Budgeting Solutions Ltd

IBM Planning Analytics Digital Pack

IBM Planning Analytics is appropriate for any public sector body that wishes to improve its budgeting, forecasting, planning and reporting processes. The service provides a managed, governed, secure environment for end user, workgroup or enterprise-wide deployments.

Features

  • Intelligent calculation engine, allocations possible in near real-time
  • No limits on size, incredibly efficient storage of data
  • Spreading top down, unlimited flexibility
  • End users can create own reports, analysis, views (where allowed)

Benefits

  • Facilitates best practices; driver-based planning and rolling forecasts
  • Performs complex cost allocations and profitability analysis
  • Incorporates scorecards and dashboards to monitor KPIs and communicate results
  • Provides role-based security to support multiple users
  • Publish content from multiple devices
  • Allows all geographies and departments to participate in FP&A process
  • Enables finance and business users to create budgets and forecasts
  • Aligns financial plans with corporate objectives
  • Supports add-ins for MS Excel, MS Powerpoint & PDF's
  • Supports natural language searching and multidimensional expressions

Pricing

£95.92 per unit per month

  • Education pricing available
  • Free trial available

Service documents

Framework

G-Cloud 11

Service ID

1 4 6 6 7 4 8 3 0 1 1 5 0 5 1

Contact

Budgeting Solutions Ltd

James Salmon

01158532863

james.salmon@budgetingsolutions.co.uk

Service scope

Software add-on or extension
No
Cloud deployment model
Private cloud
Service constraints
As long as the user has an internet connection then they will be able to connect to the cloud.
System requirements
  • Specific software licences
  • Internet Connection

User support

Email or online ticketing support
Email or online ticketing
Support response times
No different at weekends
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
24 hours, 7 days a week
Web chat support
Web chat
Web chat support availability
24 hours, 7 days a week
Web chat support accessibility standard
WCAG 2.1 AAA
Web chat accessibility testing
Extensive UAT testing
Onsite support
Onsite support
Support levels
We provide application support to a number of clients. This goes beyond just technical support and is a customised offering whereby we manage the application that has been built. This can include running weekly or monthly updates, maintaining the application structures, making incremental changes to the model such as changing how the calculations work to general application maintenance.

Typically this is set up as an expected number of hours or days support per month, to be called off either on an ad hoc basis or at pre determined times. This could range from a day per month, to be used either on an as required basis or on specific tasks, through to a completely outsourced application management program to ensure all weekly, monthly and associated forecast processes are available - the equivalent of a full or part time role. The time spent can either on the client site, remote, or a mixture of both.

An ad hoc day per month will be priced at or below our standard daily rate, our managed application support programs are usually more price effective than using contract resource.

Standard Technical Support - Included in Software Purchase
Application Support - £1,100
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Onsite training, on-line training and user documentation.
Service documentation
Yes
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction
We would make the necessary arrangements with the relevant IT teams to set up the data migration.
End-of-contract process
The buyer and supplier would have a meeting to discuss whether the buyer would like to continue with the service. If they continue then nothing changes, if they wish to move then we would set up a data migration process.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
None - the solution automatically resizes and turns buttons into swipes etc.
Service interface
No
API
Yes
What users can and can't do using the API
To set up and update an API the users would talk to Budgeting Solutions who would then liaise with IBM.
API documentation
Yes
API documentation formats
HTML
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
We have a number of plug and play applications but we can also build models to whatever the customers specification might be. System Administrators and Users (with the right permissions) can make the necessary amendments.

Scaling

Independence of resources
The cloud instance is capable of handling thousands of users and very large data sets. IBM set aside enough cloud memory on a case by case basis.

Analytics

Service usage metrics
Yes
Metrics types
How many users are accessing the system, where are they going, how long are they spending on particular pages, what changes they are making. Full auditability if required.
Reporting types
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
IBM

Staff security

Staff security clearance
Conforms to BS7858:2012
Government security clearance
Up to Developed Vetting (DV)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Yes
Datacentre security standards
Managed by a third party
Penetration testing frequency
At least every 6 months
Penetration testing approach
In-house
Protecting data at rest
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach
In-house destruction process

Data importing and exporting

Data export approach
PDF, Excel, CSV, Powerpoint or Mobile. Planning Analytics can also export to any data source the buyer wishes to.
Data export formats
CSV
Data import formats
  • CSV
  • Other
Other data import formats
ODBC connection

Data-in-transit protection

Data protection between buyer and supplier networks
  • Private network or public sector network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Bonded fibre optic connections
  • Legacy SSL and TLS (under version 1.2)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)

Availability and resilience

Guaranteed availability
Availability during a contracted month ----- *Compensation (%of monthly subscription fee for contracted month that is the subject of a claim)
99% - 99.75% = *2%
95% - 98.99% = *5%
Less than 95.0% = *10%
Approach to resilience
Available on request
Outage reporting
Email alerts.
Via the Planning Analytics website.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Username or password
Access restrictions in management interfaces and support channels
IBM Planning Analytics is entirely flexible in terms of security. Therefore certain interfaces can be locked for certain user types etc.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
User-defined
How long system logs are stored for
User-defined

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
BVCH SAS UK Branch
ISO/IEC 27001 accreditation date
30/11/2015
What the ISO/IEC 27001 doesn’t cover
N/A
ISO 28000:2007 certification
No
CSA STAR certification
Yes
CSA STAR accreditation date
Available on request
CSA STAR certification level
Level 5: CSA STAR Continuous Monitoring
What the CSA STAR doesn’t cover
N/a
PCI certification
No
Other security certifications
No

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
Available on request

Operational security

Configuration and change management standard
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Configuration and change management approach
IBM carry out extensive system testing
Vulnerability management type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach
Available on request.
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
Available on request.
Incident management type
Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
Incident management approach
There is a pre-defined procedure for incident management.
Available on request.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Pricing

Price
£95.92 per unit per month
Discount for educational organisations
Yes
Free trial available
Yes
Description of free trial
Condensed version of IBM Planning Analytics. Full functionality is available in trial version the only limitation is on the amount of data that can be uploaded.

Service documents

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