Corporate Planner / CP-Suite

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, the Netherlands, Switzerland and the UK.

CP offers solutions for operational management, integrated financial planning, financial consolidation and strategic management. The vendor combined its formerly separate products into the integrated CP-Suite. 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 CP-Suite.

Corporate Planner, the planning product in CP-Suite, 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+ users per installation, yet it also supports installations with significantly larger numbers of users.

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. In addition the software integrates with Microsoft Word to generate page-oriented reports. 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.

A recently released CP-Sales module provides functionality for sales controlling with enhanced flexibility for navigation in data and improved dashboarding capabilities. These new developments are a first step to enhancing CP’s BI functionality for dashboarding, ad hoc queries and analysis. However, because at least in the past CP doesn’t regard itself as a typical BI product for individual analyses, a so-called BI-Exit is available for accessing CP data with third-party front ends (Connectivity BI and Connectivity Qlik).

User & Use Cases

Besides planning, customers mainly use CP for standard/enterprise reporting (87 percent), ad hoc query and reporting (82 percent) and financial consolidation (50 percent). 46 percent of respondents plan to use it for dashboards/scorecards in the future. CP targets small and mid-sized companies across all industries. 65 percent of our sample of CP customers come from mid-sized companies (100-2,500 employees) with a median of 8 users (with 4 of them using planning functionality). However, the mean of 17 users (8 for planning) indicates there are also some larger implementations. 71 percent of CP users are planning users – well above the survey average of 63 percent – reflecting the fact that CP is essentially a planning tool with integrated BI functionality.

Current vs. planned use (besides planning)

N=54

Percentage of employees using Corporate Planning

N=55

Planning users (as a percentage of all users)

N=55

Total number of users per company

N=55

Planning users per company

N=55

Company size (number of employees)

N=55

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Corporate Planner / CP-Suite

Peer Groups European vendors, Financial performance management products, Solution-focused planning products
VendorCorporate Planning
Number of responses55
ProductCorporate Planner / CP-Suite
Offices11 offices in Germany (HQ), Austria, Switzerland, the Netherlands and the United Kingdom
Employees130
Customers4,000
Revenues (2018)n/s
Websitewww.corporate-planning.com