CP Corporate Planning AG (CP) is a software vendor and consultancy based in Hamburg, Germany. The company, which was founded in 1989, currently has approximately 130 employees worldwide. CP has regional and international offices in Germany, Austria, Switzerland, The Netherlands and UK.
CP offers solutions for operational management (e.g., sales controlling, HR controlling, cost controlling), integrated financial management (e.g., financial controlling, investment controlling, liquidity management), financial consolidation and risk management. The vendor’s formerly separate products are now combined into the integrated Corporate Planner solution. All modules have a common user interface and are based on an integrated database in Microsoft SQL Server. About 4,000 customers worldwide use various modules of Corporate Planner, many of whom are located in the DACH region. Corporate Planner and its individual modules are available in an on-premises version and in the cloud leveraging Microsoft Azure.
Corporate Planner is targeted at business departments. The solution can be deployed both as a single desktop application as well as an enterprise solution for CPM and financial consolidation. Across its entire customer base, Corporate Planner is used by an average of 10-20 users per installation, yet it also supports installations with significantly larger numbers of users. As an entry into the CP world, a new cloud offering for smaller scenarios is available at a fixed price with the so-called Smart Planner, which can be continuously expanded.
Corporate Planner’s strengths include its detailed dialog boxes and wizards as well as comprehensive planning functionality and predefined reports and analyses that support business power users in a variety of tasks. The product provides centralized top-down planning, decentralized bottom-up planning as well as a combination of both approaches. The vendor does not focus on any one particular planning topic (financials, sales, HR, etc.) or industry. Corporate Planner offers various report types to meet a range of reporting requirements. A comprehensive library of predefined business analyses is also available (e.g., variance, ABC and portfolio analysis), which users can run directly on their data. In its latest version 6.0, the product has a completely revised UI/UX in the web client, which is the recommended client for planners and information consumers.
Corporate Planner offers standard reporting, ad hoc reporting and simpler options for the display of and navigation in data (e.g., sunburst charts). For dashboarding and more advanced graphical display of data as well as analytics, CP has a strategic partnership with Qlik (OEM Corporate Planner Dashboard). Qlik Sense’s web client is fully integrated in Corporate Planner’s web client to display, for example, charts, dashboards and analyses created with the Qlik product. Predefined dashboard templates are available (e.g., for finance, HR, etc.). Moreover, Corporate Planner’s Connectivity BI can be used to export data into separate databases for third-party access.
User & Use Cases
Besides planning, customers mainly use Corporate Planner for standard/enterprise reporting (88 percent), ad hoc query and reporting (87 percent), basic data analysis (55 percent) and financial consolidation (50 percent). 41 percent of respondents plan to use it for dashboards/scorecards in the future. Corporate Planner targets small and mid-sized companies across all industries. 62 percent of our sample of Corporate Planning customers come from mid-sized companies (100-2,500 employees) with a median of 6 users (including 3 using planning functionality), but the mean of 27 users (8 for planning) indicates there are also some larger implementations. 70 percent of Corporate Planner users are planning users – a little above the survey average of 65 percent – reflecting the fact that it is essentially a planning tool with integrated BI and analytics functionality.
Current vs. planned use (besides planning)
Percentage of employees using Corporate Planning
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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