PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
Life Sciences, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
Gartner Market Guide for Extended Planning and Analysis Solutions R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Host Analytics is Becoming Planful
Analyst’s View of Host Analytics Re-branding as Planful
Widening the Financial Lens of Your Organization
The Four Major Players in Cloud FP&A
Best-of-Breed EPM Midmarket Will Fuel Growth
Analyst’s View of Host Analytics Acquisition by Vector Capital
Aligning Financial Consolidation with Budgeting and Planning
Planful Achieves Record-breaking Growth in 2021
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for medium and large-sized organizations who plan to grow. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Microsoft 365) while combining it with a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A tasks. In addition to traditional FP&A, the solution supports financial close management including account reconciliation, financial and operational reporting, analysis and dashboards and scenario modeling. Solutions are also available for tax provisioning, workforce planning, capital planning, incentive compensation management and account reconciliation. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
Financial Services, Manufacturing, Retail, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Nucleus Research Vena a Usability Leader in 2022 CPM Value Matrix
Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation
Vena Raises $300 Million in Series C Funding
Vena for Banks and Credit Unions Released
Vena Receives $25 Million Investment to Accelerate Growth
Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All connected to Prophix’s Virtual Financial Analyst, powered by AI, that provides insights, task management, and anomaly detection. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2021 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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Oracle’s EPM Cloud portfolio is modular, connected, and comprehensive with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Oracle Strategic Workforce Planning enables HR and Finance to manage skills, gaps, and costs. Oracle Sales Planning Cloud supports quota and commission, territory modeling, and advanced forecasting. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, SAP or other vendors >>>
Financial Services, Manufacturing, Media, Retail, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Oracle R
BPM Partners Oracle a Dominant Vendor in 2021 Vendor Landscape Matrix $
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
2021 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The unified OneStream Platform is designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals to proactively drive performance. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 21 R
BARC 2021 Score for FPM R
BPM Partners 2021 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners OneStream 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Gartner 2021 Market Guide for Extended Planning and Analysis Solutions R
Gartner 2021 Market Guide For Cloud Financial Close R
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2021 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
The Need for Financial Data Quality
OneStream to Deliver New AI/ML Capabilities
The Performance Management Gold Rush
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
OneStream Achieves $200 Million in ARR
OneStream Software Hires Morgan Stanley to Lead IPO
OneStream Previews New Machine Learning Capabilities
OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners 2021 Vendor Snapshot for insightsoftware R
BPM Partners insightsoftware is a Dominant Vendor with Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
Longview Transforms the Office of the CFO Through Connected Finance
Logi Analytics Wins Dresner Advisory Award for Embedded BI
insightsoftware to Acquire Magnitude
insightsoftware Acquires CALUMO
insightsoftware Receives $1 Billion Investment from Hg
insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
Banking, Education, Energy, Government, Manufacturing, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 21 R
BPM Partners 2021 Vendor Snapshot for Jedox R
BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2021 Wisdom of Crowds SPM Study R
The Next Wave in Budgeting and Planning: Performance Management Plus
Hitting Key Milestones in Your FP&A Journey R
2021 Pulse of Performance Management: Jedox Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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IBM’s Performance Management offerings include: IBM Planning Analytics with Watson, designed for continuous integrated planning, IBM Cognos Controller for consolidation, IBM Decision Optimization for predictive and constraint-based optimization and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics with Watson is designed to support AI-infused integrated business planning across the organization: Finance, IT, HR, Sales, Marketing, and Operations. It is bundled with IBM Cognos Analytics for enterprise reporting on Planning Analytics data. See detailed ratings and compare to Oracle, SAP or other vendors >>>
Education, Financial Services, Government, Life Sciences
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Aberdeen The ROI of Sales Planning Analytics R
BPM Partners 2021 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor in 2021 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics
2021 Pulse of Performance Management: IBM Reviewed as Core Vendor R
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BPM Pulse Rating
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Centage’s Planning Maestro® provides intelligent planning and analytics designed for the modern office of Finance in small to midsize businesses. Planning Maestro® is a multi-tenant cloud solution that offers integrated budgeting, forecasting and reporting along with robust modeling, what if, and scenario planning tools. The system can automatically generate Cash Flow, Balance Sheet, and P&L reports. It features unlimited dimensions, multi-step allocations, and expanded support for transactional level details. Planning Maestro provides self-service reporting and data analysis visualization. See detailed ratings and compare to Workday Adaptive Insights, Prophix or other vendors >>>
Healthcare, Higher Education, Manufacturing, Not for Profit, Professional Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for Centage R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
Automating Budgeting and Forecasting for Midmarket Companies
Coming Soon!
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned unified Finance Transformation Platform, powered by the Analytic Information Hub for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform on SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. CCH Tagetik core solutions include Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, Financial Close & Consolidation, Account Reconciliation, and Collaborative Office for Reporting & Disclosure. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Financial Services, Healthcare, Manufacturing, Professional Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Financial Performance Management 2021 R
BPM Partners 2021 Vendor Snapshot for Wolters Kluwer (CCH Tagetik) R
BPM Partners Wolters Kluwer (CCH Tagetik) a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer (CCH Tagetik) 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Nucleus Research Connecting Finance and Operations with CCH Tagetik R
Nucleus Research CCH Tagetik a Leader in 2022 CPM Value Matrix R
Wolters Kluwer 2021 Full Year Report
Wolters Kluwer (CCH Tagetik) Recognized as Dominant Vendor with Excellent Customer Satisfaction
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
CCH Tagetik Placed in Dominant Category with Excellent Rating in Vendor Landscape Matrix
CCH Tagetik Financial Transformation Platform Named Product of the Year – 2019 BIG Awards
CCH Tagetik on SAP HANA for Powerful Analytics
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