Uniwise

What Uniwise does

Uniwise s.r.o. is a privately-held Czech software and consulting company founded in 2011 and headquartered in Ostrava, operating with 1-10 employees across the Czech Republic with stated expansion into Poland and Slovakia. The company specializes in corporate planning, management reporting, business intelligence, and data consolidation solutions for medium and large enterprises, including holdings, manufacturing firms, retail chains, government bodies, and sales networks. Named customers span O2 Czech Republic, CPI Property Group, ManPower Group, Ahold, COTY, Vetrotech, Ferona, and the Czech Ministry of Defense.

The product portfolio is built exclusively on the Microsoft technology stack and consists of three layers: (1) Uniwise Planning, which provides Excel-based planning forms with data persisted in SQL Server databases, enabling team collaboration, approval workflows, versioning, and multi-currency/multi-language planning; (2) Uniwise Business Intelligence, which delivers data warehousing, management dashboards, operational reporting, and analytical capabilities via SQL Server Reporting Services and Analysis Services; and (3) the u!MIS Managerial Information System, a ready-made solution with specialized Financial Analysis and Sales Analysis modules — including fraud detection and classical financial ratio scoring. A separate TARGETTY sub-brand, co-financed by the European Union, is positioned as a cloud-delivered financial planning solution available on Microsoft Azure Marketplace and AppSource. Uniwise holds Microsoft Partner Network Silver competency in Data Platform, Cloud Platform, and Application Integration, and co-developed a finalist solution for the Microsoft Awards 2017 with partner Clever Decision.

The business model combines software licensing (subscription-based, quote-priced, multi-year) with professional consulting services for methodology, process design, and implementation. Revenue is generated through enterprise sales engagements with both on-cloud (hosted on Uniwise servers) and on-premise deployment options. The company markets primarily through direct enterprise sales, the Microsoft Partner channel, thought-leadership articles in Czech management publications, and academic partnerships. Ownership remains with co-founders Roman Danel (Director) and Martin Dybal (Business Director), with no external institutional investment disclosed in the available data.

Name

Uniwise

Legal name

Uniwise s.r.o.

Website

https://uniwise.cz

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Uniwise is a Czech Microsoft-stack software and consulting firm that delivers corporate planning, business intelligence, and managerial information systems built on Excel, SQL Server, and SharePoint for medium and large enterprises in Central Europe.

Ownership category

akta.pro rank

Product category

Corporate Planning and Business Intelligence Software

NAICS

Software Publishers (5132), Software Publishers (51321), Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Corporate planning software
• Business intelligence solutions
• Financial planning software
• Management information systems
• Enterprise data warehousing

Headquarters

HQ city

Poruba

HQ country

Czechia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licenses and Implementation: Uniwise generates revenue through licensing their proprietary software solutions (Uniwise Planning, Uniwise BI, u!MIS) combined with implementation services. Solutions can be deployed on Uniwise servers (on-cloud) or customer's own servers.
2. Consulting Services: Methodology consulting for project implementation, process design, and IT support. Includes methodological study and proposal as recommended first step in implementation.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Uniwise develops and implements a modular corporate planning and Business Intelligence software suite built on Microsoft technologies (Excel, SQL Server, SharePoint). Its core offerings — Uniwise Planning, Uniwise Business Intelligence, and the u!MIS Managerial Information System with financial and sales analysis modules — enable medium and large enterprises to consolidate plans and actuals, automate approval workflows, run what-if and scenario analysis, and deliver management dashboards and reporting. Methodology consulting and implementation services are bundled with the software to support customers across holdings, manufacturing, retail, and government.

Product overview

Uniwise delivers a modular Business Intelligence and corporate planning suite built on Microsoft technologies. The core portfolio consists of Uniwise Planning (Excel-based planning forms with database backend), Uniwise Business Intelligence (reporting and analysis with data warehouse), and the u!MIS Managerial Information System with specialized modules for financial analysis and sales analysis. The ecosystem also includes TARGETTY as a financial planning sub-brand and Consulting Services for methodology and implementation support. Solutions are designed for medium and large enterprises including holdings, manufacturing companies, retail chains, government organizations, and sales networks.

Differentiator

Problem solved

Functional benefit

Products and services

• Uniwise Planning Universal tool for corporate planning support that allows creating planning forms in Microsoft Excel while data is stored in a SQL Server database, combining Excel flexibility with database robustness, team collaboration, approval workflows, plan versioning, scenario/what-if analysis, currency conversion, and multi-language support.
• Uniwise Business Intelligence Business Intelligence solution with data warehouse for planning process support, management support, and operational reporting, including dashboards, reports via SQL Server Reporting Services, analytical tools via SQL Server Analysis Services, and data mining capabilities; built on the Microsoft technology platform.
• u!MIS Managerial Information System Ready-made managerial information system providing information for company management, discovering new sales potential, identifying operational reserves, and sharing information with subordinates to increase performance; available on Uniwise cloud or on-premise deployment.
• u!MIS Financial Analysis module Financial analysis module providing reporting, controlling, and financial management with standard financial statements, ratio indicators (profitability, activity, liquidity, debt ratios, WACC, EVA), and bankruptcy models (Quick test, Index bonity, Altman Z-score, Tafler model).
• u!MIS Sales Analysis module Sales analysis module for customer and product portfolio optimization with cross-sales analysis, Pareto analysis, fraud detection, customer/product bonification, and standard sales dashboards.
• TARGETTY Specialist sub-brand for financial planning and reporting enabling financial plan creation, plan fulfillment evaluation, change modeling, and response to opportunities/threats; also distributed via Microsoft Azure Marketplace and AppSource.
• Consulting Services Consultancy services covering methodology for project implementation, process design, and IT-based solution support, including methodology studies and proposals recommended as the first step in corporate planning implementations.

Quantifiable outcome

• Uniwise solution for O2 Czech Republic provides management reporting and financial planning including consolidation of subsidiaries
• +1 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core, flagship and historical.

• MicrosoftcoreTechnology or IntegrationMicrosoft Partner Network Silver competency holder in Data Platform, Cloud Platform, and Application Integration. Uniwise builds solutions exclusively on Microsoft technology platform including SQL Server, SharePoint, and Office Excel. This partnership provides technology foundation, credibility, and channel access.
• Clever DecisionflagshipStrategic or Co-development PartnerJoint development and implementation partner for major enterprise solutions. Co-developed O2 Czech Republic solution that won Microsoft Awards 2017 Finalist. Clever Decision provides Business Intelligence expertise alongside Uniwise's planning specialization.
• HPhistoricalTechnology or IntegrationTechnology partner for Terrabyte data warehouse project, one of the largest DW solutions in the world, developed in cooperation with HP and Microsoft.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Anaplan: Anaplan is a leading cloud-native connected planning platform serving enterprise finance, sales, and supply chain planning—directly comparable to Uniwise's corporate planning target use cases, although at a substantially larger scale.
• Jedox: Jedox offers enterprise planning, budgeting, and forecasting software with Excel-like UX integrated with a database backend—directly comparable to Uniwise Planning. It also operates globally with a partner channel, making it the closest direct competitor for Uniwise's niche.
• Workday Adaptive Planning: Workday Adaptive Planning (formerly Adaptive Insights) provides cloud-based budgeting, forecasting, and reporting for mid-market and enterprise—directly competing with Uniwise's planning, consolidation, and reporting offerings.
• Board International: Board combines BI, corporate performance management, and predictive analytics in a single no-code platform—directly comparable to Uniwise's combined planning + BI value proposition for enterprise groups.

Broad incumbents

• SAP (BPC / SAP Analytics Cloud): SAP's Business Planning and Consolidation (BPC) and SAP Analytics Cloud cover enterprise planning, consolidation, and BI—the tier-1 incumbent that Uniwise's customers often displace or augment, and the most common comparator in enterprise EPM bake-offs.
• Oracle (Hyperion / EPM Cloud): Oracle Hyperion Planning and Oracle EPM Cloud are established enterprise performance management suites competing for the same consolidation, planning, and reporting budgets that Uniwise targets in large groups.
• Microsoft (Dynamics 365 / Power BI): Microsoft Dynamics 365 Finance, Power BI, and emerging Fabric-based planning capabilities represent the platform on which Uniwise builds as well as a direct competitive threat as Microsoft bundles native planning/BI functionality for enterprise customers.
• Infor (EPM / d/EPM): Infor's enterprise performance management and industry-specific analytics offerings overlap with Uniwise's manufacturing, retail, and holding use cases, particularly in Central European accounts.
• IBM Cognos Planning: IBM Cognos Planning and Cognos Analytics cover enterprise budgeting, forecasting, and BI, and historically compete for the same large-group planning RFPs that Uniwise's u!MIS and Uniwise Planning address.

Emerging players

• Solver / Global Software: Solver delivers Excel- and web-based corporate performance management and reporting for mid-market—comparable in product philosophy (Excel-friendly) and target customer size to Uniwise.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/UniwiseCZ
• LinkedInlinkedin.com/company/uniwise-cz

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Uniwise