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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.
Government, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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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.
Hospitality, Professional Services, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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PERFORMANCEPLACE
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BPM Pulse 2020
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 >>>
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 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
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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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 >>>
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 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
The Next Wave in Budgeting and Planning: Performance Management Plus R
The Pulse of Performance Management 2020: Jedox Reviewed as Core Vendor R
PERFORMANCEPLACE
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BPM Pulse 2020
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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 >>>
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 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
The Pulse of Performance Management 2020: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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 >>>
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 2020 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
None available.
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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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 >>>
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 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
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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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 >>>
Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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
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
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
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