YOUR BUSINESS PLAN" assumes you know nothing about writing a
business plan. We walk you through the process and make your
step-by-step planning process will enable you to organize
your industry expertise into a working business plan that
will attract capital and ensure success. AUTOMATE YOUR
BUSINESS PLAN helps you create a defensible plan!
- Easy instructions guide you through each part of our plan.
- Special Web page "hot links" you to marketing & financial
- Three complete real-life business plans (one dot.com)
serve as examples to help you overcome writer's block.
- AUTOMATE YOUR BUSINESS PLAN is a stand-alone software
program not a set of templates depending on someone else's
software for compatibility and support. If you have any
questions, all you need to do is call us.
and investors are turned off by "fill-in-the-blanks" generic
business plans. A customized working business plan is a plan
Your plan will be tailored to your specific industry and
- We help you research and write a winning marketing plan.
- We help you develop a valid set of customized financial
These are some of the great features you will like about our
- Instructions, examples, and pre-formatted files for all
parts of your plan
- All files pre-set with headers, fonts, margins, and print
- Spell check, help files, and insiders' tips to speed you
on your way
- Option to use your own word processing and/or spreadsheet
applications within the software
Automate Your Business Plan Features:
- Importing and Exporting
of Your Plan Project:
We realize that our users may wish to work on their business
plans on more than one computer. In our new version, we have
added Import and Export menus to the main File menu in
Automate Your Business Plan 12.0. You "Export" your plan
project and save it to a CD or other transportable media
device. When you are working in Automate Your Business Plan
on one of your other computers, you can then "Import" the
plan project to that computer and continue your work. When
you want to transport it back to the original computer, you
can reverse the process.
- Revert to an Archived
Version of a Plan File:
On occasion, a user will make changes to plan files and then
decide that a previously saved version of that file is more
desirable. In Automate Your Business Plan 12.0, we have
added a "Revert" menu to the File menus of the word
processor and spreadsheet tools. If you wish to "Revert" to
an earlier version of your plan file, selecting this menu
will allow you to choose from either of the two
previously-saved files and replace your current plan file.
- Integrated (Linked)
Spreadsheet Workbook in Versions 11 and 12:
Users can create a linked set of financial spreadsheets that
is completely customized to their own charts of accounts. In
the past, the spreadsheets have been separate files that had
to be customized by the user. Now our Chart of Accounts
Wizard will take you through the setup process and your
workbook of linked spreadsheets will instantly be completely
customized to your business. Numbers input in one
spreadsheet will automatically be input in all related
spreadsheets. When you update information, it will also be
updated throughout the workbook.
- Charts & Graphs Included:
We have also added a charting and graphing component to the
Integrated Spreadsheet Workbook. It will automatically
generate six graphs and charts reflecting your financial
information. They can then be pasted into the text part of
your plan or used in your presentations for added effect.
- Financial Statement Analysis is Auto-Generated:
Financial statement analysis will now be much easier to
perform. The spreadsheet workbook contains four separate
quarterly budget analysis spreadsheets (one for each
quarter). All of the information will be auto-generated from
cash flow and profit & loss statements, making it easy to
perform a quarterly review of your company's profitability.
Critical ratios will also be auto-generated in our ratio
table making it easy to measure your business against
- Separate Spreadsheet
For those users who want access to separate spreadsheet
files (cash flow, profit & loss, etc.), we have maintained a
separate set of spreadsheets with instructions and examples.
In fact, if the user chooses, he or she can de-select the
integrated spreadsheet workbook and choose to work entirely
with separate customizable pre-formatted and pre-formulated
- New Business or
Existing Business Option:
Upon entering the software, you can select the type of plan
to be written....one for a new business or one for an
existing business. After choosing, you will automatically be
in the right environment for your type of business and have
the appropriate spreadsheets for your financial plan.
- Save Plan to Zip File:
Because some of our users have queried us as to the best way
to email their business plan files to non-users of Automate
Your Business Plan or to upload them to a website, we have a
"Save Plan to Zip File" feature. You will be able to select
the pieces of your plan that you would like to send
electronically, move the selected pieces to the right window
and click on "Save Plan to Zip File." Your business plan
pieces will then be saved in .doc and .xls formats and
zipped into a single transportable file. (Read more about
this in the Readme File and in the Help File.)
- Content Revision:
The business planning content has been revised in 2004 to
reflect the most current trends in business planning and to
match the 6th edition of our book, "Anatomy of a Business
- What Do Lenders and Investors Look For?
You will find the most current information on requirements
of lenders and investors in today's business world. We have
also updated our Research Section to help you access sources
of financial and marketing information.
- Organizational Plan Content:
We have updated the organizational plan to include
information on understanding and conducting a SWOT Analysis
that will help the user to better analyze strengths,
weaknesses, opportunities, and threats of the business.
- Marketing Plan Content:
You have the option of creating either a basic or
advanced marketing plan. The basic marketing plan option may
be the best choice for a smaller business or for students
completing a class project. The advanced marketing plan
should be especially beneficial to larger and more
aggressive businesses. It guides the user through the
development of both an on-line and off-line approach to
- New Tool Features:
In versions 11 and 12, we have added new features to both
the word processor and spreadsheet tools. Most significant
most notable additions to our word processor tool are
capabilities to create tables and to add bullets to lists.
We now have a charting and graphing tool called First
Impressions. It is an excellent tool and you will find that
it is very easy to use. The spreadsheet tool also now has a
Print Preview menu.