Euna Budget (Questica Budget and OpenBook) is a budgeting tool that enables organizations to share and communicate their financials and other data, when and where they need to. Additionally, its Project Explorer for Capital Budgets allows organizations to display on an interactive map every infrastructure project, including the budget, actual spend, funding sources, and accompanying documentation, images, video, etc.
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Planful
Score 8.1 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
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Pricing
Euna Budget
Planful
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Euna Budget
Planful
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
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Pricing is highly dependent on the complexity and scope of the implementation.
It stacked up very well. We evaluate at least 3 companies before making software decisions and this one was a clear contender. The map visualization and pop ups are wonderful to be able to visually see what you are discussing in person. These are qualities the rest do not have.
Citizen engagement would be the area where it could be best suited. I don't really see it outside of the public sector but we use it to interact with our clients in the public sector. It helps to be able to show the transparency of engagement of citizens to communicate best with local government agencies.
There are still times that I find myself thinking that "I would have been done with this already" in Excel. Most (possibly all) the colleagues I know in our industry haven't outgrown using Excel yet... Overall, now that I feel I (mostly) "know what I'm doing" and am thru the learning stage the system I'm seeing benefit...however also feel like I haven't 'scratched the surface' of what it's capable of. Dynamic Planning, Predict/Signals, AI ...I feel we have a huge learning curve still ahead. I've explored Signals and AI Analyst and haven't been able to get reliable results to drive me to use it more...which leads me to believe we have core implementation related issues.
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.
It's very easy to use and intuitive enough that you can guide yourself through even if you do not have IT on staff to assist you. It's easy to set up and get going in minutes. All you have in front of you to analyze data and present. It's helpful for the customer too.
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.
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.
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.
I haven't had to deal with support much because it's such an easy-to-use product but when I have, they have been very easy to talk to, engage, and resolve our needs quickly. The challenges we had were met over the phone as they walked us through the system.
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
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!
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
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.
It stacked up very well. We evaluate at least 3 companies before making software decisions and this one was a clear contender. The map visualization and pop ups are wonderful to be able to visually see what you are discussing in person. These are qualities the rest do not have.
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.
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.
