CoPlanner

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 500 customers, primarily in Austria and Germany.

CoPlanner is a one-product company. Since 2003, it has provided its eponymous planning and CPM product, which is available in different specifications for small, medium and large companies. Data is stored in Microsoft SQL Server. Additionally, the vendor uses in-memory data storage on the CoPlanner server, 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 linking of sub-budgets in the data model via SQL).

The core of the product is CoPlanner’s comprehensive planning functionality. The development environment provides flexible modeling of individual planning applications and integrated financial planning (balance sheet, profit and loss statement, liquidity) as standard. In typical implementations, CoPlanner is used by 30 to 40 concurrent users. However, there are also implementations with smaller and much larger numbers of users.

CoPlanner customers usually start off with planning 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

Besides planning, customers mainly use CoPlanner for standard/enterprise reporting (76 percent), ad hoc query and reporting (75 percent) and basic data analysis (57 percent). 67 percent of respondents plan to use it for advanced analysis and 56 percent for dashboards/scorecards in the future. CoPlanner targets mid-sized companies and large corporations across all industries. 74 percent of our sample of CoPlanner customers come from mid-sized companies (100-2,500 employees) with a median of 28 users (including 23 of them using planning functionality), but the mean of 53 users (36 for planning) indicates there are also some larger implementations. 79 percent of CoPlanner users are planning users – well above the survey average of 66 percent – reflecting the fact that CoPlanner is essentially a planning tool with integrated BI and analytics functionality.

Current vs. planned use (besides planning)

N=37

Percentage of employees using CoPlanner

N=42

Planning users (as a percentage of all users)

N=42

Total number of users per company

N=42

Planning users per company

N=42

Company size (number of employees)

N=42

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CoPlanner

Peer Groups Financial Performance Management Products, Integrated Corporate Planning Products, Midsize/Departmental Implementations, Performance Management Specialists
VendorCoPlanner
Number of responses42
ProductCoPlanner
OfficesOffices in Austria (HQ) and Germany
Employees40-50
Customers500
Revenues (2020)Undisclosed
Websitewww.coplanner.com