Planning Agil Planlaegning

Agile planning

Annual budgets and forecasts figure on the list of Finance's most important deliverables. They are two key tasks that help set the direction and expectations of the organisation. But in many organisations, the value creation is partly pushed aside due to the basic principles and the underlying supporting work procedures. Often in favour of a resource-demanding focus on the delivery of very exact figures.

Would you like to avoid this?

A changing world and a fixed budget

Budgeting and its related aspects are, basically, a question of conditions. Many parametres are, potentially, of importance to next year's result: such as wages, currencies, sales prices, etc. In other words: As regards financial planning, many variables are on the table, each of which may impact the relevance of the budget.

In response to this complexity, it is quite understandable that most organisations ask their clever people to deliver a realistic and ambitious scenario for the coming year, all aspects of which have been carefully considered. Despite these efforts, the unexpected may always occur, and overnight the plan is no longer a sufficient point of departure. At worst, you may have a financial plan that can hardly be related to the specific situation that you are in as well as a planning process that cannot support urgent, critical decisions.

Can I help you?

Morten Boldsen
Morten Boldsen, Partner
Contact us

A planning process that supports the business

That's why we recommend an agile planning process focusing on an efficient turnaround of financial scenarios, which is always based on the organisation's most recent current data - typically illustrated through one or more rolling forecasts.

We also emphasise the importance of it being easy to twist and turn these scenarios, so that the impact of changes to the organisation's conditions can quickly be specified. Thus, it not only becomes easier for you to relate to complex changes, but it also allows you to resort to possibilities that were not on 'Finance's radar' when preparing the budget almost one year ago.

Flexibility, clear expectations, and the most recent information

At Basico, we have many years' experience with consultancy and implementation of planning tools. We recommend that you have the following keywords in mind when considering changes to your planning system.


Can your system be put to use easily and quickly - especially with a view to providing answers to specific questions and without loading extra work on Finance?

And can the system provide figures efficiently based on the most recent current data?


Is it possible to track calculations, drivers, and other relevant parametres so that the users can maintain control of the situation and relate to the figures produced by the system?

User friendliness

Is it easy for your employees to access and understand the system and its underlying processes - especially for those with a non-Finance background?

Are there actually only a few employees who understand the system and the processes? 


Are there many manual processes, such as data processing and work with large excel sheets, which could potentially be done incorrectly and create distrust of the system?

Do the users often experience that the system fails or that it can be used by more persons simultaneously?

Tools that go hand in hand with agile planning principles

Basico is a solution provider of Workday Adaptive Planning, which is a award-winning cloud-based platform.

We recommend Workday Adaptive Planning - not only because the technology is best-in-class, but because the product has been designed to go hand in hand with agile planning principles. Therefore, Workday is not 'just' a smart system, but a catalyst for an efficient and value-creating approach to financial planning. Furthermore, Workday Adaptive Planning is an attractive alternative to the rather 'heavy' systems in the market and a strong solution for those wanting to go beyond Excel-based planning processes.

Finansiel Planlaegning System
Financial planning: How to systematise it!
In uncertain times, you must act quickly. But if you are stuck with spreadsheets, manual processes, and outdated technology, your ability to respond is limited. Especially, in changeable settings. That's why this article gives you four good reasons to invest in a modern planning tool and to establish you FP&A team as a trusted advisor.
Systematise it
Basico-Opgør med bøvlede budgetark!
Goodbye to cumbersome budget sheets!
All companies of a certain size concentrate much firepower on financial planning. But despite the CFO’s enthusiasm about the subject, the planning process may be characterised by heavy, manual processes and future scenarios about which it is hard to make predictions. In our experience, the problems may be caused by, i.a., the tool used – or the absence hereof.
Cumbersome budget sheets
Saas Virksomheder
Planning and analysis tools for SaaS businesses
Are you CFO of a Software-as-a-Service (SaaS) or subscription business? If so, you probably devote quite a lot of thinking to how you can easily update your forecast models and maintain a high degree of security, and how you can tell your investors exactly where you will be three months from now. A cloud-based planning and analysis tool could help you with all of this. And this article will make you wiser about how.
Tools for SaaS businesses
Mail series: Financial forecasting

Mail series: Financial forecasting

Almost every business struggles with financial forecasting, but help is on the way. We have written a series of articles which introduces the aspects you must take into consideration to get it right.
Sign up here!

Full-circle competences

Finance IT Services' digitalisation circle illustrates which competences we can offer when you intend to digitalise the financial processes of your business with a holistic point of departure.

When we help you digitalise and automate Finance, we take pride in combining the applications and tools that meet your specific needs. In a way ensuring that the solution supports the data, processes and people working hard behind the lines.

You can click on the various areas in the figure below if you want to read more about the many competences presented in Finance IT Services’ digitalisation circle.

Digitaliseringscirkel Generel

Let's talk!

We are waiting for your call
+45 702 703 71
Contact us