List of Kepion Features:
- Enterprise Apps
- Familiar Spreadsheet Feel
- Real-time Calculation Engine
- Web-Based Planning, Budgetting, Forecasting and Reporting Software
- Collaborative Workflow
- Rolling Forecasts
- Data Integration
- Enterprise Scale Security
- Multiple Currencies
Build Enterprise Apps Truly around the Way You Work
Kepion is a powerful enterprise app platform that allows you to design and develop your own enterprise applications that work just perfectly for your planning, budgeting and forecasting process. With Kepion, you can build corporate performance management apps in a matter of days, instead of weeks or months.
Revenue Planning & Sales Forecasting Software
- Automatically integrate with sales & demand data from CRM or other systems.
- Conduct what-if analysis based on different revenue scenarios and assumptions.
- Drive costs, staffing, and capital assets from the sales plan.
- Spread values over time for upcoming revenue and see immediate impact on the bottom line.
Operating Expense Planning
- Use driver-based planning based on data from other modules to plan spending.
- Easily perform what-if analysis on different spending scenarios for planning.
- Communicate your reasoning for expense items through cell-specific annotations.
- Centralized management of assumptions, formulas for expense calculations and rollups.
Personnel Planning
- Automatically integrate with all data from your company’s HR tracking systems.
- Conduct what-if analysis based on different hiring scenarios and assumptions.
- Model driver-based planning modules to be driven by revenues, staffing needs or budget allocations.
- Spread values over time for upcoming hiring needs and see immediate impact to bottom line.
- Reduce workforce planning cycle time.
Capital Asset Planning
- Inte capital asset planning with P&L, Balance Sheet and Cash Flow.
- Use of drivers such as headcount or production units to plan new capital expenditures.
- Spread capital spending into depreciation expense over time and see immediate impact to balance sheet and cash flow statements.
Balance Sheet Forecasting & Cash Flow Forecasting Software
- Automatic rollups of your chart of accounts, organizational structure, and time periods.
- Integrate all GL data into one interface to view P&L, balance sheet forecasting & cash flow projection.
- Perform what-if analysis on different cash requirements scenarios.
Familiar Spreadsheet Feel
Kepion provides a familiar spreadsheet interface for finance, sales and operations exercise all the functions needed to perform their planning, budgeting and forecasting activities. All the common used functions such as drag-n-drop, on-sheet calculations and on-sheet formatting are available for users to custom fit their forms to their suitable use.
Not only will you be able to save more time on training, but also provide department managers the autonomy they never had before, thus streamlining the decision-making process and improving organizational efficiency.
Real-time Calculation Engine for Financial Planning
One of the toughest challenges for finance at the end of each period is reconciling all the data for key stakeholders to understand. As a result, finance gets bogged down in a manual data collection process that proves both error-prone and time consuming.
Kepion helps remove this step by providing a real-time aggregation engine that produces immediate top-line results upon each change in the planning process. Backed by the leading OLAP calculation engine in the industry, Microsoft Business Intelligence Platform provides the robust capabilities for automatic rollups of data by any dimensionality needed (i.e. accounts, time, geography). This enables better top-down and bottom-up alignment across the entire organization.
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Web-Based Planning Budgeting & Forecasting Software
Kepion is a web based Corporate Performance Management Software (CPM) that can help streamline your core financial planning process. All you need is a web browser to log into your Kepion account and you are good to do your planning, budgeting & forecasting.
You will never be drowned in the spreadsheets or static reports. You will be able to collaborate on your organization’s financial status, and conduct your planning, budgeting & forecasting processes within a single application environment.
Collaborative Workflow
Often times planning and forecasting becomes disconnected between finance, sales and operations. Common example is product managers need to sync with manufacturing on a product ramp-up, while marketing needs new collateral and sales needs to add nedd new headcount.
With Kepion, you can easily share out reports, dashboards and scorecards with your intended audience. The Kepion’s process tracker also allows you to track the inputs from your organization to ensure a more streamlined approach to planning, budgeting and forecasting.
Rolling Forecasts
Forecasting used to be a headache for most organizations. More often than not, you would find it difficult to have a clear vision of the future sales, expenses and so on due to the scattered data, inconsistent or unclear business rules.
Kepion’s rolling forecast capabilities can help you deal with these issues. Leveraging the power of Microsoft Business Intelligence platform, Kepion provides abilities to automatically import actual data from other systems, along with on-going updated data, you will be able to making better and accurate forecasting and decisions for the next 12, 15 or 18 months.
Data Integration
The essentials of planning and reporting, which includes annual budgeting, rolling forecast, variance analysis and what-if scenario modeling, requires central ties with all data systems. These systems usually involve a General Ledger (GL), Customer Relationship Management system (CRM), Human Resource system (HR) and other Enterprise Resource Planning system (ERP) elements or data warehouses. Within Kepion, you can tie all your information together into one system for quick access and navigation.
Kepion has several options that simplifies the integration process with other enterprise systems, whether on-premise or in the Microsoft Azure cloud.
Master Data Management Tool – Kepion provides a guided interface for managing all dimension and model data for you applications.
Flat File Loaders – Kepion loaders allow users to quickly import and export data via Excel or flat files.
Microsoft SQL Integration Services – SQL Server provides out-of-the-box integration tools that connects with all systems including SAP, Teradata, OLE DB, text files, the Microsoft Entity Framework, and other common sources.
Enterprise Scale Security
Managing hundreds, even thousands of users can be a daunting task. Kepion can help manage it all within a single interface. Within Kepion’s administrator page, you can configure the access to your company’s data for different users and groups. There are plenty of options to configure data access based on how your business is structured.
Data integrity is also maintained with a full audit tracking function that records all changes made in the system. This helps enable accountability and secure collaboration of data across the organization.
Multiple Currencies
Do you get frustrated when managing different currencies among your global business territories? Also when dealing with day to day fluctuations among the currency rates conversions as well? Ever wish you had a software that enables all of them done real-time without any management at all?
Kepion provides you a multiple currencies planning software to manage the complexity of your multi-national planning and reporting. You can do your planning and reporting with your actual data in different local currencies. This multiple currencies planning software not only saves you time and improve accuracy, but also automatically adjust the exchange rate types according to your local business.