pulse of performance management - rizolve partners · 2019-03-01 · bpm solutions budgeting,...

The Next Generation of Solutions for Budgeting, Forecasting, Consolidation, Reporting, and Analytics

Presenter: Craig Schiff, CEO, BPM Partners

June 6, 2017

The Pulse of Performance Management 2017

Craig Schiff Craig Schiff, CEO, BPM Partners, a vendor-

neutral advisory services firm that helps clients address their performance management challenges with a comprehensive, rapid and cost-effective BPM methodology

Founding member of Hyperion (now part of Oracle), spent 16 years as head of its Products & Services group

Most recently co-founder and CEO of OutlookSoft (now part of SAP)

BPM Standards Group founding member, contributor to Business Finance, Industry Week, Business Intelligence Network, TechTarget, Information Management, CFO Magazine, AQPC, AFP

30+ years focused on analytic applications, BI, and BPM

The Pulse 2017 Agenda Focus of this Webcast 2017 Key Trends/M&A The Next Generation BPM Pulse Research Results Vendors

– End User Ratings - Overall – End User Ratings - Ease-of-Use – New: End User Finance Self-Sufficiency Ratings – BPM Pulse Shortlists – Best New Vendor/One to Watch – Core Vendors for 2017

End User Ratings and Shortlists Summary Next Steps Q & A

The Pulse 2017 Poll Where should performance management vendors focus

their product development efforts? (choose one) – More features/more functions – Ease of use (UI/UX) – Performance/scalability – Product quality Vendors and consultants please refrain from

responding.

The Pulse 2017 Poll Results

Focus of this Webcast

The Pulse of Performance Management series is designed to provide an unbiased and up to date overview of the world of business performance management. The information provided is intended to enable companies to have intelligent and informed discussions as they plan their performance projects.

BPM Definition

Technology: Business Performance Management applications utilize business intelligence tools to address a strategic business need.

Business: Business Performance Management enables an organization to plan, monitor, and execute on its strategy.

CPM=EPM=BPM≠BI

BPM Solutions

Budgeting, Planning & Forecasting •A budgeting process that takes too much time and effort for too little return

•Not enough end-user participation resulting in limited buy-in

•The need to increase re-forecast frequency and accuracy

Financial Consolidation, Reporting & GRC •Companies still striving to attain ‘one version of the truth’

•Users unable to easily produce their own ad-hoc reports and analysis

•Monthly close that takes too long •The need to prepare for transition to IFRS

Profit Optimization & Operational Analytics •Difficulty in determining true profitability of products, services, regions, business units

•Departments that need to prioritize and focus on areas of greatest potential return

•The need to identify areas for cost-savings and understand full impact

Strategic Dashboards & Scorecards •The ongoing struggle to achieve strategic alignment across the organization

•Employees focused on the wrong things •The ability to be ready to act when key measures are significantly off target

The Pulse 2017

2017 Key Market Trends

Key Trends

Focus on the Customer – Ease of use (UI/UX) – Retention rate now a key measure (90%+) – Organizing around the customer

Pricing Evolves – New approaches/packaging as of January 1st – Larger instance/foundation/core fees – More bundling

Key Trends

Growing Industry – High revenue growth – Senior management changes – New European entrants – Mergers and acquisitions

Key Trends

Mergers and Acquisitions

Wolters-Kluwer/Tagetik

What: Wolters-Kluwer acquiring Tagetik Benefits: Additional resources ($,

personnel), broader product set (Audit and Tax), greater presence in N.A.

Challenges: Distractions of any merger, presently no integration of products

Bottom Line: Net positive for customers and prospects of CCH Tagetik

Longview/Tidemark

What: Tidemark merging with Longview Benefits: Deep domain expertise and

organizational strength combined with innovative leading-edge technology

Challenges: Product transition phase Bottom Line: Net positive for planning or

consolidation customers/prospects, short-term challenges for users of both

BPM Pulse Survey

Conducted May 2017 Over 300 valid responses Largest group of respondents in North America (89%) Across all industries, largest group of respondents (≈6%-

19% each) in manufacturing, services, financial services, software, higher education, not for profit, healthcare

Company size: 10% small, 57% midmarket, 33% large/enterprise

Mix of finance, IT, and operations respondents with largest group (74%) in finance

The Pulse 2017

The Next Generation of Performance

Management Solutions

The Next Generation

The next generation of performance management solutions needs to support initiatives that are company-wide and inclusive of everyone who can contribute or benefit from performance data that enables the successful execution of strategic, financial, and operational plans.

The Next Generation

Comprehensive Connected Collaborative Cloud-based

The Next Generation

Comprehensive – Beyond Finance – Operational – Platform – Analytics

The Pulse 2017

Platform and BI/Analytics

**Source: BPM Partners 2017 BPM Pulse Survey

Source: BPM Partners 2017 BPM Pulse Survey


Source: BPM Partners 2017 BPM Pulse Survey Source: BPM Partners 2017 BPM Pulse Survey

The Next Generation

Connected – MS Office – ERP/transactions – Operational source systems – Near real-time access

The Next Generation

Collaborative – Sharing – In context threaded discussions – Workflow – Ease of use

The Next Generation

Cloud-based – Any device, any location – Scalable – Finance self-sufficiency – Lower cost of entry

The Pulse 2017

The Cloud

Cloud/Hosted Solutions



Benefits of Cloud


Benefits of Cloud (Owners)


Years for Price Comparison


Cloud Pricing

Instance/Foundation/Core Fees Fees By Module User Fee Types

– Admin/Power – Standard – View Only

Priced By Company Size Discounts – Volume, Years Compare by Annual Per User Fee Range: $ 500 - $ 2,700 Per User Per Year

The Pulse 2017

Customer/Prospect Trends

BPM Status


Status Detail


Primary Drivers for BPM


BPM Components


The Pulse 2017

Budgeting and Forecasting

Current Budgeting Solution


Do Spreadsheets Supplement Solution?


How are Spreadsheets Used


How satisfied are you with budgeting?


Reasons for Dissatisfaction


Important Features in a Budgeting & Planning Solution


How satisfied are you with budgeting?

BPM System Users


The Pulse 2017

Financial Consolidation

Current Consolidation Solution


Important Features in a Financial Consolidation Solution



**Source: BPM Partners 2017 BPM Pulse Survey **Source: BPM Partners 2017 BPM Pulse

Survey




Source: BPM Partners 2017 BPM Pulse Survey Source: BPM Partners 2017 BPM Pulse Survey

BPM Vendors

Vendor Reviews and Ratings

Vendor of Choice


BPM Vendors

Best New Vendor – New to broader U.S. market

The Core Vendors – Robust solutions, field validated, wide appeal

One to Watch – Up and coming vendor

Focus on Customer Satisfaction – New: Finance Self-Sufficiency Ratings

Key to Grid Components:

– Bud: Budgeting/Forecasting – Plan: Strategic Planning/Modeling – Dash: Dashboards and KPI Collection – Rept: Reporting and analytics – Con: % of Sales adding financial consolidation

Market Profile: – Plat: Platform with Apps and/or pre-packaged Solutions – Vert: Vertical offerings – Mkt: Target market

• Small – Under $ 25 million revenues • Lower Midmarket - $ 25 million to $ 250 million • Upper Midmarket - $ 251 million to $ 750 million • Midmarket • Large - $ 751 million to $ 2 billion • Enterprise – Over $ 2 billion

– Cloud: % of Sales that are cloud-based – Mob: Mobile access, Consumption only, Selected modules

BPM Vendors: End User Ratings

BPM Pulse Survey Rating – ‘For each vendor involved in your solution rate the

level of satisfaction’ – 1=low, 5=high – 20+ vendors listed

0 to 2.4 2.5 to 3.4 3.5 to 4.4 4.5 to 5.0

BPM Pulse Shortlists 2017

BPM Vendors

Best New Vendor 2017

Jedox

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob P M/L/E 20% S

Components Profile

Jedox is entering the North American market after significant success in Europe with thousands of customers. They provide functionality to support budgeting, planning, and reporting combined with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools. The platform is expandable with models downloaded from the Jedox marketplace. Jedox can be deployed on-premise, in the cloud, or with a hybrid approach. Special areas of strength include powerful modeling, driver-based planning, and support for detailed salary planning. This highly scalable product also supports operational analysis for departments outside of Finance such as IT, HR, Sales, Marketing, etc. Users can choose from three distinct interfaces to suit their needs: Excel, web, or mobile. Partners offer Jedox applications for the automotive, manufacturing, and healthcare industries. BPM Pulse Shortlists: Beyond Finance, Low TCO, Platform, Excel UI, BI Analytics and Data Visualization, Detailed Salary Planning .

Best New Vendor Insufficient Data

BPM Vendors

The Core 15

Adaptive Insights

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 10% P/S M/L/E 100%

Components Profile

CORE Vendor

The Adaptive Suite is a fully-integrated suite of applications for budgeting, forecasting, planning, pervasive analytics, reporting and consolidation and provides a strong alternative to spreadsheet-based and on-premise planning and reporting approaches. The product is designed to support active planning that is comprehensive, collaborative, and continuous for Finance and beyond. Models and templates are available to expand upon out of the box functionality. Verticals include software and nonprofits. Recent ease of use focused enhancements include Visual Model Overview providing a graphical representation of models, data flows, and relationships. Process Guide enables the creation of step by step guides tied to specific user roles that highlight and link to where input is required. Additional new capabilities include Flexible Time Modeling for defining time periods and hierarchies, and enhanced Adaptive Integration for NetSuite. BPM Pulse Shortlists: Cloud First, Ease of Use, Excel UI, BI Analytics and Data Visualization, Powerful Modeling, Full Mobile Access, Collaboration

User 4.39 FSS 4.45 Overall 4.25

Adaptive Insights

Axiom Software


Components Profile

CORE Vendor

The Axiom Software Suite from Kaufman Hall provides a unified and comprehensive performance management solution for budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software includes tailored industry solutions for healthcare providers, banks and credit unions, higher education and manufacturing. The current release includes user interface advancements to increase ease of use for both finance and line of business users. The company continues to develop industry specific solutions providing data, analytics and benchmarking capabilities coupled with Kaufman Hall’s management consulting expertise. Recent acquisitions include KREG Information Systems for healthcare contract modeling, Total Benchmark Solution (now Peak Software) for clinical benchmarking, and Retikal for higher education consulting services. BPM Pulse Shortlists: Cloud First, Ease of Use, Excel UI, Beyond Finance, Powerful Modeling, Full Mobile Access, Detailed Salary Planning, Collaboration


Axiom Software

Board

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 7% P M/L/E 35% S

Components Profile

Board delivers a full range or performance management solutions coupled with business intelligence on a unified platform. Solutions include budgeting, forecasting and planning, financial consolidation, reporting and analysis, interactive dashboards, strategy management, profitability optimization, scenario modeling, and predictive analytics. They are packaged as Board FP&A, Board FC, and Board RFM (recency, frequency, and monetary) for customer segmentation and analysis. Data Fast Track is a new feature for self-service data discovery that automatically builds models by analyzing the data. Other new enhancements include in-context collaboration, storytelling, and cognitive search by voice using natural language commands. Board has had broad adoption in retail (fashion, grocery), legal, food service, logistics, manufacturing, insurance, and financial services. BPM Pulse Shortlists: Beyond Finance, Powerful Modeling, Platform, BI Analytics and Data Visualization .

Insufficient Data CORE Vendor

CCH Tagetik


Components Profile

CORE Vendor

CCH Tagetik, now part of Wolters-Kluwer, unifies multiple performance management processes including planning, budgeting and forecasting, profitability modeling and optimization, financial consolidation, disclosure management, and statutory and management reporting including collaborative dashboards and scorecards within a single web based application. Additional capabilities now available include CCH TeamMate for audit, and a range of tax solutions. Basic BI is included in the product out of the box. For more advanced needs CCH Tagetik embeds comprehensive BI capabilities including self-service visualization, in-memory analytics, and predictive capabilities into the CCH Tagetik user experience with Tagetik Analytics (powered by Qlik). CCH Tagetik is a financial platform with enterprise-grade solutions designed to link operations and Finance. Recent advances in reporting relate to report bursting, scheduling, and email distribution. CCH Tagetik is heavily focused on regulatory compliance and has developed support for IFRS 9 (financial instruments), IFRS 15 (revenue acctg), IFRS 16 (lease acctg) (, IFRS 17 (insurance contracts), Forward Looking Assessment of Own Risks (FLAOR), and a Visualization Dashboard for Solvency II, BPM Pulse Shortlists: Cloud First, Beyond Finance, Powerful Modeling, Consolidation Leader, BI Analytics and Data Visualization, Full Mobile Access, Collaboration User 4.21

FSS 4.30 Overall 4.25

CCH Tagetik

Centage

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob S S/M 50%

Components Profile

CORE Vendor

Budget Maestro® provides integrated budgeting, forecasting, reporting and analytics solutions to meet the needs of small to mid-sized businesses and divisions within larger organizations. Extending Budget Maestro’s reporting capabilities, Analytics Maestro provides self-service BI tools for data analysis that integrates with Excel. A new feature of Budget Maestro is the Data Modeler which connects and synchronizes with any ERP or GL transactional system. The full suite is designed to deliver Smart Budgets that are flexible, accessible, collaborative, synchronized, detailed, forward-looking, and easy to use and maintain. Centage’s latest release will deliver a new and easier to navigate UI, more out of the box functionality, unlimited dimensions, multi-step allocations, more support for transactional level details and it has been re-architected for the cloud.. BPM Pulse Shortlists: Low TCO, Beyond Finance, BI Analytics and Data Visualization, Full Mobile Access, Ease of Use. . .


Centage

deFacto

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 30% P/S M/L 30%

Components Profile

The deFacto Planning product provides a unified solution for budgeting, planning, forecasting, consolidation, and reporting. The product supports detailed salary planning, capital expense planning, sales forecasting and production demand planning. Blending the capabilities of relational and multi-dimensional cube approaches, the product offers powerful real-time modeling and what-if analysis in addition to drill-down and drill-through capabilities. A unique focus of this product is near real-time access to operational data. The platform features robust solutions and a library of business models. Recent enhancements have focused on UI, workflow, and scalability. The product now fully leverages Microsoft Azure Machine Learning for predictive analytics. BPM Shortlists: Low TCO, Excel UI, Powerful Modeling, Beyond Finance, Detailed Salary Planning, Consolidation Leader .

CORE Vendor


deFacto

Host Analytics


Components Profile

CORE Vendor

Host Analytics Enterprise Performance Management Platform includes modular yet integrated and robust modeling, budgeting and planning, consolidation and disclosure management, scorecard and dashboard reporting solutions delivered via the cloud. Host Analytics Modeling delivers on the vision of reuniting financial and operational planning with multi-dimensional data exploration accessed via Excel, the web, or a mobile interface. The product is HTML5 compliant and supports all capabilities, including administration, on any device. Host Analytics has recently partnered with Prevedere for robust predictive analytics and Workiva for an integrated solution for the last mile of Finance. Product enhancements include support for breakback allocations, organization by period in consolidation, and a native NetSuite data connector. BPM Pulse Shortlists: Cloud First, Powerful Modeling, Beyond Finance, Consolidation Leader, Full Mobile Access, Collaboration


Host Analytics

IBM

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 20% P L/E 60%

Components Profile

CORE Vendor

IBM Financial and Operational Performance Management includes: Planning Analytics, Consolidation, Narrative Reporting, Sales Performance Management, Predictive and Constraint-based Decision Optimization, Watson Analytics, Cognos Analytics, and a library of templates and partner applications. IBM Planning Analytics (powered by TM1) is bundled with Watson Analytics for analysis and Cognos Analytics for enterprise reporting and is available on-premise or cloud-based. Users can choose between the web/mobile Workspace interface or Excel. Driver-based analysis, unbounded analytics using hierarchies, personal scenario planning, and automated predictive planning are all supported. Interactive dashboards are designed for self-service authoring. Threaded discussions facilitate collaboration. Additional products include IBM Cognos Disclosure Management to merge data with narrative analysis and IBM Cognos Controller for financial consolidation. BPM Pulse Shortlists: Cloud First, Excel UI, Beyond Finance, Powerful Modeling, BI and Data Visualization, Full Mobile Access, Collaboration, Platform.

User 4.33 FSS - Overall 4.00

* 2016

Longview


Components Profile

CORE Vendor

The combination of Tidemark and Longview offers the following product set: Longview Close, Longview Tax, Longview Analytics (arcplan), and Longview Plan (cloud version - Tidemark). Over time it is expected that Longview Close will also offer a cloud-based Tidemark version. This combined product set merges innovative cloud-based technology with deep domain expertise and products well-suited to handling enterprise-grade complexity. Vertical focus includes financial services and higher ed. As a platform, applications will be delivered for specific use cases and industries. Tidemark will become the cloud platform for the future. The current Longview platform will continue to be supported for current customers. The existing Tidemark product set will be enhanced over time to include more of the domain expertise built in to the current Longview product set. BPM Pulse Shortlists: Cloud First, .Beyond Finance, BI Analytics and Data Visualization, Consolidation Leader . .


Longview

OneStream

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 100% P/S M/L/E 43% C

Components Profile

This vendor delivers a unified platform with robust solutions for financial data quality, consolidation, reporting, budgeting, forecasting and analysis. Guided workflows simplify the process for the end user and point them to the right tasks and information. A unique element of this offering is Extensible Dimensionality. This enables corporate to have standard dimensions (chart of accounts, organizational hierarchy, etc.) that business units can easily add to for their unique needs without modifying the corporate standard. OneStream is focused on delivering SmartCPM: one product, one application, multiple solutions, flexible deployment. The product leverages the power and familiarity of Excel with significant ease of use enhancements and full auditability New OneStream XF Marketplace downloadable and free solutions include sales planning, people planning, tax provisioning, account reconciliation, and machine learning: OneStream ML 123 based on Microsoft technologies.

BPM Pulse Shortlists: Excel UI, Beyond Finance, Powerful Modeling, Consolidation Leader, Platform

CORE Vendor


OneStream

Oracle

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob S M/L/E 66%

Components Profile

CORE Vendor

Oracle’s EPM Cloud portfolio is designed for operational agility and includes Planning and Budgeting, Enterprise Planning (includes financial, capital, workforce and project planning content), Enterprise Performance Reporting (collaborative narrative reporting integrated with MS Office), Account Reconciliation, and Financial Consolidation and Close. Profitability and Cost Management is new and comes with built-in analytics and dashboards as well as support for shared services costing and transfer pricing. Tax Reporting is also new and supports tax provisioning and country by country tax liability reporting. These solutions are designed to be agile, pervasive, connected and comprehensive. Oracle’s existing on-premises solutions are still maintained and updated which allows customers to adopt EPM Cloud at their own pace. Other enhancements include Strategic Modeling (Strategic Finance for the cloud) which is fully integrated into Enterprise Planning Cloud, and XBRL Reporting. Oracle’s pricing is simple and competitive. BPM Pulse Shortlists: Cloud First, Beyond Finance, Powerful Modeling, Consolidation Leader, BI Analytics and Data Visualization


* Small sample size, On Premise

Oracle

Prophix

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 10% P/S M 5%

Components Profile

CORE Vendor

A 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. Core strengths include budgeting, forecasting, reporting and analysis, operational planning, personnel planning, revenue planning, project planning and financial consolidations. A unique strength is detailed planning that provides additional granularity down to the sub-ledger level for enhanced operational execution. Reports, plans, budgets, forecasts can also be pushed to PowerPoint, Word or PDF through a scheduled process or on demand. Prophix partners with Certent Software for comprehensive disclosure reporting and management, XBRL tagging, and SEC filing capabilities. The vendor offers QuickStart packages for revenue planning and capital expense planning that are bundled with consulting and training. Recent developments include continued refinement to the cloud offering, new visual analytics in Dashboard Studio, interactive charts in dashboards, and enhanced detailed planning schedules for personnel, capital expenditure, fixed assets, sales, and project planning. BPM Pulse Shortlists: Ease of Use, Low TCO, Beyond Finance, Powerful Modeling, Detailed Salary Planning, Collaboration .


Prophix

SAP

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob S M/L/E

Components Profile

CORE Vendor

SAP EPM is a suite of solutions designed to enable users to strategize and plan, close and disclose, and analyze and optimize. Solutions include SAP Analytics Cloud which provides all analytics for all users in a single cloud-based product. SAP Digital Boardroom is powered by SAP Analytics Cloud and provides insight and transparency to both on-premise and cloud-based deployments. The core capabilities of SAP Analytics Cloud include data discovery, visualization, planning/modeling, and predictive capabilities with support for Big Data and in-context social collaboration. The planning capabilities within SAP Analytics Cloud include reports, allocations, KPIs, alternate hierarchies, financial intelligence, cell-based commentary, currency translation. The full range of products includes SAP Business Planning and Consolidation (BPC), SAP Strategy Management, SAP Financial Consolidation, SAP Disclosure Management, SAP Intercompany, and SAP Profitability and Cost Management and the Blackline Endorsed Business Solution for Account Reconciliation. Recent additions include SAP S/4HANA Finance planning and consolidation supporting real time financial planning and consolidations for S/4HANA customers, and SAP BPC for BW/4HANA BPM Pulse Shortlists: Cloud First, Excel UI, Beyond Finance, Powerful Modeling, BI Analytics and Data Visualization, Collaboration User 2.00

FSS 2.33 Overall 2.67

* Small sample size, On Premise

Vena Solutions

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob 20% P/S M/L 100%

Components Profile

Vena Solutions utilizes Excel as the front-end to its performance management suite that includes budgeting, forecasting, planning, consolidation, dashboards and reporting. This approach allows you to utilize existing spreadsheets by mapping data by cell to the system database. Other features include financial close capabilities including account reconciliation, report books with distribution and integration with Word, PowerPoint, and Google docs. All of this is coupled with a flexible workflow engine and a drag and drop process designer that lets users own, support, or watch a task. As a platform Vena offers enterprise-grade solutions and downloadable content. Recent enhancements include Vena Exchange with ‘best practice’ templates, Office 365 support, new UI/UX, integration with Boomi, NetSuite, and FinancialForce. BPM Pulse Shortlists: Cloud First, Ease of Use, Excel UI, Beyond Finance

CORE Vendor


Vena Solutions

XLerant

Bud Plan Dash Rept Con Plat Vert Mkt Cloud Mob S M 100%

Components Profile

XLerant's performance management product offers a unique guided prompt interface for the creation of corporate budgets and forecasts coupled with strong out-of -the-box functionality, all while retaining flexibility. XLerant offers a full suite of modules built into their BudgetPak product including expense and revenue planning, personnel and salary planning including complex benefits planning, and asset planning, as well as forecasting, approval workflow, creation of documentation and notes, what-if scenarios, and scenario modeling. It has an integrated bi-directional interface with Microsoft Excel for power Excel users for data analysis, pivot tables and custom reports. XLerant has had significant success in higher ed. Recent enhancements include drill through to transactions, long term projections with predictive analytics, and support for hourly headcount. BPM Pulse Shortlists: Cloud First, Ease of Use, Low TCO, Full Mobile Access, Detailed Salary Planning CORE Vendor


XLerant

BPM Vendors

One to Watch 2017

prevero

Bud Plan Dash Rept Con Plats Vert Mkt Cloud Mob 10% P/S M/L/E 10%

Components Profile

prevero, a Unit4 company, is entering the North American market after significant success in Europe and Asia with thousands of customers. A full range of performance management capabilities are offered for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, consolidation and reporting. This is coupled with built-in business intelligence capabilities for data visualization, dashboards, and predictive analytics. The product supports range planning – planning a range of probabilities (best case/worst case, etc.) and analyzing the likely outcomes. Vertical solutions are currently available for utilities and airports. Pre-built solutions are delivered via a platform approach. BPM Pulse Shortlists: Beyond Finance, Full Mobile Access, BI Analytics and Data Visualization, Platform .

One to Watch Insufficient Data

prevero

BPM Pulse Shortlists 2017 Cloud First Ease of Use Low TCO Excel UI

Adaptive, Axiom, CCH Tagetik, Host, IBM, Longview, Oracle, SAP, XLerant, Vena

Adaptive, Axiom, Centage, Prophix, Vena, XLerant

Centage, deFacto, Jedox, Prophix, XLerant

Adaptive, Axiom, deFacto, IBM, Jedox, OneStream, SAP, Vena

Beyond Finance Powerful Modeling Platform Consolidation Leader Axiom, Board, CCH Tagetik, Centage, deFacto, Host, IBM, Longview, Jedox, OneStream, Oracle, prevero, Prophix, SAP, Tidemark, Vena

Adaptive, Axiom, Board, CCH Tagetik, deFacto, Host, IBM, OneStream, Oracle, Prophix, SAP

Board, IBM, Jedox, OneStream, prevero

CCH Tagetik, deFacto, Host, Longview, OneStream, Oracle, SAP

BI Analytics and Data Visualizations

Full Mobile Access Detailed Salary Planning

Collaboration

Adaptive, Board, CCH Tagetik, Centage, IBM, Jedox, Longview, Oracle, prevero, SAP

Adaptive, Axiom, CCH Tagetik, Centage, deFacto, Host, IBM, OneStream, prevero, XLerant

Axiom, deFacto, Jedox, Prophix, XLerant

Adaptive, Axiom, CCH Tagetik , Host, IBM, Prophix, SAP,

Customer Ratings Vendor 2017 Rating (* 2016) Vena Solutions 5.00 OneStream Software 4.96 XLerant 4.91 Axiom Software/Kaufman Hall 4.73 Prophix 4.69 deFacto Global 4.33 Longview 4.29 CCH Tagetik 4.25 Adaptive Insights 4.25 Centage 4.23 Host Analytics 4.13 IBM 4.00* Oracle 3.50 SAP 2.67

Benefits Received


The Pulse 2017

Next Steps

Learn More

Whitepapers Available Now – Cloud or On-Premise – Automating Consolidation with Excel – Performance Management Plus

Vendor Landscape Matrix – 14 Satisfaction Ratings, Pricing, Other Details

First Hour Free

www.bpmpartners.com

http://www.bpmpartners.com/

Q&A

Questions and Answers

Next Steps …

Let BPM Partners put you on the road to performance management success.

www.bpmpartners.com


Q&A

Questions and Answers

Contact Information Craig Schiff CEO, BPM Partners www.bpmpartners.com [email protected]


pulse of performance management - rizolve partners · 2019-03-01 · bpm solutions budgeting,...

Documents