A New Approach to Business Planning: Integrated and Role Tailored, Using Microsoft Dynamics NAV

Business planning is an intimidating process, but Integrated business planning can ease the process by providing a strategic approach to setting sales, profit, and market goals, and leading eventually into more operational planning and tactical decision making. Using an ERP system like Microsoft Dynamics NAV enables executives to develop an integrated business plan based on the anticipated roles of the management team.

This white paper provides guidance about the following:
  • How to distinguish between integrated business planning and sales and operational planning;
  • The key components of the role tailored integrated business planning model, based on Microsoft's study of 10,000 business participants;
  • The most important "personas" of the role tailored integrated business planning model;
  • How the personas play out in a real-life example;
  • 17 available system features in Microsoft Dynamics NAV's integrated business planning system.

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