Sales Planning Automation for a Global Software Company
About The Client
A leading international software company that sells its products in more than 100 countries worldwide. Its license-based business model and global sales organization require complex revenue and sales planning processes.
Challenge
Sales and revenue planning was a highly time-consuming and resource-intensive process for the company. With multiple sales teams involved across different regions, planners had to prepare historical data for each customer group and manually calculate sales amounts, revenues, and deferrals based on planned sales volumes. Excel alone was unable to efficiently handle the hundreds of thousands of records and complex calculations involved.
The process was further complicated by the need to forecast renewal rates and price increases, both of which had a direct impact on revenue plans and required significant manual effort.
The key challenge was to simplify complex calculations and reduce manual work while allowing planners to continue working in the familiar Excel environment.
Solution
Due to the complexity of the project, Abylon Rapid Planner proved to be the ideal solution. The platform provides enterprise-grade financial and analytical planning, master data management, querying capabilities, and scenario analysis within a single environment.
The core concept behind Abylon Rapid Planner is bringing the familiar functionality of Excel into an enterprise environment. Planners were able to continue working in Excel while data and calculations were managed through a centralized database.
The solution automated complex calculations, supported the processing of large data volumes, and provided role-based access control, centralized master data management, and automated data validation. Preconfigured templates and approval workflows significantly reduced manual effort and simplified the planning process.
Results
The implementation of Abylon Rapid Planner made sales and revenue planning faster, more transparent, and more secure. The solution eliminated manual data transfers, consolidation, and recalculation while ensuring that planners always had access to up-to-date and reliable information. BI-ready data available directly from Excel significantly simplified planning and forecasting activities.
Key achievements:
- Secure access to all relevant data directly from Excel
- Instant recalculation, reducing manual work and waiting times
- Faster planning and forecasting cycles
- Simplified and automated planning processes without manual consolidation
- BI-ready data without additional consolidation steps
- Centralized master data management, eliminating manual updates
- Built-in ETL functionality, including mass uploads directly from Excel
Other Case Studies
Project Type
Sales and Revenue Planning Automation
industry
IT Sector
Technologies USED
- Abylon Rapid Platform
- Abylon Rapid Planner
- Microsoft Excel
- Microsoft Data Warehouse / Data Lake
