Solution Overview

IBM Planning Analytics automates planning, budgeting, forecasting and analysis processes. While offering the full functionality of spreadsheets, it eliminates manual tasks to drive efficiency and ultimately improve business performance. Through consolidating data sources, this allows for creating reliable, rolling forecasts and insights in a fraction of the time and cost.

The IBM Planning Analytics on Microsoft Azure bundle offers differentiated pricing specifically aimed at the SMB market. The solution employs a simplified licence model, scaling from a small number of users to enterprise size deployments that reduces project complexity. The pre-configured Microsoft Azure environment allows Tech Data’s Business Partners to add a value ‘wrapper’ on top of the easily deployed vanilla bundle.

Customer Challenges

Manual, spreadsheet budgeting and forecasting takes too long and financial analysts spend too much time collecting and validating data.


Financial and operational plans are disconnected. Need a comprehensive, centralized platform for advanced and predictive analytics, operational planning and forecasting, budgeting, and strategic planning


Traditional budgeting and forecasting approaches are difficult to scale and adapt across different types of analytics initiatives and data sources. Need the ability to work with data from financial teams, IoT devices, and more

Features and Benefits

Faster insights

Automate planning, budgeting, forecasting, and analysis processes so you can quickly turn insights into action.

Single source of truth

Consolidate financial and operational planning, budgeting, and forecasting for a seamless strategy across the organization.

Scale with flexibility

Scale planning, budgeting, forecasting, and analysis initiatives easily and eliminate data silos.

  • Primary Purpose
    Analytics, Cost Control
  • Solution Maturity
    5 - Customer deployed at scale
Products Included

Microsoft Azure (Windows VM, Storage, Performance Analytics Engine, Azure Storage), IBM Planning Analytics



Solution Number