Business Plan Integration in Mewayz
he Business Plan Add-On is a comprehensive business planning tool that helps organizations and entrepreneurs create detailed business plans for strategic planning and funding purposes.
Introduction
The Business Plan Add-On is a comprehensive business planning tool that helps organizations and entrepreneurs create detailed business plans for strategic planning and funding purposes. This Add-On allows users to develop complete business plans linked to specific challenges, assign team members and roles, track progress through different stages, and manage multiple business plans through various viewing options, including grid, kanban, and tree structure layouts.
How to Install the Add-On?
To Set Up the Business Plan Add-On, you can follow this link: Setup Add-On.
Note:This Add-On is dependent on the Planning Add-On, so you need to purchase it first.
How to Use the Business Plan Add-On?
Managing Business Plan
- The default List View displays all Business Plans in a clear and comprehensive table format,
- The main table presents detailed information with columns for Thumbnail Image providing visual
- In the Action column, you have options available: View to access complete plan details and all
providing multiple management options. At the top of the page, you will find the Create button to add new business plans, along with three alternative viewing options to suit different management preferences.
identification, Creativity Name of the business plan, Status fetched from System Setup showing current progress, Stage fetched from System Setup indicating plan phase, Challenge fetched dynamically from Challenge Table showing associated business objectives, and the Budget. and an Action column with management options.
business information, Edit to modify any aspect of the plan including business assessments and team assignments, and Delete to remove plans that are no longer relevant to your business strategy.
Creating a business plan
- To create a new Business Plan, click the “Create” button at the top of the page. Start by
- Select the Challenge from the dropdown menu, which fetches data from the Challenge Table.
- Upload a Thumbnail Image to provide visual identification for your business plan, and Upload
- Assign the Users involved in this business planning by selecting from the Users Table, and
- business insights, and attach supporting files through the Attachments field for market research
- Continue with the business plan components by entering detailed information for Executive
- Add comprehensive details for Market Analysis, outlining your target market, market size,
- Enter information for Service and Products Analysis, explaining your products or services,
- Add detailed Budget information including startup costs, operating expenses, and revenue
- Complete the Financial Projects section with detailed financial forecasts, cash flow
- Once all fields are completed, click “Create” to create your Business Plan.
entering the Charter Name for your business plan, which should clearly identify the scope or focus of your business venture.
Important note: if the current date is greater than the Challenge End Date, you will not be able to create a Business Plan, ensuring all plans remain aligned with active or future business challenges.
Video content if you have supporting presentations or explanatory materials. Choose the appropriate Status from the dropdown menu, which fetches options from System Setup, and select the relevant Stage also fetched from System Setup to indicate the current phase of your planning process.
choose the appropriate Role from the Roles Table dropdown to define team member responsibilities. Add a comprehensive Description that outlines the purpose and scope of your business plan.
data, financial documents, or reference materials.
Summary, providing a concise overview of your business concept, financial features, and requirements. Document your Company Description by identifying your business structure, ownership, location, and legal form of organization.
competitive analysis, and market trends. Complete the organizational assessment by documenting Organization & Management, identifying key personnel, organizational structure, and management team qualifications.
competitive advantages, and development stage. Document Marketing and Sales by identifying your marketing strategy, sales strategy, pricing, and distribution channels.
projections. Include Investment / Funding Request section specifying funding requirements, potential return on investment, and use of funds.
projections, and break-even analysis. Include relevant Notes for additional observations, methodology details.
View Business Plan
- To view a Business Plan, click the “View” button in the Action column of any plan in the list.
- The view page is structured with multiple sections starting with the General section which
- The Description section shows the complete purpose and scope of the business plan as entered
- The Attachments section provides access to all supporting files including market research data,
- The Executive Summary section displays the concise overview of your business concept, financial
- The Company Description section shows your business structure, ownership, location, and legal
- The Marketing and Sales section contains the marketing strategy, sales strategy, pricing, and
- The Organization & Management section shows information about key personnel, organizational
- The Investment / Funding Request section shows funding requirements, potential return on
- The Notes section contains additional observations, methodology details, business insights, or
This opens the Business Plan Details page with a comprehensive view of all information organized in sections for easy navigation.
displays the plan name,, uploaded video with playback controls, current status fetched from System Setup, stage information and Budget.
during creation. This section provides detailed context about the plan objectives and methodology. An “Edit” button is available below this section to edit description content.
financial documents, reference materials, or any other documents uploaded during the plan creation process. You can download or view these attachments directly from this section.
features, and requirements documented during the planning process. This section shows the complete executive summary details identified during the business analysis process. Click the “Edit” button below to include additional executive summary information.
form of organization. The Market Analysis section displays the target market information, market size, competitive analysis, and market trends documented during the business planning process. The “Edit” button allows you to document additional company elements as they are developed.
distribution channels that drive your business approach. The Budget section displays detailed startup costs, operating expenses, and revenue projections. Use the “Edit” button to add new marketing and sales strategies as business approaches evolve.
structure, and management team qualifications. The Service and Products Analysis section displays your products or services, competitive advantages, and development stage information. The “Edit” button enables you to document additional organizational information as business structure changes occur.
investment, and use of funds information.The Financial Projects section contains detailed financial forecasts, cash flow projections, and break-even analysis documentation. Click the “Edit” button to include additional funding documentation.
any supplementary information added during the plan creation. This section provides context and additional commentary on the business plan. Click the “Edit ” button to include additional notes and observations.
Grid View
- The GridView displays Business Plans in a visual card-based layout, making it easier to browse
- Action options are available on each card including View to see complete details, Edit to modify
through multiple plans at once. Each plan appears as a card showing the thumbnail image, name, and key information for quick identification. Each grid card displays the current status,stage, challenge, and budget.
the plan, and Delete to remove the plan. This grid format is particularly useful when you need to compare multiple business plans visually or when managing a large number of strategic planning models.
Kanban View
- The Kanban View organizes Business Plans into columns based on their current stage, providing a
- Each Kanban card shows essential information including the total number of assigned users
- The drag and drop functionality allows you to update the stage of any Business Plan by simply
workflow-based visualization with drag and drop functionality. You can easily move plans between different stages by dragging cards from one column to another.
working on the plan.
moving it to the appropriate column. Action buttons on each card include View for detailed information, Edit for modifications, and Delete for removal. This view is ideal for tracking the progress of multiple plans through different stages of completion.
Tree View
- The Tree View organizes Business Plans in a hierarchical structure based on their associated
- This organizational structure helps you understand the relationship between different challenges
challenges. This creates a tree-like display where challenges serve as parent nodes and their related business plans appear as child nodes underneath.
and their corresponding business plans, making it easier to manage complex projects with multiple interconnected business objectives.