ProductsThe GesFinTM CPM Suite
The GesFinTM CPM Suite is an award winning Comprehensive Performance Management application for financial, business, and operational users. GesFin is a web-based application for strategic planning, modeling, budgeting, forecasting, workflow, reporting, what-if scenario versioning, profitability analysis, KPI monitoring, and consolidation. GesFin also includes a powerful Excel plug-in for data collection, ad-hoc reporting, and off-line processing. Multiple versions of the product are avaialble inlcuding specialized versions that are seamlessly integrated with leading BI Reporting platforms such as MicroStrategy, Microsoft, and others.
The GesFinTM CPM Suite helps organizations:
- Rapidly create accurate top-down or bottom-up plans
- Design and compare an unlimited number of what-if scenarios
- Assess the impact of changing operational and economic conditions
- Compress planning cycle times with automated workflow orchestration
- Gain real-time transparency into planning data, related drivers and formulas
- Perform profitability analysis and optimization on any dimension of your planning models
- Use the Web or Excel as the business user interface to collect and manipulate data
- Improve and automate manual data collection and data quality tasks
- Link and manage operational drivers to model both operational and financial performance
- Create, access, and distribute real-time dashboards, reports, and visualizations
GesFinTM CPM Functionality
Budgeting, Planning, & Forecasting:
GesFinTM is designed for finance users and is built upon a financial-modeling engine that automates the budgeting, planning, and forecasting process. This includes integrated profit and loss, balance sheet and cash flow forecasting capabilities. The complete budget creation and approval process is orchestrated by a workflow engine that enables users to define and control the flow of budgets, plans and forecasts for review and approval, including a full audit trail of changes and task completion status. GesFinTM supports complex financial models using actual data, forecast data, and rolling forecast scenarios. This allows GesFinTM to account for internal and external factors in a multi-year plan with multiple functional groups participating.
Profitability Optimization and What-If Modeling:
GesFin provides powerful profitability modeling and what-if capability. Users can rapidly build or modify models, dimensions, structures, formulas, input templates, worklow rules, notifications, and planning periods. Changes to the models are immediately propagated out to the user input forms and reports. GesFin allows you to import, create, link, or change models without involving IT or writing custom code or script. Profitability and what-if scenarios are automatically consolidated throughout the entire model and saved in the database to compare against other versions. Reports and dashboards reflect the various versions of models and profitability in real-time for quick comparison.
Strategy Management:
GesFin supports complex driver based financial and operational models, rolling forecast scenarios, and unlimited number of scenarios and versions. This allows GesFin to account for internal and external factors in a multi-year plan with multiple functional groups participating. Various strategic initiatives can be planned, tracked, and compared with GesFin. These capabilities make multi-year planning as seamless as one-year budgets or forecasts.
Financial Consolidation:
GesFin consolidates the models of all business units and subsidaries on-line and real-time for consistent and up-to-date information to the management, board of directors, shareholders and regulatory agencies. GesFin enables consolidation of any business-specific component including business unit, entity, division, geographical region, function, and product line. Financial data can be aggregated across different general ledger or ERP systems with multiple accounting standards or multiple currencies. GesFin’s secure environment and powerful audit trail enables SOX Compliance with stronger controls and improved confidence in the accuracy of financial statements and performance forecasts. GesFin provides multiple data source support with a centralized planning database to store related financial and non-financial data. Eliminations between entities are easily accomplished with user input templates, business rules, and allocations applied to the underlying models.
Financial, Statutory and Management Reporting:
GesFin is seamlessly integrated with the MicroStrategy BI Platform which enables all possible reporting styles including Scorecards & Dashboards, Enterprise Reporting, OLAP/ROLAP Analysis, Predictive Analytics, and Alerts & Notifications. All MicroStrategy report user interface methods are available including Web, Desktop, Mobile Devices, and Microsoft Office. This enables reporting to support external, internal, and ad-hoc reporting requirements. Reports conforming to U.S. GAAP or IFRS standards can be automated and delivered with related notes and commentary. The result is a comprehensive, automated “report pack” that allows for efficient decision making. All reports may be exported to a variety of formats such as Excel, Word, Powerpoint, HTML, XBRL, PDF, and more.
