A successful business starts with clear goals and a solid plan. At every step, it’s important to know what we want to achieve, what data we have, and how to use it. Once the necessary information is gathered – both financial and operational – we create a realistic and achievable action plan.

When the plan is ready, it is approved and monitored to track how well it is being implemented. Everything happens automatically – data is continuously updated, and we can clearly see any deviations from the plan. This allows us to react quickly: adjust actions, revise the budget, or look for alternative solutions.

Most importantly – this is not a one-time task. Forecasts are regularly updated, results are reviewed, and the team is provided with clear reports. This ensures that every decision is well-informed, and the business remains stable and predictable.

Preliminary stages of the planning and control process, tailored to each client’s needs:

• Goal Setting. Clearly defined financial and operational objectives, including the planning period.
• Data Collection Collection and integration of financial, operational, time-tracking, and transport data.
• Plan Development Preparation of cash flow, revenue, cost, and activity plans.
• Plan Approval Approval by responsible parties and publication in the system.
• Monitoring Actual Data Automatic recording of actual data and comparison with the plan.
• Variance Analysis Analysis of deviations, identifying causes and solutions.
• Forecast Updates Regular updates of forecasts based on the latest data.
• Reports and Decision Making Generation of management reports, decision-making, and activity adjustments.

After reviewing the current situation, we could provide recommendations on the best way to perform planning. We could also assess whether machine learning methods could be used to support activity planning.

We can assist in planning:

• Cash flows
• Sales
• Inventory
• Materials required for production

We have developed IT solutions such as FERM (for risk management and pricing) and FEFM (for financial management), which can help improve company planning processes, refine forecasts, and provide recommendations on how the company’s data model should be enhanced to achieve business goals.