– Planacy transformed our whole budgeting process to pure joy
"From a classic time-consuming Excel-budgeting mess, Planacy transformed our whole budgeting process to pure joy for our finance team and budgeteers. Our team can now work with fresh actuals from our ERP in an easy-to-use application."
Erik Gudmundsson
CDO at RFSU AB
RFSU
RFSU AB is a company exclusively owned by the National Association for Sexual Education (RFSU), which was founded in 1933. Before RFSU AB implemented Planacy in 2022, their financial planning was done in Excel.
In Planacy they work with, among other things, processes for HR- and staff budgeting, CAPEX, P&L, as well as sales budgeting per customer and product category. RFSU AB has also integrated Planacy with QlikSense.
Besqab
Besqab was founded in 1989 and their business idea is to develop new homes with knowledge and understanding of how people live their lives. For a housing developer like Besqab, the financial planning process is as complex as it is business critical.
Besqab use Planacy for their financial budget and fixed forecasts, as well as their rolling financial and operative planning. The main sub-processes are building projects and investments. They have also integrated Planacy with Qlik Sense.
– We have full control and can make proactive decisions.
”We used to manage everything in Excel, but now with a planning tool the actual data and forecasts are integrated so we have full control and can make proactive decisions. Plus, the system isn't just set up based on the opinions of management – the operative part of our organization have greatly influenced the content and user interface, which has been very successful.“
Magnus Ekström
CFO at Besqab
– We needed a flexible and pedagogical system, and after a pilot study it was clear that Planacy met all of our requirements and more.
”We now have an effective and collaborative tool that has allowed us to increase both responsibility and accountability over our financial budget and forecast. This is something that previously only existed in theory but now also works in practice."
Kenneth Hedin
CFO at Borås Elnät
Borås Elnät
Borås Elnät focuses on securing the electricity infrastructure for residents of Borås. The company's roots date back to the 1890s when the electricity network started expanding in Borås, and today they own large parts of the electricity network in Borås
With Planacy, Borås Elnät works with revenue and P&L budgeting, staff- and project budgeting as well as the distribution of central costs.
Clear Channel
Clear Channel has left a time consuming and insecure process in Excel in favor for a more perspicuous and structured budgeting and forecasting process in Planacy.
Clear Channel uses Planacy for account and expense budgeting on many dimensions, together with a detailed staff budgeting.
– Planacy has created the right conditions for us at Clear Channel Sweden to work in a more structured way and get a more perspicuous overview of our budgeting and forecasting.
“The implementation was fast and efficient. We reached the time- and budget goals for the project, largely thanks to the possibility to start off with a simple base level that we continuously improve, in example by implementing a more detailed HR- and staff module. We have now decided to implement Planacy in our other offices in Scandinavia.”
Björn Fröblom
FP&A at Clear Channel Scandinavia
– By using Planacy we have created a stronger connection between our staff and the business.
"We’ve seen a significantly higher level of engagement among our roughly 50 department heads. According to them, Planacy have simplified their work with financial planning, for example regarding consolidation and future scenarios, both of which now require less preparation and resources. We’re very happy with the solution.”
Daniel Karlsson
Business Controller at Elajo
Elajo
Elajo is one of Sweden's leading electricity, mechanics, and energy companies. They deliver everything from complete solutions to special assignments within energy efficiency. Elajo consists of two production companies, one parent company and a development company.
Filippa K
The international fashion brand Filippa K used to have an Excel-based budget process that was very time consuming and dependent on individuals. Now they use Planacy for their ongoing forecasts and they can work more efficiently with their forward-looking analyses.
Filippa K is a clothing brand that was founded in Stockholm in 1993. Today it has grown to be an internationally recognized brand offering a global perspective on conscious consumption.
– Planacy has simplified our forward-looking analyses.
“We used to have a process that was very dependent on individuals and a lot of time was spent on administrating and updating templates. Now, we create our financial budget in Planacy, which includes a sales budget broken down by concept, channel, market and cost center.”
Craig Erdrich
Group Business Controller at Filippa K
– With Planacy, we can make faster and better decisions as it’s easier to identify outcomes of alternative scenarios.
”We are very satisfied with Planacy. The platform greatly simplifies our budgeting processes, which was our ambition when we left Excel for Planacy. Going forward, we will also be using the system for more ongoing planning as well.”
Manfred Bäckström
Business Controller at foodora
foodora
With over 10 000 connected stores and restaurants and 5000 employees, foodora is now Sweden’s most popular Q Trading Platform for home deliveries. Their strong growth sets high demands on efficient and reliable processes that facilitate faster and better decisions.
In Planacy, they primarily work with various processes for sales and revenue as well as for direct costs, central cost allocation and CAPEX. They also have a dedicated process for personnel forecasting as well as distribution of personnel costs between the various companies within the Group.
Charity Licenses
Erikshjälpen
Erikshjälpen is a children's rights organisation with a non-profit second hand operation.
Linköpings Stadsmission
A non-profit association that supports the individual to empowerment and participation in society.
Gina Tricot
Gina Tricot is a Swedish fashion chain which was founded in 1997. They deliver clothes to more than 30 countries, they have over 150 stores in Scandinavia and more than 1500 employees. This often leads to advanced purchasing and forecasting processes.
Gina Tricot chose Planacy to simplify and streamline their work with purchasing and warehouse forecasts. They have also integrated Planacy with Qlik Sense for a cohesive solution. Gina Tricot use Planacy for the annal budget as well as fixed and rolling forecast. The long-term plan for their Planacy platform is to streamline one process at a time to connect everything into one ensemble.
– We needed one truth and one truth only, not several different truths depending on who’s presenting.
"With Planacy, we want to reduce the usage of Excel and create faster and more efficient processes that we can successively build on, until the entire financial planning puzzle is complete."
Joachim Modigh
CFO at Gina Tricot
– Planacy has increased our quality of work.
“With Planacy, we can now focus on analyzing and questioning input and outcome instead of consolidating data in Excel with the traditional ‘Copy/Paste’ method. Planacy enables us to work more efficiently with analysis and forecasting.”
Tobias Alvers
Business Controller at Haglöfs
Haglöfs
With Planacy, Haglöfs now has a flexible and scalable platform for their different business areas. They now use Planacy to work with driver based planning for sales, direct- and staff costs, as well as operating expenses for the P&L.
The European brand for exercise- and outdoor clothing, Haglöfs, needed a flexible planning platform that could be configured and customized for their business and planning process – something which their older system could not.
HSB ProjektPartner
HSB ProjektPartners is one of Sweden's leading housing developers. Their process for budgeting and forecasting is complex and highly critical for the business, and that’s why they need a flexible platform that can handle complexity.
When HSB ProjektPartner decided to replace their old solution from Mercur, they chose Planacy as their budgeting and forecasting solution and integrated it with Qlik Sense for follow-up and analysis. With Planacy they now have a flexible solution for planning which supports multiple budget processes and the main process; project budgeting of new constructions with driving logic for successive profit settlement.
– Planacy feels fresh and user friendly.
“We are now taking advantage of this investment to become more efficient and flexible in our budget and forecasting process.”
Robert Nauclér
Business Controller at HSB ProjektPartner
– We chose Planacy based on the combination of simplicity, flexibility and cost efficiency.
"Planacy is a platform that supports our business and that will be able to grow together with us.”
Olof Andersson
CFO at Kvdbil
Kvdbil
Kvdbil needed a flexible planning platform that could be customized for their business and processes – a system which simplifies and streamlines the time end users and administrators spend budgeting and forecasting.
In Planacy, Kvdbil works with a customized process for budgeting used cars that drive revenue and costs to the P&L budget, together with driver-based staff budgeting for all employees.
Mercuri Urval
In order to better plan and manage their consultancy operations in accordance with set objectives, Mercuri Urval chose to implement Planacy as an operational planning and business support system.
They previously managed this in Excel and a customer-unique system. Now, the process in Planacy has been broadened to also support, improve and streamline planning and forecasting of their consultants and vendors' customer engagement and sales.
– We are very impressed with the speed of the work and the quality delivered by the consultants.
“The implementation of Planacy for our sales planning was incredibly quick. From idea to deployment in just a few weeks. The solution is now used by over 400 users who plan their sales for both teams and individuals.”
Luting Mao
Head of Group Control at Mercuri Urval
– As we grew, we needed a higher level of traceability and security, which we now have with Planacy.
“We are very pleased with Planacy. Excel worked well for a long time, but as we grew, it quickly became inefficient. In Planacy, we get a completely different traceability, a faster process and we can also work with version management. ”
Patrik Brodin
Director of Strategy & Business Control at Office Management
Office Management
Office Management's entry into Planacy was the budget process, but today they also have an ongoing forecasting process for their income statement and sales process, and they also manage administrative structures and hierarchies. In addition, they have integrated Planacy with their BI system.
Office Managements is an advisory service company in everything related to your workplace. In order to be able to offer tomorrow's solutions, they look at future trends and can thus create the best conditions for well-being, cooperation and communication in the workplace.
Panduro
Panduro is a market leader within hobby materials in Europe, with 103 stores and over 600 employees divided over six countries. The company had roots in post-war Denmark when creating souvenirs and jewellery. In the 1950’s they opened their first store with hobby materials.
In Planacy Panduro works with revenue budgeting, staff budgeting and central costs.
– Working with Planacy has helped us develop and improve our budget process
“We previously worked with multiple Excel sheets and manual adjustments and had to number crunch back and forth between different Excel sheets to create a totality. It has been a process with multiple steps that has created a high risk for fails. By working with Planacy, Panduro has gotten a more streamlined process. The solution eliminates many of the previous risks and, simultaneously, eases the work for the finance department and those involved in the company’s budget work.”
Stefan Rydén
CFO at Panduro
– Just the time saved, and the certainty of the forecasts and processes alone is worth every penny.
”A great challenge for us was that we spent too much time updating templates and making sure everyone was working in the correct Excel sheet. The entire solution felt insecure. Planacy has simplified and streamlined all our processes and made is possible for us to work more driver-based. The greatest benefit of Planacy is definitely that our entire budgeting process is much safer and more efficient now".
Karin Jacobsen
Head of Supply & Operations at Sandqvist
Sandqvist
Sandqvist is a Swedish company that offer stylish bags with minimalistic design. Before Sandqvist implemented Planacy in 2020, they used Excel as their primary tool for financial planning.
Sandqvist work with several different processes in Planacy such as sales, staff, OPEX, investments and liquidity, as well as purchase- and warehouse planning.
Wise Group
Wise Group used to manage their budget and forecasting process in multiple Excel sheets. The spreadsheets were advanced and complex – and they didn't have a functioning workflow.
Wise Group still have a complex budgeting and forecasting process, but with Planacy it's easy to administrate and use. Planacy simplifies their processes with a large number of driver-based templates – so that their sales, employees, and consultants are driven into the right account and cost centers.
– The greatest value with Planacy is the security provided in the numbers.
"Planacy and Millnet BI have also been two of the few suppliers who have actually kept their promises when they delivered on time and kept costs according to set estimates."
Camilla Molin
Controller at Wise Group
– Planacy is perceived as very user-friendly and simplifies the planning of our operational activities.
”The integration with QlikSense also allows quick access to the most important operational and financial key figures, which enables continuous improvement of the Vocational Academy's operations and results. The feedback from our staff has been extremely positive.”
Antti Rokala
CFO at YrkesAkademin
YrkesAkademin
YrkesAkademin (the Vocational Academy) is Sweden's largest supplier of commissioned and labor market training. With Planacy, they have gotten a user friend and coherent solution which simplifies continuous work budgeting, forecasting and planning – as well as analysis and reporting.
YrkesAkademin use Planacy for their financial budgeting, rolling forecasts, and operative planning processes. Additional subprocesses managed in Planacy is P&L-, sales- and staff budgeting, as well as central cost allocation and activity planning.