Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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OVERVIEW
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 >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail
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 24 R
BPM Partners Vendor Snapshot for Board R
Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
Cloud based budgeting, forecasting, & management reporting solution.
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BPM Pulse 2024
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OVERVIEW
XLerant’s BudgetPak is an easy to use cloud-based solution focused on collaborative budgeting, forecasting, and management reporting. An Excel add-in, myXL, provides custom reporting capabilities with dynamic integration to the database. The full suite of modules built into the BudgetPak product includes annual and hourly salary planning with enhanced detailed benefits planning, scenario modeling, and long-term projections using predictive analytics. There is built-in support for the creation, distribution, and reporting on company-wide strategic initiatives at the department and account level. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>
INDUSTRY SUCCESS
Business Services, Higher Education, Not for Profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for XLerant R
BPM Partners XLerant a Challenger in 2024-2025 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Webcasts & Events
2024 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
Latest News
XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse
XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study
XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning
XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey
Jobs at this Vendor
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
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
Latest News
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
Jobs at this Vendor
Enterprise Quality, Unified Planning for Every Planning Need, Delivered Where and How Users Work.
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BPM Pulse 2024
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OVERVIEW
deFacto Power Planning is a unified, model-driven Integrated Business Planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, Power Apps, Power Platform/Fabric, extends full write-back and planning capabilities to Excel, Power BI, or the web, and can connect to almost any ERP system and operational data source. deFacto Power Planning provides enterprise quality financial and operational planning across all functional areas of mid to large size organizations. It supports detailed FP&A, HR Management, S&OP, Demand Planning, Tax Provisioning, CapEx/Project/Services Planning and more utilizing AI/ML. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. See detailed ratings and compare to JustPerform, Vena 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 2024 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2024 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Company-wide planning for the agile enterprise.
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OVERVIEW
Workday Adaptive Planning is a fully-integrated suite of applications for budgeting, forecasting, planning, pervasive analytics, and reporting that provides a strong alternative to spreadsheet-based and on-premise planning and reporting approaches. It is designed to support active planning that is collaborative, comprehensive, and continuous for Finance and beyond. See more details and compare to Oracle, Planful or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Not for Profit, Professional Services, Software
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners Adaptive Insights Acquired by Workday
BPM Partners Vendor Snapshot for Workday Adaptive Planning R
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact: Adaptive Planning R
Gartner Innovation Insight for Extended Planning and Analysis R
Gartner Workday Adaptive Planning a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
BPM Partners Global Headquarters
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Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877