Dynamic Business Planner
The cloud-based solution designed for SMEs as a tool for financial planning and ESG reporting.
Learn more on the official website
Why create a business plan?
For a small to medium-sized enterprise (SME), preparing a Forecast Plan can serve various purposes:
Financial planning and management control
Access to credit
Regulatory and audit requirements
Mergers and acquisitions (M&A) operations
And how to test it with Scenario analysis?
DBP allows you to test the plan created, by challenging its underling hypothesis with different scenarios on growth, interest rates, cost of work and materials and several others, allowing to easily compare the stressed outcome to the original plan. This is a key feature to easily identify potential risks risk factors in the plan and outline efficient remediation strategies to investors and banks.
Each scenario can be represented in different ways to better highlight the differences from the original plan
Crisis Alert Dashboard
With the adoption of the new Business Crisis and Insolvency Code, bankruptcy law prescribes a new approach to business crisis management: regularly monitoring income, equity, and financial indicators to intervene promptly and preserve business continuity.
To support this need, Technesthai offers the Crisis Alert Dashboard, a monitoring tool that provides a clear overview of a company's health status, enabling timely identification of potential warning signs.
The dashboard consists of three parts:
Its objectives
Analysis of historical trends to evaluate adopted strategies.
Tracking of key indicators with a forward-looking perspective to prevent bankruptcy and protect assets.
Monitoring key indicators and comparing them with predefined limits for timely detection of corporate distress.
Supporting debt restructuring negotiations to overcome the crisis.
The Modular Application
Dynamic Business Planner was developed following a modular approach that allows users to easily and intuitively navigate through the various functionalities and graphical interfaces.
Financial Statements
Allows uploading the company’s filed Financial Statements in standardized format or, if not yet filed, manually adding them (always maintaining the standardized starting format).
Forecast Plans
Facilitates the creation of the Business Plan from standardized financial statements, supports data entry, calculates real-time projections, offers advanced reporting, and enables economic-financial stress testing.
Crisis Alert Dashboard
The tool helps companies comply with the new obligations of the Business Crisis Code, by facilitating the regular monitoring of the company's financial health and providing a clear and timely overview of emerging risks, with the goal of preventing crises and supporting debt renegotiation to protect assets.
Industry Stress Testing
Allows users to translate macroeconomic or climate shocks (defined based on scenarios provided by institutional sources) into impacts on key financial statement items (Revenue, Costs, EBITDA, …).
Use Cases
Dynamic Business Planner is currently used by SMEs, Accounting Firms, and Private Equity Funds for various purposes. Here are some examples.