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IBM Apptio

IBM Apptio
Formerly ApptioOne

Overview

What is IBM Apptio?

The IBM Apptio platform is a technology business management solution that enables organizations to make better decisions about technology investments. It connects technology spend to business value so organizations can adapt to changing market conditions.

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Recent Reviews

ApptioOne Review

7 out of 10
November 02, 2023
Incentivized
At the moment we are using it to create mostly reports for finance and technology, showing the CIOs and as well the CTOs, different ways …
Continue reading

ApptioOne Review

8 out of 10
November 02, 2023
Incentivized
We are consulting with various companies. One specific is we're working on value realization of applications and services.
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Video Reviews

3 videos

Apptio Review: How does it stack up for an IT Finance Manager?
04:45
Apptio Review: It's all this Business Management Director uses
07:00
Apptio Review: How the Bank of Ireland found Apptio stacked up against the rest
08:47
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Product Details

What is IBM Apptio?

The IBM Apptio platform is a technology business management solution that enables organizations to make data-driven decisions about their technology investments by driving clarity on technology spend, connecting that spend to business value, and enabling organizations to quickly take action against rapidly changing market conditions.

IBM Apptio Costing

IBM Apptio Costing Essentials delivers a clear view of an organization's diverse and evolving tech costs, driving informed decisions in a rapidly changing tech landscape. Apptio’s allocation strategies tackle the difficult task of bringing together financial and operational data into a common, centralized framework, providing transparency on key spend drivers tied to business priorities, enabling leaders to focus on business outcomes and the value of each dollar spent, rather than chasing down data or constantly updating spreadsheets.

IBM Apptio Costing Standard builds on the foundation (of Apptio Costing Essentials) and provides a customizable platform that can ingest and structure data from almost any source system and deliver fully consumptive allocations – allowing organizations to understand Total Cost of Ownership and better manage overall tech consumption.

For CIOs, Tech leaders, and IT Finance leaders who need to make quick decisions to capitalize on market trends and drive business innovation. These decisions need to be based on a complete view of their IT and technology cost structure and its value to the business. Apptio Costing is financial management software that creates a shared understanding between technology leaders, finance, and the business of the fully burdened cost of technology and accelerates analysis, optimization, and investment in growth-based initiatives.

Unlike time-consuming and error-prone spreadsheets coming from multiple systems of record, Apptio Costing unites financial and operational data into an industry-standard taxonomy of cost categories and hierarchies. Coupled with Apptio’s proprietary allocation strategies, metrics, KPIs, and reporting structure, organizations can come together to optimize and align their current approach to technology and invest more deeply in growth initiatives.


  • Reduce the total cost of ownership associated with the largest applications in
    an organization

  • Provide a business-centric view of technology with insights that helps IT organizations unlock and shift resources

  • Understand the ‘root cause’ for any business unit expense from the app/product/service down to the general ledger

  • Allocate costs based on consumption metrics, enabling precise resource allocation and budget optimization


As a whole, Apptio Costing helps organizations classify, categorize, and consolidate technology spend ensuring investments are directed to the highest value-add opportunities.


Additional products in the IBM Apptio product family include:

IBM Apptio Billing

IBM Apptio Billing is for IT Finance professionals who want to explain the consumption of IT services by business unit, shape demand of services through strategic pricing, recover costs, and defensibly communicate the value of IT. Simply put, accurate and defensible IT costs are communicated in the language of business services and products. By facilitating showback and chargeback, Apptio creates accountability of IT consumption by extending cost transparency to business units, departments, and users. Unlike spreadsheets and manual processes, Apptio delivers a user-friendly bill via email with IT costs, allocations to business units, and easy ways to set rates to shape service demand, drive behavior change, and inform decision-making. Apptio Billing empowers consumers to dictate their IT consumption, reallocate time spent supporting manual consumption models, and ultimately helps build credibility by demonstrating IT’s value in the language the business understands.

For CIOs and IT Finance, a critical component of driving engagement and alignment with the business is by showing the value of IT, but many organizations are failing to consistently and successfully demonstrate this. Homegrown billing and recovery processes are often error-prone and difficult for the business to decipher, delaying decision-making and preventing frequent and defensible communication. They can also be time-consuming requiring the upkeep of multiple consumption models. In addition, there is no way to hold business units accountable for the IT services they are consuming.


  • Cost Recovery: Determines the proper billing amount from each business unit using business rules.

  • Consumptive Billing: Ensures the amount being billed is not only accurate but also explainable and defensible to business units.

  • Unit Rate Billing: Exposes the levers business units can use to mitigate costs and reinvest in higher-value IT activities.


IBM Apptio Planning

IBM Apptio Planning streamlines technology budgeting processes, enhancing accuracy and decision-making confidence through its collaborative workspace for cost budgeting, forecasting, and KPIs. Apptio Planning reduces the time spent on data aggregation and rationalization, allowing for more time on technology spend analysis and optimization. It bridges the gap between technology finance strategies and broader business objectives, allowing business leaders to tie their technology investments directly to business value ensuring you can cut costs in the right places while still preserving innovation. Apptio Planning creates a repeatable, accurate, and collaborative planning process with data ingestion automation, streamlined variance analysis, and cost categorization – enabling organizations to continually refocus, replan, and react quickly to changing market conditions.


  • As tech leaders across the globe are working to understand and justify technology investments and communicate value to the business, Apptio Planning becomes increasingly essential. This need is especially difficult in changing markets where budgeting and forecasting become more complex. Many CIOs remain under pressure to stabilize or even reduce IT costs, even as enterprise-wide technology investments increase and require additional funding for foundational and new IT capabilities. Organizations are also now changing their budgeting cycles from an annual basis to a more continuous basis. This makes it even more important to find a consistent, repeatable planning and reporting strategy that creates transparency for the business and encourages collaboration is crucial. Apptio Planning addresses these challenges by providing a unified source of data that enhances accountability and granularity, eliminating manual, time-consuming, and resource-intensive processes to enable more effective and efficient planning.

  • Reduces the time spent forecasting, accelerate frequency, and offers variance analysis to redirect resources to higher-value activities.

  • Enables continuous planning/forecasting cycles, reduces manual workload, and expedites decision-making with real-time data insights.


IBM Apptio Benchmarking

IBM Apptio Benchmarking provides self-service peer comparisons of an organization's technology spend over time, enabling an ongoing process to track performance, validate decisions, and identify areas for improvement – ensuring the organization stays agile. Apptio Benchmarking offers automated and ongoing monthly comparisons against a set of user-defined peers, to compare technology costs side-by-side with regularly refreshed industry benchmarks for up-to-date comparisons to technology spend actuals. This interactive benchmark data set generates insights into how the technology spend stands.


Tech leaders across the globe are working to understand and justify technology investments and communicate value to the business, which can be a challenge for many organizations. With this, benchmarking is necessary as it builds the discipline of cost transparency and has the ability to segment tech budgets into multiple views for different audiences and ultimately better communicate the value of IT’s spend. Furthermore, Apptio Benchmarking allows organizations to assess their performance against industry standards, identifying areas of underperformance. This insight empowers companies to make strategic improvements.


Users can:

  • Validate spending levels with a view of actuals vs. self-selected benchmarks to know where the business stands relative to peers using trending comparisons.

  • Monitor progress by identifying areas of risk, setting targets, and evaluating improvement efforts.

  • Identify improvement areas and use relevant, credible peer benchmark data as objective reference points.

  • Set targets and track progress with trending comparisons.

  • Know where a business stands versus the best and worst in its class with box plot distributions for each data point

IBM Apptio Features

  • Supported: Automated data ingestion and modeling
  • Supported: Analytics and reporting
  • Supported: Budgeting and forecasting

IBM Apptio Screenshots

Screenshot of Industry BenchmarksScreenshot of Planning OverviewScreenshot of Billing - Main ViewScreenshot of Costing - Control OpEx and Cut CostsScreenshot of Improve Cost Transparency

IBM Apptio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesCan be used by customers in any country
Supported LanguagesEnglish, Japanese

Frequently Asked Questions

The IBM Apptio platform is a technology business management solution that enables organizations to make better decisions about technology investments. It connects technology spend to business value so organizations can adapt to changing market conditions.

Microsoft Excel, Serviceware Financial, and MagicOrange are common alternatives for IBM Apptio.

Reviewers rate Usability highest, with a score of 8.1.

The most common users of IBM Apptio are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(184)

Attribute Ratings

Reviews

(1-25 of 62)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne as our primary source for costing out applications, projects, and services. It allows us to much more accurately determine the services driving our costs, using the ATUM model. It also provides us with the unit costing ability that supports business cases and strategic decision making. ApptioOne is what we use to charge costs back to the consuming businesses, providing transparency into the value or profitability of different business lines.
  • Dashboard/data visualization
  • Allows for complex modeling to fit your business
  • Easy to navigate for the end users
  • Additional flexibility around report layouts
  • Quicker navigation in ITP
  • Increased functionality around building dashboards in Apptio BI
ApptioOne provides a level of transparency that our finance, IT, and business partners have always wanted but never would've had otherwise. It promotes great collaboration and decision-making across the different groups.
November 28, 2023

The best review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
ApptioOne is used in a couple of different ways within my company. We look at cost of IT and the value it gives back to the business. UPMC is a healthcare company that I work for and we used ApptioOne to levergae the decision to go to a single EMR. Through this inititive we look to make more decisons this way. By looking closly at IT cost and value we save money to give the best patient care possible
  • User Friendly
  • Leverage Business value
  • Create better discussions with C-Suite to make informed decisions
  • Apptio BI
  • Use of AI
  • Clearly models
It is well suited in situations where you want to look at total cost of a particular application(s) and if we can potentially retire it or buy something that gives the business more value. By looking at value we are able to drive innovation and lower cost to give the best patient care.
November 02, 2023

ApptioOne Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
At the moment we are using it to create mostly reports for finance and technology, showing the CIOs and as well the CTOs, different ways in which they could save their cost within their technology. So we are basically in the process of implementing reports for the different managers' areas.
  • Integrates a lot of data sources in which we could gather data and we can show that to our stakeholders.
  • Basically it's the interface of the product. It's not very user-friendly for the stakeholders. So they have a hard time trying to see the data because of the interface that the tool has.
I think for terms of cost transparency, showback chargeback is a very useful tool and one of the opportunities that it might have is how they can show the dashboards to the users.
November 02, 2023

ApptioOne Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use the tool for a variety of different purposes, primarily for technology, showback, and chargeback. We use it to calculate costs for our applications, teams, and services, which we then use to help facilitate our chargeback model, which goes back directly to the business lines, and impacts their profitability. So it's very important that the Apptio model that we use and have built is accurate and maintainable and up to date with everything that changes in the business. We also use it for technology reporting, so not businesses, but straight directly in technology for application rationalization, a kind of team labor management between innovation-related work and app BAU work. We are also using it more now than ever for understanding our hybrid infrastructure world of cloud versus on-prem, what the cloud costs in terms of consumption versus shared services of cloud, the labor to support the cloud, and things like that. We have to report on that and have our tech understand it, look for areas of opportunity to decrease spending while maintaining the quality of the outputs is very important.
  • Does very well at handling complex allocations and automation. Also great at bringing in data automatically, manipulating that data, and allowing you to feed that data into a complex model. So all the behind-the-scenes stuff works really well. It's also pretty good at visualization. It has some similar capabilities like a Power BI and Tableau, but generally provides most of the visualization technology that somebody would need with the tool.
  • I would say the big thing is just the complexity sometimes on the reporting surface. It can be a lot of different buttons, and a lot of different tools, and it can be occasionally overwhelming for somebody to come in and see a report built one way and then look different in another place. So really maintaining consistency and how the reports look, how they function, is very important. So I would say just simplicity on the front end has been a little bit of a challenge for us. We've gotten better, but with training obviously things like that, but that's been the main challenge.
I would say for larger companies that don't have any sort of automation of their reporting today, so it's all done in Excel or it's all done in Power BI reports that are fed off of Excel documents, especially technology expense, it can be really helpful. I would also say companies that are early in their cloud journey, it can be helpful to start early. So that's a few that would be helpful. Not helpful, I would say companies that already have a really good handle of their technology spend via any tools they might have. So it can get to a point where they have multiple different tools. Apptio is one and multiple different sources of truth, and if you bring in Apptio later, people won't trust Apptio. So really if you already have a bunch of tools stood up, it's harder to bring in another.
November 02, 2023

ApptioOne Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are consulting with various companies. One specific is we're working on value realization of applications and services.
  • It's able to aggregate various data sources, specifically financial and operational data across multiple systems. So even if the company has various systems internally, it's able to aggregate them to be able to paint one picture.
  • I think depending on the organization's use cases, some of the configuration could be very complicated and hard to manage over time.
It's best suited for mid-size to enterprise companies that have a large IT spend, both cloud and applications and end-user services that need the help to be able to aggregate the information and be able to paint the picture of what it costs. Not suitable, maybe a smaller company.
October 27, 2023

ApptioOne for newbies

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Budgeting and Forecasting
  • Versioning
  • Approval workflows
  • Comparison of plans and forecasts
  • Cost reporting
  • Limited reporting views in ITP in my experience
  • Layouts and bookmarks are hard to utilize in my opinion
  • Waterfalls are good but when comparing versions then details only shows up on the existing plan version in my experience
  • Actuals vs budget and forecast for contracts is not consumable in my opinion
Automating the budget process
Continuous forecasting
multi year planning
Score 9 out of 10
Vetted Review
Verified User
Incentivized
ApptioOne is currently used as the IT Financial Data single source of truth, as a first step it is helping us provide clear allocation of data by project, product, and business unit replacing a number of disconnected PowerBi dashboards. Apptio brings the ability to report on project TCO which is allowing us to simplify the way we manage our financials.
  • Structures the data
  • Allows for quick design/build/deployment of new dashboards/views
  • Allows for collaboration on the same platform
  • User interface (mostly look and feel)
  • Editable tables
  • Easier user customization of existing reports (like what PowerBi does)
- Lots of data and the need to structure it and enrich it with meta-data - Need to report on TCO - Need for showback/chargeback
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne to do technology allocation to our lines of business. It creates transparency and helps business understand cost and services they received.
  • Allocation model
  • Reporting
  • Integration with other Apptio products
  • Better dashboards and BI
Overall this is a really good tool for cost allocation and provides transparency, but still has room to improve.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne as a data consolidation and reporting tool. We are composed of several small corps and having the ability to see financial information in one consolidated view is tremendously beneficial for us. We primarily use ApptioOne to track/ report financial variance reporting.
  • Consolidation of financial information across multiple entities
  • Provides end users with easy access to meaningful financial information
  • Shows trends in data over time
  • Apptio has great OOTB reporting tools but there is opportunity for improvement in OOTB analytics solutions
  • Models can be prohibitively complex
  • End-user interaction with reports is desired. ApptioBI still seems early-stage
ApptioOne is well suited at creating a standard data model that works across the various entities in our company. We're able to track and trend our spend in meaningful ways and democratize our financial data, enabling better decision making.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use ApptioOne for App TCO, Showback, Chargeback, Budget & Forecasting
  • Application TCO
  • Budgeting & Forecasting
  • On Prem Infra Costs - relationships to Applications
  • Custom reporting
  • More than 2 object reporting
  • Column ordering in custom tables
  • More dashboards, less click thru reports for end user adoption
I've implemented ApptioOne for 9 years, from R11 to R12. Would like to see more engineering work adding more functionality to the tool. IT Planning needs a way to add comments to actuals as many clients don't utilize the Variance Analysis functionality. Configuring in IT Planning would be great. Additional education on implementing IT Planning and Bill of IT would be very helpful.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I help implement ApptioOne for clients, as well as providing support services, new product demonstrations and administrative consultations. Typically, the primary use case is enhancing and delivering additional functionality to existing ApptioOne configurations. Customers routinely require professional services to address either labor resource gaps or simply more experienced input relative to their solution.
  • Data handling
  • Customization Capability
  • Reporting and Visualization
  • Modernization
  • Simplified Integration
ApptioOne is fantastic for large organizations who are just beginning to view IT as an Investment in the business and supporting the entire enterprise. ApptioOne may not make sense for smaller organizations, where IT costs aren't a big enough driver in the overall spend picture, or in companies that generally don't view IT as the focus of their cost drivers. Culture plays a big part in the perspective that an ApptioOne end user will have, where a culture that invites more transparency and subsequent scrutiny usually does well with Apptio's offerings.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
ApptioOne is used to to translate the value of IT services to company leaders, analyze IT Vendor spending, and help drive optimal consumption of technology services.
  • Cost Modeling
  • Data Automation
  • IT Spend Analytics
  • Ease of use
  • User Interface
ApptioOne is well suited for modeling complex IT budgets across Business Segments, technology services, and users.
October 26, 2023

Fun Learning Experience!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use ApptioOne for Vendor Insights, Contracts, POs, IT Planning. It Addresses Showback and spending transparency and used by the entire IT Division.
  • Cost Transparency
  • Reporting
  • Flexibility
  • Calculation Times
  • Apptio University
ApptioOne is great at flexibility of data ingress and configuration. Reports are highly customizable, and Apptio provides many great out of the box options. Learning curve is steep for users responsible with configuration. Understanding relationships and mappings can be a challenge initially.
October 25, 2023

ApptioOne review

Brian Webster | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I do the configuration of ApptioOne and assisting user in CT and ITP.
  • great out of the box reporting
  • Easy to configure
  • flexibility with customize reporting
  • I find reference data in It Planning frustrating. fixing the errors can be diffcult in my opinion.
ApptioOne does a great job in user experience and visualizations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Cost transparency for IT is our primary use case. That enables accurate budgeting and forecasting of technology cost for the organization. We use ApptioOne for reporting IT costs and cost drivers to executive stakeholders to drive accountability for decisions impacting technology cost. Apptio One helps us to understand and communicate the cost of IT in terms that resonate across finance, IT, and operations; namely by application, service line, and consuming business unit.
  • The ATUM model and its configuration provide a trusted taxonomy for costs
  • The participative planning and budgeting process enabled by the product increases transparency into forecasted cost and allows for understanding service options prior to costs being incurred.
  • The loading of data through APIs eases data refresh processes
  • Persona based reporting views
  • Calculation times
  • Out of the box reporting for operational business value measures, e.g. revenue, market share, etc.
Fantastic tool for IT financial management, a quick win for any IT finance team that wants to move away from spreadsheet based budgeting and planning. It enables cost center owners the ability to enter and manage budget line items so there's far more accountability for the budget plan. Cost transparency is a fantastic module but takes more time to configure, test, and educate users on the reporting.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne as a cost allocation tool to provide insight into units costs at various levels of our IT Business. We use this to get to an Application TCO view where we can see the total cost composition of high cost apps in order to cut costs in redundant or under-utilized assets.
  • ApptioOne allocates costs very effectively and efficiently
  • ApptioOne provides OOTB reporting that provide a quick time to value
  • ApptioOne provides a platform that allows users to merge data and create custom views to gain insights
  • ApptioOne could improve in complexity as it is a very difficult tool to understand in my opinion.
ApptioOne is well suited for any IT organization that wants better insights into where the money is going, but it is not appropriate for smaller IT orgs where the value gained may not be greater than the cost in my opinion.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne for IT planning and cost transparency modules. We do use some cloud. However, I don't work with that so I won't speak on that one. For me, we do the IT planning quite frequently - daily. It helps us do our yearly budgeting cycle, and it helps us with a day-to-day, monthly forecasting process. So we meet with our service owners every month, and we talk through any forecast updates. So this could be headcount, any new products or services they want, et cetera. So that's how we use the product.
  • What I like about the product is it's a great consolidation. In the past, we tried to use Excel, and we would have to do a lot of manual work to get some of the results that ApptioOne drives. So, one of my favorite parts about ApptioOne is quickly comparing previous budgeting cycles or plans to our current plan and see how we're trending, if we're meeting the plan, and if we're off or on, it makes it simple. It gives a great high-level overview regarding headcount dollars or travel dollars across the entire organization. We can quickly drill down into the detail we need, which is helpful.
  • Yeah, so one of the things that I've talked to our ApptioOne consultant, is once the actuals are imported into our planning system, we're not able to add comments or adjust the actuals without going back into the data and doing a lot of manual work. So it'd be nice to have a blank text field where we could write any comments into the actuals. That'd be really helpful and, to be able to adjust, not the dollars in the actuals, but kind of leave comments and group the actuals in a more detailed manner.
October 25, 2023

Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne for TBM as well as financial reporting. This helps our financial data be transparent to all users of Apptio.
  • Financial Transparency
  • Ability to drill into reports to see more granular data
  • Automate tasks that used to be manual
  • Versioning reports
  • Easier view to see what impact a change in TBM studio (formula)
Best suited for an organization to be able to see financial data in one view and provide dashboard for executives. Love the custom report capability to fit your organization.
October 25, 2023

Good Product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Product supports IT planning, forecasting, and financial reviews.
  • It helps align the spending and forces users to plan
  • It gives an effective accounting of actual spending so we have an ability to reallocate funds more effectively
  • It provides effective visibility to senior leadership
  • Report development is difficult to master in my opinion due to the multiple options and wide range of data to draw on
  • In my opinion, ApptioOne needs an IL6 Solution for Federal government DoD users
  • In my opinion, ApptioOne needs to support a MS Project interface for the Target Process app
If you have data which reflects your actual spending and you have a means to also reflect your planned budget .ApptioOne is an effective tool to create displays and reports reflecting your environment.
October 25, 2023

ApptioOne Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We using ApptioOne for tracking our budget forecast and actuals. The tool also helps us for tracking and allocation of our vendor and labor spend within our organization. This helps with what our services cost and how we can send the costs out to our business units. With the transparency on how we created the cost it helps with discussion on how to best use our IT spend dollars.
  • consolidating costs
  • managing the costs in a heirarchy
  • helping the with allocation of cost to services.
  • better data input and normalization
  • Integration with other solutions.
  • better collaboration with users.
The way it is able to consolidated and model costs to be able to have a common language that helps facilitate discussions and understanding within IT, Finance , stakeholders and consumers. This allows to take out any issues there might be with miscommunication. It provides the information needed to have production discussions with everyone.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use ApptioOne for Billing, forecasting, cloud expense management, application TCO
  • allocations
  • cost transparency
  • user interface is great
  • performance
  • IT planning enhancements
  • Datalink functionality
ApptioOne is great at cost transparency and app tco. I execute and own controls. The datalink functionality needs to improve for record count and a check sum.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use CT and ITP for IT financial planning, budgeting, forecast, and var. analysis.
  • Drill down capability
  • Dashboard
  • By IT tower
  • How to consolidate and align actuals with budget/forecast line items to easily identify areas for under/over budget
  • Excel upload capability is not good and need to improve
  • Need to integrate IT planning and Cost Transparency data and produce meaningful reports to help analyze data instead of toggle through two separate CT and ITP to try to figure out actuals vs. budget line items
Our struggle with using ApptioOne for planning, forecast, or var. analysis is:
1. When looking at thousands of actual line items posted in SAP, how to consolidate them into our budget line items which are more consolidated basis by vendor initiatives
2. End-user adoption has been challenging due to users being overwhelmed with too much data
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization utilizes ApptioOne, specifically the IT Planning forecasting and budgeting module, to build our $300M+ budget from the bottom up. The module makes it easy to identify line items that should not be included in the budget, as well as items that can be highlighted as potential cost-saving initiatives. We successfully managed a 10% budget cut ($30M+) by using IT Planning, which wouldn't have been possible without the use of the module.
  • Bottoms-up budget approach
  • Numerous views of data/line items to highlight potential duplicates in budgeted items
  • Fully fleshed out labor roster that seamlessly rolls up into the total budget/forecast
  • Filters are sometimes "sticky" and do not reset, causing the user to continually repeat clearing filters
  • The ability to add a "vacancy factor" for different roles or account codes within the labor
  • Headcount is not necessarily correct on the KPIs. The system aggregates open positions by months left in the year, which makes the actual headcount much higher than shown
The IT Planning module within ApptioOne is great for companies with large budgets and numerous end users that need to access the same data. Each budget owner is able to make changes within the system instead of each different area sending finance Excel documents. Bottoms-up budgeting makes it easy to identify gaps in data or potential areas to remove for cost savings.
October 24, 2023

Technology Finance

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ApptioOne for our annual planning process to provide actionable insights to our senior leaders in order to make real time decisions based on data driven analysis.
  • Allocate IT costs to Business Units
  • Budgeting and Forecasting
  • Data integration and automation
  • More customization of ITP user interface
  • Performance improvements when working with large data volumes
  • Apptio BI lacks some of the functionality vs. competitors
Financial management - unified model Budgeting and Forecasting Cost allocation modeling
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We currently use ApptioOne to manage the forecasting and budgeting for total IT Spend. We were primarily using spreadsheets and loading the details into our corporate financial management system and had very little visibility to total company view or spend tracking prior to formal monthly reporting. This made it very difficult for our delivery managers to asses how projects were tracking or give the organization the opportunity to redeploy unspent dollars.
  • Real time updates (everyone sees what you input in right away)
  • Automatic saving of details when changes are made (no lost changes)
  • Automatic calculation of internal labor spend
  • Ability to send other end users your layouts without making it public
  • The comparison calculations are confusing vs industry standard (comparing target to forecast shows as a negative is under spent) in my opinion.
  • Need the ability to expand all items in the view with multiple grouped items
  • No way to retract your mistake with an Undo button in my experience.
  • Ability to hide/grey out unused tabs in Contracts and Labor Activity
My teams have been able to self serve multiple times to get the details they are looking for when reviewing forecast vs actual spend. They can easily download their reporting needs to bring to their business stakeholders. They can view when other departments make forecasting changes to their projects and track their spending to their budget. They can sort their spend by project, cost type, or vendor easily. There are some difficulties when using the system for users who are not in it often so the ability to push layouts to users without making them public would be helpful as a person in IT Finance in my opinion.
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