Excel Business Tools - Software Products

Project Planning and Management

The Project Planning and Management template is designed as a generic solution to plan and manage any project. The ability to build the project?s budget as tasks are identified facilitates the processes of business case proposal, valuation analysis, and securing the required funding. Project dynamics can be altered and performance monitored with best practice Earned Value Analysis throughout the complete project lifecycle. Key features of the Project Planning and Management template include: Ability to define project budget as tasks are defined; Pre-define project phases, task titles, holidays, and other key project parameters; Creation of task dependencies and timing constraints; 'Auto-timing' function calculates optimal project schedule automatically; Gantt scheduling chart with embedded task information; Project status reporting based on best-practice Earned Value Analysis; Emailing of participant task lists and creation of individual participant workbooks to enable updating of task progress from remote files. Project Planning and Management license is shareware and it is listed in project management, spreadsheets, business software.

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Portfolio Performance Monitoring

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis. The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns. 'Rollover' option to reset the model for a new reporting period; and Storage of historical transactions. This is a shareware listed under personal investments, spreadsheets, portfolio management, business category.

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Investment and Business Valuation

The Investment and Business Valuation template is ideal for evaluating a wide range of investment, financial analysis and business case scenarios. While it is based on the traditional discounted cash flow method of valuation, its also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making. The key features of the Investment and Business Valuation model include: Ease and flexibility of input, with embedded help prompts; Cost of capital calculation; Economic value added valuation with flexibility on identifying economic costs with specific amortization periods; Accurate handling of asset purchase, disposal and depreciation with capital and gearing impacts; Evaluation of new investments or changes to existing investments; Unique 'finite' terminal value calculation alternative to mimic investment life cycles; and Unique Comparative Investment Score can be set to evaluate and prioritise different investments, depending on the prevailing business environment. This is a shareware listed under finance, spreadsheets, investment category.

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Portfolio Optimization

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions. The key features of the Portfolio Optimization model include: Ease and flexibility of input, with embedded help prompts; Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio; Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level. Portfolio Optimization is a shareware categorized under personal investment, spreadsheets, portfolio management, investment, business tools.

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Real Option Valuation

The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios. Traditional discounted cash flow investment analysis will only accept an investment if the returns on the project exceed the hurdle rate. While this is a worthwhile exercise, it fails to consider the myriad of strategic options that are associated with many investments. This model provides the ability to identify what options might exist in your proposal and the tools to estimate the quantification of them. The key features of this model include: Ease and flexibility of input, with embedded help prompts; Informative 'Quick Start' menu for choosing the correct tool for the situation; Modified Black Scholes models to value the options to delay, expand, or abandon investments; Automatic binomial 'tree' builder model to evaluate complex strategic options with multiple stages; Nash equilibrium Game Theory model to evaluate market entry strategies in a competitive environment; and Ability to predefine historical investment and/or industry risk profiles to utilize across models. This business software is listed under finance, business, spreadsheets, investment, project management.

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Multiple Regression Analysis and Forecasting

The Multiple Regression Analysis and Forecasting model provides a solid basis for identifying value drivers and forecasting business plan data. While it utilises a range of commonly employed statistical measures to test the validity of the analysis, results are summarized in text for ease of use. Once relationships have been identified, forecasting can be accomplished based on a range of available methodologies. The intuitive step-by-step usage flow enables you to develop strong forecasts for your projects in a timely manner. The key features of the Multiple Regression Analysis and Forecasting model include: Ease and flexibility of input, with embedded help prompts; User-friendly results display for the 'Non-statistician'; Multiple and Individual Regression of independent variables; Tests for statistical significance, auto-correlation, and multi-colinearity; and Quick forecasting process with options to employ 3rd polynomial, 2nd polynomial, exponential or linear trend lines on independent variables. This business software is listed under business, finance, spreadsheets, forecasting, math.

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