Jitterbit vs. Planful

This is a great tool for bringing data out of your locked, internal systems and getting it into the cloud. It meshes well with Salesforce and is fairly easy to use, helping the transition from other older, more complex tools into a more modern environment. It has lots of competition in this space and some are better than others, but if your data is straight forward and you know it well, Jitterbit will get the job done. If you are not as close or comfortable with your data and need to do some wildly complex migrations, there might be better packages out there for you.

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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.

• UI is super easy to understand with a low learning curve so admins can figure it out and maintain it without breaking anything.
• It's FREE! There's a paid version too but I like that you can use most of the features for free and they're not pushy with buying.
• There's a great user community that you can google and ask any questions. Most problems I've encountered have been posted and answered already.

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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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• Migrating operations from QA to Production work well for initial deployment, however, when migrating an update to an existing job to production, sometimes certain project items are duplicated. This is not the end of the world... the duplicates can be removed, but would be nice if it was not required.
• I have not found a way to trap under-the-covers SOAP errors (for example, when a query you are running against Salesforce takes too long). You get a warning error in the operation log that the job only pulled a "partial" file, but it does not fail.

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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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I have been evaluating other tools as a continuous improvement practice. I would like something that would be easier to use for a non-technical user. I work for a small organization and have no back-up for Jitterbit if something happens to me. We don't have the technically savvy employees to understand it.

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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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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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.

They have some of the best support of any software vendor that we use. They always get our issues resolved quickly

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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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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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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Evaluated Dell Boomi and Celigo as alternatives prior to purchasing Jitterbit. We went with Jitterbit at that time because we could handle all changes ourselves without any assistance from Jitterbit, and we liked their size and nimbleness. Dell Boomi was too big for us, and Celigo at that time did not have a self-service model. Every change had to go through them (although that has since changed). We were not in a position to be able to wait for someone to make changes for us given the rate of change within the business.

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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 time it takes to connect systems has reduced by orders of magnitude. Previously, we would custom-develop connectors between various systems and they would all be managed by different vendors. With Jitterbit speed-to-deploy and the efficiency gained by managing all connections in one dashboard has been the greatest piece of the ROI.

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Independently Invited by TrustRadius

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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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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