CoPlanner

About CoPlanner
Imagine a controlling software that is as simple as it is powerful.
A software that delivers all critical information at a glance, supporting your decisions with precision.
Imagine having exactly the data you need at any moment, right in front of you—in real-time, on an intuitive interface that makes even complex analyses seem effortless. With just one click, you can simulate scenarios and immediately see how market changes will impact your business. No more last-minute adjustments, no more exhausting coordination between departments—just clear, reliable forecasts that you and your team can proudly present. With CoPlanner, the frustration of outdated systems disappears. The fear of not being able to provide precise forecasts in critical moments becomes a thing of the past. CoPlanner is your customized co-pilot for success.
With CoPlanner you get a corporate performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, reporting, washboarding and much more.
The application enables stakeholders to implement integrated business planning (IBP) procedures using forecast data and streamline the operations across sales, operational and financial aspects. With CoPlanner’s multidimensional ad-hoc analysis feature, professionals can define planning dimensions such as profit center, cost center, products or customers based on multiple scenarios, simulations and alternative calculations for evaluating data.
It helps users collect reports from external sources and utilize the drag-and-drop capabilities to set up scope, dimensions and parameters for generating reports. Team members can also use the solution to consolidate individual financial statements and legally merge different business entities for reporting.
CoPlanner helps users calculate personnel costs, perform capacity planning for future job vacancies, as well as make cost adjustments based on various variable factors such as temporary contracts, transfers, cost centers, collective bargaining agreements, and more. The solution also offers integration with a variety of third-party applications including Microsoft Excel, Word and PowerPoint.
Key benefits of CoPlanner
The benefits of CoPlanner:
- Scenario Simulation: With CoPlanner, you can simulate various scenarios and instantly see their impact on your business. This helps minimize risks and seize opportunities early.
- Accurate Forecasts: The software delivers reliable and clear forecasts that support decision-making and increase planning certainty.
- Real-Time Data: CoPlanner provides up-to-date data in real-time, enabling you to make informed and timely decisions.
- Intuitive User Interface: The software is user-friendly, making even complex analyses and modeling quick and easy to perform.
- Industry Independence: CoPlanner is flexible and suitable for companies of any industry and size, adapting to your specific business needs.
- Seamless Integration: CoPlanner integrates smoothly into existing system landscapes without requiring extensive modifications.
- Process Optimization: By automating time-consuming tasks, CoPlanner boosts efficiency, allowing you to focus on strategic decisions.
- Transparent Reporting: The software generates easily understandable reports based on current data, helping you effectively inform stakeholders.
- Future-Proof: CoPlanner is continuously updated and developed, ensuring you stay at the forefront of technology.
- Cost Reduction: More precise planning and efficient processes help lower costs and optimize resource use.
Improved Decision-Making: CoPlanner provides all the necessary information to make informed and future-proof decisions.
- Expert Support included: A dedicated support team is available to help you fully leverage the software’s potential.
- Flexibility and Adaptability: CoPlanner offers customization options, allowing the software to be tailored to your company’s specific needs.
- Strategic Planning: The software assists in long-term planning and helps you achieve strategic goals effectively.
- Error Reduction: Automated processes and precise data analysis reduce the likelihood of human error.
These benefits make CoPlanner a comprehensive solution that helps you optimize your controlling processes, minimize risks, and secure long-term success.
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Reviews
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- Industry: Computer Software
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
CoPlanner für die Unternehmenssteuerung und Unternehmensplanung
Reviewed on 2024/09/05
Im allgemeinen ist der CoPlanner ein gutes und solides Tool im Finanz-und Controllingbereich für...
Im allgemeinen ist der CoPlanner ein gutes und solides Tool im Finanz-und Controllingbereich für kleinere und mittelständische Unternehmen, die ein performantes Tool für die Unternehmenssteuerung und Unternehmensplanung suchen.
Pros
Einfaches und übersichtliches Interface sowie hohe Performance im Webbrowser
Cons
Teilweise zu starre Dimensionen und Funktionen. Viel Customizing je nach Bedarfs- und Anwendungsfall notwendig (hängt aber sehr stark vom Unternehmen und den Prozessen ab und variiert daher sicherlich von Unternehmen zu Unternehmen).
Reasons for Choosing CoPlanner
Ich habe Tagetik in der Beratung selbst bei Kunden implementiert und bin dann auf die Kundenseite gewechselt wo ich nun den CoPlanner nutzeReasons for Switching to CoPlanner
CoPlanner war bereits im Unternehmen vorhanden- Industry: Civic & Social Organization
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Flexible Planungslösung - tolles Produkt
Reviewed on 2024/09/16
der Support hilft bei allen Problemen sofort, Finanzplanung/Finanzreporting ohne Coplanner nicht...
der Support hilft bei allen Problemen sofort, Finanzplanung/Finanzreporting ohne Coplanner nicht mehr vorstellbar
- Industry: Textiles
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
PLanung und KOnsoliedierung Mehler
Reviewed on 2024/09/05
Beratunsgteam geht auf Wünsche / Anpassungen zeitnah ein. Umsetzung erfolgreich. Support bei...
Beratunsgteam geht auf Wünsche / Anpassungen zeitnah ein. Umsetzung erfolgreich. Support bei Problemen ist gut.
Pros
effizientes Planungstool mit individuellen Anpassungsmöglichkeiten.
Gerade für sales planung!
Cons
Performance.
Dokumentation mit Bildern innerhalb Coplanner fehlt!
- Industry: Consumer Goods
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Einmal CoPlanner, immer CoPlanner!
Reviewed on 2024/09/05
Tolles Projekt mit großartigem Team, alle Probleme und auch all unsere Fragen konnten problemlos...
Tolles Projekt mit großartigem Team, alle Probleme und auch all unsere Fragen konnten problemlos geklärt werden.
Pros
Einfach, übersichtlich, leicht zu lernen. Mächtiges Tool für Soll-Ist und Plan-Ist Vergleiche. Budget- und Szenarioerstellung geht sehr einfach von der Hand.
Cons
Ohne entsprechende Einschulung ist es schwierig, sich in der Fülle an Möglichkeiten zurecht zu finden.
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Flexibel, transparent und performant aber ausbaufähig
Reviewed on 2024/09/19
CoPlanner lässt sich gut umbauen und Erweitern, wenn man am Anfang beim Modellieren etwas aufpasst....
CoPlanner lässt sich gut umbauen und Erweitern, wenn man am Anfang beim Modellieren etwas aufpasst. Komplizierte Berechnungen lassen sich durch die Nähe zum SQL-Server leicht per SQL lösen.
Die Performance ist bei ausreichendem Speicher sehr gut.
Pros
Hohe Flexibilität und Transparenz beim Modellieren.
Cons
Beim Erfassen auf Knoten kann man nicht die Verteilung auf darunterliegende Werte verhindern. Bestehende Werte unterhalb des Knotens werden ohne Rückfrage überschrieben. Um einen Wert auf dem Knoten direkt zu erfassen muss man in die Detailansicht gehen. Das macht den Aufbau einfacher Eingabeformulare umständlich. Das muss doch in Zukunft zu fixen sein, oder?
CoPlanner FAQs
Below are some frequently asked questions for CoPlanner.Q. What type of pricing plans does CoPlanner offer?
CoPlanner offers the following pricing plans:
- Starting from: €1,000.00/month
- Pricing model: Subscription
- Free Trial: Available
Contact CoPlanner for pricing details.
Q. Who are the typical users of CoPlanner?
CoPlanner has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does CoPlanner support?
CoPlanner supports the following languages:
English, German
Q. Does CoPlanner support mobile devices?
CoPlanner supports the following devices:
Q. What other apps does CoPlanner integrate with?
CoPlanner integrates with the following applications:
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Q. What level of support does CoPlanner offer?
CoPlanner offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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