Avoki (previously Office Management) is a consulting service company that identifies and packages complete solutions and service commitments for their customers. They were founded in 1993 and today, they create the workplaces of the future for more than 8000 customers in Sweden, Norway and Finland – and Planacy helps Avoki to smarter and more efficient budget, forecasting and planning processes.
"As we grew, we needed a higher level of traceability and security. We wanted to digitise and take control of the budget process, which we did with Planacy", says Patrik Brodin, Director of Strategy & Business Control at Avoki.
Before Avoki acquired Planacy two years ago, they made all their budgets and forecasts in Excel, which posed challenges as the company grew. Among other things the challenges concerned the overview, the security of the figures and the human factor.
Avoki's entry into Planacy was the budget process, but today they also have an ongoing forecasting process for their income statement and management of administrative structures and hierarchies. They were also quick to expand with a sales process where they do ongoing sales follow-up and administer the salespeople.
"Before we complete with more processes, we want to improve the ones we have. We need to take the budget process to a new level and make it more driver based with Planacy. We also want to continue to develop our rolling forecasts in order to be able to redirect our business more quickly," Patrik says.
Avoki has also integrated Planacy with a business intelligence system. Today, they use Qlik Sense, but are considering switching to Microsoft Power BI. In the case of an integration, Patrik says that it is very important to choose the right partner based on what your organisation looks like.
"When our business changes, budgets and planning processes must also be developed, and for it to work optimally, it’s important to choose the right Planacy partner. Today, Exsitec is the one who delivers Planacy with the integration to Qlik Sense and we are very pleased with them," Patrik continues.
About Avoki
Avoki's (previously Office Management) vision is to make its customers' days more successful. Together with their customers, they want to create the best conditions for well-being, cooperation and communication in the workplace and deliver sustainable success. Read more about Avoki here ⭢
