In an increasingly dynamic business environment, finance and operational leaders are under pressure to deliver faster insights, streamline processes, and enhance collaboration across departments. The latest innovation from IBM, Planning Analytics Assistant with WatsonX Orchestrate®, represents a major step forward in how modern organisations approach planning and analysis.
This powerful new capability transforms the Assistant from a passive tool into an active orchestrator, connecting data analysis, process automation, and decision-making in one seamless experience.
From Insight to Action, Faster
IBM Planning Analytics Assistant is built directly into the Planning Analytics Workspace, enabling users to ask questions, generate insights, and now, with the WatsonX Orchestrate® integration, take action in real time.
Whether you are investigating cost variances or launching approval workflows, the Assistant is designed to support more efficient, accurate and scalable planning cycles across the business.
Key Features
Natural Language Interaction
Interact with your planning models using everyday language. No coding or formula writing is required. Just ask a question and receive immediate insights.
Routine Task Automation
Automate common activities such as data refreshes or month-end close. This reduces manual effort and improves accuracy across planning cycles.
Agentic Workflows
Create intelligent workflows that reflect your internal processes. Use simple language to trigger scripts, automate approvals, or start key planning activities.
Real-Time Insights
The Assistant can explain calculations, highlight anomalies, and surface key trends from your reports and visualisations. This supports faster and more informed decisions.
Multilingual Support
Now available in English, French, German, Spanish and Japanese, making it ideal for multinational teams.
What’s New: Agentic Execution Integration
This latest enhancement introduces Agentic Execution, allowing users to perform tasks directly within the Assistant. Whether it is triggering a workflow, executing a script, or initiating an approval, this feature delivers meaningful automation to the planning function.
A Strategic Asset for the Office of Finance
The new IBM Planning Analytics Assistant helps CFOs and finance teams to:
- Reduce the time between insight and action
- Collaborate more effectively across departments
- Focus on strategic decision-making rather than manual tasks
- Increase adoption of planning tools throughout the business
- Move closer to an extended and integrated planning approach
This is a significant advancement for any organisation seeking to modernise its finance function.
HAYNE Solutions: Making IBM Planning Work for You
At HAYNE Solutions, we have been helping finance teams improve planning, reporting and consolidation for over 15 years. As a trusted IBM partner, we ensure solutions like Planning Analytics with WatsonX Orchestrate® deliver measurable outcomes.
From implementation and integration to training and support, our experienced consultants help you embed AI into your planning process with confidence.
Ready to explore how AI can elevate your planning?
Contact our team to arrange a tailored demonstration or planning consultation.
📩 Email: [email protected]
🌐 Website: hayne.co
