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BPM Pulse 2021
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
Coming Soon
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Fluence Acquires XLCubed
Nucleus Research Fluence Customers Slash the Monthly Close by 90% R
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BPM Pulse Rating
BPM Pulse 2021
The Board platform unifies business intelligence, planning, and predictive analytics to deliver a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation. Strategic planning, demand forecasting, HR planning, integrated business planning, and sales performance management are key solutions available on the platform. 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 Integrated Planning and Analytics R
BPM Partners 2021 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds BI Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Nucleus Research 2022 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
10 Key Requirements for Next Level Financial Consolidation R
Bring Financial Consolidation to the Next Level R
2021 Pulse of Performance Management: Board Reviewed as Core Vendor R
Board Wins Dresner Advisory Awards for SPM and Financial Consolidation
Board Grows ARR by 47% in FY 2021
Board Recognized by Gartner in 2021 Market Guide for Cloud Extended Planning and Analysis Solutions
Board Top Rated for Financial Consolidation in BPM Pulse
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BPM Pulse Rating
BPM Pulse 2021
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Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All connected to Prophix’s Virtual Financial Analyst, powered by AI, that provides insights, task management, and anomaly detection. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support. 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 2021 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2021 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
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
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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
BPM Partners Oracle a Dominant Vendor in 2021 Vendor Landscape Matrix $
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
2021 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The unified OneStream Platform is designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, 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. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 21 R
BARC 2021 Score for FPM R
BPM Partners 2021 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners OneStream 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2021 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
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2021 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
The Need for Financial Data Quality
OneStream to Deliver New AI/ML Capabilities
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
OneStream Achieves $200 Million in ARR
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
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BPM Pulse 2021
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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 >>>
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
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BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners 2021 Vendor Snapshot for insightsoftware R
BPM Partners insightsoftware is a Dominant Vendor with Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
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
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
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BPM Pulse 2021
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IBM’s Performance Management offerings include: IBM Planning Analytics with Watson, designed for continuous integrated planning, 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 with Watson 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. 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 2021 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor in 2021 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics
2021 Pulse of Performance Management: IBM Reviewed as Core Vendor R
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deFacto Power Planning 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. . It offers familiar Excel, Web, and Mobile UIs, and a two-way interface with Microsoft’s Power BI that offers advanced BI, and proprietary write-back capabilities. See detailed ratings and compare to Wolters Kluwer (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 2021 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Why Integrated Planning Has Become Essential
2021 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
None available.
PERFORMANCEPLACE
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BPM Pulse 2021
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CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned unified Finance Transformation Platform, powered by the Analytic Information Hub for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform on SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. CCH Tagetik core solutions include Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, Financial Close & Consolidation, Account Reconciliation, and Collaborative Office for Reporting & Disclosure. 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
BARC Financial Performance Management 2021 R
BPM Partners 2021 Vendor Snapshot for Wolters Kluwer (CCH Tagetik) R
BPM Partners Wolters Kluwer (CCH Tagetik) a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer (CCH Tagetik) 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Nucleus Research Connecting Finance and Operations with CCH Tagetik R
Nucleus Research CCH Tagetik a Leader in 2022 CPM Value Matrix R
Wolters Kluwer 2021 Full Year Report
Wolters Kluwer (CCH Tagetik) Recognized as Dominant Vendor with Excellent Customer Satisfaction
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
CCH Tagetik Placed in Dominant Category with Excellent Rating in Vendor Landscape Matrix
CCH Tagetik Financial Transformation Platform Named Product of the Year – 2019 BIG Awards
CCH Tagetik on SAP HANA for Powerful Analytics
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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Syntellis Performance Solutions’ Axiom Enterprise Performance Management Suite delivers a unified platform, coupled with expertise and benchmark data, designed to help organizations acquire insights and accelerate confident 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, Grants Planning for higher education, 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 Anaplan, Oracle 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 2021 Vendor Snapshot for Syntellis R
BPM Partners Syntellis an Established Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
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
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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