Connect business goals with the projects, budgets and results that deliver them.
Business Plan to Results
What is Praxrel?
A strategy-to-delivery workspace connecting business plans with measurable goals, funded projects, accountable owners and regular reviews.
The challenge
A written business plan can become detached from everyday decisions.
The approach
Each project has an owner and a measurable contribution to a goal.
Illustrative interface
Goals & milestones
Break the plan into measurable quarterly targets.
Projects & owners
Assign actions, responsibilities, deadlines and budgets.
Performance tracking
Compare KPIs, actual results and updated forecasts.
Management reports
See slipping targets, overspend and priorities for action.
How it works
Set the business targets
Assign projects and budgets
Compare actuals and forecasts
Review priorities and report
Less administration. More useful time.
Forms prepared. Work moved forward.
Automation is part of the full Praxrel specification, from the first record to the next action. These workflows include planned capabilities; release availability is confirmed before ordering.
01Goal agreed
02Milestones and reporting scheduled
03Variances prompt action
The right forms for the work
Business plan templates, goal and KPI worksheets, project briefs, budget requests, risk registers, progress reports, decision records and management review packs.
Generated from your approved templates, pre-filled from the record, sent for completion or signature, and stored with the work they belong to.
What runs automatically
An approved goal creates the agreed milestones, project brief, accountable owner and reporting timetable.
Connected actuals update the scorecard against budgets and forecasts, with missing data and variances highlighted.
Overdue milestones, budget thresholds and blocked dependencies create owner alerts and review tasks.
Recurring management reports assemble the current figures, commentary requests and outstanding decisions into a draft review pack.
How you stay in control
Owners approve budgets, scope changes and revised targets. Forecasts and suggestions remain distinguishable from recorded results.
Choose the triggers, rules and approval points. Track actions, pause workflows and resolve exceptions without losing the history. Forms and automated steps are configured for your organisation, sector and location.
The complete scope
What Praxrel covers.
Explore the modules and workflows in the full product specification. This includes planned capabilities; current release availability and supported connections are confirmed with you before an order.
01
Business plan
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Create a structured plan covering objectives, assumptions and priorities.
Attach research, supporting documents and decisions.
Maintain versions as the business direction changes.
02
Goals & measures
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Break objectives into milestones, outcomes and measurable indicators.
Record baselines, targets, owners and reporting frequency.
Connect team goals to the wider business priorities.
03
Projects & delivery
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Translate goals into projects, tasks, dependencies and deadlines.
Assign delivery owners and review stages.
Track blockers, changes and decisions alongside the work.
04
Budgets & resources
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Allocate budget, people and capacity to initiatives.
Compare committed and actual spending with the approved budget.
Flag resource conflicts and record approval for changes.
05
Forecasts & scenarios
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Model changes to revenue, cost, timing and resources.
Keep assumptions separate from actual results.
Compare scenarios before deciding which plan to pursue.
06
Performance reporting
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Bring together actual results, forecasts and target progress.
Show the source, update date and owner of each measure.
Identify slipping goals and explain the contributing projects.
07
Management reviews
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Prepare review agendas, updates and decision records.
Assign follow-up actions and revisit previous commitments.
Keep a history of why priorities or targets changed.
08
Collaboration & exports
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Share relevant goals and progress with each team.
Build role-specific dashboards and reporting packs.
Import or export data and confirm any automated source connections.
09
Automatic forms & document generation
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Generate the required document pack for the agreed workflow from configurable, business-approved templates: business plan templates, goal and KPI worksheets, project briefs, budget requests, risk registers, progress reports, decision records and management review packs.
Pre-fill known information, use conditional questions, request missing details and create branded documents without retyping records.
Collect signatures or acknowledgements where appropriate, issue reminders and keep the exact signed version with its related record, permissions and retention settings.
Let your team add or adapt templates as requirements change, with review and version control before a revised form is issued.
10
Connected workflow automation
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An approved goal creates the agreed milestones, project brief, accountable owner and reporting timetable.
Connected actuals update the scorecard against budgets and forecasts, with missing data and variances highlighted.
Overdue milestones, budget thresholds and blocked dependencies create owner alerts and review tasks.
Recurring management reports assemble the current figures, commentary requests and outstanding decisions into a draft review pack.
11
Automation controls & review
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Configure triggers, conditions, schedules, owners and approval steps; test the workflow before enabling it.
See every automated action, its source and outcome. Failed jobs, missing information and uncertain suggestions enter a visible exception queue with a responsible owner.
Pause or override a workflow with a reason; retry safely without creating duplicate records, repeated messages or duplicate charges.
Owners approve budgets, scope changes and revised targets. Forecasts and suggestions remain distinguishable from recorded results.
In practice
Where it makes a difference.
Example workflows showing how the product is intended to support everyday work.
01
Annual planning
Turn business priorities into quarterly goals, projects, budgets and owners.
02
Monthly review
Compare results with targets and agree changes with evidence.
03
New opportunity
Model the impact of a proposal before reallocating money and capacity.
What we are building towards
A plan that stays connected to everyday decisions.
Forecast assumptions remain distinct from actual performance.
Every priority has an owner and a review rhythm.
Your setup
Shaped around the way you work.
Configuration is agreed with you. Bespoke development, migrations and external services are scoped and priced separately where needed.
Make it fit your business
Configurable fields, sector-specific forms, document templates, workflow rules and terminology appropriate to the product.
Give people the right access
Role-based permissions, protected company boundaries and deliberate sharing controls.
Keep a useful history
Dated changes, approvals and source records so important actions can be reviewed.
Bring your information with you
Agreed import templates, migration checks and a practical data-export route.
Connect the right systems
Confirmed integrations with visible sync status, error handling and ownership.
Keep improving after launch
An agreed hosting, maintenance and support arrangement, regular check-ins and a prioritised improvement list.
Automate the routine
Event-driven tasks, document generation, reminders and reporting, with approval gates, activity logs and clear exceptions.
Control your forms
Your approved templates, conditional fields, pre-filled records, signatures, document versions and retention settings. Template coverage is agreed for your sector and location.
Connections, coverage and rollout
Accounting, CRM and project-system connections are selected per business. Imported figures need clear ownership and validation before they inform management reporting.
The Arkiden Experience
Try it. Shape it. Keep improving it.
We agree the priority workflow with you, give you a demo to explore and use your feedback to refine the result. Hosting, maintenance, regular check-ins and ongoing development can continue under an agreed support plan.
