Are the smartPM solutions „turnkey“ or do they have to be programmed first?
There is a lot of practice-tested “out of the box” content of the smartPM solutions that arose from numerous projects. Nevertheless, the solutions are very flexible and easily adaptable to specific company requirements. The advantage of this combination is that users are able to work with the existing module content during the implementation phase, while the adjustments in the system are carried out together with our consulting team.
Is there a connection to previous systems?
Yes, there are standard connectors to more than 50 pre-systems on the market. This affects ERP and CRM systems like SAP, Microsoft, ProAlpha, BMD, Salesforce, HubSpot etc.
Is there a single-point-of-truth with continuously updated data that all departments can access, regardless of location?
Yes, exactly. smartPM solutions are database-based, use latest, market-leading CPM (“Corporate Performance Management”) technologies with access via mobile devices and a variety of market-leading browsers.
Is all relevant data imported automatically?
Yes, there is a continuous update of the data form all relevant data sources. The data is therefore 100% reliable and up-to-date. A department or management sees, for example, the changes made by another department immediately.
Can dashboards be customized individually – by company design, responsibility etc.?
Yes, they can. Dashboards and reports can be adapted to the corporate CI (colors, fonts, etc.) and to different roles. The roles and responsibilities are defined in advance. For example, a CFO dashboard can contain the most important decision-relevant KPIs and scenario simulations.
Are there standardized reports?
Yes, e.g. for P&L, balance sheet, cash flow, commitment monitoring, personnel costs, project status, sales forecasts, (production) capacities, purchase prices, expenses etc.
Can partial plans from different company departments be merged automatically?
Yes, all partial plans are linked automatically in a way that makes business sense as part of integrated planning.
Does smartPM.solutions also have a risk performance management tool?
Yes. It allows the reporting of risks with qualitative and quantitative data, as well as risk aggregation, risk avoidance measures and corresponding reporting.
Are users notified of deviations from critical thresholds by early warning alarm systems (e.g. mail alert)?
Yes. The type (e.g. email, push messages) and time of the notifications can be defined individually.
Can different roles be assigned?
Yes, there are different user roles that are pre-defined. These roles have different access rights and authorizations. The role concepts are part of the smartPM workflow which, starting with the company strategy through to operational implementation, includes all responsibilities, analysis and planning steps.
Do the solutions from smartPM also cover scenario/ what-if simulations on P&L, balance sheet and cash flow?
Yes. As part of the integrated planning, scenario/what-if simulations offer the best basis for decision-making for management. Thanks to the connected data, ad-hoc simulations requested by management can be carried out at any times. We get feedback from our customers that scenario simulations changed the employees’ way of thinking to be more “entrepreneurial” and increase the speed of decision-making. See e.g. case study List GC
Where is artificial intelligence already used in the solutions?
We use machine learning algorithms (especially neural networks) in our solutions for our forecasts and get very precise forecasts through the self-learning AI. Our customers often include external market developments into their forecasts, which can be ideally taken into account using artificial intelligence. Artificial Intelligence also helps with data preparation and improves the data basis of analyzes. We have our own data scientists who are specialized in optimization problems and AI and take care of further development in the AI area.
Is a group consolidation incl. IFRS16 and IFRS15 possible with the smartPM solutions?
Yes. There is a group consolidation solution from smartPM.solutions that takes current legal standards (IRFS, HGB, US-GAAP) into account and we have experts with a lot of know-how and project experience in this area.
Are the smartPM solutions on premise or cloud solutions?
Both is technically possible. However, we recommend cloud solutions for many reasons (security, maintainability, response/downtimes etc.), i.e. the subscription model.
Is strategy planning also possible with the planning tool from smartPM?
Yes, a practice-proven workflow is integrated into the smartPM solutions, which leads from the definition of company goals to the operational implementation. Roles and responsibilities are assigned to each phase. Scenario analyzes can also be very helpful for strategy planning and goal setting.
Does the tool cover multilingualism?
Yes, users can add any language content to the module contents in addition to the standard languages.
Where can I see a demo version of the software?
It is best to arrange an expert meeting with us and we will discuss your requirements. In the course of this discussion, we will then show you the right solution in the software and answer all your questions.
How many power user do I need to “support” the system e.g. for update etc.?
System support typically requires no more than 0,25-0,5 FTE of resources.
How long does a typical integration of the software take?
A medium-sized project takes about 3-6 months. The implementation of MS Power BI can be much faster – from approx. 10 days.
My ERP system has not yet been fully implemented. Can I still start with the implementation of a planning tool?
smartPM’s planning solutions can be implemented independently of the ERP system. The introduction of an ERP system often takes a long time and it makes no sense to wait for it. Our planning systems draw the data from various sources using standard connectors and can easily and quickly be connected to new systems at any time.
How many resources do I have to plan in my company if I want to introduce a new planning tool?
You should assign employees to implement the planning solution and relieve them of other activities for the implementation process. As a result, not only is the implementation done more quickly, but the users are also happier afterwards because they have time to get themselves familiar with the system. The better your requirements are defined in advance and the higher the motivation of the employees, the better the project will be in our experience.