BI-as-a-service Solutions // HOPTON FP&A

The Next-Generation Solution for Power BI Planning, Forecasting and Budgeting

Take your Power BI reporting to the next level. Streamline your planning and forecasting processes and make better business decisions based on data-driven insights with Aimplan.

Aimplan, a cloud-based software that extends Power BI

Aimplan is a cloud-based software that extends Power BI to become a true financial planning and analysis (FP&A) solution. Aimplan, powered by Hopton Analytics allows you to create and manage your planning models, capture and report on manual data and key performance indicators (KPIs), and perform advanced analytics and simulations, all within Power BI.

With Aimplan and Hopton Analytics, you can leverage the power and flexibility of Power BI, and benefit from its rich data connectivity, data transformation, data visualization, and artificial intelligence capabilities. Aimplan also integrates seamlessly with your existing ERP system and other data sources, ensuring that you always have the latest and most accurate data for your planning and reporting needs.

 

Why Choose Aimplan?

 

Aimplan is designed to help you improve your planning and forecasting efficiency, effectiveness, and strategy, and ultimately, your business performance and profitability. Here are some of the benefits of using Aimplan:   

 

  • Save time and money by eliminating error-prone manual processes, such as spreadsheet templates, email communication, and data consolidation. Aimplan automates and simplifies your planning and forecasting workflows, and allows you to focus on the analysis and insights, rather than the data collection and preparation.
  • Improve accuracy and reliability by using live and up-to-date data from your ERP system and other data sources, rather than outdated and inconsistent data from multiple spreadsheets. Aimplan ensures that your planning and reporting data is always in sync, and that you have a single source of truth for your business intelligence.
  • Enhance collaboration and alignment by enabling cross-functional and cross-organisational planning and reporting, and by providing a common platform and language for all stakeholders. Aimplan allows you to share and access your planning and reporting data and insights, on any device, and to communicate and collaborate with your colleagues and managers, using comments and annotations.
  • Increase agility and flexibility by being able to quickly and easily adjust your planning and forecasting models, scenarios, and assumptions, and by being able to respond to changing market conditions and business opportunities. Aimplan allows you to create and compare multiple what-if scenarios, and to perform sensitivity and risk analysis, using Power BI’s advanced analytics and artificial intelligence features.
  • Gain visibility and control by having a comprehensive and holistic view of your business performance, and by being able to drill down into the details and drivers of your planning and reporting data. Aimplan allows you to create and customise your own dashboards and reports, using Power BI’s stunning data visualisation capabilities, and to monitor and track your progress and results against your targets and goals.
Planning, budgeting and forecasting directly within Power BI

How Does Aimplan Work?

Aimplan is a cloud-based software that runs on Microsoft Azure, and that connects to your Power BI data models and datasets. Aimplan consists of three main components:

 

  • Aimplan Web App: This is the web-based application that you use to create and manage your planning and forecasting models, and to capture and report on manual data and KPIs. The Aimplan Web App allows you to define your planning dimensions, hierarchies, and measures, and to set up your planning rules, formulas, and calculations. The Aimplan Web App also allows you to maintain your master data, such as currencies, exchange rates, and cost centres, and to import and export data to and from your ERP system and other data sources.
  • Aimplan Power BI Custom Visuals: These are the custom visuals that you use to enter and display your planning and reporting data within Power BI. The Aimplan Power BI Custom Visuals allow you to create and configure your own data entry templates, using a highly configurable data entry grid, that supports features such as copy-and-paste, live calculation, and comments. The Aimplan Power BI Custom Visuals also allow you to view and analyse your planning and reporting data, using charts, tables, and other Power BI visuals.
  • Aimplan Database: This is the central database that stores your planning and reporting data, and that connects to your Power BI datasets. The Aimplan Database ensures that your planning and reporting data is always available and accessible, and that it is securely backed up and protected. The Aimplan Database also supports data versioning, auditing, and locking, and allows you to create and manage different planning scenarios and versions.

What Can You Do With Aimplan, implemented with Hopton Analytics?

Aimplan is a versatile and flexible solution that can support a wide range of planning and reporting use cases, such as:

  • Sales and Demand Planning: Reach targets, improve predictability, and get an up-to-date view of future sales, using Aimplan and Power BI. You can plan and forecast your sales by product, customer, region, channel, and other dimensions, and use Power BI’s AI and machine learning features to generate sales forecasts based on historical data and current trends. You can also analyse your sales performance, and identify and address any gaps or opportunities, using Power BI’s data visualisation and analytics capabilities.
  • Cost Centre and Workforce Planning: Efficiently allocate and manage your resources and headcount, using Aimplan and Power BI. You can plan and forecast your costs and expenses by cost centre, department, project, and other dimensions, and use Power BI’s data transformation and calculation features to apply different cost drivers and allocation methods. You can also plan and forecast your workforce by role, skill, location, and other dimensions, and use Power BI’s data connectivity and integration features to link your workforce data to your HR and payroll systems.
  • Integrated Financial Planning: Produce accurate and reliable budgets and forecasts, quickly and easily, using Aimplan and Power BI. You can plan and forecast your income statement, balance sheet, and cash flow statement, by integrating your sales, cost, and workforce data, and using Power BI’s data modelling and calculation features to apply different financial rules and logic. You can also analyse and report on your financial performance, and compare it to your targets and benchmarks, using Power BI’s data visualisation and analytics capabilities.
  • Project Planning and Reporting: Improve your control and visibility of both internal and customer-facing projects, using Aimplan and Power BI. You can plan and forecast your project revenue, costs, and profitability, by project, phase, task, and other dimensions, and use Power BI’s data connectivity and integration features to link your project data to your ERP and CRM systems. You can also monitor and report on your project progress, status, and risks, using Power BI’s data visualisation and analytics capabilities.
  • KPI and Manual Data Reporting: Capture and report on manual data and KPIs efficiently, using Aimplan and Power BI. You can collect and store manual data and KPIs from different users and functions, such as production, quality, customer satisfaction, and employee engagement, using Aimplan’s data entry grid and web app. You can also display and analyse your manual data and KPIs, using Power BI’s data visualisation and analytics capabilities.

Get started with Aimplan and Hopton Analytics

Transform your planning and forecasting process with Aimplan and Power BI. We’ll discuss your requirements, and demonstrate how Hopton has implemented Aimplan quickly and to the benefit of our clients.