PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
JustPerform delivers a unified platform with a process-first approach, intuitive user experience, and strong governance capabilities. The platform supports a range of use cases: Extended Planning and Analysis – provides agile and scalable planning from strategy through detailed operational measures uniting Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes with a focus on performance, accuracy, and auditability, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels with no code allocations and driver definitions. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2023 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Challenger in 2023 Vendor Landscape Matrix $
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
PERFORMANCEPLACE
BPM Pulse Rating
Limelight is a financial planning, analysis, and reporting platform that is designed for rapid deployment and management by business users. It is a cloud-based solution offering data integration, collaboration, real-time planning and reporting with Excel features to maximize productivity. The solution directly integrates with ERP systems to offer access to the latest and most accurate financial data. Automated features help accelerate FP&A processes allowing organizations to more quickly get the information they need for strategic decision-making.
Financial Services, Healthcare, Manufacturing, Not for Profit, SaaS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics that provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC 2022 Planning Survey
BPM Partners 2023 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2023 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
The Importance of AI in Corporate Budgeting, Planning, and Forecasting
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
The Anaplan Connected Planning Platform delivers a unified and extensible platform for connected and collaborative enterprise-wide planning. The platform supports core financial processes for performance measurement including strategic planning, annual budgeting, and cyclical forecasting along with the ability to align strategic and financial plans and targets to operational plans and models of execution for collaboration, consistency, and accuracy across the organization. Its core solutions are Anaplan for Finance, Anaplan for Sales & Marketing, Anaplan for Supply Chain, Anaplan for HR & Workforce, and Anaplan for Procurement. The solution is expandable with models from Anaplan’s App Hub which has over 250 application models available. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Consumer Packaged Goods, Financial 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 Anaplan R
BPM Partners Anaplan a Key Competitor in 2023 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
2023 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
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Vena’s Intelligent Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed to enable small, medium and large-sized organizations to drive more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel (desktop and Microsoft 365) while combining it with the control of a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A, Financial Consolidation and Operational Planning and Analysis tasks. Vena Insights leverages Microsoft’s AI ecosystem including Power BI fully integrated and productized in the Vena platform for FP&A, Azure Machine Learning Studio integration for predictive forecasting, and provides self-service AI capabilities to CFOs and their teams to enable better strategic decision-making. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
Financial Services, Manufacturing, Retail, 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 Vena R
BPM Partners Vena a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
2023 Pulse of Performance Management: Vena Reviewed as Core Vendor R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Vena Earns Excellent Ratings in 2023 Vendor Landscape Matrix
Vena and Fluence Announce Strategic Partnership for Unified Planning and Financial Close
Vena Maintains Strong Momentum in Q3 2022
Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
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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 >>>
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 23 R
BARC 2023 Score for FPM R
BPM Partners 2023 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2023 Vendor Landscape Matrix $
BPM Partners OneStream 2022 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 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
New Performance Management Leaders 2023
CFOs Say Economic Disruption is 2023’s Biggest Challenge
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 Maintains 2023 Momentum with Strong Q2 Results
OneStream Collaborates with Coupa for Business Spend Management
OneStream Launches Solution Exchange
OneStream Recognized as Market Leader in 2023 BARC FPM Report
OneStream Reports Over $300 Million in Annual Recurring Revenue in 2022, Up 50%
OneStream Software Hires Morgan Stanley to Lead IPO
OneStream Previews New Machine Learning Capabilities
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
BPM Pulse Rating
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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
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners 2021 Vendor Snapshot for insightsoftware R
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
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
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