Turn the budget into a powerful management tool

ValuePlan – since 2003

2003 2007 2013 2015

1. Version

Sjónarrönd

New ValuePlan

Ultima BV

Prashant

Arjen

Dhaval

Þorsteinn

Halli

Guðmundur

Sjónarrönd, Reykjavík

Sjónarrönd, Surat

Ultima, Utrecht

ValuePlan – simple, powerful, flexible

Built to handle truly multi-dimensional, multi-module, multi-measure planning and budgeting

Implemented in days/weeks, not months/years

Extremely easy to use, packed with features that simplify and speed up your work

B J Ö R GUN

Diverse client porfolio

Biggest FMCG, soft drinks, wines&beer

Iceland’s largest producer of soft drinks and beer, biggest supplier of wine and spirits and the biggest supplier of fast moving consumer goods to the retail sector. ValuePlan for sales and financial planning since 2003.

The main fishing companyHB Grandi the largest fishing and fish products company in Iceland and a leader in its field worldwide. 900 employees, worldwide marketing.ValuePlan for all budgeting and planning needs through several interlinked budgeting modules and a sophisticated calculation engine.

The largest gas-station chain115 service stations throughout the entire countryOver 160 thousand SKUs.560 employees.ValuePlan for sales and inventory planning by service station and product group/SKU and for expense planning by department and line item.

Main FMCG importer

One of Iceland’s largest FMCG companies.30.000 SKU’s.140 employees.ValuePlan corporate budgeting and planning solution since 2009, handling sales planning down to SKU and customer and finance planning by accounts, departments and projects.

ValuePlan – a clear differentiation

ValuePlan – Value for money

Full flexibility. Adapts precisely to your needs

Very fast implementation

SQL server (MS, Oracle, MySql…)

“Planning to the people”

Fits into your reporting structure

Competitive pricing

Lower cost of ownership

More clients – faster sales

Increased efficiency and time savings

Less dependency on proprietary solutions

Less need for technical training

Higher customer satisfaction

Less technical work, more consulting

Value factor To customer To partner

Less internal time on implementation

Any number of modules, dimensions, measures

Not only HQ/Finance, leaving others with excel!

No need to replace everything

Database independent

ValuePlan – Planning to the people

Bringing the power of multidimensional planning to all levels of the organization

You define the structure

Unlimited number of models, dimensions and measures

Just accounts and departments? Or SKU, vendor, salesperson, outlet,

colour, size, project, center, country … ?

Just amount? Or units, kilogrammes, tonnes, litres, purchase price, man

hour cost, machine hour cost, retail price, discounts, levies, margins … ?

Many currencies, with one or many base currencies?

Everything you need in one place

All your dimension data in a simple intuitive interface

Historical data for comparisonGraphical

presentation at all levels

Everything you need in one place

Single or multiple selection, search and order

Double-click to drill down or up in the hierarchy

All your modules in the same interface

So simple almost no training is required

Multiple models and versions

Flexible measures

Months, querters, years?

Multiple currencies

Flexible break-back methods

Full undo functionality

Excel add-in

Print or email your data

Open, lock or submit your dataset

Approve or decline user input

Define your own pivot view

All the key functionalities at your fingertips

You define the process

Structure the workflow and user permissions

Only the finance manager? Or 50 product managers, 20 account

managers, 30 store managers, department heads, salespersons …?

All done at once? Or a four step process with several iterations, with

lockings, submission and approval, flow between modules …?

Annual budget? Or rolling forecasts 12, 13, 15, or 18 month periods?

User and group based permissions

Simple user permission management by dimensions and access groups

Simple overview of the process

Track the process of your budgeting project by module, version and user

True support for driver based planning

KPI for distribution cost?

Distribution cost: Last year + 5%?

Or: Revenue pr. km., fuel costs,

maintenance – and when fuel price

changes the budget figure changes?

Amount against budget?

Revenue pr. km?

Powerful and flexible

Work at any level

Choose between relative or equal distribution

Be in control

Trace changes, add comments, undo

changes, lock, submit …

Review and compare

Simple integration with existing BI

Integrated OLAP cubes and dashboards when

needed

Structure and implementation

Open, transparent database

Adapt at the database level, no need for

product specific training. Support any SQL

databaseImplemented in days/weeks, not months/years

Fully dynamic interface, simple guidelines – even

quicker with predefined templates

Low cost of ownership

Value for money and quick implementation guarantees

minimum cost of ownership

ValuePlan – the ultimate judges

“ValuePlan has helped us streamline the planning process, delegate budgeting work and considerably improve the quality of our forecasts and budgets. I strongly recommend ValuePlan for planning and budgeting.” Elín Ólafsdóttir, CFO Innnes hf.

“ValuePlan has made it possible for us to ! manage the business based on driver-based rolling forecasts, turning our budget into a valueable management tool. ”

Jón Baldursson, Project manager Icelandair Cargo