Executive Summary

2025 EDITION: FEATURING 24 VENDORS AND THE LATEST BPM PULSE RATINGS AND TRENDS DATA  

This is not an analyst report, but a consumer-oriented guide that leverages data from our annual BPM Pulse Research Study and Vendor Landscape Matrix report. It is the most comprehensive  Buyers Guide for Budgeting and Planning Solutions available today with detailed sections on requirements, vendors, and the evaluation process.

Areas covered in this guide include: budgeting, forecasting, modeling, financial planning, operational planning, analytics, AI

Vendors covered in this guide include: Abacum, Anaplan, Board, Centage, deFacto, Fintastic, IBM, InfinitySPM, Jedox, Jirav, JustPerform/insightsoftware, Lumel, OneStream, Oracle, Pigment, Planful, Prophix, SAP, Unit4, Una Software, Vena, Workday Adaptive Planning, Wolters Kluwer CCH Tagetik, XLerant

New for 2025: Expanded vendor snapshots, AI requirements, vendor AI offerings, 5 vendors new to the Guide

This guide has 6 key sections:

• Requirements – we provide guidance on the key requirements you should be considering for your new budgeting and planning solution utilizing our latest BPM Pulse research
• Core vendors – we provide a snapshot for a list of established vendors that have received top ratings specifically for their budgeting and planning functionality
• Core vendors rating comparison chart – we provide a chart comparing customer satisfaction ratings for seven key attributes from the latest BPM Pulse customer satisfaction ratings
• Additional vendors – we provide a list of newer vendors and others that did not meet our core vendor criteria
• Process – we provide elements of the methodology and best practices we use on our own projects to enable you to find the best vendor for your unique requirements
• Bonus content – case studies and product data sheets from Anaplan, JustPerform/insightsoftware, Lumel, OneStream Software, Prophix, Una Software, and Wolters Kluwer CCH Tagetik

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