Enabling CFO & PMO collaboration, easily

We help Finances and Project teams work together, so  no project budgets will slip out of control anymore, by leveraging Microsoft's solutions, security and quality.

CFO and PMO can work together, we're streamlining it.

CFOs need up-to-date forecasts and financial data.
PMOs spends days reconciling data and financials update, while managing  complex projects.

When all the data is finally gathered, it takes even more to manually reconciled  all the entries to a single, digestible report.

At the end of the entire process is over, the data is actually already outdated...  and CFOs are struggling to make the right decisions with outdated data.

We are ending this era, now. CoPlan is helping Finances and Project teams to work together, by  automating and streamlining the financials reconciliation process




What is CoPlan?


CoPlan is an innovative platform designed to centralize and streamline project management and financial oversight for PMO and Finance departments. It addresses critical challenges such as project prioritization, resource allocation, and budget management by providing up-to-date financial insights and real-time data.

With CoPlan, organizations can ensure projects align with strategic goals, optimize resource use, quickly adjust to budget variances, and improve forecasting accuracy. Its flexible and scalable solution supports comprehensive integration with third-party platforms, offering customization to meet specific organizational needs. CoPlan empowers CFOs and PMOs to deliver work across portfolios effectively, aligning with strategic objectives to achieve business goals.

CONTROL AND FORECAST

We enable more precise forecast and scenarios analysis  of already planned projects. We know that things don't always go as planned, and that's where problems start  to appear. We ensure that reality and unforeseen are integrated in forecasts.

The benefit for you is that you can take better and more informed decisions to  react to unforeseen, based on actual and up-to-date information.

EASE OF USE

We structure collaboration between teams,  without adding a burden on any of them. We leverage proven and efficient Microsoft solutions, so that each team can  work with processes that fit their reality and solve their own challenges. We  manage the connection between the tools with high quality processes and  algorithms

The benefit for you is that your team can work within a tool that is  convenient for them, easily and seamlessly

UP TO DATE INFORMATION


We immediately synchronize data of various teams,  seamlessly, so that financial data is always up-to-date.
We know that transferring data between teams is tricky. We ensure that data are  securely and accurately synchronized between teams and tools. The benefit for you is that you have a constant access to real-time financial data  with a high level of reliability

MICROSOFT LEVEL SECURITY STANDARDS


As Microsoft Partners, we leverage the high security standards of  Microsoft, and of your existing tools. We work exclusively within the Microsoft eco-system, ensuring that our  solutions are extremely secured and fit with your existing IT requirements.  All your data will stay in your existing infrastructure. The benefit for you is that you keep your financials and strategic data  secured, in an eco-system that you're already trusting.

How do we implement CoPlan?

Initiate
Initialize the engagement framework, confirm requirements.

Benefits:
Lays groundwork for aligned goals and clear project roadmap.
Implement
Series of sprints to configure solution.


Benefits:

Agile sprints tailor solution to precise needs.

Prepare
Formal testing cycle, data migration, training. Deploy solution.

Benefits:
Ensures smooth transition with testing and training.
Operate
Solution documentation hand-off, future planning.

Benefits:
Offers future-readiness with detailed documentation and planning.

Have a project in mind?


Let's talk

Contact us