Take control of all your organizational planning needs — plan smarter, execute faster, and deliver measurable value with Plato
Plato empowers organizations to achieve a new standard of consistency, accuracy, ease-of-use, efficiency and transparency when it comes to enterprise planning and budgeting.
Harness the power of value-based planning, smart data import, user intent intelligence®, collaborative workflows, our proprietary ranking and dispositioning engine, and real-time analytics to streamline planning processes and ensure technology investments align with strategic goals.
Embrace a future where smarter, faster, and more precise planning is within reach, transforming your planning process into a competitive advantage.
Focus Areas:
Technology Financial Management (TFM)
Streamline your Technology budgeting and planning process with Plato’s robust Technology Financial Management capabilities. From aligning technology spend with business goals to improving transparency, Plato ensures your technology investments deliver measurable value.
Excel on Steroids: Combines Excel-like functionality with advanced features to accelerate planning timelines while reducing errors.
Scenario modeling: To compare different budget scenarios and simulate the impact of budget increases or cuts to determine the best allocation of funds.
Collaborative Workflows: That facilitate seamless collaboration among planners, contributors, and approvers.
Real-Time Analytics: To help decision-makers analyze and visualize impact of investment decisions instantaneously.
Align your Long-Range Plan: To your annual budgets with one click.
Take control of all your organizational planning needs — plan smarter, execute faster, and deliver measurable value with Plato
Plato empowers organizations to achieve a new standard of consistency, accuracy, ease-of-use, efficiency and transparency when it comes to enterprise planning and budgeting.
Harness the power of value-based planning, smart data import, user intent intelligence®, collaborative workflows, our proprietary ranking and dispositioning engine, and real-time analytics to streamline planning processes and ensure technology investments align with strategic goals.
Embrace a future where smarter, faster, and more precise planning is within reach, transforming your planning process into a competitive advantage.
Focus Areas:
Technology Financial Management (TFM)
Streamline your Technology budgeting and planning process with Plato’s robust Technology Financial Management capabilities. From aligning technology spend with business goals to improving transparency, Plato ensures your technology investments deliver measurable value.
Excel on Steroids: Combines Excel-like functionality with advanced features to accelerate planning timelines while reducing errors.
Scenario modeling: To compare different budget scenarios and simulate the impact of budget increases or cuts to determine the best allocation of funds.
Collaborative Workflows: That facilitate seamless collaboration among planners, contributors, and approvers.
Real-Time Analytics: To help decision-makers analyze and visualize impact of investment decisions instantaneously.
Align your Long-Range Plan: To your annual budgets with one click.
Customizable Budget Templates: Tailor templates and settings to your department’s needs while following best-practice frameworks.
Robust governance features: Streamline planning processes with workflows, standards, and role-based access control to ensure compliance and consistency.
Department Budgeting
Plato isn’t just for technology budgets. Its versatile platform adapts to the budgeting needs of any department or function. Whether it’s marketing, operations, manufacturing, R&D or HR, Plato’s customizable solutions bring clarity and control to your financial planning.
Flexible: Support diverse budgeting and ranking methodologies with a powerful dispositioning engine tailored to your organization’s priorities.
Dynamic Planning: Enables real-time adaptation of plans, priorities, and budgets to changing needs.
Department Budgeting
Plato isn’t just for technology budgets. Its versatile platform adapts to the budgeting needs of any department or function. Whether it’s marketing, operations, manufacturing, R&D or HR, Plato’s customizable solutions bring clarity and control to your financial planning.
Customizable Budget Templates: Tailor templates and settings to your department’s needs while following best-practice frameworks.
Robust governance features: Streamline planning processes with workflows, standards, and role-based access control to ensure compliance and consistency.
Flexible: Support diverse budgeting and ranking methodologies with a powerful dispositioning engine tailored to your organization’s priorities.
Dynamic Planning: Enables real-time adaptation of plans, priorities, and budgets to changing needs.
PI Planning
Plato goes beyond budgeting to revolutionize your Program Increment (PI) planning process. Designed for agile organizations, Plato helps rank, prioritize, and balance workloads while aligning demand with capacity to drive successful PI outcomes.
Virtual collaboration: Enable geographically dispersed teams to build and refine backlogs independently using Smart Import®.
Capacity Planning: Easily determine and visualize what’s realistically achievable within available resources.
Dynamic Replanning: Adapt to changing priorities in real-time and simulate trade-offs to optimize alignment and delivery.
Dependency management: Group related and dependent work items to reduce conflicts and bottlenecks, improving delivery efficiency.
Customize ranking and prioritization: To best suit your organization and product’s needs and your PI’s outcome goals
Governance
Plato ensures financial governance by enforcing policies and standards, streamlining workflows, and maintaining transparency. With controlled access, standardized processes, and detailed audit trails, you can confidently manage compliance and accountability across your organization.
Standardized Processes: Streamline workflows with consistent practices that reduce errors and improve accountability.
Audit Trails: Maintain transparency with comprehensive logging of decisions, changes, and approvals.
Flexibility Within a Framework: Enforce financial and budgeting standards while allowing flexibility and ability to customize to fit every organization’s needs.
Controlled Access: Role-based permissions ensure the right people have the right access to the right data.
Intelligence that makes a difference: Built on AI models to ensure accurate data entry, recommend projects for additional scrutiny, assess data quality, and more.
Value-based Decision Making
Plato enables outcome-oriented budgeting by linking investments to measurable business value, helping organizations shift from cost-based to outcome-focused planning to drive maximum impact.
Value-based planning: Ensures a shift from cost-based to outcome-focused planning to maximize business impact.
Business Value mapping: Empower leadership to quantify returns on investment, whether through risk mitigation, hard-dollar savings, or corporate metric improvements.
Dynamic Planning: Adapt plans and priorities in real-time to respond to changing business needs while staying aligned with organizational goals.
Real-time Analytics: Instantly analyze and visualize the impact of investment and prioritization changes, ensuring leadership can make informed decisions.
Multi-Modal Operating Models: Reduce bureaucracy with decentralized approval workflows for product enhancements, small projects, innovation initiatives, and more.
Governance
Plato ensures financial governance by enforcing policies and standards, streamlining workflows, and maintaining transparency. With controlled access, standardized processes, and detailed audit trails, you can confidently manage compliance and accountability across your organization.
Standardized Processes: Streamline workflows with consistent practices that reduce errors and improve accountability.
Audit Trails: Maintain transparency with comprehensive logging of decisions, changes, and approvals.
Flexibility Within a Framework: Enforce financial and budgeting standards while allowing flexibility and ability to customize to fit every organization’s needs.
Controlled Access: Role-based permissions ensure the right people have the right access to the right data.
Intelligence that makes a difference: Built on AI models to ensure accurate data entry, recommend projects for additional scrutiny, assess data quality, and more.
Value-based Decision Making
Plato enables outcome-oriented budgeting by linking investments to measurable business value, helping organizations shift from cost-based to outcome-focused planning to drive maximum impact.
Value-based planning: Ensures a shift from cost-based to outcome-focused planning to maximize business impact.
Business Value mapping: Empower leadership to quantify returns on investment, whether through risk mitigation, hard-dollar savings, or corporate metric improvements.
Dynamic Planning: Adapt plans and priorities in real-time to respond to changing business needs while staying aligned with organizational goals.
Real-time Analytics: Instantly analyze and visualize the impact of investment and prioritization changes, ensuring leadership can make informed decisions.
Multi-Modal Operating Models: Reduce bureaucracy with decentralized approval workflows for product enhancements, small projects, innovation initiatives, and more.
Seamless Integrations
Plato connects effortlessly with your existing enterprise tools, ensuring data consistency and efficiency across your organization.
PPM Integration: Export the approved budget to leading Project and Portfolio Management (PPM) tools. Maintain alignment between project planning and financial management by importing project spend and forecast into Plato. Improve visibility into resource allocation and project costs.
Finance Integration: Connect with ERP and financial systems for real-time budget vs. actuals tracking. Automate cost allocation and financial reconciliation. Reduce manual errors with seamless data synchronization.
HR & Workforce Planning Integration: Integrate with HR systems to pull workforce data for accurate labor cost planning. Align headcount forecasts with budget constraints. Track actual labor expenses against planned budgets.
IT Service Management (ITSM) Integration: Link with ITSM platforms to align project budgets with applications, align service costs with IT budgets, and more. Track IT operational expenses related to service delivery. Ensure accurate financial planning for IT service costs.
API & Custom Integrations: Flexible APIs for connecting with custom applications. Import/export data effortlessly to fit your organization’s workflows. Enable real-time reporting with integrated financial insights.
Robust & Secure
Protecting our customer is our first priority
Enterprise-Grade Security
Multi-layered security measures to protect your sensitive data.
Continuous Monitoring and Threat Detection
24/7 monitoring for vulnerabilities and threats and regular penetration testing and vulnerability scans to maintain a secure environment.
Compliance and Certifications
SOC 2 Type II and ISO/IEC 27001 certified, GDPR compliant.
Data Sovereignty and Privacy
Flexible data residency options to meet regional compliance needs.
Robust Access Control (RBAC)
To ensure users access only what they need.
Consulting and Professional Services
Plato’s professional services are designed to ensure a seamless implementation and maximize the value of your investment. Whether you’re looking for tailored setup, user training, or ongoing support, our experts partner with your team to customize Plato to your unique needs. From deployment to optimization, we offer flexible services that align with your business goals and drive success.
Plato Launch
Elite consulting certified in TFM best practices. We help you design and implement a value-driven IT planning strategy, ensuring alignment with your organizational goals.
Plato Strategic Edge
A premier consulting team, skilled in TFM and project management, available as your on-demand planning team to manage and optimize your annual planning cycle.
Plato ProServ
Our professional services team ensures seamless platform implementation and customization tailored to your unique needs.
Plato Squad
Comprehensive support services, offering tiered options to keep your users empowered and your operations running smoothly.
