Financial planning is evolving as companies increasingly connect their data, business functions and tools. Vena Solutions is highlighting a new concept: orchestrated planning. The objective is no longer simply to bring financial and operational plans closer together, but to reduce the time needed to move from an identified signal to a decision, and then to execution.
For several years, companies have been gradually evolving their planning practices. Following traditional FP&A approaches, Integrated Business Planning (IBP) and then Extended Planning and Analysis (xP&A) have brought Finance, sales, human resources and operations closer together. This integration has improved the flow of information, but it does not necessarily address what happens after plans have been built and aligned.
This is the stage on which Vena is focusing its thinking around orchestrated planning. The concept involves connecting people, financial and operational data, processes and artificial intelligence agents to facilitate the transition from analysis to action.
Reducing the time between signal and decision
For Vena, one of the key challenges currently facing FP&A is “decision latency”, meaning the time between the appearance of a signal and the resulting decision. A significant change in sales, for example, can be detected quickly through data analysis. Yet several steps are still required before a company can adjust its forecasts, review its assumptions or modify its operational decisions.
When data is distributed across multiple systems, teams work with different files and approvals still rely largely on manual exchanges, this delay can increase.
Orchestrated planning therefore seeks to bring the different stages of the process closer together: identify a change, understand its context, assess possible scenarios, make a decision, communicate it to the relevant teams and monitor its execution.
AI as an accelerator, but not a substitute for governance
Artificial intelligence plays an important role in this approach. AI agents can help detect anomalies, generate forecasts, analyse scenarios and even automate certain workflow steps.
However, Vena stresses the need for a reliable, governed data foundation. AI can accelerate analysis, but it does not automatically correct fragmented data, differing definitions of a metric or poorly structured processes.
For finance departments, this issue is particularly important. Decisions must be based on consistent figures, controlled calculations and sufficient traceability. Orchestrated planning therefore relies on collaboration between automation and human control rather than on unsupervised automation.
Five components for more connected planning
Vena identifies five elements at the heart of this approach: governed data, shared business context, planning connected to business signals, collaboration between humans and AI, and execution integrated into work environments.
This final dimension is one of the differences highlighted compared with previous approaches. Planning can be perfectly aligned on paper without necessarily changing operational decisions quickly. The challenge is therefore to channel decisions to the teams and tools that enable them to be implemented.
In this model, Finance retains a central role in defining rules, assumptions and controls, while AI can handle certain repetitive or analytical tasks. Operational teams remain directly involved in execution.
From integration to orchestration
Orchestrated planning is part of the ongoing evolution of FP&A. Traditional financial planning first seeks to build the plan. IBP brings together the different dimensions of the business, while xP&A extends planning practices across multiple functions.
Orchestration adds an additional dimension: ensuring that information and decisions flow through to action.
This evolution also reflects a broader transformation in the role of FP&A. Finance teams are increasingly called upon to explain business developments, assess different scenarios and support decision-making. In this context, the speed of data production is no longer sufficient. The ability to connect analysis, decision and execution is also becoming a performance imperative.
A topic that goes beyond tools
Beyond technological capabilities, orchestrated planning therefore raises an organisational question. To operate effectively, it requires accessible and reliable data, clearly defined responsibilities, consistent processes and governance rules suited to the use of AI.
The issue is therefore not simply about adding artificial intelligence to a planning tool. It is instead about rethinking how information flows through the company and how decisions are transformed into actions.
With this concept of orchestrated planning, Vena offers a new perspective on the evolution of FP&A. After seeking to better connect the company’s plans and functions, the challenge would now be to bring signal, decision and action even closer together, with AI as an accelerator and governance as the guiding framework.
source: Vena Solutions