Real-time Integrated Planning
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OVERVIEW
The Lumel Real-time Integrated Planning suite provides out-of-the-box functionality for budgeting, financial planning, operational planning, forecasting, modeling, scenario planning, strategic driver-based planning, reporting, and data visualization with certified support for IBCS. Lumel brings connected planning into Power BI to significantly enhance planning workflows, business insights, and time-to-value. The Lumel offering also provides extensive data management capabilities including metadata management designed for business users, support for real-time data streaming, and leveraging Power BI to enable planning data to be added to existing source data without needing to create a new datamart. See detailed ratings and compare to Pigment, deFacto or other vendors >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for Lumel R
BPM Partners Lumel a Challenger in 2024-2025 Vendor Landscape Matrix $
Customer View
AppSource Reviews and Ratings for Lumel Inforiver
Latest News
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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OVERVIEW
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 >>>
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail
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 24 R
BPM Partners Vendor Snapshot for Board R
Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
Deliver better business performance through decision excellence with Anaplan’s Connected Planning Platform.
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BPM Pulse 2024
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OVERVIEW
The Anaplan Connected Planning Platform delivers a unified and extensible platform for connected and collaborative planning that supports core financial processes for performance measurement including strategic planning, annual budgeting, and cyclical forecasting along with the ability to align financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy and improved decision-making across the organization. Its core solutions are Anaplan for Finance, Anaplan for Sales & Marketing, Anaplan for Supply Chain, and Anaplan for HR & Workforce. The acquisition of Fluence Technologies adds Financial Close and Consolidation, Disclosure Management, and Excel Reporting to the platform. 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 2024 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Anaplan 2024-2025 Vendor Landscape Matrix: Special Edition R
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact of Anaplan R
Forrester 2023 Wave for Sales Performance Management R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Anaplan a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2024 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
Nucleus Research 2024 CPM Technology Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
2024 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
Related Articles & Blogs
Anaplan Leads the Way in 2024 Vendor Landscape Matrix
How the Anaplan Acquisition of Fluence Will Change the CPM Market
Anaplan Introduces New Polaris Calculation Engine
Anaplan Launches PlanIQ with Amazon Forecast
Anaplan to Run on Google Cloud
Latest News
Anaplan Achieves Significant Milestones
AI-Enabled Anaplan CoPlanner for Demand Planning Announced
Anaplan Outlines $500 Million Product Roadmap Investment
Anaplan Announces Agreement to Acquire Fluence Technologies
Anaplan Acquires Vuealta Applications Division
Anaplan to be Acquired for $10.7 Billion
Jobs at this Vendor
Confident decisions.
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BPM Pulse 2024
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OVERVIEW
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. Areas of focus include financial planning, sales planning, workforce planning, and supply chain planning. Augmented analytics leveraging ML are part of the solution and include Smart Predict – self-service AI for everyone and Just Ask. See detailed ratings and compare to IBM, Oracle or other vendors >>>
INDUSTRY SUCCESS
Banking, Consumer Products, Oil and Gas, Public Sector, 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 2024 Vendor Snapshot for SAP R
BPM Partners SAP a Challenger in 2024-2025 Vendor Landscape Matrix $
Gartner SAP a Leader in 2023 Financial Planning Solutions Magic Quadrant
Ventana Research SAP Excels in Value Index for Analytics Customer Experience
Ventana Research SAP is Exemplary in 2022 Business Planning Value Index
Related Whitepapers & eBooks
Related Webcasts & Events
2024 Pulse of Performance Management: SAP Reviewed as Core Vendor R
Related Articles & Blogs
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
Jobs at this Vendor
Outperform with agility.
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BPM Pulse 2024
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OVERVIEW
Oracle Cloud EPM is modular, connected, and comprehensive and is offered in Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Specialized solution available for Healthcare Planning. 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. Financial Close offerings include Financial Consolidation and Close with Intelligent Process Automation, Account Reconciliation with automated transaction matching, Tax Reporting which supports tax provisioning and country by country tax liability reporting and Narrative Reporting. 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 2024 Vendor Snapshot for Oracle R
BPM Partners Oracle a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
IDC Oracle a Leader in 2022 Marketscape for Enterprise Planning, Budgeting, and Forecasting
Nucleus Research Scaling Up with Oracle Cloud EPM
Ventana Research Oracle is an Exemplary Vendor in 2023 RPM Buyers Guide R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Related Whitepapers, eBooks, Webcasts
2024 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
The Digital Finance Cloud.
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BPM Pulse 2024
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OVERVIEW
OneStream’s unified, enterprise 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. Extensible dimensionality supports diverse business requirements in a single application. 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. Platform-wide AI capabilities include OneStream Sensible ML (with Sensible ML Scenario Modeling), Sensible GenAI, and Sensible AI library. 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 24 R
BARC 2023 Score for FPM R
BPM Partners 2024 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Gartner OneStream a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2024 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
Related Whitepapers & eBooks
How CPM Modernizes Finance for Banking and Financial Services R
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
Related Webcasts & Events
How CPM Modernizes Finance for Banking and Financial Services R
2024 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
KKR-backed OneStream Surges in Market Debut
OneStream Files Confidentially for IPO
New Performance Management Leaders 2023
CFOs Say Economic Disruption is 2023’s Biggest Challenge
The Need for Financial Data Quality
The Performance Management Gold Rush
Selecting Performance Management Software with Your Head in the Clouds
Latest News
OneStream Announces Q1 2025 Results
OneStream Unveils Portfolio of Purpose-Built AI Solutions
OneStream Collaborates with Coupa for Business Spend Management
OneStream Launches Solution Exchange
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
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
Latest News
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
Jobs at this Vendor
Drive future-ready business performance.
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BPM Pulse 2024
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OVERVIEW
IBM Planning Analytics 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. The solution delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users. 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. 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 Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. See detailed ratings and compare to Oracle, SAP or other vendors >>>
INDUSTRY SUCCESS
Education, Financial Services, Government, Life Sciences
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2024 Vendor Snapshot for IBM R
BPM Partners IBM a Leader in 2024-2025 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
Related Webcasts & Events
2024 Pulse of Performance Management: IBM Reviewed as Core Vendor R
Jobs at this Vendor
Performance Management Software – Strategic & intelligent platform to propel strategy with faster and better-informed decisions.
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BPM Pulse 2024
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OVERVIEW
The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified 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 that process 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 (with solutions for demand, trade promotions, supply, and production planning). CCH Tagetik Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, Intelligent Disclosure for Reporting & Disclosure, CCH Tagetik iXBRL, CCH Tagetik Global Minimum Tax, CCH Tagetik Tax Provision & Reporting. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Professional Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Financial Consolidation Survey 24 R
BPM Partners 2024 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2024-2025 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2024 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant 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 2024 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023
Related Articles & Blogs
BEPS Pillar Two Impact on Consolidation
New Performance Management Leaders 2023
The Return of Zero-Based Budgeting
Best Budgeting and Planning Solutions 2020
What Does the Future of Finance Look Like?
Industry View: Tagetik Acquisition
Latest News
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
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
Elevating Performance.
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OVERVIEW
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 **
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
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
Related Webcasts & Events
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
Latest News
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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