Corporate Planning

CP Corporate Planning AG (CP) is a software vendor and consultancy based in Hamburg, Germany. The company was founded in 1989 and currently has more than 100 employees. CP has regional and international offices in Germany, Austria, Switzerland, the Netherlands and the United Kingdom. In May 2021, CP was acquired by proALPHA, a globally active ERP provider focused on SMEs in manufacturing, wholesale and other sectors. proALPHA employs over 1,700 people in 49 locations worldwide. More than 7,700 customers use proALPHA software. As part of its future corporate strategy, CP will remain its own company and brand, operating autonomously in its target markets as a proALPHA Group member.

CP offers Corporate Planner, an integrated solution for operational management (e.g., sales controlling, cost controlling, HR management), integrated financial management (e.g., financial controlling, investment management, cash flow management), financial consolidation and risk management. All modules have a common UI and are based on an integrated database in Microsoft SQL Server. About 1,600 customers in 45 countries worldwide use various modules of Corporate Planner, the majority 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. In 2020, CP acquired the German information design specialist Hi-Chart. CP has integrated Hi-Chart’s reporting and visualization capabilities into Corporate Planner but will also continue to market Hi-Chart as a standalone product for IBCS-compliant reporting (also with non-CP data sources such as SAP, Jedox and IBM TM1).

Corporate Planner is targeted at business departments and especially the finance department. The solution can be deployed as a single desktop application and as an enterprise solution for CPM integrating multiple departments or companies within a group. 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, the vendor has introduced Smart Planner, a new fixed-price cloud offering for smaller scenarios which can be continuously expanded.

Corporate Planner’s strengths include its no-code customization and configuration via wizards that enable a high level of self-service without consulting support. It has comprehensive, out-of-the-box 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 and a combination of both approaches. The vendor does not focus on any one particular planning topic (financials, sales, HR, etc.) or industry. Furthermore, Corporate Planner Cons supports the management consolidation and legal consolidation of plan data as well as actuals (IDW PS 880 certified) at group level in compliance with all the relevant accounting standards (e.g., HGB and IAS/IFRS).

Besides CPM capabilities, Corporate Planner offers standard reporting and ad hoc reporting with various report types and simpler options for the display of and navigation in data. Moreover, a library of predefined business analyses is available (e.g., variance, ABC and portfolio analysis), which users can run directly on existing data. For more advanced graphical display of data, Hi-Chart’s comprehensive chart library is integrated in Corporate Planner’s web client to visualize data (e.g., waterfall charts). The current release integrates a new reporting studio offering capabilities for uniform IBCS reporting. An extensive template library supports users in selecting the right visualization for data. For dashboarding and 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 dashboards and analyses created with the Qlik product. Predefined dashboard templates are available (e.g., for finance, HR, etc.). Moreover, Microsoft Power BI is now integrated in Corporate Planner’s web client to display and select charts. For general third-party access to Corporate Planner data, the product’s Connectivity BI can be used to export data into separate databases.

User & Use Cases

70 percent of Corporate Planner users are planning users – significantly above the survey average of 64 percent – reflecting the fact that it 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 Corporate Planner almost equally for financial planning (72 percent) and operational planning (69 percent). Here, planning takes place at different aggregation levels. Corporate Planner is particularly used for budgeting (87 percent) and forecasting (56 percent). Besides planning, customers mainly use Corporate Planner for standard/enterprise reporting (78 percent) and ad hoc query (78 percent). Many respondents plan to use it for dashboards/scorecards (52 percent), forecasting (39 percent) and strategic planning (38 percent) in the future.

Corporate Planner targets small and mid-sized companies across all industries, predominantly in the DACH region. 79 percent of our sample of Corporate Planner customers come from mid-sized companies (100-2,500 employees) with a median of 10 users (including 5 using planning functionality), but the mean of 30 users (14 for planning) indicates there are also some larger implementations.

Current vs. planned use (planning use cases)

N=38

Current vs. planned use (besides planning)

N=37

Percentage of employees using Corporate Planner

N=38

Total number of users per company

N=38

Total number of users per company

N=38

Planning users per company

N=38

Company size (number of employees)

N=38

Summary of Corporate Planning highlights

With 17 leading positions across four different peer groups, Corporate Planner once again achieves a respectable set of results in this year’s Planning Survey. Convincing ratings in numerous important KPIs help to consolidate its position as a market-leading planning and CPM platform in the DACH region. Companies can benefit from using Corporate Planner in terms of improved integration of planning with reporting/analysis, more precise/detailed planning and increased transparency of planning. These benefits lead to a better quality of planning results for many customers. 89 percent of Corporate Planner users say they would “definitely” or “probably” recommend their planning product to other organizations – a great indicator of customer satisfaction with the vendor and its product.

Planning Content – Leader

Peer group: Operational Planning-Focused Products

Consistently outstanding in Planning Content

Peer group: Operational Planning-Focused Products

Financial Consolidation – Leader

Peer group: Operational Planning-Focused Products

Predefined Connectors – Leader

Peer group: Fin. Plan. & Consolidation-Focused Products

Implementer Support – Leader

Peer group: Fin. Plan. & Consolidation-Focused Products

Vendor Support – Leader

Peer group: Fin. Plan. & Consolidation-Focused Products

Want to see the whole picture?

BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from Corporate Planning users, accompanied by expert analyst commentary.

Contact us to purchase the Vendor Performance Summary

Planning Survey 22 Awards

Corporate Planning

Peer Groups Financial Planning & Consolidation-Focused Products, Midsize/Departmental Implementations, Operational Planning-Focused Products, Performance Management Specialists
VendorCorporate Planning
Number of responses38
ProductCorporate Planner
OfficesGermany (HQ), Austria, Switzerland, Netherlands and United Kingdom
Employees>100
Customers1,600
Websitewww.corporate-planning.com

Test Drive Corporate Planning

Go here to get a free trial version of Corporate Planning:

Get Free Trial

Product Video

Screenshots from Corporate Planning

Quotes from the Planning Survey 22

Easy to use, intuitive, very flexibly adaptable.
Member of a cross-departmental BI-team, services, 101 – 2500 employees
Very good planning tool that is constantly being improved and expanded.
CEO, services, 101 – 2500 employees
Very good flexible software.
Line of business employee, manufacturing, 101 - 2500 employees
Corporate Planner has gone from an on-off solution to a central tool for us - we really like the innovations.
Person responsible/Project manager for departmental BI, utilities, 101 - 2500 employees
Flexibility of structures - many different requirements (e.g., reporting structures) can be mapped.
Head of business department, transport, less than 101 employees