Aimplan

Aimplan is a SaaS/Software company with a mission to help organizations reach and exceed their goals with superior financial planning and reporting capabilities all within the Microsoft Power BI platform. The Aimplan™ SaaS solution is extending Power BI adding planning and input capabilities to support forecasting, simulations, budgeting and many other use-cases. Aimplan enhances the Power BI structured reporting capabilities and also adds master data management capabilities.
 
aimplan.com

CEO & Founder

Sherpas Group AB

Senior Advisor and Product Manager

insightsoftware

Cloud and Integration
Coordinating the work with the Insightsoftware Cloud Connector integration platform to connect the different products within the portfolio with leading ERP systems.

Senior Product Manager

Bizview Systems

Leading the Swedish and Norwegian Bizview operation. Post-acquisition integration and supporting the global Bizview go-to-market initiatives.

General Manager Bizview

Responsible for the development and customer success of the FP&A software Bizview. Leading the engineering-, support- and cloudops teams. Member of the executive leadership team, co-owner, and board member. In September 2019 we finalized the sales transaction where Bizview was acquired by Insightsoftware Inc (Raleigh, North Carolina).

CTO and Product Manager

IFRONT AB

Worked as an independent CPM/BI consultant in Scandinavia and UK with enterprise customers. Specialized in customer- and product net profitability analysis (i.e. profit and margin after smart allocation of overhead costs using cost drivers, down to each sales transaction). SQL Server, ETL-processes, large data volumes, data analytics.

Senior Management Consultant

EBI Systems AB

Swedish start-up, and award winning company developing the document and issue management system "Platina". Developed using by the time the not even released .NET-framework and related web technologies. Later acquired by Formpipe. Worked with software product strategy, implementation project management, development team lead.

Product Manager

Prodacapo

Worked as a consultant and later as the product manager for Prodacapo. At that time one of the leading global software vendors within the customer- and product profitability modelling area (rated by Gartner). Product strategy/positioning, development planning, pre-sale, evangelist, user conferences etc.

Vice President Product Management

Management Consultant

CEO & Founder at Aimplan - plan, budget, and forecast directly inside Power BI.

Hi, I’m Erik!

I have spent 25 years of my life working in the FP&A / EPM / CPM space, both as a consultant and within software companies delivering FP&A solutions. Now, I'm the CEO and founder of Aimplan, with the purpose of changing how companies work with planning, forecasting, budgeting, and financial reporting.

So finance professionals always ask me this:
“Why do we need to buy separate FP&A software when we already have Power BI?”

The answer is simple - Power BI is not a FP&A tool! Users can’t edit any data in Power BI to create plans, budgets, and forecasts. Controllers and CFOs cannot easily create the structured reporting (P&Ls, etc.) that management wants. And there is no way in Power BI to manage different scenarios, mappings of accounts, or other critical structures (i.e. no master data management).

That’s the reason we started Aimplan!

We want our customers to be able to extend their usage of Power BI and extend their existing Power BI models to also solve the needs of the office of the CFO. And move away from manual, disconnected, error-prone spreadsheet way of working into highly efficient, automated, integrated, and Power BI supported processes.

I feel so privileged to help companies get better at FP&A.

I personally love building products, companies, and teams. I have a wife and two grown-up girls, one still living with us and one living in Stockholm.

When I'm on vacation, you'll see me near the lake house in the summer, cutting the boards to the right length or driving a Seadoo Spark watercraft. During the winter season here in northern Sweden, with abundant snowfall, snowmobiling is the way to go when seeking fun and excitement.

I believe a healthy body equals a healthy mind. So here at Aimplan the team loves running out of the office to the gym and coming back with a refreshed brain, ready to take on challenges.

That’s it!

Please reach out to me if you need help or would like to talk FP&A and Power BI!

How an Excel error cost JP Morgan $6 billion:

In 2012, JP Morgan Chase, a leading financial services firm, faced a $6 billion loss, due to an Excel error in their Value-at-Risk (VaR) model. 

This happened when an employee was transferring data between spreadsheets and accidentally used a sum total instead of an average.

"This incident, detailed in a 129-page report by JP Morgan, highlighted the dangers of relying too heavily on manual processes in complex financial models. The report revealed that the modeler was under pressure from traders to accelerate the review process, which likely contributed to overlooking operational flaws and the Excel error."

Heavy reliance on Excel for financial modeling comes with big risks.

The JP Morgan case demonstrates that even small mistakes in Excel can have bad consequences. 

An error that makes risks appear lower than they are can make any company vulnerable to more risks.

Erik Lidman

CEO at Aimplan - Extending Power BI and Fabric with Operational and Financial Planning, Budgeting and Forecasting

taplio

Erik Lidman's Linkedin Analytics

Erik Lidman

Performance ScoreErik Lidman's LinkedIn Performance

Erik Lidman's Best Posts (last 30 days)

Ready to grow your LinkedIn presence?

taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Erik Lidman's Linkedin Analytics

Erik Lidman

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Erik Lidman's LinkedIn Performance

Erik Lidman's Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

Ready to grow your LinkedIn presence?

Erik Lidman's Linkedin Analytics

Performance ScoreErik Lidman's LinkedIn Performance

Erik Lidman's Best Posts (last 30 days)