FINANCIAL
PLANNING

Financial Planning-v3

FINANCIAL
PLANNING

Financial Planning-v3

FINANCIAL
PLANNING

Financial Planning-v3

FINANCIAL
PLANNING

Financial Planning-v3

Optimal’s optimization-based financial planning solution facilitates generating maximum profit, rule-driven, constraint complying business plans!

Optimal’s optimization-based financial planning solution facilitates generating maximum profit, rule-driven, constraint complying business plans!

Optimal’s optimization-based financial planning solution facilitates generating maximum profit, rule-driven, constraint complying business plans!

OVERVIEW

Optimal Financial Planning Solutions optimize strategic plans sales considering product lines and market demands plus cost of goods, fixed and variable department costs, and resource limits (capital, human, facility, etc.) identifying measurable profit improvement, typically 5-10%, often much more, compared to flawed spreadsheets and other less capable programs. Optimal Financial Planning can be applied to short term or longer term planning horizons (weekly, monthly, annual, multi-year).

Optimal Financial Planning enables creating rules that drive the optimization thus identifying opportunities never found with what-if guessing. Optimal Financial Planning performs well in all types of business due to its combination of optimization and database management features.

Optimal Financial Planning is scheduled for release in Spring 2020. Please contact us for prerelease information or to participate in the beta testing program.

OVERVIEW

It’s no secret that financial planning drives performance. Our decision optimization solutions go beyond what-if to generate plans and schedules optimized against many of your revenue and cost options.

  • Strategic decisions; Long range planning
  • Procurement
  • Continuous inventory management and scheduling
  • Final assembly

Optimal provides optimization decision support guidance to meet your Inventory and/or manufacturing requirements considering and complying with critical elements:

  • Time periods
  • Multiple vendors and costs
  • Purchased items specifications
  • Inventory levels
  • Items (Ingredients)
  • Lots (unique occurrences of items and attributes)
  • Formulas Specifications (Items and Constraints)
  • Input (Formula) Sets (optional)
  • Suppliers (optional)
  • Locations (optional)
  • Much more...

Individual models include the following:

Product Development - Optimizes a recipe or BOM for one product, either single or multi-level; for designing products (e.g., products containing sub-formulas).

  • Single Product – Optimizes a single product recipe or BOM.
  • Sequential Single Product – Optimizes a series of single product recipes or BOMs either considering or not considering inventory utilization by formulation; materials are allocated to batches based on assembly order as Sequential Single Product does not look ahead in optimizing the batch sequence.
  • Multi Product – Optimizes multiple products for a single time period creating a composite recipe or BOM; the result is a composite recipe for the entire timeframe that will likely require adjustment for any specific point in time.
  • Procurement Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple suppliers, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Production Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Lot Allocation – Optimizes multiple products through a sequence of discrete batches or steps creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications batch sequence.
  • Multi-Site – Procurement Planning for multiple sites considering transportation costs between manufacturing sites and storage locations.

Hosting

Optimal Solutions are cloud based thus facilitating rapid deployment and support, eliminating most IT support costs, and enabling regular, non-disruptive updates.

The Optimal interface includes powerful data import/export features to accelerate database construction. The Optimal API provides automated data exchange and optimization for tight connectivity with ERP systems.

OVERVIEW

Optimal Financial Planning Solutions optimize strategic plans sales considering product lines and market demands plus cost of goods, fixed and variable department costs, and resource limits (capital, human, facility, etc.) identifying measurable profit improvement, typically 5-10%, often much more, compared to flawed spreadsheets and other less capable programs. Optimal Financial Planning can be applied to short term or longer term planning horizons (weekly, monthly, annual, multi-year).

Optimal Financial Planning enables creating rules that drive the optimization thus identifying opportunities never found with what-if guessing. Optimal Financial Planning performs well in all types of business due to its combination of optimization and database management features.

Optimal Financial Planning is scheduled for release in Spring 2020. Please contact us for prerelease information or to participate in the beta testing program.

OVERVIEW

It’s no secret that financial planning drives performance. Our decision optimization solutions go beyond what-if to generate plans and schedules optimized against many of your revenue and cost options.

  • Strategic decisions; Long range planning
  • Procurement
  • Continuous inventory management and scheduling
  • Final assembly

Optimal provides optimization decision support guidance to meet your ??? and/or ??? requirements considering and complying with critical elements:

  • Time periods
  • Multiple vendors and costs
  • Purchased items specifications
  • Inventory levels
  • Items (Ingredients)
  • Lots (unique occurrences of items and attributes)
  • Formulas Specifications (Items and Constraints)
  • Input (Formula) Sets (optional)
  • Suppliers (optional)
  • Locations (optional)
  • Much more...

Individual models include the following:

Product Development - Optimizes a recipe or BOM for one product, either single or multi-level; for designing products (e.g., products containing sub-formulas).

  • Single Product – Optimizes a single product recipe or BOM.
  • Sequential Single Product – Optimizes a series of single product recipes or BOMs either considering or not considering inventory utilization by formulation; materials are allocated to batches based on assembly order as Sequential Single Product does not look ahead in optimizing the batch sequence.
  • Multi Product – Optimizes multiple products for a single time period creating a composite recipe or BOM; the result is a composite recipe for the entire timeframe that will likely require adjustment for any specific point in time.
  • Procurement Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple suppliers, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Production Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Lot Allocation – Optimizes multiple products through a sequence of discrete batches or steps creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications batch sequence.
  • Multi-Site – Procurement Planning for multiple sites considering transportation costs between manufacturing sites and storage locations.

OVERVIEW

Optimal Financial Planning Solutions optimize strategic plans sales considering product lines and market demands plus cost of goods, fixed and variable department costs, and resource limits (capital, human, facility, etc.) identifying measurable profit improvement, typically 5-10%, often much more, compared to flawed spreadsheets and other less capable programs. Optimal Financial Planning can be applied to short term or longer term planning horizons (weekly, monthly, annual, multi-year).

Optimal Financial Planning enables creating rules that drive the optimization thus identifying opportunities never found with what-if guessing. Optimal Financial Planning performs well in all types of business due to its combination of optimization and database management features.

Optimal Financial Planning is scheduled for release in Spring 2020. Please contact us for prerelease information or to participate in the beta testing program.

OVERVIEW

It’s no secret that financial planning drives performance. Our decision optimization solutions go beyond what-if to generate plans and schedules optimized against many of your revenue and cost options.

  • Strategic decisions; Long range planning
  • Procurement
  • Continuous inventory management and scheduling
  • Final assembly

Optimal provides optimization decision support guidance to meet your ??? and/or ??? requirements considering and complying with critical elements:

  • Time periods
  • Multiple vendors and costs
  • Purchased items specifications
  • Inventory levels
  • Items (Ingredients)
  • Lots (unique occurrences of items and attributes)
  • Formulas Specifications (Items and Constraints)
  • Input (Formula) Sets (optional)
  • Suppliers (optional)
  • Locations (optional)
  • Much more...

Individual models include the following:

Product Development - Optimizes a recipe or BOM for one product, either single or multi-level; for designing products (e.g., products containing sub-formulas).

  • Single Product – Optimizes a single product recipe or BOM.
  • Sequential Single Product – Optimizes a series of single product recipes or BOMs either considering or not considering inventory utilization by formulation; materials are allocated to batches based on assembly order as Sequential Single Product does not look ahead in optimizing the batch sequence.
  • Multi Product – Optimizes multiple products for a single time period creating a composite recipe or BOM; the result is a composite recipe for the entire timeframe that will likely require adjustment for any specific point in time.
  • Procurement Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple suppliers, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Production Planning – Optimizes multiple products through a series of discrete time periods (e.g., days, weeks, months) creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications through the planning period.
  • Lot Allocation – Optimizes multiple products through a sequence of discrete batches or steps creating recipes or BOMs considering Item and Lot availability and expiration for use, beginning inventory, permissible ending inventory, multiple occurrences Item Lots with respective costs and other specifications batch sequence.
  • Multi-Site – Procurement Planning for multiple sites considering transportation costs between manufacturing sites and storage locations.

APPLICATIONS

Application Information

OPTIMAL FINANCIAL PLANNING

Application Information to be published on the release of Optimal Financial Planning

APPLICATIONS

Application Information

OPTIMAL FINANCIAL PLANNING

Application Information to be published on the release of Optimal Financial Planning

APPLICATIONS

Application Information


OPTIMAL FINANCIAL PLANNING

Application Information to be published on the release of Optimal Financial Planning

INDUSTRIES

Industry Information to be published on the release of Optimal Financial Planning

Please use the Contact Us form to request detailed information by industry and problem type.

INDUSTRIES

  • Food
  • Meat
  • Dairy
  • Bakery
  • Beverage
  • Produce, Juices
  • Nutraceuticals
  • Food Product Development
  • Agriculture
  • Animal Nutrition
  • Pharmaceuticals
  • Cosmetics
  • Mining, Including ore blending
  • Alloys

Please use the Contact Us form to request detailed information by industry and problem type.

INDUSTRIES

Industry Information to be published on the release of Optimal Financial Planning

Please use the Contact Us form to request detailed information by industry and problem type.

INDUSTRIES

  • Food
  • Meat
  • Dairy
  • Bakery
  • Beverage
  • Produce, Juices
  • Nutraceuticals
  • Food Product Development
  • Agriculture
  • Animal Nutrition
  • Pharmaceuticals
  • Cosmetics
  • Mining, Including ore blending
  • Alloys

Please use the Contact Us form to request detailed information by industry and problem type.

INDUSTRIES

Industry Information to be published on the release of Optimal Financial Planning

Please use the Contact Us form to request detailed information by industry and problem type.

INDUSTRIES

  • Food
  • Meat
  • Dairy
  • Bakery
  • Beverage
  • Produce, Juices
  • Nutraceuticals
  • Food Product Development
  • Agriculture
  • Animal Nutrition
  • Pharmaceuticals
  • Cosmetics
  • Mining, Including ore blending
  • Alloys

Please use the Contact Us form to request detailed information by industry and problem type.

CONFIGURATIONS

Simple configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Basic configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Standard configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Corporate configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Enterprise configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 

SIMPLE


Configuration Information to be published on release of

Optimal Financial Planning.

BASIC


Configuration Information to be published on release of

Optimal Financial Planning.

STANDARD


Configuration Information to be published on release of

Optimal Financial Planning.

CORPORATE


Configuration Information to be published on release of

Optimal Financial Planning.

ENTERPRISE


Configuration Information to be published on release of

Optimal Financial Planning.

CONFIGURATIONS

Simple configuration:
The Optimal Inventory Management & Procurement Solution, Simple Configuration, enables users to generate optimized solutions to small problems in various industries with a few variables and constraints using a Single Product model with very limited options. The Simple Configuration enables users learning about optimization to learn about the benefits of optimization in an educational size problem. Real world problems are larger and more complex.


Compare Configurations below

Basic configuration:
The Optimal Inventory Management & Procurement Solution, Basic Configuration, enables users in certain industries to generate optimized solutions to small problems with a few variables and constraints using a Single Product model with limited options. The Simple Configuration enables users to generate optimized recipes and BOMs for products with relatively static Item costs and attribute values as well as simple product specifications. Real world problems are larger and more complex.


Compare Configurations below

Standard configuration:
The Optimal Inventory Management & Procurement Solution, Standard Configuration, enables users to generate optimized solutions to problems with more variables and constraints than the Basic Configuration. The Standard Configuration provides users with the Single Product model as well as Sequential Single Product and Multi-Product models.


Compare Configurations below

Corporate configuration:
The Optimal Inventory Management & Procurement Solution, Corporate Configuration, is intended for medium and large single site operations. The Corporate Configuration enables users to generate optimized recipes and BOMs through all phases of the materials planning, sequencing, and assembly process. The Corporate Configuration provides users with the Procurement Planning, Production Planning and Lot Allocation models, as well as those models in the Standard Configuration. The Optimal API is included with the Corporate Configuration.


Compare Configurations below

Enterprise configuration:

The Optimal Inventory Management & Procurement Solution, Enterprise Configuration, is intended for medium and large multi site operations. Besides the features of the Corporate, the Enterprise Configuration enables users to generate optimized recipes, BOMs, procurement and inventory management plans considering multiple manufacturing and storage sites. The Enterprise Configuration provides users with the Multi-site models.


Compare Configurations below

SIMPLE

$50 / month
1 Seat Per Site Per Year

90 day trial; then $50 / month

BASIC

$250 / month
3 Seats Per Site Per Year

STANDARD

$750 / month
5 Seats Per Site Per Year

(12 month annual commitment paid in advance)

CORPORATE

$ Contact Us
8 Seats Per Site Per Year

ENTERPRISE

$ Contact Us
10 Seats Per Site Per Year

Model Sites:

Single Site

Single Site

Single Site

Single Site + Support Sites

Multiple Sites + Support Sites

Model Time Periods:

Single Period

Single Period

Single Period

Multiple Periods

Multiple Periods

Models & Associated Tables:

Single Product

Simple + * Sequential Single Product

Basic +
* Multi Product

Standard +
* Production Planning
* Procurement Planning
* Lot Allocation

Corporate +
* Multi Site
* Procurement

Matrix Size:

20x20

100x100

Large

Large

Large

API Included:

-

-

-

Monthly Max Solves:

100

Unlimited

Unlimited

Unlimited

Unlimited

Hosting:

Support:

Simple + Email

Simple + Email

Basic + Chat

Standard + Phone

Corporate + Webinars

CONFIGURATIONS

Simple configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Basic configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Standard configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Corporate configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Enterprise configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 

SIMPLE


Configuration Information to be published on release of

Optimal Financial Planning.

BASIC


Configuration Information to be published on release of

Optimal Financial Planning.

STANDARD


Configuration Information to be published on release of

Optimal Financial Planning.

CORPORATE


Configuration Information to be published on release of

Optimal Financial Planning.

ENTERPRISE


Configuration Information to be published on release of

Optimal Financial Planning.

Simple configuration:

The Optimal Inventory Management & Procurement Solution, Simple Configuration, enables users to generate optimized solutions to small problems in various industries with a few variables and constraints using a Single Product model with very limited options. The Simple Configuration enables users learning about optimization to learn about the benefits of optimization in an educational size problem.



Compare Configurations below

Basic configuration:

The Optimal Inventory Management & Procurement Solution, Basic Configuration, enables users in certain industries to generate optimized solutions to small problems with a few variables and constraints using a Single Product model with limited options. The Simple Configuration enables users to generate optimized recipes and BOMs for products with relatively static Item costs and attribute values as well as simple product specifications.



Compare Configurations below

Standard configuration:

The Optimal Inventory Management & Procurement Solution, Standard Configuration, enables users to generate optimized solutions to problems with more variables and constraints than the Basic Configuration. The Standard Configuration provides users with the Single Product model as well as Sequential Single Product and Multi-Product models.



Compare Configurations below

Corporate configuration:

The Optimal Inventory Management & Procurement Solution, Corporate Configuration, is intended for medium and large single site operations. The Corporate Configuration enables users to generate optimized recipes and BOMs through all phases of the materials planning, sequencing, and assembly process. The Corporate Configuration provides users with the Procurement Planning, Production Planning and Lot Allocation models, as well as those models in the Standard Configuration. The Optimal API is included with the Corporate Configuration.



Compare Configurations below

Enterprise configuration:

The Optimal Inventory Management & Procurement Solution, Enterprise Configuration, is intended for medium and large multi site operations. Besides the features of the Corporate, the Enterprise Configuration enables users to generate optimized recipes, BOMs, procurement and inventory management plans considering multiple manufacturing and storage sites. The Enterprise Configuration provides users with the Multi-site models.


Compare Configurations below

SIMPLE

$50 / month
1 Seat Per Site Per Year

90 day trial; then $50 / month

BASIC

$250 / month
3 Seats Per Site Per Year

STANDARD

$750 / month
5 Seats Per Site Per Year

(12 month annual commitment paid in advance)

CORPORATE

8 Seats Per Site Per Year

ENTERPRISE

10 Seats Per Site Per Year

Model Sites:

Single Site

Single Site

Single Site

Single Site + Support Sites

Single Site + Support Sites

Model Time Periods:

Single Period

Single Period

Single Period

Multiple Periods

Multiple Periods

Models & Associated Tables:

Single Product

Simple +
* Sequential Single Product

Basic +
* Multi Product

Standard +
* Production Planning
* Procurement Planning
* Lot Allocation

Corporate +
* Multi Site
* Procurement

Matrix Size:

20x20

100x100

Large

Large

Large

API Included:

-

-

-

Monthly Max Solves:

100

Unlimited

Unlimited

Unlimited

Unlimited

Hosting:

Support:

Simple + Email

Simple + Email

Basic + Chat

Standard + Phone

Corporate + Webinars

CONFIGURATIONS

Simple configuration:

The Optimal Inventory Management & Procurement Solution, Simple Configuration, enables users to generate optimized solutions to small problems in various industries with a few variables and constraints using a Single Product model with very limited options. The Simple Configuration enables users learning about optimization to learn about the benefits of optimization in an educational size problem.

Real world problems are larger and more complex.

Compare Configurations below

Basic configuration:

The Optimal Inventory Management & Procurement Solution, Basic Configuration, enables users in certain industries to generate optimized solutions to small problems with a few variables and constraints using a Single Product model with limited options. The Simple Configuration enables users to generate optimized recipes and BOMs for products with relatively static Item costs and attribute values as well as simple product specifications.

Compare Configurations below

Standard configuration:

The Optimal Inventory Management & Procurement Solution, Standard Configuration, enables users to generate optimized solutions to problems with more variables and constraints than the Basic Configuration. The Standard Configuration provides users with the Single Product model as well as Sequential Single Product and Multi-Product models.


Compare Configurations below

Corporate configuration:

The Optimal Inventory Management & Procurement Solution, Corporate Configuration, is intended for medium and large single site operations. The Corporate Configuration enables users to generate optimized recipes and BOMs through all phases of the materials planning, sequencing, and assembly process. The Corporate Configuration provides users with the Procurement Planning, Production Planning and Lot Allocation models, as well as those models in the Standard Configuration. The Optimal API is included with the Corporate Configuration.


Compare Configurations below

Enterprise configuration:

The Optimal Inventory Management & Procurement Solution, Enterprise Configuration, is intended for medium and large multi site operations. Besides the features of the Corporate, the Enterprise Configuration enables users to generate optimized recipes, BOMs, procurement and inventory management plans considering multiple manufacturing and storage sites. The Enterprise Configuration provides users with the Multi-site models.



Compare Configurations below

Simple configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Basic configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Standard configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Corporate configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 
Enterprise configuration:


Configuration Information to be published on the release of Optimal Financial Planning.

 

SIMPLE

$50 / month
1 Seat Per Site Per Year

90 day trial; then $50 / month

Model Sites:Single Site
Model Time Periods:
Single Period
Models & Associated Tables:Single Product
Matrix Size:20×20
API Included:No
Monthly Max Solves:100
Hosting:Included
Support:Simple + Email

BASIC

$250 / month
3 Seats Per Site Per Year

Model Sites:Single Site
Model Time Periods:
Single Period
Models & Associated Tables:Simple + Sequential Single Product
Matrix Size:100×100
API Included:No
Monthly Max Solves:Unlimited
Hosting:Included
Support:Simple + Email

STANDARD

$750 / month
5 Seats Per Site Per Year

(12 month annual commitment paid in advance)

Model Sites:Single Site
Model Time Periods:
Single Period
Models & Associated Tables:Basic + Multi Product
Matrix Size:Large
API Included:No
Monthly Max Solves:Unlimited
Hosting:Included
Support:Basic + Chat

CORPORATE

8 Seats Per Site Per Year

Model Sites:Single Site + Support Sites
Model Time Periods:
Multiple Periods
Models & Associated Tables:Standard +
* Production Planning
* Procurement Planning
* Lot Allocation
Matrix Size:Large
API Included:Yes
Monthly Max Solves:Unlimited
Hosting:Included
Support:Standard + Phone

ENTERPRISE

10 Seats Per Site Per Year

Model Sites:Multiple Sites + Support Sites
Model Time Periods:
Multiple Periods
Models & Associated Tables:Corporate +
* Multi Site
*Procurement
Matrix Size:Large
API Included:Yes
Monthly Max Solves:Unlimited
Hosting:Included
Support:Corporate + Webinars