Vanguard Predictive Planning for Finance

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What sets Vanguard apart

Budgeting and planning software

Vanguard Predictive Planning for Finance ensures that your organization is focused on reliable budget data rather than on who has the latest version or whose version is most accurate.

Advanced analytics meets automation

Vanguard Predictive Planning for Finance simplifies what-if testing, data visualization, reporting, and roll-ups for consensus forecasting and multi-team enterprise planning. It combines advanced-analytic capabilities (seasonality, product life-cycle, etc.) with powerful automation to deliver an essential tool for business users across the enterprise. Unmatched workflow and tracking features bring together projections from various teams for multi-team and multi-plan collaboration.

  • Ensures optimum forecast methodology, visual display, and exportability
  • Unites multiple teams on a single platform for exceptional transparency and collaboration
  • Plugs in to any core enterprise system for complete, seamless integration
  • Consolidates financial data on one platform for budgeting, planning, and forecasting needs
  • Unlimited what-if analyses of short- and long-term financial goals and decisions
  • Automates data management, forecasting, and reporting in real time

Seamless, multi-plan integration

With Vanguard Predictive Planning for Finance, you can easily do the following:

  • Create financial targets and budgets that link to sales and demand forecast
  • Include an unlimited number of plans (executive targets, financial budgets, sales plans, etc.)
  • Automatically break down:
  • High-level budgets into lower-level forecast
  • Revenue targets into unit-demand forecasts

Gap analysis

Vanguard Predictive Planning for Finance includes reports and analyses to visualize how and why forecasts and plans are different. You have the ability to slice and dice data by any attribute (for example, gaps by business units, geography, product line, etc.).

Consensus forecasting

Building consensus among demand leaders in Sales and Marketing, and supply leaders in manufacturing, procurement, and logistics is critical to the S&OP process. Vanguard Predictive Planning for Finance features built-in workflows and advanced reporting capabilities that enable integrated, multi-team forecasting and planning for demand, supply, and complete S&OP processes.

Automate and integrate budgeting processes without relying on IT. Let users focus on data and transparency rather than on protecting “their version of the truth.”

  • Pre-built application
  • Excel-like user interface
  • Advanced budget analyses
  • Driver-based planning, break-backs, cross-department, and more
  • Complete version history with extensive audit trail
  • Permission-based access
  • Business process-based workflow with alerts and notification

Why Vanguard Predictive Planning for Finance

Vanguard’s approach to financial planning is based on two unique abilities:

  • Tight integration of budgeting and forecasting processes
  • Multi-plan capability: multiple departments can share and compare forecasts and plan

Most organizations begin each budget cycle with the previous period’s budget. They make adjustments based on high-level goals, and set allocations from a top-down view of needs. Vanguard begins with an objective, statistical forecast and ultimately integrates a complete platform of enterprise planning capability.

You begin each budget cycle with the most accurate financial projection possible, drawn from rigorous statistical analysis. This allows you to manage to budget with optimal efficiency based on a complete understanding of the trends, seasonal patterns, outliers, product life-cycle effects, and other factors that shape your projections.

Featured resources

Solution brochure

Budgeting, planning, and forecasting
 

Case study

A DOT found the best way to apportion funds to projects

White paper

Cash Flow Forecasting Checklist
 

Cash flow forecasting

Vanguard Cash Flow Forecasting software is an enterprise planning tool that integrates your workflow and data systems to deliver fast, accurate cash-flow forecasts.

Government cash flow forecasting

Vanguard Government Cash Flow Forecasting is enterprise software built to give Departments of Transportation (DOTs) and other state agencies the edge in budgeting, planning, and resource efficiency.

Results

“Billions [of dollars] in operating margin and trillions in market capitalization separate supply chain winners from losers,” according to AMR Research.


Best-in-class planners see:

%

reduction in inventory

%

stronger perfect order fulfillment

%

shorter cash to cash cycle times

%

fewer stockouts than competitors

Customer testimonials

Joachim Schwarzkopf MBA, PhD

Senior Portfolio Manager, Novartis – Vaccines & Diagnostics

"We are making strategic decisions that have long-term impacts on our business. Without Vanguard, we would not have the visibility and analysis we need to make the right decisions."

 

Ana Rodriguez

Director, Enterprise Applications and Integrations

"Vanguard has enabled Skullcandy to be more automated and calculated with our Demand Planning. The usability and thorough on-boarding and configuration process offered by Vanguard enabled us to completely migrate from our historical software very quickly"

 

Brent Phillips

Director of Demand Planning at Traeger Grills

“Our team selected Vanguard Software because we believe they are the best solution for our current demand planning needs and future supply planning needs.”

 

Renee Thomas Jacobs

CEO, Buy Auto Parts

"From the first time we loaded our data into Vanguard, we've been happy with the results. Between heigtening our understanding of sales cycle curves, the immense flexibility and responsiveness of the platform, and providing a single view of all items and categories, we've had a very positive experience."

 

Jim Cafferty

Lead Evaluator for Winzer

“One vendor stood head and shoulders above the others through the process — Vanguard Software. Vanguard consistently worked harder and provided more tangible, high-quality data and answers to questions than any other competitor.”

Vijay Ramadoss

IT Technical & Management Expert

"Vanguard is really easy to use and allows you to quickly pull demand data to use to support the business. Vanguard’s staff is always willing to help out with any question/concern I have about the system/information. Vanguard’s onsite training was extremely beneficial to help learn the tricks of the tool."

Geoffrey Taylor

Logistics and Inventory Manager, AFT Pharmaceuticals

 

"We looked for a software which could deliver the necessary requirement for our business and allows for customization. Vanguard has that capability and proven to be a reliable software, with a good supporting team behind it."

Cameron Yee

Business Analytics Manager, Buy Auto Parts

 

"After reviewing five different forecast systems, Vanguard excelled in all our requirements. Vanguard has great visualization and interface tools to assist with Ad-hoc and strategic analysis. The ability to measure statistical forecast accuracy greatly adds merit to the competency of the system. What really sold us was the exceptional customer service support to maximize the full potential of the software."

David White

Business Intelligence Manager, Endeavour

 

"After the initial Pre Sales demonstrations to our prospects, the most common statement is not whether they wanted to go ahead, it is when should we start the trial."

Ewelina Piasecka

Demand Planning Manager, Sensata Technologies

 

"Vanguard brought massive, positive improvements to purchasing, confidence, and stock reduction. Their system helped us stabilize production. That saved us money, but it also enabled us to grow the business more sustainably. Instead of managing spikes in demand, we achieved much greater stability in production scheduling and fulfillment."

Curt Mason

Financial Analyst, Francesca's

 

"We use Vanguard to effectively create and distribute sales plans to our field leadership to help them manage their business units."

Dave Palew

Director of Supply Chain, Aurobindo Pharma USA

 

"At its core, Vanguard Forecast Server is a user-friendly forecast generator with powerful analytical tools and easy-to-read reports. As users become more adept with the system, their ability to manage and manipulate forecasts increases tremendously. The results are consistently more accurate forecasts, time and again, and better forecast accuracy leads directly to a better bottom line for our business."

Marcia Ferrill

Assistant Director, Planning and Development – Kansas Department of Transportation

 

"Vanguard's forecasting process makes us so much more effective as an agency, especially when every dollar really counts."

Patty Thompson

Sr. Accountant, SDOT

 

"South Dakota DOT had heard from another State DOT about how they forecast their cash, and because we had been looking for that type of system, we spoke with that agency and decided to inquire about getting a similar system tweaked to fit our needs."

Tim Oligmueller

Director of Business Intelligence, Keen Footwear

 

"The reason I chose Vanguard was the quality of the pre-sales support and assistance in setting up a proof of concept with our actual data. While functionality was similar between all the choices your team and immediate sales support are what closed the deal."

Chris Patterson

Demand Planning Manager, Natrol

 

"Vanguard is a premier forecasting tool for businesses of all sizes. The data flexibility, reporting tools, continuous support is why we chose Vanguard over other software solutions."

Carl Turner

Vice President of Supply Chain, Mayne Pharma

 

"Our company grew rapidly with the acquisition of a large number of products that more than doubled our sku (stock keeping units) base. We were implementing a robust Sales and Operations (S&OP) process and needed a tool to assist our team in forecasting demand. We evaluated multiple solutions and continued to return to Vanguard based on their solution and the quality of their design and support team. Since implementing Vanguard we have seen a substantial improvement in our forward looking forecast as measured by our Mean Absolute Percentage Error. We are confident we made the right selection in choosing Vanguard."

Technical features

 

Advanced modeling

Develop multiple financial-plan alternatives to compare to each other, and to actuals to raise confidence and drive optimal business decisions.

What-if scenario planning

Test thousands of scenarios in an instant to understand the impact of any change on the financial plan.

Advanced reporting and analytics

Leverage easy-to-access, easy-to-use, pre-built financial reports and custom reporting features.

Pre-built applications

Leverage two decades of experience in best-of-the-best industry practice, including use-case-specific applications, such as cash flow forecasting.

Workflow

Enable workflows with business rules, alerts, and more to automate budget development and review processes.

Collaboration

Enable enterprise-wide collaboration and review with role-based access and permissions, version control, and full audit history.

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