PERFORMANCEPLACE
BPM Pulse Rating
Fluence Consolidation is an enterprise-class consolidation solution priced and designed for the midmarket. Built on the Vena Solutions platform with a proprietary consolidation engine, and utilizing an Excel interface, the system is intended to be owned by Finance, easy to use, and implemented quickly. Through their partnership with Vena Solutions, Fluence also offers integrated budgeting, planning, forecasting, account reconciliation, and cash flow forecasting. See more details and compare to 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 2020 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor in 2020 Vendor Landscape Matrix $
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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Prophix aims to disrupt midmarket FP&A with ongoing innovation in its unified performance management solution that delivers insight into finance, operations and business performance with a focus on business user experience and ease of use to streamline model and process management. This comprehensive solution addresses budgeting, forecasting, reporting and analysis, operational planning, personnel planning, revenue planning, project planning and consolidation. Detailed planning capabilities include complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as personnel, capital expenditure, fixed assets, sales, project planning, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena Solutions 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 2020 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2020 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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Oracle’s EPM Cloud portfolio is comprehensive, connected, 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 2020 Vendor Snapshot for Oracle R
BPM Partners Oracle a Dominant Vendor with Fair Customer Satisfaction in 2020 Vendor Landscape Matrix $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
The Pulse of Performance Management 2020: Oracle Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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OneStream XF is a unified platform 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. Extensible Dimensionality® enables corporate to have standard dimensions (chart of accounts, organizational hierarchy, etc.) that business units can easily extend for their unique needs without modifying the corporate standard. See detailed ratings and compare to 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 20 R
BARC 2021 Score for FPM R
BPM Partners 2020 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Gartner OneStream Software a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner OneStream Software a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2020 CPM Value Matrix R
Ventana Research OneStream XF: A Finance Department Platform
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
OneStream Shines in BARC Planning Survey 19
WSJ: KKR Agrees to Take Majority Stake in OneStream
What’s the Value of a Performance Management ‘App Store’
OneStream Receives Top Score in BPM Pulse Survey
Getting Ready for the New Lease Accounting Guidelines
OneStream Co-founders Re-Imagine Corporate Performance Management
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Ends 2020 with More Than 85% ARR Growth
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Recognized as a Leader in Gartner MQ for Cloud Financial Close Solutions
OneStream Adds Governed Analytics in Latest Release
OneStream Enters Top 700 of Inc. 5000 Fast Growth List
OneStream Rated Outstanding by BPM Partners
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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Longview, an insightsoftware company, enables the Office of the CFO to be connected, proactive, and empowered with Tidemark (Longview Plan), Longview Close, Longview Tax, Longview Transfer Pricing, and Longview Analytics. Tidemark is a cloud-based planning platform that adapts to an organization’s business processes, supports granular cross-department plans, and provides a consumer-grade interface, enabling people across the organization to plan and interact in the same platform, while finance retains control. See detailed ratings and compare to CCH Tagetik, OneStream Software or other vendors >>>
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
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 Longview Acquired by insightsoftware
BPM Partners 2020 Vendor Snapshot for Longview R
BPM Partners Longview is a Dominant Vendor with Good Customer Satisfaction in 2020 Vendor Landscape Matrix $
CFO Tech Outlook Top 10 CPM Solution Providers – 2019
Ventana Research Longview Supports More Effective Tax Management
How to Improve Your Close and Financial Reporting Process with Consolidation R
How to Implement Continuous Planning in a Fast-Changing World R
Key Considerations When Evaluating Consolidation Software
The Pulse of Performance Management 2020: Longview Reviewed as Core Vendor R
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
How Long Should it Take to Create Consolidated Financial Statements
Longview Transforms the Office of the CFO Through Connected Finance
PERFORMANCEPLACE
BPM Pulse Rating
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
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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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