and the calculations in the workbook can be perform more quickly.
These workbooks consist of views and graphical charts used for planning, viewing, and analyzing business measures. Workbooks organize related planning information and divide levels of user responsibility. This framework allows a user to easily view, create, modify, and store data sets that are common to repeated tasks. Views can be customized for each user (rotating, pivoting, format functions etc.)
PlanR’s process involves multiple user roles. These roles work together to pass targets and approve the new plans at different levels of the product, location and time hierarchies. The process of using multiple roles divides the planning process into logical sections. There are two types of users in PlanR:
Top Down: These users are usually planning directors or planning managers. They create the overall targets for the company down to group/department level and set top-down group level targets for the bottom-up role.
Bottom Up: These users are usually merchandise planners. They create retail plan plans for approval by the top down role.
Hierarchies and levels
The standard set of planning hierarchies is supplied with PlanR: Calendar, Location, and Product. Levels are qualities of an itemthat define the structure and roll up within the hierarchies. Hierarchies are typically loaded from another operational system.
The standard set of hierarchy levels can be for example: Year, Quarter, Month and Week in the Calendar hierarchy; Company, Division, Group, Department, Class and Sub-Class in the Product hierarhy; or Company, Chain, Channel, District and Store in the Location hierarchy.
Measure aggregation and spread
Users may edit data at many levels of each dimension (product, location, and calendar). If the data is modified at an aggregate level (a level with one or more lower levels beneath it), the modifications are distributed to the lower levels within the hierarchy. This function is called spreading. If data is modified at a level that has a higher level above it (parent), the data changes are reflected in those higher levels. This is known as aggregation. Each measure that is used in the solution is assigned a default aggregation and spreading behavior.
The indicators are special types of information what the retailers want to store, calculate, display at specific positions along one or multiple hierarchical levels, to manage a retail plan. The planning tool contains standard set of indicators.
Workbook templates contain indicators and KPI-s which support the creation of the new plan. Thely help to predict and manage the future, maximize sales and profits, maximize return on investment, increase profitability and also minimize markdowns and out of stocks.
PlanR allows business users to go through the pre-configured process flow. We analyzed the planning workflow of various leading companies which enabled us to implement best practices that are required for an excellent planning user interface.
PlanR is a cloud-based SAAS solution with all the benefits (like data security) of Azure. In the background work the following services:
- SQL server, that handles the data
- Application service that provides the user interface
- Active directory that handles user roles and authentications.
PlanR is made by Blue Sky. We are a team of professionals with a passion for solving business challenges. We have experience in business consulting, implementation, integration, support, solution hosting, development and application management.
We build solutions that answer business needs effectively, are intuitive, solve challenges that require complex processes, automate workflow and secure quality.
We provide global business consulting, solution implementation, integration, development and support services, working with industry-leading businesses.
We use a proven approach to consulting and implementation based on our extensive experience with businesses world-wide.
For more information, visit our website.
For further information or demo, please contact us.