My organization used many Excel sheets for the planning and forecasting processes. The spreadsheets were consolidated by finance and controlling, but the problem was, that some end users changed formulas inside of the Excel sheets. There were many factors that could lead to false statements and, in the end, it was not known who caused the failures. Now, there is a single point of entry, and all changes are audited but the formulas are not editable by users. Complex allocations are performed by a single click after the data entry is finished.

It has given us the ability to not only deliver key reports and metrics, but also to make them available on a self service basis. In addition to this, it allowed us to streamline key business process such as the budget process by capturing data from departmental managers globally to build budgets and forecasts from the bottom up.

Aside from the obvious improvement in financial and management reporting capability the increased visibility of how data is processed also assists management in enforcing greater financial controls and audit compliance across the business.

If you are using only spreadsheets and have to download your data from various sources then you will have to reconcile these to build reports that make sense, this product will improve your life. You will spend less time building your reports and more time analysing the potential issues and gaps.

I joined this company a year ago and Infor PM was already here. It was useful for consolidating data from subsidiaries and having global reports.

It has really helped us in getting repo. With the integration of Infor Q&A application which is like a companion software with SunSystems, it has made it so easy to spool out report from SunSystems to a spreadsheet in Excel, etc.

We were using this for the payroll process, from time keeping to the payroll run. It provide us a great opportunity to work with a secure platform and deal with a large amount of numerical entries.

The client where we implemented the Planning model in Infor PM previously used Excel spreadsheets for all of their Planning processes. Infor PM has brought the typical PM tools advantages in this space.