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What is Scopi?

Deepen your insight into your business operations and customer needs by leveraging the CANVAS business model alongside the empathy map. Evaluate a range of internal and external conditions using analytical frameworks such as SWOT and PESTAL. Clearly define your strategic goals by implementing systems like BSC, OKR, and GPD. Streamline your agenda by consolidating project actions, workflows, and individual responsibilities into a unified visual representation. Create and manage projects while tracking their progress with tools such as GANTT charts, alerts, dashboards, and visual aids. Align KPIs with your objectives, set quantifiable targets, and assess the results of collaborative efforts. With the Scopi mobile app, you can conveniently keep an eye on your goals, monitor the advancement of projects and processes, and handle tasks—whether organizing or executing them—at your own pace. Strategic planning involves a thorough and systematic exploration of different scenarios, paving the way for actionable steps that bring your ambitions to fruition, thereby transforming aspirations into tangible outcomes. This method of strategic planning is characterized by a continuous and adaptive evolution, which guarantees that your business remains flexible and responsive to emerging challenges and opportunities in the marketplace. By consistently revisiting and refining your strategies, you ensure that your organization is well-prepared for any changes on the horizon.

What is Planwhiz?

Planwhiz empowers finance teams to work collaboratively with other departments by ensuring alignment on common goals and streamlining variance analysis to identify opportunities for growth. Acting as a centralized source of truth, it integrates effortlessly with accounting, HR, and spreadsheets, providing detailed insights into the components of each budget. This platform guarantees that all team members are on the same page and well-informed. By leveraging Planwhiz, you can refine your planning processes to achieve significant results. Its intuitive, accurate, and team-oriented approach allows for quick adjustments to changing conditions with adaptable financial planning options. With an array of pre-built reports, such as Profit & Loss statements, cash flow analyses, SaaS metrics, and headcount evaluations, Planwhiz offers immediate insights and evaluations for different scenarios. By automating the generation of repetitive reports, it helps to eliminate tedious tasks and enhance productivity. Reports are readily available as needed, making it easy to share performance metrics both internally and externally. Ultimately, Planwhiz transforms team collaboration, creating a more efficient and agile planning atmosphere, which is crucial in today’s fast-paced business environment. This innovative platform not only streamlines workflows but also fosters a culture of transparency and accountability across all departments.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$58 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Scopi

Date Founded

2010

Company Location

Brazil

Company Website

www.scopi.com.br/en-US.html

Company Facts

Organization Name

Planwhiz

Company Location

United States

Company Website

planwhiz.com

Categories and Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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