OPEX Planning is a structured planning model that replaces fragmented processes with a single, connected way of planning across the business.
In one coherent model, it brings together:
Departments, cost centres and entities
Headcount, cost and key drivers
Inputs, logic and outputs
Instead of planning across spreadsheets and disconnected tools:
Inputs sit in one place
Drivers are connected
Consolidation happens automatically
Any changes are made once and flow through the model.
This delivers much-needed clarity as you have one model, one version of the truth and one way of planning across the business.
OPEX PLANNING
The driver-based OPEX Planning application from Propriety Group replaces fragmented, spreadsheet-led processes with a single structured model across your business.
Reduces Planning Effort by Up To 60%
Saves 80+ Hours of Consolidation
Supports 100+ Departments and Concurrent Users
Designed For Complex, Multi-Currency Environments
Typically Live in Under 2 Months
WHAT IS OPEX PLANNING?
HOW PLANNING GETS HARDER AS YOU GROW
In most professional services firms, OPEX planning works well early on when you have a few spreadsheets, a small team and clear ownership.
But as the business grows, the model doesn’t evolve in the same way:
Planning becomes slower, more manual and harder to manage
Numbers become harder to align and explain and consolidation takes more time
Decision-making is delayed and less effective
Board-level confidence drops as numbers are harder to trust
Nothing is broken, but effort increases every cycle.
This is the point where planning stops scaling with the business because the model is being pushed beyond what it was designed to handle.
NOT SURE IF YOUR PLANNING MODEL IS AT RISK?
Take the 2-minute OPEX Planning Health Check to see whether your current approach is still working or starting to break under complexity.
WHO THIS IS FOR
The OPEX Planning application was designed for professional services firms that are growing in complexity, rely heavily on spreadsheets and are struggling with slow planning cycles, consolidation or consistency.
It is best suited to professional services firms with:
£100m–£200m revenue
1-3+ offices or entities
Multiple departments
Multi-currency complexity
WHERE TO START
If planning is becoming more manual, slower or harder to manage, it’s usually a sign the model is under strain.
Book a review session, where we’ll help you:
Identify where your current planning process is breaking down
Compare your approach to what we’re seeing across similar firms
Highlight where time and effort are being lost
Show what a more structured model looks like in practice