A practical e-book for CFOs, controlling, operations, sales, and data/IT teams.
Planning 2027:
From Excel chaos to plans you can rely on
Find out how to move from isolated spreadsheets, manual consolidation and unclear versions to planning that connects data, processes, scenarios and decision-making across the company.
When everyone has their own plan, the company has no single plan.
Sales has its own numbers. Finance has its own numbers. Production and supply chain work with yet another version of reality. The forecast is put together manually, scenarios are created by copying files, and no one is completely sure which version is the latest.
Excel is a good tool. The problem starts when it becomes the backbone of the entire planning process.
Planning does not fail because of one spreadsheet. It fails when data, processes and people are not connected.
18 strán praktických príkladov, use casov a odporúčaní. Bez zbytočnej teórie.
-
CFO & controlling
If you need a more up-to-date forecast, better cash flow visibility, scenarios and a clearer comparison of plan versus actuals.
-
Operations, production & supply chain
If you plan capacity, materials, inventory or production in separate files and react to changes too late.
-
Sales and commercial teams
If the forecast is consolidated manually, its accuracy is difficult to measure and production or finance receive information too late.
-
CIOs, CDOs & data/IT teams
If you need to connect planning with data architecture, governance, analytics and AI.
-
Where your planning most often breaks down
From outdated data and manual consolidation to multiple plan versions, missing audit trails and unclear ownership.
-
What modern planning needs to connect
Data sources, data foundation, planning engine, workflow, analytics and AI readiness.
-
Which planning use cases deliver concrete business impact
From sales forecasting and material planning to cash flow, CAPEX and capacity planning.
-
How to start a planning project the right way and where it can get stuck
How to choose the first use case, assess data readiness and avoid the most common delivery risks.
Planning does not have to start as a large company-wide program.
It is often better to start with one use case where the pain is clear, the data is available and the business impact is visible.
Sales forecasting
- More accurate forecasts, better inventory, capacity and cash flow.
Demand & material planning
- Fewer critical orders and better purchasing decisions.
Cash-flow projection
- Better visibility into cash, scenarios and risk points.
FP&A & rolling forecast
- Faster reforecasting and connection between plan and actuals.
CAPEX planning & projektová profitabilita
- Clearer priorities, approvals, costs, revenues and margin.
Workforce & capacity planning
- Better visibility into workload, capacity, people and costs.
Good planning does not live in one department. Its value grows as it connects the company.
Do you have a plan, or just a planning habit?
If you cannot quickly find the latest version of the plan, identify changes, simulate scenarios or connect the forecast with cash flow and capacity, it is time to look at planning as one managed process.