Plan, forecast and track performance from one set of numbers.
We connect actuals, budgets and forecasts so finance and business teams can plan faster, compare scenarios and see performance against plan without spreadsheet consolidation.
Connected planning
NaviCS- ActualsERP, CRM, operations
- PlanningBudgets and drivers
- ForecastingScenarios and outlook
- PerformancePlan vs. actual
The challenge
Business problems we solve
Where organizations typically get stuck before engaging NaviCS for Enterprise Planning.
01
Spreadsheet-driven planning
Budgets live in dozens of linked workbooks that are hard to consolidate, version and audit.
02
Slow forecast cycles
By the time a forecast is consolidated, the business has already moved on.
03
Plans disconnected from actuals
Comparing performance against plan requires manual extraction and reconciliation every month.
What we do
Enterprise Planning capabilities
Scope we deliver end to end, or alongside your own team.
Planning model design
Driver-based budgeting and forecasting models aligned with how the business runs.
Actuals integration
Automated feeds from ERP, CRM and operational systems into the planning model.
Scenario modelling
Compare best, base and worst cases and understand the impact of key drivers.
Performance reporting
Plan-versus-actual dashboards with variance explanations.
Workflow and approvals
Structured submission, review and sign-off across departments.
Use cases
Where it makes a difference
Concrete business applications we design and deliver.
Annual budgeting
Collect departmental budgets in a controlled, auditable process.
Rolling forecasts
Update the outlook regularly using the latest actuals.
Sales and capacity planning
Link pipeline and demand to staffing and resource plans.
Management reporting
Monthly performance packs generated from governed data.
How we deliver
From Business Challenge to Business Outcome
How NaviCS takes Enterprise Planning from business challenge to business outcome.
Discover
Understand the business problem, the people involved, the data and systems in place, and what success looks like.
Design
Define the solution, architecture, data flows and guardrails — and agree on how results will be measured.
Build
Deliver in short, reviewable increments so stakeholders see working software early and often.
Integrate
Connect to your CRM, data platforms, APIs and business applications so the solution fits existing workflows.
Deploy
Release to production with monitoring, access controls, documentation and team enablement.
Improve
Review usage and outcomes, tune models and workflows, and extend what works to new teams.
Technology
Technologies we work with
We design around the platforms you already use wherever possible.
- SQL / PostgreSQL
- Python
Outcomes
What you can expect
The business results each engagement is designed around. Specific targets are agreed with you during discovery.
- One planning model instead of disconnected spreadsheets
- Faster, more frequent forecast updates
- Plan-versus-actual visibility without manual reconciliation
- Clear ownership and audit trail for every submission
Case studies
Case study — coming soon
We are preparing published Enterprise Planning case studies. Ask us for a walkthrough of relevant work during your demo.
FAQ
Enterprise Planning questions, answered
Do we have to replace our ERP?
No. Planning solutions sit alongside your ERP and read actuals from it.
Can business teams update their own forecasts?
Yes. We design input processes so department owners submit and adjust their numbers within controlled templates and approvals.
How do you handle different planning horizons?
Models can support annual budgets, rolling forecasts and longer-range plans, with the level of detail appropriate to each.
Can AI help with forecasting?
Where there is sufficient history, statistical and machine-learning forecasts can provide a baseline that planners review and adjust. See our Data Science service.
Related services
Often combined with
Data Analytics
Dashboards and reporting that give every team trusted numbers they can act on.
Learn moreData Science
Predictive models that forecast demand, flag risk and recommend the next best action.
Learn moreData Engineering
Reliable pipelines, lakehouses and warehouses that analytics and AI can depend on.
Learn more