Business Planning Tool

Bernard’s Business Planning Tool (BPT), is a modern and technologically advanced Budgeting & Planning system Platform which consists of a BPT Client and a BPT Console. The BPT is powered by Koineo platform while uses and integrates the technology of Microsoft, SQL Server and MS Office. Below are some of the features and benefits of BPT:

  • Add in in Excel (users work in a familiar environment)
  • Data Centralization
  • Versioning control and what-if scenarios. Ability to create alternative scenarios, modify selective­ly budget assumptions or data, compare different versions of budget/ forecast (pass 1 vs. pass 2)
  • Automated allocation rules
  • Compare Actual vs. Budget, Roll Forward, etc.
  • Use past actual information along with business rules to create a quick base for the new budget process
  • Supporting details for each account for higher tracking in Actual vs. Budget
  • Custom forms per department, product, services, etc.
  • Easy data manipulation and scenario changes (extract data in excel, modify them and resend back)
  • Greater processing power (works perfectly with Analysis Services in SQL Server).
  • Strong calculation power that enables changes and additions in budget/forecast to be viewable within few minutes
  • User defined Business & Validation Rules
  • Powerful security with determination of roles by account, entity, department, etc.,
  • Management of all system configuration through console (Dimensions, Mater Files, security fil­ters, Roles, versioning control)
  • Reduce implementation and ownership costs with packaged public sector functionality
  • Quickly and accurately create workforce plans and budgets
  • Reduce budgeting and planning cycles by weeks or months
  • Improve forecast accuracy by gaining visibility into plan/actuals/budget/forecast comparisons
  • Reduce the time spent on creating reports and budget books