IBM Robotic Process Automation vs. Planful

While it can be applied to various scenarios, its suitability can depend on the specific requirements of a given task or process. Here are some scenarios where IBM RPA is well-suited and scenarios where it may be less appropriate: Well suited: 1.Data Entry and Data Migration: RPA can efficiently automate data entry tasks, such as copying information from one system to another or migrating data between databases, reducing the risk of human error 2. Report Generation: RPA can generate routine reports by extracting data from various sources, formatting it, and delivering the reports to the relevant stakeholders, saving time and effort. 3. Email and Message Handling: RPA can help manage and categorize emails and messages, such as routing customer inquiries to the right department or processing routine email requests.Less suited for: 1. Cases where there is High Variability: RPA may struggle with tasks that have a high degree of variability, where each case is unique and difficult to standardize. 2. For Complex Decision-Making: RPA is rule-based and not designed for complex decision-making processes. It cannot replace the judgment and decision-making capabilities of humans. 3.Tasks Requiring Creativity: RPA is not suitable for tasks that require creativity, innovation, or problem-solving skills, as it operates based on predefined rules and logic.

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.

• accessing local system
• It was programmed to navigate to the web page requiring reCAPTCHA verification, locate the reCAPTCHA challenge, and generate a screenshot or other data to present to a user for manual input.
• It was programmed to extract employee data from emails or forms, update the employee record in Workday, and send automated notifications.

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• 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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Security and data privacy: IBM RPA may not have the strongest security features, which can leave sensitive data vulnerable to breaches or hacking.
• Scalability: IBM RPA may not scale well to accommodate larger businesses and more complex processes, which can lead to performance issues and increased costs.
• Customization: IBM RPA may not provide as much customization options as some users would like, making it difficult to tailor the software to specific business needs.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

By implementing IBM Robotic Process Automation, we realized that they are digital robots with a great impact on our manual tasks, generating good automation capabilities that are beneficial to the entire company.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

IBM RPA is a very powerful tool, it has almost all the features that are necessary to build, implement and manage highly functional robots. The learning curve is very fast, so excellent skills are acquired. It is not necessary to have strong programming knowledge because its use is very easy. It is just drag and drop commands. By adding rules and logic, wonderful robots can be achieved.

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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

IBM has done a great job with enablement for the product. There is documentation for use-cases, development videos for beginners, and a community forum that has proven useful for getting started with the application. Although the resources cannot solve every problem a developer comes across, they have been very beneficial to our technical team.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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!

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I am main developer of the this implementation. I have faced many chanllenges in implementation as IBM RPA not provided direct commands to automate Excel. I enjoyed in finding solution and best approach for the implementation

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I've always had excellent service and had no trouble communicating. It has aided in my understanding of how I can continue to use the bots. Reading peer assessments reveals that while IBM RPA demands a substantial initial financial commitment, it justifies its cost, unlike Blue Prism RPA, which does not.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• IBM Robotic Process Automation has helped save on cost and time as it is able to automate tasks that are repetitive and routine tasks.
• IBM Robotic Process Automation has helped us increase productivity. This is because it is able to perform tasks with a high degree of accuracy and speed.
• It has enhanced compliance as it is able to automate compliance-related tasks. This has helped us improve our reputation.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info