IT Planning

Optimize technology forecasting and budgets with integrated project, labor, and investment spend management

Annual Planning Automation

As annual planning gets underway, organizations are being asked do more with less — while still investing in digital transformation. How can you ruthlessly prioritize without stifling growth and innovation? Standard budgeting and forecasting processes are often error-prone and tedious. But to survive — and thrive — in a rapidly changing environment, you can’t afford to wait on quarterly or annual forecasts. Organizations that quickly adjust planned technology investments can ensure they’re cutting costs in the right places while still preserving innovation.

Number of CFOs who anticipate more use of rolling forecasts in the future.

4 Ways to Strengthen Your Business Amid Budget Cuts

Two employees working together on a laptop

IT Planning Helps You…

  • Create a repeatable, accurate, and collaborative planning process
  • Answer budget questions accurately, quickly, and easily
  • Reduce time spent forecasting & accelerate frequency
  • Translate finance GL categories into relevant, actionable IT budget and forecast categories

IT Planning Solves the Problem of...

Enable real-time analysis for faster, more efficient decision-making by removing error-prone spreadsheets and automating data ingestion.

Bring together disparate data systems and sources to create a streamlined budget process to improve multi-year planning efficiency.

Quickly shift resources to higher-ROI initiatives by connecting actuals to planned IT spend and identifying variances.

IBM Apptio Planning: Unlock the Value of Your Tech Investments

Better analysis yields savings that can fund future growth.

  • Accelerate forecasting frequency and use variance analysis to redirect resources to higher-value activities.
  • Increase budget owner involvement and accountability.
  • Shift focus to strategic planning initiatives.
  • Quickly perform “what-if” scenarios and financial replanning to cut costs based on market conditions.

Typical Customer Outcomes

50% - 75%

Reduction in planning effort and cycle time


In budget variance and/or padding relative to plan

Setting IT Strategic Planning KPIs

Empower your tech team to make informed decisions about IT spending by shifting to a process that enables the strategic plan and delivers a significant competitive advantage.

IT strategic plans rely on key performance indicators (KPIs) that provide the flexibility to support the business strategy, show financial basics, innovation, and delivery. Having metrics in place allows you to measure the success of your IT strategic plan.

  • Reduced planning cycle time by 90%
  • Reduced annual budget variance by 50%
  • Up and running in six weeks

Read the case study