Aprimo vs. Planful

I think Aprimo is well suited when you are looking for a DAM to house all of your content. It will be easy to find what you need based on the metadata you are including. I think Aprimo works very well in situations where you are looking for both a DAM and project management system. We are using the DAM and Aprimo productivity and they pair well together

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Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.

• Audit - The trail of what you can look back on is so robust and the IDs are on every task and asset. You see a full picture of something that has been approved and can see any amends that have been made. Having the full view and timeline of any updates is essential for our teams.
• Reporting - Most if not all fields can be reported on. This is essential for us as we use reports to influence management decisions as well as managing day-to-day operations.
• DAM - The DAM functionality and connectivity is a big one for our future plans as well as existing ones. Connectors into the DAM help us integrate the systems we have already, plus plan and support the business with new plans in growing areas.
• Service - Aprimo support is amazing. The support we get as a company is always great, no matter how big or small any issues or queries are. The team at Aprimo is always so attentive and comes back with great answers and support.

• It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
• I can build detailed reports so that my monthly and weekly reporting is done more efficiently
• I like the tools that I am using to create dedicated models for forecasting and budgeting purposes

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• Customer support is slow to resolve system issues
• Complicated configuration with no in-depth training amounts to a huge learning curve and expensive concierge services
• The consumer-facing UI does not have all of the functionality that is required
• Training videos are out of date or purport functionality that does not exist

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• Dashboarding could be more flexible and easier to use.
• Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
• Make Analyze view in Spotlight more intuitive.
• A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.

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While Aprimo provides the fundamental tools to track our actual spend, it has a major void when trying to plan for future programs. Our teams often have offline Excel spreadsheets to track actuals spend vs. our original budget, and lay out the future programs against which we plan to use budget funds. Would also appreciate reporting mechanisms which could splice data in non table format. For example, we often use marketing calendars to display programs/spend over time. This helps our team ensure that programs which are intended to run concurrent with in-store sales executions are happening in the correct time frame. The visual is simply easier to follow.

Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.

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Really good search and upload process, and great functionality for workflow approval and editing. QuickConnect is handy for on the go, and the SSO keeps it simple. For customization, it is relatively complex and requires some technical knowledge. The user guides are very detailed, and the Aprimo Academy training modules provide lots of information, but there is a steep learning curve to get fully up to scratch with the system. The level of inter-relatedness of areas of customization could be complicated to work out if there is a problem. The support team at Aprimo is fantastic and the high customization potential is a benefit rather than a downside. A system champion is required to make sure it is fully utilized.

The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.

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We have not yet experienced any downtime

I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.

We are struggling with it though I think it’s our firewall i.e. an internal issue. Accessing the software outside or on mobile is faster.

They have a multi-tenant and single tenant option (more expensive) . We bought the single tenant option in anticipation of using Campaign Management and based upon our scale. You get more capabilities with single tenant

Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.

Support is support, so mainly reactive when it is about product inside and common issues. But when it is about specific enhancements and business concerns related to our own configuration and settings, we surely feel a gap. and this is why concierge is a must have solution when facing Aprimo support

Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support

Aprimo offered a number of hands on sessions customized for each group. As such, they address specific needs and configurations of each team. These sessions also offered another round of cross-functional collaboration in process design.

My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!

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It was very generic and we took it prior to configuration. It was however adequate to educate our user in the basic capabilities that will have become available to them after deployment.

Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production

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We were very well supported. TopRight who performed the process/requirements definition as well as project management functions came with ample experience with various marketing automation platforms. They also came with very good multi-channel marketing experience that allowed them to tackle this implementation as a marketing deployment and not a technology deployment. TopRight bring expertise in multi-channels strategy.

Aprimo performed the configuration and training functions. Their personnel were very well versed in their platform and brought much empathy to a deployment that required a great deal of change management.

I am stunned by how many people (from for-profit sector who work here) have not been exposed to these types of platforms. I want to make sure that folks are so accustomed to user interface. When I roll-out campaign management, teaching them the art and science of campaign management versus just learning the tool. TopRight are marketers. They are familiar with all these technologies. Their job has been to define processes, best practices and turn into training. Similar to training from Salesforce.com about funnel mgmt etc, vs. just the product. We will create training modules that are agnostic to the platform

After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.

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Unica - Both platforms (i.e. Unica and Aprimo) delivered comparable capabilities. However, due to internal limitations around technical support and technical maturity of the organization we selected Aprimo as it delivered the more user friendly user interface. Unica requires more technical saviness. With Aprimo you can be completely non-technical.

We evaluated Epsilon, but they were too expensive and don’t compete on price.

We evaluated Axciom. They offered an outsourced full service and were very powerful, but we wanted to bring capabilities more in-house. The capabilities were more advanced that we needed today. We felt Aprimo or Unica could both carry us a long way.

We did not look at marketing automation vendors like Eloqua, Marketo. From a scale standpoint, we were looking for campaign management and not just marketing automation. Also wanted MRM (Marketing Resource Management) or internal workflow management capabilities. We did not take a deep dive as they didn’t have the full suite solution

Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.

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From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.

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• The stream-lined content process with agency partners who have access to our Aprimo client.
• In app creative review and redlining makes changes easy for client and agency.
• Cost saving in the way that we were able to build custom products and not try and use a costly less effective tool.

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• Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
• Budget to Actual analysis has become much more streamlined and actionable
• Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.

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