CPM - Planning & Budgeting

Microsoft Fabric Planning brings budgeting, forecasting and scenarios into the same governed platform as your data and Power BI. Our first view and verdict.

Vena Solutions has announced its intention to acquire Acterys, a leading provider of Power BI–based planning, analytics, and application development solutions. This strategic move marks an important step forward in the evolution of enterprise performance management—bringing together finance and IT in a more connected and actionable way.

Vena Copilot is your AI-powered finance ally—automating tasks, improving accuracy, and delivering strategic insights. It enhances FP&A productivity and control, with upcoming AI agents enabling driver-based planning and predictive forecasting directly in Excel via a chat interface.

Vena and Databricks bring predictive forecasting into your existing workflows - delivering faster, more reliable, scenario-based forecasts without compromising control or accountability.

Through easy mapping and robust scenario analysis features, Vena offers a more collaborative and insightful approach to financial planning. The prospects of streamlined financial planning, real-time analysis, and informed decision-making become part of your financial process. Transitioning to Vena will leverage existing resources while embracing a culture of continuous improvement and self-supporting financial transparency.

Data visualization tools like Microsoft Power BI or Qlik are very ‘hot’ these days as they transform your at-first-sight boring datasets into appealing reports and highly interactive dashboards! With Power BI, you can say goodbye to staring at endless spreadsheets and welcome visualizing your data in a way that is both fun and very informative. The goal of these ‘self-service’ BI tools is to help you uncover hidden insights and share them within your organization in a way that's both pleasant and useful. So fasten your seatbelt and get ready to witness some magic happening to your spreadsheet data.

Nowadays, more and more organizations are choosing a cloud solution, instead of an on-premise reporting & planning solution. The reason is that in general, cloud solutions offer organizations greater flexibility, scalability and cost savings compared to an on-premise solution, while still providing advanced security and compliance possibilities. The same concept also applies to CCH Tagetik.