GoSquared vs. Planful

1) Maintaining customer relationships - GS just makes it so easy to respond to our users who use our product more from a tactical point of view 2) Onboarding - I think it's more or less an extension of the first point above but GS does make it easy for us to onboard new clients who are sort of beginners.

Incentivized

I think it is a useful tool from a reporting standpoint. It does a good job of data aggregation from different sources, even if slow at times. I think the tools for building forecasting and budgeting templates are straight forward but allow for a level of complexity that make it both easy to use but also allow for complex builds so that our models can take into account many different variables that drive our daily performance.

Incentivized

• Provides real-time statistics and trends which is invaluable to representative to establish solid connections with our customers
• Allows us to see current trends and product engagement. Also allows us to compare unique visitor counts with relevant dates.
• You can go big as you need, and pay as you need with instantly upgradable and affordable plans.
• Customizable dashboard is a great add-on for representatives to remove screen clutter and have clean information
• You can always directly communicate with your customers by integrating another component to your site.

• Creating forecasts for the month, quarter, and year
• Creating new variables by using variables pre-defined and that are new in the system
• Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅

Incentivized

• CloudFlare integration is spotty - stats in Cloudflare (tracks also Javascript off visits) and GoSquared stats are often significantly at odds
• Notifications don't seem to work very well
• Dashboard likes to re-set itself even when it was arranged & saved previously
• Weekly/ Monthly/ Yearly absolute numbers

• 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.

Incentivized

Not only does the GoSquared application work well, the GoSquared team is constantly making improvements. When I first started using GoSquared, they only offered daily reporting -- now they offer the weekly and monthly feature per popular request. I like that they are always updating the look and feel of the website and emails they send to maintain a modern look. GoSquared is easy to implement and easy to use!

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.

Incentivized

GoSquared makes it easy to get started, providing everything you need to integrate the code into your site and start seeing and analyzing data

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.

Incentivized

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.

The GoSquared team has always gone above and beyond to create the best analytics platform and provide top notch

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.

Incentivized

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

Incentivized

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.

Incentivized

Google Analytics is massively bloated and can be difficult to configure, navigate and understand. While GoSquared doesn't provide the feature set that Google Analytics does it focuses on providing the best experience for the features it does offer. If you just want to know who is visiting your website and when then GoSquared is a simple way of tracing this information.

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.

Incentivized

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.

Incentivized

• GoSquared helps us to react quickly to high volumes of traffic, and allows us to identify very quickly how engaging our content is
• Using browser specs helps us to ensure our websites are compatible with as many of our customers as possible, rather than relying on generic global stats

• 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.

Incentivized