planningso

Planningso is a cloud-based planning and forecasting platform that helps organizations integrate strategic planning, budgeting, and operational scheduling. It gathers data from finance, HR, project management, and operations to enable scenario modeling, resource allocation, and collaborative decision-making. The platform supports modules for strategic planning, financial planning, operations planning, and workforce planning, with features such as dashboards, scenario analysis, and governance controls.

History and development: Planningso was developed by PlanCore Systems to address fragmentation in corporate planning processes. The concept emerged in 2018 and the first public release followed in 2020. Over subsequent years, the product expanded to include AI-assisted forecasting, workflow automation, and enhanced data integration. It has been distributed as a software-as-a-service with tiered pricing for different organization sizes.

Key features: planningso offers what-if scenario analysis, rolling forecasts, multi-dimensional budgeting, and KPI tracking. It provides real-time dashboards and reporting, data connectors to ERP, CRM, HRIS, and data warehouses, APIs for integration, and role-based access with audit trails. Security and compliance features include SOC 2 compliance and GDPR considerations, depending on deployment and region.

Usage and reception: It is used by organizations across manufacturing, healthcare, education, and the public sector to align strategy with execution. Users cite streamlined planning workflows and improved governance, while some note cost considerations and the potential complexity of data integration.