About Kepion
Kepion is a business planning software from Kepion that supports financial forecasting and budgeting. It combines data modeling, collaboration tools, and real-time reporting so organizations can make informed decisions. With a user-friendly interface, it facilitates planning across departments and improves accuracy in financial projections. Its cloud-based architecture ensures accessibility from anywhere, allowing teams to collaborate effectively regardless of location. Key capabilities: financial modeling collaboration features real-time analytics customizable dashboards scenario planning Best for: finance teams that need to simplify their planning and budgeting processes.
Kepion by Kepion is a powerful business performance management platform designed to offer seamless planning, budgeting, and analytics capabilities through dynamic dashboards. Its primary purpose is to help organizations gain real-time insights into their financial and operational data, ensuring informed decision-making. Kepion's key features include highly customizable dashboards, collaborative planning tools, and advanced analytics. Built on the Microsoft BI platform, it leverages the robustness of SQL Server and integrates well with Excel, making it an excellent tool for enterprises seeking flexibility and control over their data visualization and management processes. Kepion’s user interface strikes a balance between functionality and simplicity. The dashboards are visually appealing and user-friendly, with drag-and-drop functionality that simplifies the customization process. Users can easily tailor views to their specific needs, whether focusing on sales, finance, or operational metrics. The navigation is intuitive, with logically organized menus and a clean layout that ensures smooth interaction even for users with minimal technical expertise.
Pros & Cons
- +Cross-departmental Planning: Supports planning across various departments within an organization, including Finance, Sales, Supply Chain, HR, and IT.
- +Improved Collaboration: Facilitates collaboration and communication between departments by providing a central platform for planning and data sharing.
- +Self-Service Modeling: Enables users to build and deploy custom planning applications, tailoring the platform to specific business needs and processes.
- +Adaptability: Offers flexibility to adapt to changing business requirements and evolving planning needs.
- +Automation: Automates many manual planning tasks, such as data entry, report generation, and data consolidation, improving efficiency and productivity.
- +Streamlined Workflows: Streamlines planning workflows and improves collaboration among team members.
- +Seamless Integration: Integrates seamlessly with the Microsoft ecosystem, including Microsoft 365, Dynamics 365, Power BI, Azure Cloud, and SQL Server.
- +Leveraging Existing Investments: Leverages existing investments in Microsoft technologies.
- +Strong Customer Base:
- −Customization Complexity: Extensive customization can increase complexity and require specialized expertise.
- −Subscription Costs: Subscription costs can vary depending on the features and usage, potentially representing a significant investment for some organizations.
- −Dependence on Kepion: Relying heavily on Kepion can create vendor lock-in, making it difficult to switch to alternative planning solutions in the future.
- −User Training: Users may require training to effectively utilize all the features and functionalities of the platform.
Features
Key features
- Cross-departmental Planning
- Supports planning across all departments, including Finance, Sales, Supply Chain, HR, and IT.
- Unified Platform
- Provides a unified platform for all planning activities, enabling better collaboration and data consistency.
- Self-Service Modeling
- Allows users to build and customize their own planning models and applications.
- Adaptability
- Can be adapted to fit the specific needs and requirements of different businesses and industries.
- Real-time Insights
- Provides real-time access to data and key performance indicators (KPIs).
- Scenario Planning
- Enables "what-if" analysis and scenario planning to support informed decision-making.
- Shared Workspace
- Facilitates collaboration among different teams and departments.
- Improved Communication
- Improves communication and information sharing across the organization.
- Seamless Integration
- Integrates seamlessly with the Microsoft ecosystem, including Microsoft 365, Dynamics 365, Power BI, Azure Cloud, and SQL Server.
- Automation
- Automates many manual planning tasks, such as data entry, report generation, and data consolidation.
- Improved Productivity
- Increases the efficiency and productivity of planning processes.
Additional features
- Financial Planning
- Budgeting, forecasting, and financial modeling.
- Sales Planning
- Sales forecasting, territory planning, and sales performance analysis.
- Supply Chain Planning
- Demand planning, production planning, inventory management, and supply chain optimization.
- Workforce Planning
- Workforce planning, budgeting, and analysis.
- IT Planning
- IT budget planning, resource allocation, and project planning.
- Cross-functional Planning
- Connects planning across different departments, ensuring alignment and consistency.
- End-to-End Visibility
- Provides a holistic view of the entire business.
- User-Friendly Modeling
- Enables users to easily build and modify their own planning models without requiring extensive IT support.
- Flexibility and Agility
- Provides flexibility and agility in adapting to changing business requirements.
- Dashboards and Reports
- Generates interactive dashboards and reports for data visualization and analysis.
- Key Performance Indicator (KPI) Tracking
- Tracks and monitors key performance indicators to measure progress and identify areas for improvement.
- Automating Tasks
- Automates many manual planning tasks, such as data entry, approvals, and data distribution.
- Streamlining Processes
- Streamlines planning processes and improves efficiency.
- Data Security
- Ensures the security and confidentiality of sensitive data.
- Role-Based Access Control
- Provides granular control over user access and permissions.
- Microsoft 365 Integration
- Integrates seamlessly with Microsoft 365 applications, such as Excel, PowerPoint, and Teams.
- Dynamics 365 Integration
- Integrates with Dynamics 365 for a comprehensive view of business operations.
- Power BI Integration
- Leverages the power of Power BI for data visualization and advanced analytics.
- Azure Cloud Integration
- Leverages the scalability and reliability of the Azure cloud platform.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Kepion
Kepion is a business planning software from Kepion that supports financial forecasting and budgeting. It combines data modeling, collaboration tools, and real-time reporting so organizations can make informed decisions. With a user-friendly interface, it facilitates planning across departments and improves accuracy in financial projections. Its cloud-based architecture ensures accessibility from anywhere, allowing teams to collaborate effectively regardless of location. Key capabilities: financial modeling collaboration features real-time analytics customizable dashboards scenario planning Best for: finance teams that need to simplify their planning and budgeting processes.
Kepion Details
Kepion's In-App Market Place
Does Kepion have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), CHF (CHF), SGD (S$), HKD (HK$), NZD (NZ$), INR (₹)
Pros & Cons
- Cross-departmental Planning: Supports planning across various departments within an organization, including Finance, Sales, Supply Chain, HR, and IT.
- Improved Collaboration: Facilitates collaboration and communication between departments by providing a central platform for planning and data sharing.
- Self-Service Modeling: Enables users to build and deploy custom planning applications, tailoring the platform to specific business needs and processes.
- Adaptability: Offers flexibility to adapt to changing business requirements and evolving planning needs.
- Automation: Automates many manual planning tasks, such as data entry, report generation, and data consolidation, improving efficiency and productivity.
- Streamlined Workflows: Streamlines planning workflows and improves collaboration among team members.
- Seamless Integration: Integrates seamlessly with the Microsoft ecosystem, including Microsoft 365, Dynamics 365, Power BI, Azure Cloud, and SQL Server.
- Leveraging Existing Investments: Leverages existing investments in Microsoft technologies.
- Strong Customer Base:
- Customization Complexity: Extensive customization can increase complexity and require specialized expertise.
- Subscription Costs: Subscription costs can vary depending on the features and usage, potentially representing a significant investment for some organizations.
- Dependence on Kepion: Relying heavily on Kepion can create vendor lock-in, making it difficult to switch to alternative planning solutions in the future.
- User Training: Users may require training to effectively utilize all the features and functionalities of the platform.
Kepion's Support Options
Email Address
info@kepion.comContact
+1 206-629-2326Community Forums
https://help.kepion.com/hc/en-us/community/topicsChatbot
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