PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. 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 2023 Vendor Snapshot for Acterys R
BPM Partners Acterys a Key Competitor in 2023 Vendor Landscape Matrix $
BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition
Gartner Acterys 2022 Cool Vendor in Finance
SoftwareReviews Acterys an EPM Emotional Footprint Champion R
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 2023
Board’s Intelligent Planning platform is designed to enable companies to manage and control their entire planning process from goal setting down to operational execution in one intuitive, flexible, and scalable environment. The solution combines budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board has an Office of Finance focus, with added value capabilities in the areas of supply chain and retail. The overall goal is to enable organizations to discover actionable insights that will help drive better business 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 23 R
BPM Partners 2023 Vendor Snapshot for Board R
BPM Partners Board a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 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
2023 Pulse of Performance Management: Board Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics that provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Workforce Planning with analytics complements salary planning with an operational focus. 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. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC 2022 Planning Survey
BPM Partners 2023 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2023 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
The Importance of AI in Corporate Budgeting, Planning, and Forecasting
PERFORMANCEPLACE
BPM Pulse Rating
[avia_codeblock_placeholder uid="7"]
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 >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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 22 R
BPM Partners 2021 Vendor Snapshot for Jedox R
Dresner Advisory 2022 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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
[avia_codeblock_placeholder uid="10"]
IBM Planning Analytics with Watson is designed for integrated and extensible planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting for financial as well as operational data. In addition to a web UI, Planning Analytics supports a full-featured Excel interface and the ability to publish Excel reports and forms to the web. It can also be combined with IBM Cognos Analytics for enterprise reporting on Planning Analytics data. A catalog of accelerators from IBM and partners extends planning and analysis capabilities. Connectivity to IBM Watson Studio is available for advanced decision optimization. IBM Cognos Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. 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 2023 Vendor Snapshot for IBM R
BPM Partners IBM a Key Competitor in 2023 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
2023 Pulse of Performance Management: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
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 >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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
None available.
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
[avia_codeblock_placeholder uid="14"]
The CCH® Tagetik platform, available in standard or SAP HANA versions, is a unified and intelligent platform that offers a broad range of solutions that address extended planning, financial close and consolidation, corporate tax, ESG and regulatory requirements. Extended planning solutions, powered by the Analytic Information Hub, for processing high volume granular financial and operational data, include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning which provides a finance-forward predictive planning capability with solutions for demand, trade promotions, supply, and production planning. CCH Tagetik Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, Collaborative Office for Reporting & Disclosure, and CCH Tagetik iXBRL. 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
BPM Partners 2023 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2023 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2023 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Gartner Peer Insights: 2023 Financial Planning Software R
Nucleus Research CCH Tagetik a Leader in 2023 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023 R
Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix
Wolters Kluwer 2022 Full-Year Report
Wolters Kluwer Receives Top Recommendation Scores in 2022 BARC The Planning Survey
Wolters Kluwer 2021 Full Year Report
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877