"Upgrading to Planful: Automation and Efficiency at Its Best"

Submitted

5.0
5.0
Overall User Rating

Product(s): Planful

Overall Comment:"Planful has been a major upgrade from our previous vendor. It has helped use implement a rolling forecast, automate the balance sheet and cash flow forecasts/budgets, all while we reduced the size of our team. "

Lessons Learned

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What do you like most about the product or service?

I like the way Planful offers a variety of tools. Each part of budgeting and forecasting is a little different and Planful offers a variety of ways to plan and all of those tools are easily brought together to make your final forecast or budget.

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What do you dislike most about the product or service?

The dashboards in Planful are not great, however, they launched a Power BI connector which we now use in place of dashboards.

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Please explain the business problems or needs that prompted the purchase of this product or service.

Our previous tool was expired.

Evaluation & Contracting

5.0
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Why did you purchase this product or service?

  • Enhance decision making
  • Create internal/operational efficiencies
  • Improve business process agility
  • Drive innovation
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What were the key factors that drove your decision?

  • Strong services expertise
  • Strong consulting partnership
  • Breadth of services
  • Product roadmap and future vision
  • Product functionality and performance
  • Strong customer focus
  • Financial/organizational viability
  • Strong user community
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Which other vendors did you consider in your evaluation?

  • Workday
  • Other...
  • Oracle
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Infor

Integration & Deployment

4.0
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Version number(s) currently in use in your organization

Unsure
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How extensively is this product or service being used in your organization?

Company-wide
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When was this product or service deployed at your organization?

2022
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How long did your deployment take?

6 - 9 months (<9)
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What was your implementation strategy?

Worked with 3rd-party service providers

Service & Support

5.0

Product Capabilities

5.0

Additional Context

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Deployment architecture

On-premises
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In which country(s) did your deployment take place?

United States
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How long have you used this product or service?

2 years to less than 5 years
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How frequently do you use this product or service?

Daily