Planning foundation
Protect what already works
Secure your models and business knowledge while creating a clearer path forward.
IBM Planning Analytics modernization
Modernize IBM Planning Analytics without putting critical planning cycles at risk
A focused business and technology assessment for companies who need to upgrade or reshape IBM Planning Analytics without losing existing logic, control or continuity. We identify what must be protected, where risk sits and which path supports the way your teams plan, report and decide.
Partnerships that help turn complex planning change into confident business decisions
Our work with IBM, Red Hat and Motio helps us look beyond the planning platform itself. We consider how change will affect forecasts, critical reporting, day-to-day work and the teams that depend on them.
Modernization partner
Keep the modernization path flexible
Maintain options and avoid premature deployment decisions.
Quality & change partner
Make critical changes easier to see and manage
Surface issues earlier so teams can act in time and reduce disruption.
The result is not more technology for its own sake. It is a better-informed plan for improving how the business prepares, responds and decides.
Discuss your planning priorities →What is making your next planning cycle harder?
An upgrade deadline, a slow model or another manual handoff can trigger the same question: where should we intervene first? Start with the situation your finance and IT teams recognize.
An upgrade can no longer wait
Support, infrastructure or version dependencies are forcing a decision while the next forecast is already approaching.
Identify dependencies and plan the change around the cycles that cannot slip.
The model works, but the team waits
Refreshes take too long, routine changes need specialist help and workarounds are becoming part of the process.
Separate model, data and platform bottlenecks before investing in a fix.
Plans change in different places
Sales revises volume, HR moves start dates and operations adjusts capacity. Finance has to rebuild the combined picture.
Connect the assumptions that drive the financial decision, with clear ownership.
Too much depends on one person
Key rules, local files and monthly fixes sit with a few people. It is difficult to tell which version is approved or why a number changed.
Make model knowledge, responsibilities and change history easier to follow.
One assessment. The whole planning environment in view
See what should stay Strengthen what already works Change what is holding decisions back
Because these situations often overlap, GrandView assesses the environment as a whole before recommending a path forward.
The delay is visible in finance Its causes sit across the environment
| Layer | Visible symptom | Hidden friction | What needs to change |
|---|---|---|---|
| 01 Process & people | Extended planning cycles, manual reconciliation, constant rework across teams | Siloed ownership, lack of change accountability, reliance on ad hoc spreadsheets | Defined ownership, agreed handoffs and fewer reconciliation loops |
| 02 Logic & models | Multiple versions of the truth, sluggish cubes, fear that changing rules will break calculations | Undocumented rules and feeders, model sprawl, key-person dependencies | Documented logic, targeted tuning and repeatable checks on key results |
| 03 Data & platform | Disconnected data sources, manual staging, performance drag during month-end | Inconsistent metric definitions, legacy platform limits, ungoverned ETL feeds | Controlled data feeds, visible dependencies and a supportable platform |
From model change to business decision
Make the next decision easier to answer
A useful modernization connects a technical change to a decision your team needs to make. Keep the calculation logic that remains sound, improve how assumptions reach it and make the effect visible to the people who own the plan.
Corporate Finance & FP&A
Explain the forecast without rebuilding the numbers
Actuals arrive through separate files. Finance reconciles versions before it can explain what changed in the forecast.
Bring actuals into a controlled load process and check key outputs against an agreed baseline. Finance can spend more of the cycle investigating variances.
Sales & Commercial Planning
See what a revenue target means for margin
Sales revises volume and pricing in local plans. Finance receives the revenue target without a consistent view of the cost assumptions behind it.
Connect volume, price and cost drivers to the financial model. Compare the margin implications of a sales plan before committing to the target.
Workforce & Capacity Planning
Weigh hiring decisions against cost and capacity
Hiring plans and compensation assumptions are maintained separately. A change in start dates creates another reconciliation between HR and finance.
Connect approved positions, start dates and compensation assumptions. Compare the cost and capacity implications of hiring now, delaying a role or using contractors.
Operational & Supply Planning
Connect operational commitments to cash needs
Demand, purchasing and inventory assumptions move on different schedules. Their combined cash requirement is difficult to see in the financial plan.
Bring relevant inventory and purchasing drivers into working capital scenarios. Review the cash implications alongside the operational plan, using agreed refresh cycles.
The assessment identifies which of these changes fits your environment. Implementation follows an agreed scope and validation plan.
Explore the assessment ↓Know what to preserve, what to improve and where to modernize
We assess, improve and modernize IBM Planning Analytics and TM1 environments — from calculation models and platform upgrades to the integrations connecting planning with ERP, CRM, data warehouses and other business systems. We work with finance and IT to identify the changes needed and carry them through implementation.
SELECT A LAYER TO EXPLORE
Keep the logic your business relies on
We review your TM1 models and protect the calculations behind allocations, forecasts and management reporting as we implement changes.
WHERE WE WORKTM1 cubes, dimensions, rules and feeders
Agree which results must remain consistent and validate them with your team.
Make your existing environment work better
We tune models, improve data flows from ERP, CRM and other source systems, and remove bottlenecks in planning and reporting.
WHERE WE WORKTurboIntegrator, integrations and Planning Analytics Workspace
Reduce manual reconciliation and waiting time by addressing the source of the problem.
Upgrade with a clear path to rollout
We plan and implement IBM Planning Analytics upgrades and deployment changes, including the integrations and reports affected.
WHERE WE WORKPlatform versions, deployment and dependencies
Sequence the work around testing, business validation and your critical planning cycles.
A clear basis for your next planning investment
You receive a documented view of your IBM Planning Analytics environment, the changes worth making and a recommended sequence — connecting business priorities with what implementation will require.
PLANNING ANALYTICS ADVISORYEnvironment map
DEPENDENCIES & OWNERSHIP01 / 03
A connected view of your TM1 models, source systems and owners. Trace data flows and calculation dependencies, and identify gaps in documentation or support that put planning continuity at risk.
PLANNING ANALYTICS ADVISORYPriority decisions
PRESERVETrusted model logicBusiness ownership & validation
IMPROVEData handoffsSource quality & load dependencies
MODERNIZEPlatform constraintsCompatibility & rollout conditions
REASONING BEHIND THE PRIORITIES02 / 03
Recommendations ranked against your budgeting, forecasting and reporting priorities. Distinguish model performance, data quality and approval bottlenecks from platform constraints, with a clear reason for each proposed change.
PLANNING ANALYTICS ADVISORYPhased roadmap
01Establish the baselineModels, dependencies and agreed checks
02Sequence the changesPriorities, prerequisites and ownership
03Agree the next stepScope, validation and decision to proceed
DEPENDENCIES BEFORE DATES03 / 03
A sequence of changes aligned with your planning calendar, dependencies and validation needs. Define release checkpoints, support responsibilities and ownership after rollout, so finance and IT can agree what proceeds and what waits.
From assessment to implementationWork with GrandView to turn the agreed roadmap into changes across your IBM Planning Analytics models, integrations and platform.
Plan your next stepA clear process, built around the way you plan
Whether you are moving to IBM Planning Analytics for the first time or improving an existing TM1 environment, we agree the starting point, work through the decisions with your team and guide delivery through to everyday use.
Start with how your business plans today
We work through your planning cycle with the people who run it: where assumptions come from, how numbers are reviewed and what slows decisions down. This defines the starting point for a new implementation or changes to your existing environment.
Agree how planning should work tomorrow
Together, we define the models, data connections and planning views your teams need. For a first implementation, this establishes the foundation. For an existing environment, it clarifies what to retain and where to introduce change.
Work through real planning scenarios
GrandView configures and develops the agreed solution. Your team reviews it using familiar budgeting, forecasting and reporting scenarios, so we can check calculations, refine the user experience and resolve issues before rollout.
Help people use the solution with confidence
We prepare users for their roles, support the transition and work through the first planning cycle together. Training, documentation and ongoing support help your team operate and develop the solution as business needs change.
BRING YOUR PLANNING CHALLENGE
Tell us what’s slowing your team down or what you want to achieve. GrandView brings finance, data and technology expertise to help you work through the options.
Talk to our team
Rochelyn SyPrincipal Consultant
Planning Analytics & TM1 expertise