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Synario

March 11, 2021/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Reporting Cloud, On Premise, On Premise Same as Cloud Complexity Handling, Integrated Business Planning, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Agile Modeling Intelligence

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BPM Pulse Rating


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OVERVIEW


Synario, from PFM Solutions, delivers enterprise class modeling intelligence software for operational planning, project and program planning, and long-range planning. It is designed to augment existing budgeting and forecasting solutions by focusing on forward-looking plans. The solution replaces Excel spreadsheets, which are typically used for this purpose, with advanced modeling, analysis, and insights functionality along with dynamic visualization capabilities to present the results. The company offers pre-configured applications of Synario for the Government and Education markets. A prior version of Synario was marketed as Whitebirch.

INDUSTRY SUCCESS


Government, Higher Education

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

Coming Soon!


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

Coming Soon!

Related Articles & Blogs

Philly’s PFM Offers Financial Planning Tool for Higher Ed 

Scenario Building: What You Need to Know 


Latest News

Synario a Finalist in the 2020-2021 Cloud Awards 

Survey Reveals Higher Ed Execs Lack Confidence in Financial Plans 


Jobs at this Vendor

Jobs/Careers Information 

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Acterys

January 23, 2021/in Featured Budgeting/Planning/Forecasting, Performance Dashboards, Pervasive Analytics, Reporting Cloud, On Premise, On Premise Same as Cloud Exclusive BPM Pricing Advanced Technologies, Ease of Use, Excel UI, Low Total Cost of Ownership, Quick Implementation Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Next Level Analytics & Planning

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OVERVIEW


Acterys is a unified CPM solution for planning, consolidation, and analytics that is available on premise or cloud-based. It is designed for a quick implementation and provides out of the box integration with QuickBooks, HubSpot, Microsoft Dynamics, Salesforce, SAP, Xero, and other key financial and operational source systems as well as data warehouse automation. Users access the solution via Excel or Power BI. AI augmented analytics provide additional insights and advanced forecasting capabilities. The Acterys solution can be used by a single user in an organization or hundreds.

INDUSTRY SUCCESS


Hospitality, Professional Services, Manufacturing, Technology

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

Coming Soon!


Customer View

G2 Crowd Reviews and Ratings 

Xero App Marketplace Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

Coming Soon!

Related Articles & Blogs

Acterys April ’21 Release 

The Latest Trends in Performance Management 

Microsoft Customer Story: Acterys + Azure + Power BI 

What’s New in Acterys 20.1 Release 

5 Tips for Better Financial Reporting in Excel 


Latest News

Acterys Grows Customer Numbers 400% 

Orbis and Acterys Form Strategic Partnership 


Jobs at this Vendor

Jobs/Careers Information 

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Unit4 FP&A

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing Ease of Use, Excel UI, Integrated Business Planning, Product Flexibility, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting

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BPM Pulse 2020


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OVERVIEW


Unit4 FP&A (part of the Unit4 People Experience suite) provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, consolidation, and reporting. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Vertical solutions are available for utilities, energy, higher education, not-for-profits, governments, manufacturing, financial services, and professional services.  See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>

INDUSTRY SUCCESS


Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Unit4 Prevero a Leader in Integrated Planning and BI 

BPM Partners 2020 Vendor Snapshot for Unit4  R

BPM Partners Unit4 is a Proven Vendor in 2020 Vendor Landscape Matrix  $

IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020

Nucleus Research Unit4 FP&A a Facilitator in 2021 HCM Value Matrix 


Related Whitepapers & eBooks

Unit4 Prevero Fact Sheet 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting  R


Related Webcasts & Events

Why Do You Need a Budget Management, Planning and Reporting Solution?  R

Experience4U – Global Virtual Event Now On Demand  R

The Pulse of Performance Management 2020: Unit4 Reviewed as Core Vendor  R

Related Articles & Blogs

Why Do You Need a Budget Management, Planning and Reporting Solution? 

Unit4 Extends FP&A Solution with New AI-Powered Forecasting 

Unit4 Hires New CEO 

How Robots Will Change Finance 

The Future of Business Modeling 

Why CFOs Should Lead Digital Transformation 


Latest News

Unit4 Announces US$2 Billion Buyout by TA Associates 

Unit4 Achieves Strategic Milestones in 2020 

Unit4 Achieves Strategic Milestones in 2020 

Unit4 Announces Global Virtual Event for Midmarket People-Centered Services Businesses

Unit4 Exceeds Q1 Targets 

Unit4 Ends Breakthrough Year with Record Cloud Growth 

Unit4 Appoints New North America President 


Jobs at this Vendor

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/06/Unit4-logo.png 200 521 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-23 03:59:162021-03-23 18:20:43Unit4 FP&A

Jedox

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated Overall Ease of Use, Excel UI, Integrated Business Planning, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Corporate performance management and business intelligence unified in one seamless software platform.

4.62

BPM Pulse Rating


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OVERVIEW


The Jedox EPM Suite seamlessly combines budgeting, planning, reporting and 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 on-premise, in the cloud, or with a hybrid approach.  See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>

INDUSTRY SUCCESS


Banking, Education, Energy, Government, Manufacturing, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 20  R

BPM Partners 2020 Vendor Snapshot for Jedox  R

BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix  $

Dresner Advisory 2019 Wisdom of Crowds EPM Study  R

Gartner 2020 Cloud FP&A Solutions Magic Quadrant  R


Related Whitepapers & eBooks

The Next Wave in Budgeting and Planning: Performance Management Plus  R


Related Webcasts & Events

The Pulse of Performance Management 2020: Jedox Reviewed as Core Vendor R

Related Articles & Blogs

Jedox Raises Over $100 Million 

Best Budgeting and Planning Solutions 2020

What’s New in the Latest Jedox Release 

Accelerating Planning and Forecasting with Simplified Performance Management


Latest News

Jedox Announces $100+ Million Investment to Boost Growth

Jedox Brings Best Practice Financial Consolidation Solution to Market 

Jedox Wins 4th Consecutive Industry Excellence Award from Dresner Advisory 

Jedox Appoints New CEO 

Jedox Receives Additional Investment 

Jedox Partners with Qlik for Visual Analytics 


Jobs at this Vendor

Senior EPM Consultant  

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/jedox-logo-blue-trademark-claim-4c-webcrop-1.jpg 137 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 18:13:282021-04-04 03:40:26Jedox

IBM

May 23, 2018/in Featured Account Reconciliation, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Next Generation Ready, Top Rated for Budgeting Complexity Handling, Depth/Breadth of Functionality, Excel UI, Performance/Scalability, Product Flexibility Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Putting smart to work.

4.30

BPM Pulse Rating


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BPM Pulse 2020


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OVERVIEW


IBM’s Performance Management offerings include: IBM Planning Analytics (powered by TM1), 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 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 and is available on-premises or as a SaaS offering cloud-based (IBM Cloud or IBM Cloud Pak for Data).  See detailed ratings and compare to Oracle, SAP or other vendors >>>

INDUSTRY SUCCESS


Education, Financial Services, Government, Life Sciences

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

Aberdeen The ROI of Sales Planning Analytics  R 

BARC The Planning Survey 19 

BPM Partners 2020 Vendor Snapshot for IBM  R

BPM Partners IBM a Dominant Vendor with Very Good Customer Satisfaction in 2020 Vendor Landscape Matrix  $

Forrester The Total Economic Impact of IBM Planning Analytics 


Related Whitepapers & eBooks

IBM Planning Analytics Data Sheet

The Strategic Need to Automate the Last Mile of Finance

Profitability Analysis and Optimization

Case Study: Pervasive Performance Management Transforms a Manufacturing Environment

Performance Management: The Next Generation


Related Webcasts & Events

The Pulse of Performance Management 2020: IBM Reviewed as Core Vendor  R

Related Articles & Blogs

Embrace Your Spreadsheets – IBM Planning Analytics for Excel

IBM Planning Analytics Receives Top Ranks In 2019 Global Planning Survey 

Why Flexibility Matters So Much in EPM

Modern Profitability Modeling 

IBM Melds Data Science, BI on the Cloud 

IBM Cognos CPM Overview


Latest News

IBM Sells Disclosure Management, FSR, and Clarity 7 to Certent 


Jobs at this Vendor

Open Jobs/Careers Information 

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deFacto Global

May 23, 2018/in Featured Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Sales Planning, Solution Library, Tax Planning/Provisioning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Empowering organizations to achieve stellar operational and financial performance with complete software solutions.

4.93

BPM Pulse Rating


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BPM Pulse 2020


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OVERVIEW


deFacto Power Planning provides a unified solution for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas. It utilizes artificial intelligence capabilities throughout with a vision of delivering the smartest and fastest thinking corporate planning solution. deFacto supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. Advanced BI capabilities are provided through proprietary two-way integration with Microsoft Power BI. See detailed ratings and compare to CCH Tagetik, SAP or other vendors >>>

INDUSTRY SUCCESS


Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2020 Vendor Snapshot for deFacto  R

BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix  $

TEC deFacto Product Analysis Report


Related Whitepapers & eBooks

Real-time BPM Benefits Operational Execution


Related Webcasts & Events

Why Integrated Planning Has Become Essential

The Pulse of Performance Management 2020: deFacto Reviewed as Core Vendor R

Related Articles & Blogs

Best Budgeting and Planning Solutions 2020

Introducing deFacto Power Planning  

Predictive Analytics – A Must Have for Dynamics Customers  

deFacto Leverages Azure Machine Learning  


Latest News

deFacto Global Sweeps Pulse of Performance Management Awards 

deFacto Global Introduces deFacto Power Planning 

deFacto Releases Predictive Analytics Forecasting Capability 


Jobs at this Vendor

None available.

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CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Next Generation Ready, Top Rated for Consolidation, Top Rated Overall Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


Performance Management Software – Modern Unified Cloud for the Office of Finance

4.50

BPM Pulse Rating


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BPM Pulse 2020


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OVERVIEW


CCH Tagetik, a Wolters-Kluwer company, delivers the CCH Tagetik Finance Transformation Platform, a finance-owned unified data platform for close, regulatory, extended planning and analysis. It supports Consolidation, Budgeting and Planning, Forecasting, Modeling, Profitability Analysis, Reporting, Regulatory, Disclosure & Compliance which is powered by the CCH Tagetik Analytic Information Hub for processing high volume granular financial and operational data. See detailed ratings and compare to Longview, Oracle or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Healthcare, Manufacturing, Professional Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Planning Survey 19  R

BARC Financial Performance Management 2020  R

BPM Partners 2020 Vendor Snapshot for CCH Tagetik  R

BPM Partners CCH Tagetik a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix  $

BPM Partners CCH Tagetik 2020 Vendor Landscape Matrix: Special Edition   R

Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant  R

Gartner CCH Tagetik a Leader for Large Organizations in Critical Capabilities for Cloud FP&A Solutions  R

Gartner CCH Tagetik a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant  R

Nucleus Research 2021 CPM Value Matrix  R


Related Whitepapers & eBooks

Leveraging Performance Management to Improve Profitability in Banks

Collaboration in Financial Consolidation and Disclosure Processes

One Size Does Not Fit All

Key Steps to IFRS Readiness

Performance Management: The Next Generation


Related Webcasts & Events

How the Pandemic Presents an Opportunity for Finance Transformation

The Case for Finance Modernization  R

The 5 Necessities of an Innovative Budgeting and Planning System (temporarily unavailable)

The Pulse of Performance Management 2020: CCH Tagetik Reviewed as Core Vendor  R

Related Articles & Blogs

The Return of Zero-Based Budgeting  

Best Budgeting and Planning Solutions 2020

What Does the Future of Finance Look Like?  

Industry View: Tagetik Acquisition  

CCH Tagetik Launches IFRS Solution Portfolio  

CFOs: Stay in Control of Your Reporting Process  


Latest News

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 

CCH Tagetik IFRS 17 Solution Wins Codie Award 

CCH Tagetik Launches Application Marketplace 


Jobs at this Vendor

Consulting Manager, N.A. Partner Ops 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/wolters-kluwer-cch-tagetik-logo.png 275 550 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 19:34:232021-04-04 03:24:50CCH Tagetik

Syntellis Performance Solutions

May 22, 2018/in Featured Account Reconciliation, Benchmarking, Budgeting/Planning/Forecasting, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Solution Library, Transfer Pricing Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Next Generation Ready, Top Rated Overall Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999, $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Elevate Your Financial Performance.

4.57

BPM Pulse Rating


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BPM Pulse 2020


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OVERVIEW


Syntellis Performance Solutions’ Axiom delivers a unified platform, coupled with expertise and benchmark data, to optimize financial decision making. Their comprehensive performance management solution includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Solutions include Strategy Management & Comparative Analytics for healthcare providers, and Relationship Profitability & Pricing for financial institutions. For the higher education market Axiom partners with Ellucian and has delivered a Tuition Planning solution.  See detailed ratings and compare to CCH Tagetik, Longview or other vendors >>>

INDUSTRY SUCCESS


Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2020 Vendor Snapshot for Syntellis  R

BPM Partners Syntellis an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix  $

Gartner Axiom a Challenger in 2019 Cloud FP&A Solutions Magic Quadrant  R 


Related Whitepapers & eBooks

2021 Financial Institutions Finance and Technology Trends R 

2021 Healthcare Financial Trends Report R 

Software Requirements Checklist for Financial Institutions S

Solution Brief: Syntellis’ Axiom Planning

2020 Profitability Perspectives: Key Findings for Financial Institutions R

Performance Management: The Next Generation


Related Webcasts & Events

Top 9 Finance and Technology Trends for Financial Institutions in 2021  R  

The Pulse of Performance Management 2020: Axiom Reviewed as Core Vendor  R

Related Articles & Blogs

Best Budgeting and Planning Solutions 2020

Two New and Noteworthy Performance Management Vendors

Effective Scenario Planning for Financial Institutions 

The Healthcare CFO’s Evolving Role Amid COVID-19 

Making Relationships Pay 

Technology Innovators in EdTech 2019 


Latest News

Syntellis Report Finds Financial Institutions Face Continued Profitability Challenges in 2021 

Syntellis Study Reveals Healthcare Finance Teams See Data and Analytics as Key to Future Success 

Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM 

Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability 

Syntellis’ Axiom Comparative Analytics Ranks #1 

Kaufman Hall Software Becomes Syntellis Performance Solutions 

Kaufman Hall Acquires Change Healthcare’s Analytics Explorer, Performance Manager 


Jobs at this Vendor

Regional Sales Executive, Higher Education 

Additional Jobs/Careers Information 

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Recent Blog Posts

Profitability Analytics Center of ExcellenceHg Acquires Majority Stake in ProphixThe Best Midmarket Budgeting and Planning Solutions for 2020Two New and Noteworthy Performance Management VendorsLongview Acquired by insightsoftwareHost Analytics Becomes PlanfulPredictions for Performance Management in 2020The Best Analyst Reports for Performance Management 2019Findings from the 2019 BPM Pulse SurveyTop Rated Performance Management Vendors 2019Performance Management’s Hot StreakHost Analytics to be Acquired by Vector CapitalPredictions for Performance Management in 2019Do Requirements Really Matter?What’s the Value of a Performance Management ‘App Store’?The Value AI Brings to Performance ManagementAdaptive Insights to be Acquired by WorkdayCommentary on Tagetik AcquisitionPredictions for Performance Management in 2017Ten Characteristics of a Good KPI

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