Where planning gets stuck
Bigger spreadsheets and more software aren't always the answer. Build a more connected planning process using the data and tools you already have.
How much time does your team spend building forecasts?
Start with prebuilt planning models.
Do you have a planning process but not a dedicated FP&A team?
Leverage proven planning models and expertise when you need it.
How much confidence do you have in the data behind your forecast?
Start every forecast with current financial data.
Legacy planning models force companies into an uncomfortable choice:
We believe there is a better approach.
The center of the plan
Rather than start from scratch, we start with prebuilt models designed around how mid-market businesses actually plan.
Start with a proven model. Customize where your business needs it. Grow when you’re ready.
You don’t have to build your planning environment from scratch. We provide the calculations, data structures and templates needed to create a controlled planning process, built on a proven framework rather than created from scratch. Your financial data becomes the foundation for your forecast — without the manual process of exporting, cleaning, and consolidating data.
See How We Start With the OutcomeYour team doesn’t need to learn another application to build and analyze the forecast. Leverage connectivity to easily access existing information. Planning data remains connected to the underlying information model that supports reporting, dashboards, and analysis in Sage Intacct. Planning results can also be connected directly to Sage Intacct for reporting and dashboards.
See the Information ModelYou shouldn’t have to hire a full-time FP&A team to build a better forecast. As organizations mature their planning capabilities, additional planning expertise can help refine assumptions, improve forecast accuracy, and increase planning sophistication.
See How We Drive AdoptionTraditional planning requires organizations to build models, logic, controls, and data connections before planning can begin.
Heno starts with a proven planning foundation so teams can focus on budgeting, forecasting, and decision-making.
Common path
Legacy Systems
Recommended path
Heno Planning
Scalability
Expand spreadsheets, formulas, and manual processes as planning requirements become more sophisticated.
Start with a proven planning foundation and increase planning sophistication as business needs evolve.
Data
Export, copy, and consolidate data across planning cycles as actuals and assumptions change.
Refresh planning data from Sage Intacct and connected sources without rebuilding spreadsheets.
Expertise
Build and maintain planning models internally or rely on specialized planning resources.
Leverage prebuilt planning models and planning expertise when additional guidance is needed.
Reporting
Build separate reporting processes to compare actuals, budgets, and forecasts.
Combine actuals and planning data within Sage Intacct for consistent reporting and analysis.
Governance
Multiple spreadsheets, versions, and manual controls create risk and inconsistency.
Centralized planning controls provide a governed, secure source of planning data.
Success Metric
Was the budget delivered on time?
Does the plan accurately reflect the direction of the business?
