Corporate Planning

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. CP has regional and international offices in Germany, Austria, Switzerland, the Netherlands and the UK. CP offers solutions 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. The vendor’s formerly separate products have all been 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 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 May 2020, the German information design specialist Hi-Chart became part of CP. CP has integrated Hi-Chart’s comprehensive 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 and IBM TM1).

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. 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, Smart Planner – a new fixed-price cloud offering for smaller scenarios – is available and 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. 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 its 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 (e.g., sunburst charts). 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 now integrated in Corporate Planner’s web client to visualize data (e.g., using waterfall charts). 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, for example, dashboards and analyses created with Qlik. Predefined dashboard templates are available (e.g., for finance, HR, etc.). Moreover, Corporate Planner’s Connectivity BI can be used to export data from CP into separate databases for third-party access.

User & Use Cases

Besides planning, customers mainly use Corporate Planner for standard/enterprise reporting (89 percent), ad hoc query and reporting (84 percent), basic data analysis (49 percent) and financial consolidation (42 percent). 51 percent of respondents plan to use it for dashboards/scorecards in the future. Corporate Planner is aimed at small and mid-sized companies across all industries. 66 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 18 users (9 for planning) indicates there are also some larger implementations. 74 percent of Corporate Planner users are planning users – a little above the survey average of 66 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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Corporate Planning

Peer Groups Financial Performance Management Products, Integrated Corporate Planning Products, Midsize/Departmental Implementations, Performance Management Specialists
VendorCorporate Planning
Number of responses83
ProductCorporate Planner
OfficesGermany (HQ), Austria, Switzerland, Netherlands and United Kingdom
Employees130 approx.
Revenues (2020)Undisclosed