CoPlan unifies yearly budgeting, project execution, and the related risk management into a single cohesive whole.

Budget planning and project management are two essential processes for any organization that wants to achieve its strategic goals and optimize its resources. However, these processes are often disconnected and siloed, leading to inefficiencies, inaccuracies and missed opportunities. Moreover, budget and project risks are not adequately identified, assessed and mitigated, resulting in potential losses, delays and failures. To address these challenges, XRM Vision has developed the CoPlan application.

Built on the Microsoft Power Platform, CoPlan unifies all aspects of project and portfolio management into a single, easy-to-use solution. CoPlan is a software platform designed to bridge the gap between annual budget planning and project management, streamlining risk management and execution. It aims to enhance organizational efficiency in budget performance, project delivery, and risk management through integrated data and collaborative tools.

CoPlan offers:

Rapid time to value with a user-friendly interface ready for use from day one.
Enhanced productivity by streamlining administrative tasks and providing comprehensive financial controls.
Flexibility to tailor and extend the solution to meet your specific business needs, including integration with third-party platforms.

CoPlan includes the following features:

Project Intake
Portfolio & Program Management
Process Governance
Project Execution
Resource Management
Long-Term & Yearly Capital Project Budgeting
Microsoft Power BI Reporting
Utilizes Planner with Premium Features / Project
Enables Rapid Implementation of Project Operations
Microsoft CoPilot: AI-enabled assistance available.

XRM Vision is a consulting firm driven by leading-edge expertise and a commitment to ensuring the success of our clients. For more than 15 years, we have specialized in the design and implementation of Microsoft-based solutions.

CoPlan: Capital Planning and Project Management Solution

by XRM Vision