Collaborative Enterprise Planning – Enterprise Planning Works Best Using a Collaborative Approach
52% of midsize and larger organizations
say they collaborate effectively in planning
Just 10% say they collaborate very effectively.
85% of organizations that collaborate
effectively or very effectively said their process
is managed well.
Only 11% that collaborate only somewhat
effectively or not at all said the same.
48% of organizations that collaborate
effectively have budgets that remain relevant
throughout their planning period.
That’s true of just 18% of those that do not.
63% of organizations say linking plans
directly is important or very important for
A common planning platform makes it easy
to link plans.
Direct links get better results: 66% of
organizations that link plans directly have
a planning process that works well.
Only 25% of those that have little or no
linkage between plans say that.
While 78% of organizations that plan using
direct links say they are satisfied with their
planning process, only half (50%) of those
that use summarized information report that
they are satisfied with their budgeting process.
A majority of organizations use spreadsheets
to support a range of planning activities.
80% use them for supply chain planning,
65% for budgeting and 63% for sales
62% of those that use dedicated applications
say that it’s easy or very easy to link plans.
Only 29% of those that use spreadsheets
59% of organizations that use dedicated
applications drill down into details within two
hours of a review meeting.
That’s true of only 36% of those that use
Use a Common Planning Platform
Dedicated Planning Software Helps
Collaborative Planning and Budgeting
Learn more about Collaborative Enterprise Planning at
Collaborative Enterprise Planning connects all planning activities
of an organization.
• It uses technology to rapidly assemble, analyze and report
on plans and budgets.
• Business units can address the “things” that matter to
executives and managers (e.g., units sold and headcounts)
as well as their money impacts.
• A dedicated planning platform removes silos that prevent
• It supports rapid planning cycles that promote
Enterprise Planning Works Best Using
a Collaborative Approach