Cognos, Inc.

International Business Machines Corporation

Adaytum, Inc.

Jon M Sandles

George Duncan Pearson

Adam Thier

Michael Gould

Adam Their

Duncan Pearson

Mark Antrobus

David S Bowen

Brian S Humenansky

Clarence Anthony Aschenbrener

The invention is directed to a budget planning system that improves the accuracy and predictability of budget planning within large organizations by enabling organizations to reconcile corporate financial models and organizational targets with detailed spending forecasts. The budgeting system includes a database that is configured to store data defining a budgeting model for the organization. The model has a plurality of hierarchically arranged nodes, each node corresponding to a 'contributor' that either provides forecast data or review data provided by contributors associated with lower level nodes. The system is configured to capture target data from a set of financial analysts, capture forecast data from the contributors and reconcile the target data and the forecast data according to the model.

Enterprise planning

Budget planning

An enterprise business planning system includes a database having a relational data area and a transactional data area, and a server to store within the transactional data area contribution data received from a set of enterprise contributors. The server publishes the contribution data from the transactional data area to the relational data area. The transactional data area may include a set of contribution slots and a set of aggregations slots hierarchically related in accordance with an enterprise model. The relational area includes a set of related tables defined in accordance with the model. The transactional data area supports real-time interaction with the enterprise contributors, while the relational data area allows detailed statistical analysis and report generation.

Real-time aggregation of data within a transactional data area of an enterprise planning environment

An enterprise planning system includes a plurality of application servers, and an administration console to generate a deployment map that associates each of a set of enterprise planning models with a respective set of the application servers. The administration console, either automatically or in response to input from a system administrator, may finely control the allocation of computing resources to enterprise planning. The administrator console may adjust the deployment map based on approaching deadlines for the enterprise planning activities. When administrating a task associated with an enterprise planning activity, the administration console may break the task into a number of jobs, each job associated with a different slice of the model in accordance with the organizational hierarchy defined by the model. Consequently, allocation of computing resources to enterprise planning may be finely controlled, and may be adjusted to meet the current needs within the organizational hierarchy.

Deploying multiple enterprise planning models across clusters of application servers

Real-time aggregation of data within an enterprise planning environment

Growing community of inventors

York, United Kingdom

Jon M Sandles