CoPlanner was founded in 1989 in Graz, Austria, with the aim of supporting enterprises in implementing integrated BI and CPM systems by offering comprehensive business and technical expertise. The vendor currently employs about 40-50 people and claims to have more than 540 customers, primarily in Austria, Germany and Switzerland.
CoPlanner is a one-product company. Since 2003, it has provided its eponymous planning and CPM software. CoPlanner is a flexible product for building individual planning, reporting and consolidation solutions and offers various specialist applications as well as prebuilt models that are parameterized for implementation. Data and metadata is stored in Microsoft SQL Server or Microsoft Azure SQL Database. Additionally, the vendor uses in-memory data storage on the CoPlanner server for multidimensional preparation of data, which is synchronized simultaneously with the relational database. The product is a flexible development environment for all kinds of planning approaches (top-down, bottom-up or combinations of both). Business power users typically use it to create wizard-based individual planning applications requiring only minimal IT support (e.g., for data integration tasks or data storage).
At the heart of the product is CoPlanner’s comprehensive planning functionality. The development environment provides flexible modeling of individual planning, budgeting and forecasting applications. Moreover, standard models are offered for, among other things, integrated financial planning (balance sheet, profit and loss statement, liquidity) including management consolidation, cost-performance accounting, HR planning and financial consolidation. In typical implementations, CoPlanner is used by 30 to 40 concurrent users. However, there are implementations with smaller and also much larger numbers of users.
CoPlanner customers usually start off with planning, budgeting and forecasting projects but often have additional requirements for reporting, analysis or financial consolidation. For standard formatted reporting, a business-user-friendly reporting module enables the creation of on-screen reports as well as formatted print reports. Comprehensive options are available for formatting and tabular layouts as well as graphical reports. Moreover, for ad hoc query and individual analyses, CoPlanner Analyzer and a feature-rich Excel add-in are available. Add-ins for Microsoft PowerPoint and Microsoft Word are also provided. The certified (IDW PS 880) CoPlanner Consolidation module completes the portfolio with functionality for legal and management consolidation.
User & Use Cases
84 percent of CoPlanner users are planning users – significantly above the survey average of 64 percent – reflecting the fact that CoPlanner is essentially a planning platform rather than a BI and analytics tool. This is also reflected in the area of planning use cases. Customers leverage CoPlanner equally for operational planning (73 percent) and financial planning (73 percent). Here, planning takes place at different aggregation levels. CoPlanner is particularly used for budgeting (95 percent) and forecasting (64 percent). Besides planning, customers mainly use CoPlanner ad hoc query (66 percent) and standard/enterprise reporting (63 percent). Many respondents plan to use it for dashboards/scorecards (64 percent), financial consolidation (38 percent) and strategic planning (38 percent) in the future.
CoPlanner targets companies of all sizes across all industries, predominantly in the DACH region (Germany, Austria and Switzerland). 81 percent of our sample of CoPlanner customers come from mid-sized companies (100-2,500 employees) with a median of 40 users (including 30 using planning functionality), but the mean of 63 users (51 for planning) indicates there are also some larger implementations.
Current vs. planned use (planning use cases)
Current vs. planned use (besides planning)
Percentage of employees using CoPlanner
Planning users (as a percentage of all users)
Total number of users per company
Planning users per company
Company size (number of employees)
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