Vanguard Predictive Planning for Finance

Budgeting and planning software

Automate your budgeting and planning processes with Vanguard Predictive Planning. Our advanced analytics-driven starting values eliminate time wasted on data entry.  Users can make changes to the system-generated values as needed, saving countless hours.  Additionally, Vanguard Predictive Planning naturally supports rolling forecasts and continuous planning.

Whether you need to plan for workforce, capital, revenue, or expenditures; you can create discrete workflows to manage plans submissions, review, and approval.  Gone are the days of relying on IT, version control issues, and data errors. Welcome to a more mature planning model that is  powered by a leading, natively cloud, true integrated business planning platform – Vanguard Predictive Planning.

Why Vanguard Predictive Planning for budgeting and planning

Vanguard Software’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 is different. Our process begins with an objective, statistical forecast and can ultimately integrate a complete platform of enterprise planning capability.

You gain three distinct advantages:

  • Begin each budget cycle with the most accurate financial projection possible – drawn from rigorous statistical analysis
  • 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
  • Integrate Budgeting with other Vanguard modules for sales and operations planning, or to drive your entire Integrated Business Planning (IBP) or S&OP process

Advanced analytics meets automation

Vanguard Predictive Planning for budgeting and planning software simplifies what-if testing, data visualization, reporting, and roll-ups for consensus forecasting and multi-team enterprise planning. The module 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 and groups for multi-team and multi-plan collaboration.

  • User-centric design ensures optimum forecast methodology, visual display, and exportability
  • Web-based architecture unites multiple teams on a single platform for exceptional transparency and collaboration
  • Plugs in to any core enterprise system for complete, seamless integration
  • Consolidates and manages all financial data on one platform for all 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

  • Set guidance: create financial targets and budgets that link to sales and demand forecast
  • Automate conversions: break down high-level targets and budgets into lower-level forecasts, and revenue targets into unit-demand forecasts, automatically
  • Share and compare: include an unlimited number of plans (executive targets, financial budgets, sales plans, annual operating plans (AOP) etc.

Gap analysis

  • Reports and analysis to visualize how and why forecasts and plans are different
  • Ability to slice and dice data by any attribute (e.g., gaps by business units, geography, product line, etc.

Consensus forecasting

Building consensus among demand leaders in sales & marketing and supply leaders in manufacturing, procurement, and logistics is critical to the S&OP process. The budgeting and planning software module features built-in workflows and advanced reporting capabilities that enable integrated, multi-team forecasting and planning for demand, supply and complete S&OP processes.

Let your teams 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 analysis
  • Driver-based planning
  • Cross-department collaboration
  • Complete version history with extensive audit trail
  • Permission-based access level
  • Business process-based workflow with alerts and notification

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
 

Why Vanguard Predictive Planning

Decision-Centric

Focus on improvement. Automate planning processes with a powerful AI engine, and an unlimited number of strategy choices and constraint inputs. Build advanced workflows, utilize alerts and notifications, and manage by exception.  Provide planners the most accurate and up-to-date predictions and recommendations that will result in harmonious, goal-based decision-making across all plans.

Collaborative

Leverage team wisdom in meaningful ways with Vanguard's Collaboration Hub. Broadcast messaging, system-wide searching, and hashtagging are all supported by the built-in, actionable collaboration feed.  Incorporate the team's hard-earned wisdom while staying true to the data.  Plug in key knowledge to improve forecast and planning accuracy.

Probabilistic

Remain resilient against variability with Vanguard's market-leading advanced analytics: artificial intelligence, machine learning, predictive and prescriptive analytics, and an optimization engine. Analyze various what-if scenarios with the support of Monte Carlo simulations to understand the probabilities of various outcomes, including best, average, and worst cases. Leverage knowledge of risk levels for any potential future scenario, and turn uncertainty into profit.

Unified

Enable end-to-end visibility and alignment. Stop running jobs; stop importing or connecting data from module to module. At the heart of Vanguard Predictive Planning is our Unified High-Performance In-Memory Object (UHIO) database, which supports a unified data model across all plans. Watch a change to the sales forecast impact the demand, supply, capacity, production and financial plans in real-time.  Empower unified forecasting, planning, and decision-making across the entire organization.

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

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

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

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

 

Promotion planning

The ability to model and manage promotions (or integrate with third-party promotion tools) is a key differentiator of Vanguard Predictive Planning. With a robust set of techniques to model promotions, Vanguard Predictive Planning sets itself apart.

Master production scheduling

Vanguard Predictive Planning creates the optimal schedule for production based on rules and constraints.

S&OP workflows

Workflows are the backbones of every supply chain plan. Vanguard Predictive Plan includes advanced, easy-to-define and support workflows to enable planning and S&OP processes.

AI engine

Vanguard Predictive Planning leverages artificial intelligence in multiple aspects of the platform, including forecast method selection, demand prediction and pattern detection, and automation of tasks.

Demand profiles

Forecast automation and accuracy plus optimized inventory and operations increase profits and profitability by reducing stockouts, lost sales, emergency orders, and labor and customer acquisition costs.

Automatic detection

Vanguard Predictive Planning automatically detects and excludes outliers from the forecast.

Advanced workflows

Workflows are the backbones of every supply chain plan. Vanguard Predictive Planning offers users advanced, easy-to-define and support workflows to enable both planning and S&OP processes.

Exception-based planning

More mature supply chains manage by exception; Vanguard Predictive Planning enables extensive exception-based processes.

BI and dashboards

There is no need for a third-party BI solution. Vanguard Predictive Planning includes robust reporting and dashboard capabilities.

End-to-end planning

Vanguard Predictive Planning is an integrated business planning platform that provides organizations with true end-to-end planning and visibility.

Collaboration Hub

Vanguard Predictive Planning comes with an industry-leading collaboration portal, which enables organizations to never again have siloed planning or limitations to who can collaborate.

Machine learning

Vanguard Predictive Planning leverages machine learning algorithms as part of its artificial intelligence capabilities.

Demand sensing

Vanguard Predictive Planning includes proprietary forecasting methods for near real-time forecasts.

Real-time analytics

With a unified data model, Vanguard Predictive Planning delivers analytics in real-time as soon as any changes occur to the plan or data. Additionally, users can set alerts to be notified of such changes.

In memory what-if analysis

With support for millions of SKUs, Vanguard users can forecast instantly for any number of products and scenarios. Vanguard’s in-memory database (UHIO) enables lightning fast calculations so users do not have any downtime.

Simulation

Move past single-threaded what-if scenario planning to true simulation. Monte Carlo simulation lets you instantly run hundreds or thousands of scenarios with a range of variables.

Monte Carlo simulation

Plan based on probabilities and improve forecast confidence intervals using Monte Carlo simulation.

Market-leading statistical forecasting

Part of the value supply chain planning software brings to organizations is a library of forecasting methods. Vanguard Predictive Planning is the most robust on the market, providing users with the most accurate results.

Financial forecasts

While some solutions can “dollarize” plans, Vanguard Predictive Planning creates financial forecasts including cashflow, net income, and various financial reports out-of-the-box.

Top-down, bottom-up, and middle-out forecasting

Regardless of how your organization generates forecasts, Vanguard Predictive Planning supports it all. Vanguard also supports any combination of SKU-location, SKU-warehouse, customer, and more.

Collaborative forecasting

Collaborative planning and forecasting enhances supply chain integration. Vanguard Predictive Planning maximizes the collaboration potential for teams to exchange information internally and externally.

What-if scenarios

Complete support for unlimited what-if scenarios that you can save and share. Additionally, non-forecast owners can propose forecast changes for any scenario.

Causal forecasting

Organizations should try to determine the leading indicators that impact demand for their products. Vanguard Predictive Planning fully supports this analysis and forecasting technique.

Segmentation

Vanguard Predictive Planning supports a wide array of SKU segmentation methods including, but not limited to, ABC, speed, cost, or service levels.

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