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
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The Prophix Financial Performance Platform is a comprehensive platform designed for the Office of the CFO in midmarket organizations to improve profitability and minimize risk. Prophix automates the management cycles of consolidation and reporting, analysis, modeling and planning with an integrated suite of applications: Financial Planning and Analysis for budgeting and planning with workflow and automation, Reporting and Analytics, Financial Consolidation, and Intercompany Management which give users purpose-built applications for accelerating and automating their financial close and consolidation processes. Extended planning use cases include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2023 Vendor Snapshot for Prophix R
BPM Partners Prophix a Leader in 2023 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
New Performance Management Leaders 2023
Introducing Prophix’s Financial Performance Platform
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Prophix a 2022 Nucleus Research ROI Award Winner
Prophix Featured in 2022 Vendor Landscape Matrix
Prophix Reports Record Year of Growth in 2021
Prophix Software Certified by Acumatica
Prophix Receives Investment from Hg to Fund Growth
Prophix Named an Overall Experience & Credibility Leader for 2020
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
SAP Analytics Cloud is a unified solution that brings together planning, business intelligence, and predictive analytics in a single, integrated environment designed to facilitate confident and informed decisions. The solution is extensible and addresses multiple use cases and industries supported by a range of pre-built content packages and templates, as well as the ability for users to create their own custom applications and visualizations. The planning capabilities within SAP Analytics Cloud include reports, allocations, KPIs, alternate hierarchies, financial intelligence, advanced formula creation, driver-based planning, private version planning, what-if scenario modeling, and currency translation. It is designed to seamlessly integrate with both SAP data sources such as SAP S/4 HANA and non-SAP data sources. See detailed ratings and compare to IBM, Oracle or other vendors >>>
Banking, Consumer Products, Oil and Gas, Public Sector, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2023 Vendor Snapshot for SAP R
BPM Partners SAP a Key Competitor in 2023 Vendor Landscape Matrix $
Ventana Research SAP Excels in Value Index for Analytics Customer Experience
Ventana Research SAP is Exemplary in 2022 Business Planning Value Index
2023 Pulse of Performance Management: SAP Reviewed as Core Vendor R
FP&A Evolution: From Silos to xP&A
Sustainability as Strategy: When Profitability Follows Purpose
What’s New in SAP Analytics Cloud Q3 2022
SAP BPC Strategy (November 2021 Update)
What is Extended Planning and Analysis?
San Francisco 49ers Use SAP Digital Dashboard for Fan Data
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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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 >>>
Financial Services, Manufacturing, Media, Retail, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Oracle R
Constellation Research 2023 ShortList Cloud-Based Planning Platforms
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Coming Soon!
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
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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
BPM Pulse 2023
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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
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Syntellis, now part of Strata Decision Technology, 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 >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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 2022 Vendor Snapshot for Syntellis R
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
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
Syntellis to Become Part of Strata Decision Technology
Syntellis Receives 100% Recommendation Rate from Customers
Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities
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
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