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Make Your Planning Agile and Responsive

Integrate real-time strategic and financial planning efforts across all aspects of your organization to create a swift, agile, and more data-driven culture.

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Real-time data updates

Adjust plans in real-time, so changes in key metrics are immediately reflected in the planning process.

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Collaboration Tools

Chat, share, and collaborate to increase stakeholder productivity across the entire planning process.

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Scenario Planning Capabilities

Seamlessly evaluate a wide range of scenarios with multiple variables, within your planning process.

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Forecasting Tools

Predict future trends and outcomes and drive realistic goal setting based on more informed planning decisions.

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Integration with Other Systems

Connect to all your data sources for accurate, up-to-date information, reducing the risk of planning errors or inconsistencies.

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Dashboards and Visualizations

Present complex financial information in an approachable way with easy-to-understand data visualizations and dashboards.

Increase Planning Efficiency and Accuracy

Embrace continuous planning and make static annual or bi-annual plans a thing of the past. Save time and resources, improve decision-making, and ultimately increase business productivity and success rates.

Finance functions are unable to dedicate more than 3 months to transformation
Finance executives want budgeting and planning to be speedier
Finance executives want to increase automation

Source: 2022 Modern Finance Forum – Future of Planning, Budgeting, Forecasting, and Reporting Global Survey

Create Planning Transparency

Budgeting and Planning can no longer afford to be fragmented and lack transparency. Eliminate siloed planning data and deliver visibility to the right people, at the right time, to drive a smarter decision-making.

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Gain Deeper Insight into Business Performance

Relying on rigid annual or bi-annual planning can severely limit insight into your business’ overall performance. Adopting a continuous planning process provides quicker and more reliable business insights, allowing organizations to adjust quickly and with confidence.

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Increase Planning Speed and Accuracy

In business today, time is of the essence, especially when it comes to data-driven decision making. Automate burdensome manual processes to create efficient, accurate, and timely access to critical and comprehensive business insights.

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Continuous Planning Options to Complement Your Current Systems

Learn how Bizview helps you plan continuously. Bizview is part of insightsoftware’s portfolio of unified, modular applications. By bringing together multiple insightsoftware applications in one place you can address your business needs faster and with less risk, by picking and choosing the capabilities you need across reporting, budgeting and planning, and controllership.

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Fast, integrated, web-based budgeting, planning and forecasting designed for growing mid-sized businesses needing a scalable solution.

  • Shrink planning cycles and improve team productivity
  • Support ongoing and continuous planning
  • Increase planning transparency and accuracy
  • Scale and adapt to your growing business needs

Continuous Planning FAQ

Continuous budgeting and planning is the process of creating and managing a budget that is regularly monitored and revised in response to changes in the business environment. It involves continual evaluation of a company’s financial performance and making budget adjustments based on current conditions and future projections. It also involves continually tracking, analyzing, and predicting the organization’s financial performance and making budget adjustments accordingly. Continuous budgeting and planning helps businesses stay ahead of the curve and make informed decisions in a timely manner.

Unlike traditional planning approaches that involve creating a detailed plan at the beginning of a project or planning cycle and then executing against that plan, continuous planning involves regular review and update of plans throughout the year. This approach allows organizations to be more agile and responsive to changes in project requirements, market conditions, or other factors that may impact project success.

Continuous planning is forward-looking and dynamic, while traditional planning is backward-looking and static. Unlike traditional planning that relies on fixed annual or bi-annual plans that may become outdated or irrelevant, continuous planning allows organizations to adjust their plans based on data and events.

Where traditional planning is siloed and isolated, continuous planning is integrated and interdependent. Continuous planning connects strategic and financial planning with operational and performance management, while traditional planning separates them into distinct processes that may not align or communicate with each other.

Continuous planning is agile and responsive, while traditional planning is rigid and slow. Traditional planning limits organizations to manual tools and labor-intensive activities that may delay or hinder decision-making. Continuous planning enables organizations to make data-driven decisions quickly and confidently.

When implementing continuous planning, organizations face challenges such as limited resources, difficulty in balancing planning and execution, inadequate data or information, or a lack of buy-in from stakeholders. To overcome these obstacles, organizations can leverage technology and tools to streamline planning activities, establish clear guidelines for planning, invest in data analysis tools, and communicate the benefits of continuous planning to stakeholders to build support and alignment.

Continuous planning gives organizations the ability to be agile and responsive to market conditions, customer needs, and competitive pressures. It allows the entire organization to have visibility into the current state of the business and the agility to quickly adjust strategies, plans, and goals as needed. This enables teams to proactively respond to customer and market needs, anticipate potential risks and opportunities, and make informed decisions that help the organization stay competitive and win. Additionally, it ensures that resources are allocated in an efficient manner and that everyone is working towards the same goals.

Rolling forecasts are one technique that can be used as part of a continuous planning process. They allow businesses to keep their plans current and relevant by continuously updating the most recent forecast with new data and information as conditions change. This allows businesses to better anticipate future trends and make strategic decisions based on the most up-to-date information. Rolling forecasts are more flexible and adaptable than traditional budgeting techniques that are based on fixed assumptions and time frames. For example, businesses can use rolling forecasts to analyze current sales trends, adjust production and inventory levels, and adjust pricing and marketing strategies to meet changing customer demands.