Before choosing Planacy for their financial processes, Sabis handled budgeting and forecasting in Excel and used Power BI for analysis – a time-consuming process involving a lot of manual work. With Planacy, the work has become both safer and more efficient.
“Planacy has made a huge difference for us. Instead of preparing templates ahead of the forecasting process, we can now spend that time on much more value-creating work,” – Sofia Lundell, CFO at Sabis.
Before implementing Planacy, Sabis had to spend a lot of time ensuring all the data was correct in the Excel templates. Once everything was ready, they also had to manually check that all information was included when importing into Power BI.
“Before Planacy, we used around 70 Excel sheets for each budgeting and forecasting process, and each file had several interlinked tabs that were compiled into a final income statement. It was a very risky approach – if someone accidentally changed or deleted a formula, it could cause errors in several places,” Sofia explains.
The goal of implementing Planacy was to streamline the budgeting process, reduce the risk of errors, and free up more time for analysis by minimising manual tasks. They also wanted to continue using Power BI for deeper analysis.
“Implementing Planacy for our financial processes has made an incredible difference in our work – not least thanks to the smooth integration with Power BI. Now we can spend more time on value-creating activities rather than manual checks,” says Sofia Lundell, CFO at Sabis.
One of the greatest advantages Sabis sees with Planacy is that their financial processes have become more structured and easier to overview. The solution has minimised the risk of manual errors, and the entire budget and forecast is now gathered in one place – making it clear which version is current.
“The biggest benefit with Planacy is how we can allocate our time now. We still spend just as much time on our budget and forecast, but the key difference is that we can now dedicate much more time to qualitative analysis! We’re very satisfied,” concludes Sofia.
Sabis was founded in 1874 and has been owned by the Andersson family since 1946. The company operates in several business areas – grocery stores, restaurants and cafés, as well as hotels and conference venues in the Stockholm area. Today, Sabis has around 700 employees and a turnover of approximately SEK 1.4 billion. Their vision is to become the best in customer experience within food and meetings.Visit Sabis here
Planacy's planning platform can fully be integrated with your Business Intelligence system, and customized for your business.
