IT service provider seeks BI and planning software

We are a thriving IT company (software development for a specific customer base) and are looking for business intelligence (BI) and planning software for our needs. Some time ago, we ended a similar search for software, partly due to the summer vacation period. In the meantime, the situation has changed (including increased volume and requirements) and the project has gained momentum internally with the additional involvement of specialist departments. We want to expand the search and start again. The business intelligence solution currently in use needs to be replaced.

The software we are looking for should meet the following requirements:

• ABC analyses
• Deviation analyses
• Ad hoc reports
• Aggregation and disaggregation
• Similarity search
• Alert planning/early warning functions
• Traffic light system
• Analysis center
• Offer forecast
• Customizable user interfaces for users without extensive technical changes
• Archiving of reports
• Capacity
• Evaluation of order backlog, incoming orders
• Evaluation of invoices
• Evaluation of discounts
• Evaluation of advance invoices
• Evaluation of financial accounting
• Evaluation of dunning process
• Evaluation of wages and salaries
• Automatic identification of exceptions in reports
• Automatic filling of missing values
• Automatic detection of significantly deviating values
• Conditional formatting
• User templates
• Calculations
• Break-even analyses
• Clustering
• Dashboards
• Data
• Data verification
• Contribution margin calculation, general
• Contribution margin calculation, step-by-step
• Drill-across
• Drill-down/drill-up
• Real-time
• Editing of key figures
• Integration of live applications, websites, and non-BI content in the report
• Probability of occurrence
• Reminder functions
• Creation of strategic goals for different perspectives
• Creation of key figures
• Creation of scenarios (including with the help of statistical methods)
• Export in HTML/XML format
• Export in PDF format
• Export to MS Office
• Export via email
• Factor analysis
• Financial plan
• Forecasting
• Freeform
• Geographical evaluations
• Graphical user interface (drag and drop environment)
• P&L (profit and loss statement)
• Storing metadata in the report
• Year-on-year comparison
• Campaign management
• Collaboration
• Comment function
• Chart of accounts
• Cost center and cost unit consolidation
• Cost center variances
• Cross tables
• KTL evaluation
• Customer analysis
• Customer segmentation
• Lead scoring
• Liquidity analysis
• Liquidity ratios
• Liquidity planning
• Management cockpit
• Marketing analysis
• Matrix
• Methods for allocating and analyzing costs
• Mobile access to reports
• Option to create reports yourself as a key user
• Zero cell suppression
• Personnel resource planning
• Pivoting (rotate)
• Pivot tables and pivot charts
• Plan/actual evaluations (target achievement plan/forecast)
• Planning aids
• Planning calendar
• Planning variants and perspectives
• Potential
• Price management
• Project calculation
• Regression analysis
• Profitability planning
• Report Explorer
• Rolling planning
• Scorecards
• Scoring
• Segmentation
• Slice and dice functions
• Standard deviation
• Statistical projections
• Strategy map creation
• Dates according to various dimensions
• Adherence to deadlines/time2market
• Text mining
• Top 10 ranking
• Top-down and bottom-up methods
• Top/bottom reports
• Top measures
• Trend analysis
• T-tests
• Variable contributions
• Comparative statistics
• Sales opportunity management
• Sales analysis
• Sales history
• Warning message-driven reports
• Wizard-based query generation
• Time-controlled delivery
• Timeline filters in reports
• Time series analysis
• Target group marketing

On premises preferred

Approximately 40 software workstations are planned. Work will be carried out in an MS Windows system landscape.