xP&A

How xP&A (Extended Planning and Analysis) Transforms Business Planning

The pace and complexity of business have never been greater. Organisations are wrestling with rapid technological change, geopolitical uncertainty and shifting market dynamics. To overcome these challenges, many are turning to extended planning and analysis (xP&A). This is a transformative approach that is redefining how businesses plan, analyse and execute their strategies.

Extended planning and analysis enable a new era of agility, collaboration and data-driven decision-making. This blog will discuss the approach that moves beyond the traditional boundaries of finance. 

What Is xP&A (Extended Planning & Analysis)?

The xP&A definition is rooted in the evolution of financial planning and analysis (FP&A). While FP&A has long been the backbone of financial forecasting, budgeting and reporting, its scope has largely been confined to the finance function. xP&A, on the other hand, expands its focus to include all areas of an organisation that influence business outcomes, including human resources, sales, marketing, operations and IT. 

The goal is to break down departmental silos and foster a culture of cross-functional collaboration. It ensures that planning is not just a finance-driven exercise but a holistic, organisation-wide process.

At its core, extended planning and analysis integrates financial and operational data, allowing for unified planning, budgeting and forecasting. It's a way to ensure that plans and metrics of every department are aligned with the overall strategic objectives of the business. This approach offers an overall view of the business performance by using advanced analytics, automation and real-time data. At the same time, this helps leaders make quick and confident decisions.

xP&A vs. FP&A: What Is the Difference?

 

There is a significant difference in the xP&A vs FP&A comparison. The traditional FP&A focuses on financial data, offering forecasts and budgets based on historical trends and current financial metrics. It's an effective method for managing the books. Still, it's an approach that can be limited by the narrow focus and reliance on static and periodic planning cycles. 

On the other hand, we have xP&A, which extends these capabilities. It integrates non-financial data and operational insights across the entire organisation. This approach allows continuous and real-time planning that reflects the dynamic nature of modern businesses. 

 
Extended planning and analysis enable continuously updated forecasts and scenario planning as conditions change. This is not the case with FP&A's approach, which can produce quarterly forecasts. The result of this difference is improved alignment between departments, greater agility and an organisation that quickly responds to emerging risks and opportunities. 

 

Core xP&A Capabilities

Would you use outdated data or forward it to someone on your team to make decisions that affect your business's competitiveness? Surprisingly, many companies do. They operate without a complete data management system that enables all managers to see an accurate and complete business picture.
 

xP&A helps to optimise a company’s full potential across all essential functions: finance, human resources, sales, marketing, operations, supply chain, IT and R&D. It’s an effective way of ensuring companies are in tune with their data to capitalise on every business opportunity. 

1. Real-time Data for Insightful Analysis

One of the capabilities of xP&A is its ability to deliver real-time data and insights. All managers integrate data from multiple sources, like plans, forecasts, non-financial and financial data, into a real-time connected system. The resulting data pool enables groups, cost centres, departments, divisions or subsidiaries to work together remotely or in any office for prompt decision-making. They can create financial and operational plans, such as rolling forecasts from up-to-the-minute data.

Real-time access empowers decision-makers to move past their gut instinct and base their actions on accurate and current information. Today, this is easily done with the introduction of AI and automation. The xP&A systems become increasingly skilled at identifying patterns, flagging anomalies, and offering predictive insights to help organisations stay ahead of the curve.

2. Performance Management of All Company Data  

Extended planning and analysis is not just about collecting data, but also about using it to drive performance. Using consolidating metrics that are extracted from operations, finance, sales, HR and other functions, it can provide an overview of the organisational performance. 

Leaders are able to see how different parts of the business contribute to a certain strategic goal. Since teams have a clear visibility into their targets and progress, this approach also supports accountability. 

3. Integrated Supply Chain and Financial Planning

Most businesses have experienced supply chain issues. xP&A has the ability to make the delivery of goods and services from supplier to customer more efficient. Organisations can easily optimise resource allocation and reduce waste. All that's needed is to align sales forecasts, production schedules and inventory levels with financial budgets. This can sometimes be a problem. 

If we drill down to more basic but fundamental business activities, the findings are alarming. While finance teams often attribute manual data entry to critical errors, the majority of finance professionals still rely on outdated tools. Many may not know that, years ago, a spreadsheet copy-paste error cost JP Morgan billions in trading losses. A faulty calculation also led to a £18.5 million budget shortfall. 

This is why there must be a better connection between accurate data delivery and insightful analysis. Companies must act with current figures efficiently and spend more time calculating good business decisions.

Mercur Solutions surveyed its customers and found that xP&A allowed them to do precisely that. Since switching to its xP&A system, Mercur Business Control, 94% say they now have more time for analysis and monitoring. 

The outcome is that all these companies can dive deep into their current supply chain or other operational and financial data. Their teams can create graphics to illustrate problems and timely solutions.

Key Benefits of xP&A

Does switching to xP&A require a significant change in work practices? Not at all. Users continue to input data, and the solution makes it available to all company managers, offering the following benefits as needed.

Agility

Agility is perhaps the most compelling benefit of xP&A, enabling businesses to adapt and respond quickly to changing market conditions. Organisations can adjust their strategies and make informed decisions without delays.

Enhanced Visibility

It delivers a level of transparency that was previously unattainable. By providing a single source of truth for all planning and performance data, it eliminates the blind spots and inconsistencies that can arise when departments operate in isolation.

With a centralised platform, all managers have a holistic view of the entire organisation’s performance. This enables better tracking of key performance indicators (KPIs), identifying trends, and spotting potential issues early on.

Scalability

As businesses grow and evolve, their planning and analysis needs become more complex. With an integrated platform, organisations can easily add or modify functionalities to support their expanding requirements.

Businesses will become even more data-driven. Companies must connect optimum delivery and current business information management to maintain or gain a competitive edge.

How Mercur Business Control Powers xP&A

Mercur Business Control creates customer value through improved financial and operational performance, as well as greater efficiency. Mercur Business Control provides solutions for:

  • Corporate performance management and business intelligence

  • Budgeting and forecasting

  • Reporting and analysis

  • KPI management

  • Enterprise Resource Planning (ERP) integration, and more.

Is Your Organisation Ready for xP&A?

The shift from traditional FP&A to extended planning and analysis is more than just a technological upgrade. It represents a fundamental change in how organisations approach business planning. 

In an environment defined by uncertainty and rapid change, xP&A offers the solution needed to thrive. The benefits of xP&A are clear: faster, more informed decisions, better alignment across departments and improved resilience in the face of disruption.

The question for business leaders is not whether to adopt this approach, but how quickly they can make the transition. Organisations that embrace extended planning and analysis will be better positioned to seize opportunities, manage risks and deliver sustained performance. The time to act is now, because in today’s world, standing still is not an option.

 

 

Do you want to know how we can assist you with xP&A?

Please fill out the form, and we will contact you to provide more information!

 

Mercur Solutions (UK) Limited - UK office

Mercur Solutions Limited
Lily Hill Court, Lily Hill Road, Bracknell, RG12 2SJ
United Kingdom
+44 (0) 1344 388 025

Mercur Solutions AB - head office in Sweden

Mercur Solutions AB
Vretenvägen 13
SE-171 54 Solna
 
+46 (0)-459 69 00

 

Malmo Office

Rundelsgatan 16
SE-211 36 Malmö
 

Gothenburg

Västra Hamngatan 21
SE-411 17 Göteborg 

Mercur Solutions

A Swedish company with 50 years of experience, delivering solutions for performance management and business intelligence.

 

 

 

Read Mercur Business Control Reviews on GetApp.com