CCH ProSystem Strategic Planning

Price: Price on application.

Strategic Planning is widely used by accountants, banks and businesses as a benchmark to diagnose business performance.

The wide range of professionally-presented reports produced by the system can be printed, exported to Microsoft® Word, translated to PDF or emailed directly to your client.

Simple to use

Just two periods of profit & loss and balance sheet data are needed to begin the process.Within twenty minutes of beginning the loading process, you will be able to discuss detailed financial diagnostic reports with your client.

Once Strategic Planning is loaded, a wide range of analysis tools are available at the push of a few keystrokes.The system carries out an instant and comprehensive health-check which identifies the key business drivers, results and performance measures. A professional, twenty-page diagnostic report that summarises the key findings can also be printed out for the client’s use.

Flexible benchmarking tools

The optional benchmarking tool expands your financial analysis capabilities by allowing you to compare your client’s business to industry standards. Traffic lighting on the strategy screen allows you to easily identify both areas of the business where your client excels and where there is room for improvement compared to competitors. The goal-seeking function crunches the benchmarking data and provides guidance for success in all areas where a business needs improvement.

CCH Benchmarking Data

The data provided is derived from the latest accounts available from Companies House and covers virtually all of the SIC codes. The data is based on literally millions of sets of accounts, which means that the data has high statistical significance.

‘What-if’ analysis

Strategic Planning allows for a wide range of complex scenarios to be illustrated to your client in a simple and straightforward way. For example:

‘What-if’ analysis can be carried out on any entry in the profit & loss or balance sheet drivers as well as in the financial statement columns. Simply change the number and the software will instantly recalculate the business model to show the impact of the change.

‘Goal-seeking’ analysis

Strategic Planning’s goal-seeking function allows you to set a financial object and illustrate what strategy changes will be needed in order to meet that specific goal. The system will then allow you to decide which steps are realistic and appropriate, helping you to develop a complete strategy with the client that will achieve their goal.

Future Planning

Strategic Planning can be used as a powerful tool in audit, insolvency and merger & acquisition work.The system is able to test going concern principles, conduct ratio analysis and develop projections for the future. It is also able to produce due diligence for use in mergers, acquisitions and business planning and is a great tool for scenario testing in company restructures.

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