Satori™ Planning from Satori™ Group—Agility, Precision, and Efficiency.

Mark Smith of Ventana Research states, “Effective corporate planning requires that companies use effective, integrated processes – and technologies – both for traditional business performance management (BPM) and for planning the operational activities and resource allocations that underlie the financial plans.” Satori™ Planning delivers the technology to perform comprehensive planning, budgeting, forecasting and financial reporting that ensures the integration of core strategic processes.

Plan with Confidence

Increasingly, managers are challenged to respond quickly and authoritatively to change while driving growth in an unforgiving and competitive landscape. Satori™ Planning from Satori™ Group will enable your company to accomplish accurate assessment and analysis of:

• Current run-rate of the business
• Actual vs plan and actual, vs forecast
• Internal and external factors and challenges that may hinder or help to meet and/or exceed performance goals
• Future market needs and response capabilities
• Strategic goals
• Required performance levels to attain goals
• Budget and forecast development

A Central Source for Reliable, Verifiable Data

Satori™ Planning is the single source for collaboration, visibility, goal monitoring and alignment and “what it” capabilities. Our business driver-based modeling and unlimited version creation gives you the ability to have as many versions of a model as you would like while providing centralized administrative controls to govern which version users work in, lock versions from unwanted changes, and manage the ability to view confidential data. Departments use these models to maintain alignment across the enterprise.

Extrapolate your insights across the enterprise and enable other departments to benefit from your planning—all without needing to link spreadsheets or re-enter data from source systems while completely leveraging your Excel investment, skills and functionality.

Satori™ Planning benefits include:

• Access, anywhere, anytime across the web
• Industry specific adaptability
• Complete Revenue, expense, personnel and capital planning
• Strategy, goal and performance alignment
• Increased response time to changing business drivers
• Real-time consolidation of budgets
• Timely and accurate information delivery to key stakeholders
• Instant insight into operations and performance
• Excel investment and skill leverage