PERFORMANCEPLACE
BPM Pulse Rating
JustPerform delivers a unified platform with a process-first approach and strong governance capabilities. Financial close is a focus area with a comprehensive solution that supports legal/statutory reporting. Packaged solutions are available for Financial Consolidation, Strategic Workforce Planning, and Advanced Enterprise Planning which includes Revenue Budgeting, Operational Expense planning, Capital Expenditure planning, Expenditure on Manpower, and Integrated Planning models. Intelligent forecasting leveraging AI/ML is designed to improve forecast accuracy and confidence in the results. In-depth profitability analysis supported by advanced multi-dimensional modeling and an allocation engine completes the picture. Excel and web-based interfaces are available. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Developing Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
PERFORMANCEPLACE
BPM Pulse Rating
Talentia Corporate Performance Management (CPM) is a unified solution for financial consolidation, budgeting, forecasting, planning, reporting and analysis with a goal of simplifying complexity for mid-sized organizations. It is a full-featured and flexible CPM solution that is designed to be owned by business users. Modeling capabilities include support for complex modeling at the SKU level, operational drivers, and scenario simulation. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. Capabilities include Planning & Analytics: Budgeting, Reporting, multi-dimensional Analysis; Consolidation & Close: Statutory Consolidation, Management Consolidation, Intercompany Reconciliations, Accounting Review. See detailed ratings and compare to Fluence, Planful, or other vendors >>>
Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Talentia R
BPM Partners Talentia an Established Vendor with Very Good Customer Satisfaction in 2022 Vendor Landscape Matrix $
!0 Key Reasons for Mid-Sized Companies to Modernize Consolidation R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Acterys fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The solution is designed to be quick, easy, and, smart. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Ease of use comes from utilizing and extending familiar Excel and Power BI interfaces and capabilities, which enables business users to maintain the system. Intelligent planning capabilities include constraint satisfaction, plan optimization, landing cost simulation, and goal-seeking. See detailed ratings and compare to deFacto, Vena, or other vendors >>>
Hospitality, Professional Services, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPI FP&A Market Guide: Acterys Vendor Spotlight
BPM Partners 2022 Vendor Snapshot for Acterys R
BPM Partners Acterys an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition
Gartner Acterys 2022 Cool Vendor in Finance
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Acterys Recognized as Top-Rated Vendor in 2022 BPM Pulse Research
A Smarter Data-Driven Approach to ESG Implementation and Reporting
The Latest Trends in Performance Management
Microsoft Customer Story: Acterys + Azure + Power BI
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Board is an Intelligent Planning platform designed to simplify complex, enterprise-class business challenges through a unique combination of budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board’s FP&A, Financial Consolidation and Lease Accounting solutions integrate with Workforce Planning, Sales Performance Management, and Supply Chain in a seamless integrated business planning process. Board’s unified platform approach leads to faster implementations and a solution that is highly flexible. The goal is to enable organizations to analyze, simulate, and plan so that they can make better decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 22 R
BPM Partners 2022 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 Wisdom of Crowds BI Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Gartner Board a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2022 CPM Value Matrix R
SoftwareReviews 2022 EPM Data Quadrant R
Ventana Research 2022 Business Planning Value Index R
10 Key Requirements for Next Level Financial Consolidation R
2022 Pulse of Performance Management: Board Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Anaplan delivers a unified and extensible platform for connected and collaborative planning across finance, sales, HR, marketing, IT, and the supply chain. Its core solutions are Anaplan for Finance: corporate FP&A and business unit FP&A, Anaplan for Sales & Marketing: commercial revenue planning, sales forecasting, sales planning, incentive compensation management and marketing performance management, Anaplan for Supply Chain: S&OP, demand and supply management, Anaplan for HR & Workforce: workforce planning, talent strategy and compensation modeling, Anaplan for IT Financial Management, and Anaplan for Procurement. Anaplan facilitates ownership and collaboration across the enterprise. PlanIQ with Amazon Forecast is an intelligence framework designed to make advanced analytics more accessible. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Consumer Packaged Goods, Financial Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Anaplan to be Acquired by Thoma Bravo
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact of Anaplan R
Gartner Anaplan Recognized in 2022 Sales Performance Management Market Guide R
Gartner 2022 Market Guide for Extended Planning and Analysis Solutions R
Gartner Anaplan a Leader in 2022 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
Nucleus Research 2022 CPM Technology Value Matrix R
2022 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
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
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
Coming Soon!
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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The unified OneStream Intelligent Finance Platform with built-in financial intelligence is designed to meet the needs of medium to large, sophisticated organizations while simplifying complexity with robust and modern capabilities for planning, budgeting, and forecasting, financial close and consolidation, reporting, financial data quality, financial signaling, 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. A transaction matching solution automates the loading, matching, and reporting of data related to bank clearing, AR, AP, T&E, and more. 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 22 R
BARC 2022 Score for FPM R
BPM Partners 2022 Vendor Snapshot for OneStream R
BPM Partners OneStream is a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 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
Gartner OneStream a Leader in 2022 Financial Planning Solutions Magic Quadrant R
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2022 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
CFOs Say Economic Disruption is 2023’s Biggest Challenge
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
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 Closes Q3 2022 with Continued Momentum and Strong ARR Growth
OneStream Achieves Over $250 Million in ARR and Hits 1,000 Customers in First Half 2022
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
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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
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 2022
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IBM Planning Analytics with Watson is designed for continuous integrated planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting. Additional solutions include IBM Cognos Controller for consolidation, IBM Decision Optimization for prescriptive and constraint-based optimization, and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics with Watson delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users: Finance, IT, HR, Sales, Marketing, and Operations. It can also be combined 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
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2022 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
2022 Pulse of Performance Management: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
deFacto Power Planning is a unified financial and operational planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, and Power Apps, can be accessed via Excel, the web, or mobile UIs, and can connect to almost any ERP system and operational data source. It provides an enterprise quality integrated planning platform for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas of mid to large size organizations. It supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. The solution employs artificial intelligence/machine learning and a range of ETL options. See detailed ratings and compare to Acterys, Vena or other vendors >>>
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
2022 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
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