Corporate Planning Natural Business Intelligence.
1000 requirements, just one software solution.
The solution that
shows you instantly
how it’s all connected.
3CP Corporate Planning AG
WELCOME
The business intelligence software from Corporate Planning
is the integrated solution for operational and strategic
management, financial planning and consolidation in
the SME sector. In our solution, we provide you with an
end-to-end platform on which to plan, analyse and report
your business figures. You can rely on intelligent business
logic, consider alternative scenarios and intercompany
relationships, create forecasts and simulations, analyse
trends, and include many different operational budgets in
your financial planning. Fulfil a thousand requirements with
just one software package.
Discover the solutions from Corporate Planning. We’re
looking forward to meeting you.
Software for
business management
NATURAL BUSINESS INTELLIGENCE.
5CP Corporate Planning AG
NATURAL BUSINESS INTELLIGENCE.
4 CP Corporate Planning AG
Integrations
Access
Cost managementControl your operating costs and identify cost drivers.
Personnel managementFor transparency in payroll costsand human resource planning.
Investment managementDraw up profitable investment and credit plans.
Sales managementKeep track of the marketsand your product portfolio.
Financial managementFor smarter integratedfinancial planning.
Liquidity managementKeep track of your cash flows.
ConsolidationProduce auditableconsolidated financial statements.
Risk managementPut a protective shieldaround your business.
Operational management
Financial management
Risk management
DashboardCreate custom chartsand analyses.
Web clientAccess your data online from anywhere in the world.
Excel clientCarry on working in your familiar Excel environment.
Desktop clientYou can use all our solutionson your desktop.
CP-Connectivity ExpressThe interface to over100 different pre-systems.
Import toolsEnable import viacustom data formats.
Seamlessly connected to your system environment
The Corporate Planning software
contains integrations to all the major
pre-systems that provide data for
corporate performance management.
Data import via CP-Connectivity
Express runs smoothly and
automatically.
From data points to decisions
The Corporate Planning software
integrates data from diverse sources
and pre-systems. These data are
processed into accurate information
for business decision-making.
Ideal access forevery user
Whether you prefer using a tablet, a
smart phone or a desktop computer –
with our web client, an Excel client or a
personal dashboard, all users can access
the Corporate Planning software in the
way that best suits their needs.
The software for businesses
Discover the Business
Intelligence software that brings
hierarchical order to your data
and shows you instantly how it’s
all connected.
Our solutions
adapt to the
user and the
environment.
Make your business agile. Corporate
Planner OC for operational management
depicts your own business structures
and use cases, adapting flexibly to each
new situation. Give a quick and precise
answer to every question in corporate
performance management.
Operational management –
plan flexibly and
make precise decisions
Planning, analysis and reporting on a single platform
Corporate Planner OC is the planning software
that fits seamlessly into your existing system
environment. Our solution contains interfaces to
all the major pre-systems and brings together all
the relevant information you need in operational
management. Corporate Planner OC is flexible and
easily adapted to your particular requirements.
Use the solution in different areas such as cost
management, HR management and investment
management. You only ever depict your own
business structures and use cases.
Corporate Planner Sales for sales and distribution
Sales departments often work with
complex structures and a large number
of dimensions. These include markets,
regions, distribution channels, target
groups, employees and products.
Corporate Planner Sales makes these
multidimensional data less complex
and the interrelationships easier to
understand. Thanks to its self-service
approach, you can deploy Corporate
Planner Sales in your sales organisation
quickly.
OPERATIONAL MANAGEMENT
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OPERATIONAL MANAGEMENT
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Corporate Planner Sales arranges your data into
two tree structures. Analyse your sales figures
according to any dimension you like – simply by
drag-and-drop.
OPERATIONAL MANAGEMENT
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OPERATIONAL MANAGEMENT
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optimising payroll costs
producing reports on staffing structure
planning a variety of scenarios
Identify your staffing requirements by:
Personnel management
Put more attentiveness into personnel
management and keep track of the needs of
your staff.
contribution margin calculations
driver-based planning
cost centre and cost unit planning
Keep your costs under control with:
Cost management
Structure your cost management and obtain
a clear overview of what makes up your
financial resources.
intuitive drag-and-drop handling
analyses from any perspective
multidimensional sales planning
Speed up your sales with:
Sales management
Answer questions on sales in seconds while
keeping your eyes firmly on your sales
potential and your product portfolio.
planning best and worst-case scenarios
calculating depreciation / repayments
managing investments and loans
Make a great leap forward by
Investment management
Plan the deployment of your financial
resources and analyse the sustainability of
each investment.
Customised reports for every decision-maker
Send business reports that are designed to meet the needs of
the chief executive, a head of department or a line manager.
By creating a variety of report templates, you can set up
a reporting system that is geared to its users. Your report
users receive the information intended for them exactly
when they need it – either automatically by email or via their
preferred access mode, such as a dashboard, an Excel client
or a web client.
Discover your potential, plan your success Be it top-down or bottom-up planning, automatic forecasts,
trend analyses, simulations or scenario planning – Corporate
Planner OC contains over 300 standard business adminis-
tration functions for your business planning. Features for
dynamic data evaluation provide you with the basis on which
to discover your business potential. Use the variance analysis,
80/20 analysis, break-even analysis, key ratio analysis and
many others besides.
Corporate Planner OC is part
of an integrated solution
for all areas of business
management.
Benefit from over 300
predefined business logic
functions for planning.
The seamless connection
to all pre-systems
ensures a smooth data
import every time.
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FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT
Safeguard your
long-term
solvency and success.
Stability – from financial
planning to consolidation
Quick and auditable consolidation with Corporate Planner Cons
With our solution for management and legal consolidation,
you can keep track of all the companies that are relevant
to your consolidated financial statement. If you wish, you
can display your balance sheet in IAS/IFRS and local GAAP
format side by side. Corporate Planner Cons contains busi-
ness logic with which you can quickly produce documents
that are ready for audit. By preparing consolidated financial
statements during the year, you are always able to deliver
information on demand.
Safeguard your long-term liquiditywith Corporate Planner Finance
Corporate Planner Finance is the solution with which you can
merge your operational budgets and see how they affect the
P&L, cash flow statement and balance sheet. The software
takes the business context into account as well as the
interrelationships between the various sections of the plan.
An intercompany reconciliation applying the leader-follower
principle saves you valuable time and is also an excellent way
to prepare for the consolidated financial statement.
With the Corporate Planning software, your staff in financial management and
consolidation form a successful team. Corporate Planner Finance, the solution for financial
planning, and Corporate Planner Cons for consolidation are fully integrated. All operational
budgets are made available in Corporate Planner Finance, from where they are transferred
directly to the consolidated financial statement.
We bring
hierarchical order
to relationships.
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FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT
intercompany reconciliations
a transparent financial planning process
simulations of alternative scenarios
Safeguard your liquidity with:
Financial management
Bring stability to your financial planning
with Corporate Planner Finance and make
smart decisions.
local GAAP and IAS/IFRS formats
fast close for consolidation on demand
workflow guiding you through the process
Easy consolidation thanks to:
Consolidation
In Corporate Planner Cons, you can produce
auditable consolidated financial statements
and keep track of all your subsidiaries.
monitor debtors and creditors
optimise cash discounts, interest, payments
clear financial bottlenecks
Balanced liquidity management:
Liquidity management
Safeguard your short-term liquidity: with
Corporate Planner Cash you can optimise
your interest and manage your cash flows.
The basis for making smart decisions
Corporate Planner Finance shows you
clearly how adjustments to the plan,
simulations or forecast calculations
will affect your financial position,
financial performance and cash flows.
The consolidated entityat a glance
Corporate Planner Cons displays your
consolidated entity in a diagram. You
can depict even the most complex
intercompany relationships in a layout
that is clear and easy to understand.
Get the most out of yourfinancial resources
In cash pooling, Corporate Planner
Cash puts forward recommendations
on how you might optimise interest
and cash discounts – for the group
as a whole and for the individual
companies.
A clear workflow
A workflow guides you step by step
through the financial planning and
consolidation process, making sure
that you do not miss out any important
definitions.
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RISIKOMANAGEMENT RISIKOMANAGEMENT
Risk management is a perpetual process
that must be firmly established in any
business. Those who deal systematically
with risks will steer clear of crises while
complying with statutory corporate
governance obligations.
Identify risks and
avert dangers with
Corporate Planner Risk
Qualitative and quantitativeanalysis of risks With Corporate Planner Risk, you can keep track of risks
of any kind. The solution depicts organisations and risks in
clear tree structures and can handle risks of a qualitative
and of a quantitative nature. You can assess risks either in
monetary terms or on a rating scale. You also have analysis
functions at your disposal, including rankings, portfolios and
timeline charts. If desired, you can display the risks in order
of potential loss or damage.
The obligations of corporate governance
In certain types of limited company, the executive managers
are required to implement a risk management system. This
is to ensure that any developments that could threaten the
survival of the business are detected at an early stage, and
to establish structures for the communication and reporting
of risks, so that preventive measures may be taken in plenty
of time. Corporate Planner Risk makes sure that your risk
management system is firmly in place.
compliance with legal obligations
risk manuals for different purposes
risk inventories and risk aggregation
A controlled approach to risks with:
Corporate Planner Risk helps you to take effective
measures for managing risks.
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INTEGRATIONS INTEGRATIONS
The person whose job it is to assemble the data from multiple software systems has a lot of
extremely time-consuming work. Corporate Planner Connectivity Express is the integration
that does this job automatically, blending into over 100 pre-systems.
Integrated in any system environment with
Corporate Planner Connectivity Express
Analysis and reportingfor all your business data
The Corporate Planning solutions come with a wide range
of functions for planning, analysis and reporting. Through
the connection to your existing system environment, you
can also use these functions on the data supplied by your
pre-systems. Carry out any evaluations you like, such as an
ABC analysis, a portfolio analysis or a variance analysis, on
the figures from your financial accounting, cost accounting
or payroll processing systems.
The link betweenyour systems
The Corporate Planner Connectivity Express integration
builds a reliable, secure connection between all back-office
systems and the Corporate Planning software. It automatically
imports all the data you need for your corporate performance
management tasks. Whenever values change in any of the
connected pre-systems, Corporate Planner Connectivity
Express can retrieve them automatically. This means that you
can always have up-to-date figures with no effort involved.
Stamp out sources of error and save time
With the automatic data import via Corporate Planner
Connectivity Express, not only do you save time, but you
also make your processes much less prone to error. Never
again will you have to export values manually from your
pre-systems. At the same time, by no longer having to wait
for your colleagues or other departments to deliver the data
and evaluations you need for your work, you can secure the
independence of your corporate performance management.
The choice is yours:Which systems would you like to connect?
Decide for yourself which back-office data you wish to
work with in the Corporate Planning software, and to what
extent. Whether you use SAP, Microsoft Dynamics, Abas or
Sage – with Corporate Planner Connectivity Express you
can integrate data from any of the major systems in your
corporate performance management. We currently offer
more than 100 standard integrations. Our solution places all
the relevant data at your disposal in just one system.
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ACCESS ACCESS
Whether you prefer using a tablet, a
smart phone or a desktop computer –
with our web client, an Excel client or a
personal dashboard, all users can access
the Corporate Planning software in the
way that best suits their needs.
The optimum
access mode
for every user
Work on location with
customised access
With the three access modes,
you can involve all those in
planning whom you need
to have on board: decision-
makers, managers in other
branch offices, and colleagues
who prefer working in Excel.
Central
rights management
In the rights management
system, you have a means of
controlling precisely which
departments and members
of staff should have access
to which information, with an
optional audit trail to record
every adjustment.
With Corporate Planner dashboard you can create
individual charts and overviews intended specifically
for cost centre managers, heads of department
or the chief executive. You supply information to
those colleagues who do not work in the Corporate
Planner solutions themselves yet nevertheless
need quick access to the business figures. Your
colleagues can then retrieve these charts at their
own convenience. better response times
shorter communication channels
no IT skills necessary
instant overviews of business data
Your advantages:
Our Excel client connects the Corporate Planning
solutions with the Excel spreadsheet application.
As you work in your familiar Excel environment, in
the background you are accessing the data in the
Corporate Planning software. Through the Excel
client, an unlimited number of users have access
to the central Corporate Planner database and
they can all use the processing logic defined in the
software.
With the Corporate Planner web client you can
access your business data online. Plan, analyse
and report on any platform and from anywhere in
the world. The Corporate Planner web client does
not simply give you more flexibility, but speeds
up the decision-making processes for your entire
team – for more responsive corporate performance
management. You also bring your external staff into
closer contact with your head office. greater flexibility for the entire team
decentralised working
web-based access from any device
use the software in any location
Your advantages:
get started without extra training
design your own Excel layouts
collaborate on one document
stay in your familiar environment
Your advantages:
Das
hboa
rd c
lient
Web
clie
ntEx
cel c
lient
Run through the full corporate performance
management repertoire: in the desktop client you
have all the operational budgets, the financial plan
and the consolidated financial statements right at
your fingertips. With access to all software solutions
from within a single application, you can build
business structures, produce detailed analyses and
reports and define the parameters of the planning
process. planning process and rights management
create charts and reports centrally
import data and edit structures
all solutions and functions in one application
Your advantages:
Des
ktop
clie
nt
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CORPORATE PLANNING CLOUD CORPORATE PLANNING BEREITSTELLUNG
With our software solutions in the cloud, your in-house IT can focus entirely on its core
business. Say farewell to ongoing maintenance and the purchase of expensive hardware.
We’ll keep everything running smoothly.
The Corporate Planning Cloud –
Your full-service package
Security foryour data
The CP Cloud service is based
on Microsoft Azure. The
physical storage location for
your data – be it in the Trusted
Cloud in Germany or in another
EU country – is entirely up to
you, and GDPR compliance is
ensured at all times.
Benefit from our experience
Who knows our software
better than we do? Let our
experienced specialists take
care of the provisioning of the
cloud environment and the
installation and updates of our
software.
Reduce yourIT costs
We will look after the
resources and infrastructure
for you, keep everything
running smoothly and make
regular backups of your data,
while also providing you with
many other services.
Scale yourcloud usage
Stay flexible even as your
requirements change. Our
cloud services are scaled to fit
your business. With periodic
billing arrangements, you
only pay for the resources you
actually use.
Our software is based on centrally stored data and functionally integrated system
architecture. In this way, we ensure that all users in the company can rely on having the
same information – irrespective of how they choose to access it.
On-premise or in the cloud –
The choice is yours
On-Premise
CP-Cloud
Centraldata storage
When it comes to data
storage, we rely on
established Microsoft
technology. All data are stored
centrally on a Microsoft SQL
Server, which is accessed by all
Corporate Planning solutions.
Corporate Planning Application Server The CP Application Server
is the centrepiece of our
software. With in-memory
technology, it provides all users
with real-time access within
the scope of their rights to a
central, consistent data model.
Integratedfunctionalities
Our solutions for operational
and strategic management,
integrated financial planning
and consolidation all come with
processing logic for business
administration functions.
Software access and clients Use our software on your
desktop computer, your smart
phone or a tablet: in the web
client, the Excel client and a
dashboard we provide you
with the method of accessing
our solutions that best suits
your needs.
Corporate PlanningApplication Server
Software access and clients
Centraldata storage
Integratedfunctionalities
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NATURAL BUSINESS INTELLIGENCE. NATURAL BUSINESS INTELLIGENCE.
For almost 30 years, Corporate Planning from Hamburg has stood for providing simple
and flexible business management software solutions to the SME sector. Our solutions are
designed according to a unique architecture – the architecture of the tree.
Natural Business Intelligence –
Modelled on the natural world
trunk. The tree structure adapts to the growth of internal
business processes. It can branch out in any direction, giving
the business momentum. A single point of truth ensures
reliability and transparency. Each piece of information occurs
only once and can be retrieved at any time from any point
in the tree. In this way, we strengthen businesses on an
ongoing basis and prepare them for the challenges ahead.
Businesses are like living organisms. Within their surroundings
they must constantly change – in size, shape and appearance.
To do so they need sound structures that can adapt while
also forming a sturdy backbone. We have modelled ourselves
on the natural world, developing our software according
to the architecture of the tree. The business, with its
fundamental purpose and objectives, forms the roots and
We bring
hierarchical order
to relationships.
Ever since its first version, we have
been developing our software in a tree
structure. The tree has been the central
element in all our solutions to this day.
24 25CP Corporate Planning AG CP Corporate Planning AG
ABOUT CORPORATE PLANNING ABOUT CORPORATE PLANNING
We create one hundred per cent of our own solutions with a permanent team of software
engineers who work together at our headquarters in Hamburg. Our software is entirely
made in Germany – and we are proud of it.
Our Consulting Team
for a firm foundation
To get you started and for
more in-depth training,
we offer over 200 training
courses annually and assist
you with the implementation
of our software.
Our Customer
Development Team
Our regional staff are ready
to answer all your questions
regarding the implementation
of our software on your
premises.
Our Support Team
for technical queries
We attend to your queries.
In our Technical Support,
our staff will answer your
questions promptly and
personally – either over the
telephone or by email.
Our Development Team
for continual progress
We are constantly developing
our solutions. You will
regularly receive software
updates and invitations to our
New Features events.
Our service programme – designed for you
Our software solutions are
made in Germany
30 years’ experience in the SME sector
At the time our company was founded in 1989, there were
just a handful of employees. From what was a typical
start-up, we have developed at an economically sound rate
into a medium-sized enterprise. Today we have a broad, fully
integrated portfolio of solutions for all fields of specialisation
within operational and strategic management, integrated
financial planning and consolidation.
Tradition and innovation
With over 130 employees and a strong network of partners,
we look after our customers. Over the years we have
constantly been developing our established products while
also incorporating innovative ideas. The success of this
strategy has been borne out by many awards including the
IT Innovation Prize from Initiative Mittelstand, the Seal of
Quality for Software Made in Germany, and the Top Innovator
award from the German TOP 100 project.
Many solutions – one platform
We offer a comprehensive software portfolio for all areas of
business management on one single platform. From all our
different solutions, we will assemble an integrated, complete
solution package that exactly fits your requirements. To do
so, we will remain in close contact with you throughout the
entire conception and implementation phase. Let us find out
which of our solutions is ideally suited to your purpose.
Dialogue and networking
We want you, the user, to be getting the most out of our
solutions so that your business can prosper. That’s why we
attach just as much importance to the sharing of expertise
between you and our consultants as we do to the sharing of
experience among our customers. Industry networking days,
regional networking days and our annual Natural BI Summit
with plenty of workshops are regular events at which we
bring you together.
26 CP Corporate Planning AG
CONTACT
Concentrate your data,
save time and
take your business
into the future.
CP Corporate Planning AG
Grosse Elbstrasse 27
22767 Hamburg, Germany
Tel. +49 40 431333-0
Fax +49 40 431333-33
www.corporate-planning.com
Do you have any questions for us, or would you like to try out our solutions? Then get in
touch with us right away. Our locally-based specialists will show you how you can make
better decisions more quickly with our solutions. We’re looking forward to meeting you.
Corporate Planning in your area
Competence-Center
Berlin
Albertinenstrasse 1
13086 Berlin, Germany
Tel. +49 40 431333-0
Competence-Center
Dusseldorf
Peter-Mueller-Strasse 3
40468 Dusseldorf, Germany
Tel. +49 2366 887970
Competence-Center
Frankfurt
Koelner Strasse 4
60327 Frankfurt am Main
Tel. +49 69 24752091
Competence-Center
Hanover
Bahnhofstrasse 8
30159 Hanover, Germany
Tel. +49 511 8382963-0
Competence-Center
Munich
Nymphenburger Strasse 4
80335 Munich, Germany
Tel. +49 89 208027-332
Competence-Center
Stuttgart
Lautenschlagerstrasse 23a
70173 Stuttgart, Germany
Tel. +49 711 20700-640
Competence-Center
Vienna
Wienerbergstrasse 11
1100 Vienna, Austria
Tel. +43 1 8102953
CP Corporate Planning
Schweiz AG
Sonnenbergstrasse 9
6052 Hergiswil NW, Switzerland
Tel. +41 44 280 55 11
CP Corporate Planning
Nederland B.V.
Keizersgracht 62 - 64
1015 CS Amsterdam, Netherlands
Tel. +31 20 520 7910
CP Corporate Planning
Software UK Limited
25 Sackville Street
London, W1S 3AX, UK
Tel. +44 203 542 0702
International Locations
Central fax server for all locations: +49 40 431333-33
Natural Business Intelligence.