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Business Planner

Planium Software Ltd. Business Planner. Plan your business future and reduce business risks. Overview. The Business Planner is the planning tool for managers, entrepreneurs, analysts and business people. The Business Planner helps in the following tasks:.

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Business Planner

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  1. Planium Software Ltd. Business Planner Plan your business future and reduce business risks

  2. Overview • The Business Planner is the planning tool for managers, entrepreneurs, analysts and business people. • The Business Planner helps in the following tasks: • Preparing a Business Plan and a Financial Plan for your business • Analyzing the feasibility of your plan and the risks to your business • Preparing a Budget and a Work-plan for the following year • Analyzing different scenarios and alternative business decisions • Presenting the plan to managers and employees, investors and bankers

  3. Overview(2) Target Users • Managers, entrepreneurs, analysts and business people • Investors and Bankers • Lecturers and Students in business schools Business Type The Business Planner is flexible enough to be adjusted to businesses of different industry and different size - small, medium and large.

  4. Main Benefits The Business Planner’s main benefit is: Helping the user in making business decisions and preparing a professional Business Plan easily and quickly Other benefits are: • Includes advanced analysis tools that are used by business consultants • Easy-to-use without previous experience in financial analysis • Saves time and efforts in getting to the right business decisions • Helps in analyzing and reducing the risks involved in the business

  5. Flowchart Data Entry Analysis Sales Plan Budget Highlights Fixed Expenses Plant & Equipment • Pro Forma Reports • Profit & Loss • Balance • Cash Flow Variable Expenses Salary & Staff Loans & Financial Sources Financial Parameters Break Even Simulation (What-If) Financial Ratio Survival Ratio Business Plan ROA/ROE Analysis Company Value Reports Graphs

  6. Main Features • Quick to learn, Easy to use • Enhanced on-line help • Plan Navigator helps to identify and operate functions quickly • On-line Business Planning guide for novice user • Flexible and Customizable • Easily adjusted to different businesses • Samples by industry • Highly Professional • Advanced budgeting and planning tools • Powerful analysis tools • High quality reports and graphs • Build-in modeling and calculations

  7. Workflow • STEP 1 – Enter Basic Data Enter basic data into the General Data screen and the following tables: Product and Costs, Markets, Departments and Currency Table. This data will be used in the planning and analysis screens. • STEP 2 – Enter Plan Data Enter data into the Sales Plan, Operating Expenses, Plant & Equipment, Financial Parameters and Financial Sources screens. • STEP 3 – View and Analyze the Plan Enter the Analysis module. View the Highlights and the projected financial reports. Run the the Break-Even and What-If analyses in order to evaluate the risks and stability of the business. Review the other analysis screens and use them according to your needs. • STEP 4 – Produce Reports and Graphs Refine the planning if needed, then produce reports and graphs to present the plan.

  8. Analysis Tools The Business Planner includes powerful analysis tools that help the user to perform the planning, analyze the results and present the plan in order to make it applicable. These tools include: • Highlights • Projected Financial Reports (Profit & Loss, Balance, Cash Flow) • Financial Ratios and Indicators • Valuation • Break Even Analysis • What-If Analysis • ROA/ROE Analysis • Survival Ratio Analysis • Profit Center Analysis • Actual vs. Plan • High quality Reports and Graphs • On-screen table presentations

  9. Specifications • Stand-Alone Application • Runs on Windows 95/ 98/ NT/ 2000/ ME / XP • Pentium II 350MHZ or more • 64MB RAM or more • 35MB disk space (100MB in Windows older than 2000/ ME) • Export to MS-Excel and HTML • Developed with Microsoft’s most advanced development tools

  10. Sample Screens Highlights Projected Profit & Loss

  11. Sample Screens Projected Balance Sheet Projected Cash Flow

  12. Sample Screens Financial Ratios Break-Even

  13. Sample Screens Financial Indicators Price / Earnings

  14. Sample Screens What-If Analysis Free Cash Flow Valuation

  15. Sample Screens Survival Ratio ROA/ROI

  16. Sample Screens Graphs Report Preview

  17. The Company Planium Software Ltd. is a private software company, formed in Israel in the year 2000. The Company specializes in developing software for Business and Financial Planning and intends to become a leading software vendor in these fields. Our mission is to create advanced software tools that will really assist managers and business people around the globe in managing their businesses and taking the right business decisions. Planium’s team is very experienced in creating state-of-the-art software tools that incorporate professional knowledge with ease-of-use and applicability and give the appropriate answers to the users needs.

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