Company Profile

Company Profile

The Planning Factory was established in 1996 in the United Kingdom and ceased trading in 2022

We believed that planning and budgeting systems are of pivotal importance in the search for increased profitability.

To be effective they must combine flexibility with ease of use and low cost.

Our goal was to demystify the planning process and to provide solutions tailored to your business.

The Planning Factory Ltd combined in depth knowledge of our market with leading edge technology to provide our customers with cost effective consultancy solutions to their problems.


We knew the impact that properly designed and implemented systems can have on profitability. Our approach was based on the understanding that business needs should drive systems implementations and not the other way round.

We also believed that the tools used should be appropriate to the problems addressed. As a result of this we were not tied to any one supplier for our base technology. We recommended the appropriate tool for the job in hand.



We believed that by limiting our market to areas that we knew well, that we could provide the highest levels of service to our customers. As a result we focused on the areas of Data Analysis, Financial Budgeting and Merchandise Planning & Reporting, with a particular emphasis on the Retail market.

We understood the dynamics of our target markets. To us this meant that every implementation was different. We provided solutions not packages. We used a flexible toolkit – and then created the most appropriate solution in consultation with our clients.

Our specific skill areas were in  Jedox Palo and IBM TM1 for financial analysis and budgeting and in Targetta (Retail Optimizer), Jedox Palo, IBM TM1, Makoro, Buyers’ Toolbox and JDA Arthur for merchandise planning.

The business model is essentially multi-dimensional, the principal dimensions being Time, Product and Location. Our expertise in using multi-dimensional databases allowed us to deal with this reality by reflecting it in the way systems were constructed.


We didn’t believe in leaving you with “recommendations” or a “prototype” when what you needed was a fully working system. When we talked about “results”, we meant it!

You needed to know that your existing investment in technology is secure. Our systems were not intended to replace transactional systems, but rather to enhance them. Where appropriate we also did what we could to protect and enhance the investment that you may already have made in spreadsheet technology.

The Planning Factory Ltd was the UK based consultancy company dedicated to giving you a fresh perspective to consultancy and implemented systems in the areas of Merchandise & Assortment Planning and Financial Budgeting and Decision Support using OLAP (On Line Analytical Processing).

We had a blast!