SAP & IBM Planning Analytics – stronger together

BI2run - PA & SAP

Almost every large company today works with SAP—whether in accounting, controlling, or logistics. When it comes to planning, forecasts, and scenarios, the question often arises: “Do we even need a planning tool like IBM Planning Analytics—and doesn’t it compete with SAP?

Our answer: No. SAP and Planning Analytics are not rivals, but rather the perfect complement to each other. Combining both systems creates a solution that combines reliable data with flexible planning.

The most important information in brief

  • SAP provides the proven master data, postings, and processes.
  • IBM Planning Analytics (TM1) handles planning, simulations, and what-if analyses.
  • Together, they create a controlling system that is both precise AND flexible—without duplicating effort.
  • At BI2run, we connect both worlds—with clear processes, stable interfaces, and a focus on applicability.

Why people often think: SAP vs. planning tool

Many managers initially assume that an additional planning tool such as IBM Planning Analytics would “replace” SAP. This raises concerns: more effort, duplicate data, confusion over responsibilities.

In fact, this is a misunderstanding. SAP remains the mandatory system for postings and master data. Planning Analytics is simply added on top – as a flexible tool for controlling and management. 

You can imagine it like a car: 

  • SAP is the engine — powerful, reliable, ensuring that the company runs smoothly.
  • Planning Analytics is the cockpit — it shows you how fast you are going, where you are headed, and which route you need to change if necessary.

No car can run without an engine. Without a cockpit, you are driving blind. Only when both are combined do you have a safe and controllable vehicle.

BI2run - SAP & PA

What SAP does best

SAP is the system of record:

  • All transactions (e.g., bookings, invoices)
  • Master data (e.g., cost centers, articles, customers)
  • Financial processes (e.g., monthly and annual financial statements)

The system is optimized for collecting and securing data. This gives companies a reliable foundation—but not yet flexible planning.

What Planning Analytics does better

IBM Planning Analytics (TM1) is the planning layer:

  • Creation of budgets, forecasts, and what-if scenarios
  • Driver-based models (e.g., “What happens if raw material costs increase by 5%?”)
  • Flexible input via Excel-like interfaces (PAfE)
  • Instant simulations thanks to powerful in-memory technology

While SAP provides stable data, PA transforms it into options for action.

Interaction in practice 

  1. SAP provides the data — e.g., cost centers, sales, bookings.
  2. Planning Analytics uses this data — controllers plan scenarios, adjust forecasts, or write back budgets.
  3. The results flow back into reporting — keeping management on the same page. 

Example

A manufacturing company used SAP for all its financial data. Planning took weeks every year because scenarios were difficult to map. With Planning Analytics, forecasts became possible on a monthly basis. SAP remained the data source, while PA became the tool for quick scenarios. The result: greater speed, fewer errors, and more control.

BI2run - SAP

Common misunderstandings

  • “SAP and PA compete with each other.” 
    No. SAP secures processes, PA complements them with flexible planning. 
  • “Then we have to maintain data twice.” 
    Wrong. SAP remains the leader—PA uses and complements the data. 
  • “Excel is enough.”
    Excel is flexible, but not centralized. With PAfE, you work in a similar way to Excel, but in an integrated, secure, and version-controlled manner. 

Why BI2run is the right partner

We know both worlds—SAP and Planning Analytics—and build bridges between them.

  • Interfaces & data flows: We ensure stable connections so that SAP data can be used in PA.
  • Modeling: We build the appropriate forecast and scenario models in PA.
  • User-friendliness: We design planning interfaces that specialist departments can understand immediately.
  • Governance: We establish clear rules and versioning so that planning remains audit-proof.

Our strength: We combine two systems into one integrated solution – for modern, future-proof controlling. 

Why the combination is worthwhile now 

  • SAP alone: reliable, but not very flexible for planning.
  • PA alone: flexible, but requires clean data.
  • SAP + PA: stability AND agility – the perfect foundation for controllers.

👉  We implement SAP + IBM Planning Analytics in your company – from data connection to productive use. Contact us now and we will show you how this combination can work for you too.

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