From a product perspective our experience with Benefits Realisation initiatives shows that certain opportunities or challenges are common. Gesix has invested in a number of products that facilitate Benefits Realisation and provide realistic solutions. These are focused on the improvement of roles and business processes.

From a service perspective we adopt a whole-of-business approach to progressively move an organisation from post-implementation issue resolution through to value enhancement and growth.

EzyPlan is Gesix’s response to a recurring issue Gesix has encountered in the establishment and implementation of benefit realisation initiatives.During a number of engagements we found that planning and budgeting within SAP had not been properly addressed and had resulted in satellite systems being developed predominantly in Excel.The opportunity for improvement was the integration of these solutions with SAP, thus EzyPlan was born.

EzyPlan is a role-based improvement tool that integrates specific budget and planning models with SAP R/3 – seamlessly, that is, EzyPlan is fully integrated with SAP.EzyPlan improves the planning and budgeting process by providing a single user interface, Microsoft Excel.Users make changes exclusively in Excel; no additional transactions are required in SAP.

This approach is closely aligned with the way people traditionally undertake their budgeting cycle – it works the way you do.

The following are the main features on EzyPlan:
o Retrieve data from SAP (Plan or Actual) – EzyPlan can retrieve either plan or actual data from SAP. This means that full year forecast reporting is possible
o Save Plan data to SAP – As EzyPlan only uploads "Plan" data back to SAP this makes it a very forgiving application. The worst thing that can happen is if a wrong number is uploaded, it can be simply uploaded again to fix it
o Advanced error checking – The advanced error checking is one of the key differentiators from a simple load program. Standard SAP error messages are passed back to Excel, therefore the user sees exactly as if they had input directly into SAP
o Master data validation – As standard SAP methods are used to update SAP the same master data validation and authorisation checking as the manual transaction is used
o Duplicate checking – In addition to standard SAP error checking and validation EzyPlan has its own duplicate process
o Posting locks – As standard SAP methods are used to update SAP, EzyPlan receives postings locks if someone is processing a transaction against the records we are attempting to update through EzyPlan
o Supports manual entry or formulas – with EzyPlan it is possible to enter data either as a manual number, a formula or a reference to another sheet. In this way EzyPlan integrates directly with a user spreadsheet without extra steps as is the case with a normal upload program
o Data Pre-processor - EzyPlan allows you to specify the planning object to be planned against and then retrieve associated master data and planning data from SAP