Pro Partners

Integrated planning for the holding without losing flexibility

The Slovak investment group integrated planning across its entities while preserving the flexibility to plan at different levels of detail.

100% of plans editable

1 app for the entire holding

Voice of the customer

Use cases

Technologies used

Qlik Sense

Inphinity Forms

Problem

Pro Partners Holding had long relied on Excel for planning. As the number of subsidiaries grew and the organizational structure became more complex, this approach could no longer keep up. Planning also differed from one entity to another, making it difficult to establish an integrated process across the holding. At the same time, individual companies needed to retain the flexibility to plan according to their specific requirements, from detailed operational planning to higher-level views. The group therefore needed a more structured planning process that would connect planning across entities while preserving the flexibility of individual companies.

Solution

EMARK helped Pro Partners Holding create an integrated planning structure across its entities while preserving their specific planning requirements. Users can select the relevant data and planning periods and edit planning data directly in the application. This created a faster, clearer and more transparent planning process across the holding, with better visibility of changes and easier control over individual plans.

Before

After

What we delivered

Qlik and Inphinity helped simplify planning and bring an integrated structure to the entire process. We also see added value in the ability to select the data and periods to plan from. It is essentially a matter of just a few clicks. As a result, the entire planning process is faster, simpler, clearer, and the work of project managers more efficient.