DAPLAN for Utilities FP&A powered by IBM Planning Analytics

DAPLAN for Utilities is a financial planning and analysis platform designed to support budgeting, forecasting, and performance analysis in electric, gas, and water utilities. Built on IBM Planning Analytics and implemented in just 8 weeks, it provides a centralized and structured environment for managing FP&A processes while addressing the regulatory, operational, and capital-intensive nature of the utilities industry.

The platform supports multi-variable forecasting and scenario planning. Financial and operational assumptions such as load, rates, costs, and capital investments can be updated quickly to evaluate alternative scenarios and assess the impact of changes on financial results, enabling informed planning without manual recalculation or fragmented spreadsheet models.

DAPLAN for Utilities includes real-time dashboards and KPI tracking that provide continuous visibility into financial and operational performance. Users can monitor key indicators, analyze variances as data changes, and reduce reliance on static reports, supporting faster analysis cycles and more consistent decision-making in both operational and regulatory planning contexts.

Seamless integration with finance and operational systems, including ERP, CIS, and EAM platforms, ensures alignment between planning models and actual transactional and operational data. By centralizing information from multiple sources, the platform reduces manual data consolidation and minimizes errors, enabling teams to work from a single, governed version of the data across budgeting, forecasting, and reporting processes.

The user experience is designed to be intuitive and familiar. An Excel-style interface accelerates adoption across finance and planning teams, while calculations, business logic, and data governance are managed centrally to ensure consistency and control. The platform is built to scale across teams, users, and multi-year planning horizons, supporting the long-term planning needs typical of utility environments.

DAPLAN for Utilities also supports industry-specific use cases such as rate case analysis, capital planning for rate base and CWIP, load and revenue forecasting. These capabilities enable finance leaders to connect planning, regulation, and operations within a single FP&A framework.

Highlights:

• Time to value: 8-week implementation

• Utility-focused FP&A

• Forecasting & scenarios: multi-variable and what-if analysis

• Real-time visibility: dashboards and KPI tracking

• Finance & operations integration: ERP, CIS, and EAM connectivity