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

G-Cloud 11

146674830115051

Budgeting Solutions Ltd

James Salmon

01158532863

james.salmon@budgetingsolutions.co.uk

Service scope

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

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

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

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.
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

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

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

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

Staff security

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

Asset protection

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 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-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

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

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

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

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

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

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

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

Public sector networks

Public sector networks
Connection to public sector networks No

Pricing

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

pdf document: Pricing document pdf document: Skills Framework for the Information Age rate card pdf document: Service definition document pdf document: Terms and conditions
Service documents
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