IBM Apptio Planning

Optimize and accelerate technology forecasting and budgeting

The market changes fast. Can your tech planning?

Budgeting and forecasting in changing markets is an on-going challenge. In order to justify the value of your tech investments, you need a consistent, repeatable planning and reporting strategy that creates transparency for the business and encourages collaboration. When you lack consolidated data sources, you have limited lines of sight into your tech spend, plus time-consuming and resource-intensive processes.

41%

CIOs in the survey said they’ve changed their cycle for revisiting tech budgets to at least every month.

KPIs provide actionable insights for the business to adjust its plan and make better investment decisions. IT strategic plans support a business strategy through financial and operational predictability, reined in run costs, and quantifiable business value.

Align tech investments with business value

Unlike cumbersome spreadsheets from multiple systems of record, Apptio Planning provides a collaborative workspace for planning that unifies technology financial data. It creates a repeatable, accurate, and collaborative planning process with automated data ingestion, streamlined variance analysis, and cost categorization – enabling organizations to continually refocus, replan, and react quickly to changing market conditions.

Accelerate budgeting and forecasting cycles

Create a repeatable, accurate, and collaborative planning process. Spend less time aggregating and rationalizing data, and more time analyzing and optimizing spend.

Automate continuous planning cycles

Shift from annual or quarterly planning to continuous monthly forecasting.

Conduct variance analysis

Track and manage budget variance against plan. Adjust investment strategies promptly, ensuring alignment with technology financial and operational goals.

Optimize

Automate & accelerate manual and error-prone budgeting, forecasting, and planning processes

Analyze

Understand budget variance and enhance decision-making.

Align

Reduce waste, eliminate duplications, and strategically align investments with organizational priorities.

What Our Customers Say

Reduced financial risk by moving to monthly forecasting & cut planning process time by 75%.

Freed up $30M of costs and maintained 0.5% budget variance with daily updates to quarterly budgets using a single source of truth for added accountability and productivity.

Reduced planning cycle time by 90% and annual budget variance by 50%. Up and running in six weeks.

Designed to meet your evolving strategy

No matter where you are in your ITFM journey, Apptio Planning empowers you to streamline technology budgeting and forecasting, with robust variance analysis and scenario planning capabilities that support continuous and adaptive planning. With Apptio’s industry-leading solutions, you can build a well-structured IT plan that supports continuous innovation, adapts to changing market conditions, and ensures technology resources deliver the most value – all while maintaining control over costs.

Planning Essentials

A streamlined solution, leveraging Apptio’s 16 years of market leadership, that automates and accelerates expense budgeting, forecasting, and variance analysis.

Planning Standard

Advanced features for resource optimization and project financial management enable deeper insights into project financials to plan effectively for both short-term and long-term expenses.

Costing + Planning Standard Bundle

Leverage the combined power of Costing and Planning to streamline budgeting and forecasting, enhance decision accuracy, and enable you to continually refocus and replan your portfolio to optimize tech investments and quickly react to economic changes.

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Part of a Comprehensive Suite

Use Case	IBM Apptio Costing	IBM Apptio Planning	IBM Apptio Billing	IBM Apptio Benchmarking
Establish ITFM fundamentals
Understand & communicate technology spend
Understand services composition
Manage and rationalize application portfolio
Track cloud and infrastructure spend
Manage & optimize IT assets
Manage end user devices spend
Manage business consumption
Manage & optimize vendor spend
Make informed labor decisions
Accelerate budgeting & forecasting cycles
Conduct variance analysis
Build/run cost planning
Manage Bill of Technology
Run scenarios to validate prices to shape demand
Improve unit rate accuracy
Recover costs directly from business units
Benchmark and optimize spend
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IBM Apptio Costing + Planning Bundle

Leverage the combined power of Costing and Planning! Together, they streamline the technology budgeting and forecasting process, which improves accuracy and confidence in decision-making and enables you to shift spend towards high-priority investments.