Whether you work in a large company or in a small organization, Planzone delivers value as soon as you have to collaborate with others to reach a common goal:  preparing your department’s annual budget, providing monthly reporting to your manager and team, brainstorming on a new product idea, running a task force to solve a customer issue and more.  With Planzone, you get a self-managed living intranet or extranet and you cut down on email overload.  You also get complete visibility on all yours projects.

Coordinating client meetings and sharing information is a large part of the day-to-day activities of financial investment firms. Venture capital firms, private equity firms and business brokers routinely conduct due diligence, a process that involves the exchange of vast amounts of information and the coordination of people to assess that information. These exercises can extend for long periods of time, and they involve confidential and time-sensitive client data that must be reviewed by internal staff, lawyers, auditors, consultants and partners who are constantly on-the-go.

With Planzone, private online workspaces can be accessed from anywhere in the world. They offer busy professionals a personalized, secure place in which to collaborate on reports and share documents.  Separate workspaces can be designated for each engagement or for internal and external teams working on a single engagement. Planzone activity reports ensure all parties are aware of the schedule and up-to-date on the status of tasks and important milestones. Email alerts and reminders ensure important deadlines stay top-of-mind, and dashboards offer a clear and concise snapshot of one or many projects.