Planning and Budgeting in BI
Modern business management requires effective budgeting and planning tools. EBIS offers comprehensive support in this area, providing innovative solutions that will help your company optimize its financial processes. With our Business Intelligence (BI) services, you’ll gain access to advanced tools that not only simplify financial analysis but also enable financial forecasting and the creation of interactive budget reports.
Why is planning and budgeting in BI the future?
In the dynamic business world, traditional financial planning methods, mainly based on spreadsheets, are becoming insufficient. Tools like Power BI and Microsoft Fabric enable:
Financial forecasting in BI – advanced algorithms help predict the effects of business decisions based on historical data.
Better data organization – integration of data from various sources in one place enables quick and efficient analysis.
Creating interactive budget reports – with data visualizations, you can more easily track financial performance in real-time.
How does EBIS support companies in the planning and budgeting process?
Our approach is based on the deployment of advanced BI technologies that accelerate budget processes and improve their accuracy.
Data aggregation
With advanced tools like Power BI, we integrate data from different systems. This solution allows us to consolidate data in one place, which reduces the time needed to prepare plans and budgets.
Automate business processes
Our systems eliminate errors resulting from manual data entry, which significantly improves the quality of results and streamlines the budgeting process.
Interactive budget reports
We create dynamic reports that allow you to easily track financial results and analyze them at different levels of detail.
Financial forecasting in BI
We use predictive models to support data-driven decision-making. This gives your company a head start in planning future activities.
Analysis and control
We help monitor the implementation of budgets and analyze deviations to optimize operations on an ongoing basis.
Plan in Microsoft Fabric
Microsoft is developing the Plan solution, available directly within Microsoft Fabric. It is a modern EPM and CPM platform that enables the creation, management, and analysis of budgets, forecasts, and business scenarios within a single data environment.
The plan integrates planning processes with analytics, reporting, and artificial intelligence in Microsoft Fabric. This enables organizations to combine historical data, operational results, and financial forecasts, eliminating the need to use multiple disparate tools and spreadsheets.
The solution supports the transition from manual planning to a modern, data-driven decision-making process.
Key Features of Plan in Microsoft Fabric
The Plan solution in Microsoft Fabric supports modern planning and budgeting processes through a set of integrated components:
Planning Sheets
Intuitive planning spreadsheets allow you to create budgets, forecasts, and business scenarios in an Excel-like environment.
PowerTable
Advanced data structures that support multidimensional planning and work with large business models compatible with the Microsoft Fabric architecture.
Intelligence Sheets
Integrated analytics and automated deviation reporting help identify trends, risks, and areas requiring optimization more quickly.
InfoBridge
A mechanism for integrating data from various systems and sources, ensuring the consistency of planning and reporting data across the entire organization.
Advantages of planning and budgeting with EBIS
Increase process efficiency – automation and integration of data saves time and resources.
Transparency of data – all financial information is available in one clear panel.
Security – we ensure that data is properly secured, including the assignment of appropriate user privileges.
Customization – our tools and solutions are flexible and are always tailored to your company’s specific needs.
Time to streamline your company’s processes
If your current budgeting tools aren’t meeting expectations, it’s time for a change. BI planning and budgeting is an investment that will give your company a competitive advantage and better manage resources.
Trust EBIS to provide you with modern solutions to help you achieve your business goals. Contact us to schedule a free consultation and learn more about our services!
