Creating plans, analyses and reports often involves complex processes and is dependent on many intermediate results. CP-Automation Workflow will take care of all this for you.
With CP-Automation Workflow, you can easily model and automate your corporate performance management processes as visualized workflows. The individual process steps can simply be added as visual elements and linked together by drag & drop. Thanks to integrated collaboration functions, all persons involved can receive notifications and status updates in Microsoft Teams or Outlook, tasks can be assigned and approvals managed.
Define workflows to manage complex business processes
Automate recurring tasks
Minimize the potential for manual error
Integrated collaboration functions
Reliable. Efficient. Automated.
Just one click
Planning, analysis and reporting by mouse click
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Planning, analysis and reporting by mouse click
Planning, analysis and reporting by mouse click
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Planning, analysis and reporting by mouse click
An extension for your CP platform
CP-Suite functions
Automatic execution of CP-specific functions for planning, analysis and reporting
Collaboration functions
Sending of Microsoft Teams or e-mail notifications
Automated distribution of tasks to all persons involved in the process
Management of approvals by sending approval requests with a direct link to the workflow
Control functions
Scheduled execution of workflows or individual activities at defined times or intervals
Permissions management for the distribution of rights per role or even per user
Linking of CP-Suite functions with collaboration functions for the organization and automated execution of process chains
CP-Automation Workflow Product Sheet
Use the CP-Suite even more efficiently with CP-Automation Workflow – the solution for workflow-based task management and for automating your corporate performance management processes. Read our brochure to find out more.
Advantages of the Corporate Planning solution
Efficiency
Save time by scheduling repetitive tasks to be executed automatically at times or intervals of your own choosing.
Precision
Minimize the potential for error and increase data quality with automated data capture and analysis.
Transparency
The processing status of the tasks is documented automatically by the solution and can be viewed at any time.
Agility
The software solution grows and adapts to accommodate the increasing complexity of new requirements.
Define workflows to manage complex business processes and automate recurring tasks.
Operational management, financial planning and reporting at Alpirsbacher Klosterbräu
100 employees, 20 different beers, 5,000 partners in catering and retail: watch this film to learn how the Alpirsbacher Klosterbräu brewery uses the Corporate Planner solution to navigate significant changes in the brewing industry.
Corporate performance management software at work
What do the Corporate Planning software solutions deliver in practice? Nobody's better placed to tell us than the people working with them every day. Here's what some of our customers have to say.
The flexible, high-performance Corporate Planning software solution enables us to model all our processes and scenarios much more easily from start to finish. We were also impressed by the fact that no programming knowledge is required to create new reports.
Anja Tripolt
Head of Controlling, Schrack Seconet AG
The Corporate Planning software pools all our data sources and, thanks to its tree structure, provides a good overview.Navigation in the data sets is clear and simple, and KPIs for reporting can be set up quickly in a way that's easy to understand.
Elisabeth Kreuzer
Head of Finance and Legal, Brüder Theurl GmbH
We've been using Corporate Planner for more than twenty years. The solution is ideal in that it enables us to visualize new and increasing demands again and again. We greatly appreciate this flexibility and the ongoing development of the Corporate Planning software.
Stefan Dittmann
Senior Controller, digades GmbH
The Corporate Planning software is easy to use and also visually appealing.The business logic in Corporate Planner Finance enables a rapid rollout, so the software can be used straight away.
Nils Bublitz
Head of Group Accounting, Böcker Maschinenwerke GmbH
