The solution for workflow-based task management and automation.
Planning, analysis and reporting by mouse click
Reliable. Efficient. Automated.
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 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.
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Planning, analysis and reporting by mouse click
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
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.
An extension for your CP platform
CP-Automation Workflow is an extension of the CP-Suite. With this extension, you can define workflows to manage complex business processes and automate recurring tasks. By using the software to capture and process the data, you can reduce the potential for manual errors to a minimum.
In addition to increasing efficiency and improving data quality, the automation of corporate performance management processes supports operational and strategic management. By taking advantage of the collaboration functions in the software, employees can work together more effectively and respond more rapidly to changes to ensure that the company's objectives are achieved.
Download the CP-Automation Workflow brochure
Use the CP-Suite even more efficiently with CP-Automation Workflow. The solution for workflow-based task management and automation of performance management processes. Read our brochure to find out more.
What do the Corporate Planning software solutions achieve in practice? – Nobody's better placed to tell us than the companies working with them every day. Here's an overview of some of our customers' impressions.
The flexible, high-performance software solution from Corporate Planning enables us to model all our processes and scenarios comprehensively and much more easily. What's more, it has satisfied us that no programming skills are needed for creating new reports.
Anja Tripolt
Head of Corporate Performance Management, Schrack Seconet AG
The Corporate Planning software brings all data sources together and, thanks to its tree structure, provides a good overview. Navigating in the data sets is clear and simple, and KPIs for reporting can be set up quickly and transparently.
Mag. 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.
Senior Controller
digades GmbH
The Corporate Planning software is intuitive and has an attractive user interface. The business logic included in Corporate Planner Finance enables a rapid rollout so that the software can be used straight away.
Nils Bublitz
Head of Group Accounting, Böcker Maschinenwerke GmbH
