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Synario

March 11, 2021/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Reporting, Sales Planning, Workforce Planning Cloud Complexity Handling, Integrated Business Planning, Quick Implementation, Vertical Focus 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.  See detailed ratings and compare to other vendors >>>

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

BPM Partners 2021 Vendor Snapshot for Synario  R


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

None Available.


Related Webcasts & Events

None Available.

Related Articles & Blogs

Best Practices to Improve Financial Modeling Accuracy 

Why You Need a Cash Flow Analysis Template 

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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https://www.bpmpartners.com/wp-content/uploads/2021/03/synario_logo_small.png 137 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-03-11 18:13:222022-07-24 16:56:58Synario

Anaplan

June 22, 2018/in Featured Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud Core Vendor, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated Overall AI Powered, Complementary Use Cases, Easy Expandability, Integrated Business Planning, No Coding, Performance/Scalability, Product Flexibility, Quick Implementation Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Accelerate decision making with connected planning.

4.54

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


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 >>>

INDUSTRY SUCCESS


Consumer Packaged Goods, Financial Services

SELECTED CLIENTS


 

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

Industry View

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 


Related Whitepapers & eBooks

Using Zero-based Budgeting to Fuel Growth  R,S 


Related Webcasts & Events

2022 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R

Related Articles & Blogs

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

Anaplan Introduces New Polaris Calculation Engine 

Anaplan Launches PlanIQ with Amazon Forecast 

Anaplan to Run on Google Cloud 

Anaplan is Taking Bite Out Of IBM, Oracle in EPM Market 

How A.I. Can Help Leaders Make Better Decisions 


Latest News

Anaplan Acquires Vuealta Applications Division 

Anaplan Announces Q1 FY2023 Results 

Anaplan to be Acquired for $10.7 Billion 

Anaplan Announces Q4 and Full FY2022 Results 

Anaplan Introduces AI-Powered Predictive Sales Planning 

Anaplan Debuts New Interface and Mobile App 

Anaplan Launches IFRS 17 General Insurance Solution 


Jobs at this Vendor

Enterprise Account Executive 

Customer Success 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/Anaplan_Logo.jpg 300 1000 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-22 18:58:382023-01-03 11:43:20Anaplan

Oracle

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise Comprehensive Consolidation, Next Generation Ready Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

0.00

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


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 >>>

INDUSTRY SUCCESS


Financial Services, Manufacturing, Media, Retail, Utilities

SELECTED CLIENTS


 

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

Industry View

BPM Partners 2021 Vendor Snapshot for Oracle  R

Constellation Research 2022 ShortList Cloud-Based Planning Platforms  

IDC Oracle a Leader in 2020 EPM Marketscape  


Customer View

G2 Crowd Reviews and Ratings 

Gartner Peer Insights FP&A Reviews and Ratings 

TrustRadius Reviews and Ratings 


Related Whitepapers & eBooks

BPM Standards Group Industry Framework

Performance Management: The Next Generation


Related Webcasts & Events

Coming Soon!

Related Articles & Blogs

Manage Constant Change with Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle Named a Leader in 2021 Gartner Peer Insights ‘Voice of the Customer’ 

Oracle Named Visionary in 2020 Gartner MQ for Analytics and BI 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222022-07-24 16:27:48Oracle

OneStream Software

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Consolidation, Top Rated Overall AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Intelligent Finance Platform.

4.70

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


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 >>>

INDUSTRY SUCCESS

Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate

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 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


Related Whitepapers & eBooks

Extending Performance Management for Company-Wide Benefits

Reducing Risk in Performance Management

How to Successfully Deploy Enterprise-wide Budgeting, Planning, Forecasting

When Does BPM Become a Platform Play

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


Related Webcasts & Events

2022 Pulse of Performance Management: OneStream Reviewed as ‘Core Vendor’  R

How the Events of 2020 are Impacting Planning and Analytics in 2021 and Beyond R 

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Related Articles & Blogs

CFOs Say Economic Disruption is 2023’s Biggest Challenge 

What’s New in CPM in 2022?

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

The Need for Financial Data Quality 

OneStream to Deliver New AI/ML Capabilities 

The Pulse of CPM in 2021

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 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

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 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2021/04/OS-LogoTM-Horizontal-300.png 56 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222022-12-19 14:25:12OneStream Software

Syntellis Performance Solutions

May 22, 2018/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, S&OP, Solution Library, Transfer Pricing, Workforce Planning Cloud, Mobile Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complementary Use Cases, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999, $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Elevating Performance.

4.67

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Syntellis delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education.  See detailed ratings and compare to Anaplan, Oracle 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 2022 Vendor Snapshot for Syntellis  R

BPM Partners Syntellis an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix  $


Related Whitepapers & eBooks

2021 Financial Institutions Finance and Technology Trends R 

2021 Healthcare Financial Trends Report R 

Software Requirements Checklist for Financial Institutions

Solution Brief: Syntellis’ Axiom Planning

2020 Profitability Perspectives: Key Findings for Financial Institutions R

Performance Management: The Next Generation


Related Webcasts & Events

2022 Pulse of Performance Management: Syntellis Reviewed as Core Vendor  R

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

Related Articles & Blogs

Focused Acquisition: Stratasan

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

What’s in Store for Healthcare Executives in 2022 

2022 CFO Outlook for Financial Institutions Report 

Two New and Noteworthy Performance Management Vendors

Making Relationships Pay 


Latest News

Syntellis Receives 100% Recommendation Rate from Customers 

Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities 

Infor Partners with Syntellis to Improve Cost of Care and Operational Outcomes for Healthcare Organizations 

Syntellis to Acquire Stratasan for Expanded Healthcare Analytics 

Syntellis Performance Solutions Appoints New CEO 

Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations 

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 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/SyntellisLogoweb-e1593102545304.png 117 600 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 18:53:202022-08-10 12:29:17Syntellis Performance Solutions

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