How to start planning?

What will we focus on when designing a solution for you?

TARGETTY is a ready-made modular solution that we implement at the customer in the form of a project.
During design and implementation, we always take into account:

Scale and complexity of your business: If you have an international company with multiple branches, divisions, segments, products, customers, suppliers and other dimensions, you will need a solution that can process large amounts of data from different sources, support multiple currencies, accounting standards, tax regimes , consolidation methods and other specifics. You will also need a solution that enables effective collaboration and communication between different levels and units of your organization.
Your business processes and requirements: If you have specific processes and requirements for your financial planning and reporting, you will need a solution that can fully cover them and adapt to your needs. For example, if you need to model different scenarios, perform simulations, create what-if analyses, perform allocations, reallocations, recalculations, use advanced financial indicators, perform benchmarking, etc. you will need a solution that allows you to do this quickly and easily.
Your user groups and roles: If you have different user groups and roles involved in your financial planning and reporting, you’ll need a solution that gives them access to the relevant data and functionality they need to do their jobs. For example, if you have financial managers, sales managers, analysts, auditors, etc., you will need a solution that allows them to enter, view, analyze, validate, approve, share and present data in clear and understandable forms, reports and dashboards that are customized their roles and needs.
Your existing systems and infrastructure: You’ll need a solution that can easily integrate with your existing systems and infrastructure and leverage their data and functionality. You will need a solution that can connect to an ERP system, CRM system, BI system, data warehouse and more. A solution that can extract, transform and load data from other systems, use their logic and rules, synchronize with them and write data back.
Your budget and return on investment: the budget for the implementation and operation of the financial planning and reporting system will take into account the optimal price/performance ratio and return on investment. You will design a solution that provides all the features and benefits you need at a price that fits your size and needs.

Key prerequisites for successful implementation

Completeness of solution

TARGETTY offers a comprehensive set of tools and features needed to design, manage and implement the financial planning process. It is optimized for access by a large number of users and is capable of processing large amounts of data.

Your business

Our approach to implementation is focused on the customer. We integrate the competitive advantages and specifics of your business into planning and suggest improvements. With this approach, we achieve the design of a solution that is a real tool for improving your competitiveness and optimizing your investments.

Return on investment

TARGETTY offers the key advantage of being able to respond to dynamic market opportunities and threats faster than the competition. By identifying and quantifying new profits and proactively uncovering unexpected expenses, we can provide a solid basis for calculating the return on investment (ROI) of our planning and reporting solution.