Request a Free AI & Planning Environment Readiness Assessment
Is your team struggling with slow planning cycles, manual analysis, or pressure to adopt AI without disruption? Our team of experts can help you assess your current systems and provide you with actionable insights to help streamline your planning.
Request a free 30-minute session with our talented experts to evaluate your organization's current planning environment against the capabilities of IBM Planning Analytics and the AI Assistant.
What the Assessment Covers
- Planning Maturity: How well the current forecasting process supports speed, accuracy, and collaboration
- AI Readiness: Where manual tasks, formula-heavy models, and disconnected workflows are limiting potential
- Use Case Mapping: Which AI Assistant features (natural language querying, impact analysis, explain cell, chart insights, agentic workflows) would deliver the most immediate value
Experience the Future of Planning with IBM Planning Analytics AI Assistant
Your planning team is spending too much time on tasks AI can handle.
IBM Planning Analytics AI Assistant lets your finance team interact with data in plain language, automate routine work, and move from insight to action without leaving the planning environment they already know.
It is not another AI tool layered on top. It is AI built into the platform, with agentic capabilities that evolve as your needs grow.
What the AI Assistant does for your planning team:
- Natural Language Querying - Ask questions like "Show me last quarter's revenue by region" and get an immediate data view. No formulas, no filters, no waiting on IT.
- Explain Cell - Understand the logic behind any value in any model. Validate data accuracy and communicate model reasoning clearly across your team.
- Impact Analysis - Scan your data for associations across dimensions and get a plain-language summary of what is driving the numbers.
- Chart Insights - Get natural language explanations of outliers and key drivers directly from your plans and forecasts.
- Agentic Workflows - The Assistant moves from answering questions to taking action. Trigger approvals, automate month-end tasks, and sync connected systems using a simple prompt.
