deFacto Global

Organizations around the world use deFacto Planning in every business function to make informed decisions and drive faster, more effective planning processes.

deFacto Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all functional areas, including finance, tax, sales, supply chain, operations, and others. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company.

deFacto Planning’s architecture utilizes 100% native Microsoft technology—including Excel, Office 365, and SQL Server with Analysis Services—ensuring ease of maintenance and support. It also offers maximum flexibility with its ability to seamlessly integrate with Power BI, Azure, Azure Services, and any ERP system or data source.

Excel Add-On

• Input Forms
• Reports
• Alternate Hierarchies
• Properties/Attributes Query-Ability
• Maintains Native Excel Formulas and Formatting
• Book Publication Wizard
• Offline Support
• Advanced Zero-Suppression
• Formula-Based or Matrix-Based Reporting
• Can Work with Any Analysis Services Cube
• Drill-Through to Relational Data
• Send and Receive Text Comments

Workflow

• Simple Out-of-the-Box Approval Structure for Contributor, Data Entry, Reviewer, and Approver
• Ability to Completely Customize the Approval Structure
• Based on Multiple Time Periods, Entities, Categories, and Scenarios

Script Logic

• MDX Formulas
• Foreign Currency Conversion
• Customized Logic for Specialized Business Processes
• Inter-Model Logic

Enhanced Financial Intelligence

• Budgeting, Planning, and Forecasting
• Consolidation
• Inter-company Eliminations
• Reporting

Cube Builder/Optimizer

• Create/Maintain Dimensions and Attributes
• Create/Maintain Sets of Cubes
• Create Alternate Hierarchies
• Make Copies of Cubes and Sets of Cubes

Scorecard/Dashboard Integration

• SharePoint Monitoring & Analytics
• Other Dashboard Tools – Standard MSAS
• Web-Based Data Entry