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Kepion Planning vs. Phocas Business Intelligence

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Kepion Planning

    Score7 out of 10
    Enterprise companies (1,001+ employees)
    Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver rapid solutions for mid-size and enterprise customers. We make it possible for businesses to be empowered with real-time analytics, what-if scenario modeling, and the ability to model complex…

    $0

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    Phocas Business Intelligence

    Score9.3 out of 10
    N/APhocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas, based in the United Kingdom, is a business intelligence firm with offices in…N/A
    Pricing
    Kepion PlanningPhocas Business Intelligence
    Editions & Modules
    On premise Install
    $0
    Contact Us
    Cloud Planning
    $0
    Contact Us
    No answers on this topic
    Offerings
    Pricing Offerings
    Kepion PlanningPhocas Business Intelligence
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPlease contact us at sales@kepion.com for more details.Phocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes.
    More Pricing Information
    Features
    Kepion PlanningPhocas Business Intelligence
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    7.9
    2 Ratings
    2% below category average
    Phocas Business Intelligence
    -
    Ratings
    Long-term financial planning8.92 Ratings00 Ratings
    Financial budgeting8.22 Ratings00 Ratings
    Forecasting8.22 Ratings00 Ratings
    Scenario modeling8.02 Ratings00 Ratings
    Management reporting6.12 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    7.5
    2 Ratings
    4% below category average
    Phocas Business Intelligence
    -
    Ratings
    Financial data consolidation6.52 Ratings00 Ratings
    Journal entries and reports6.52 Ratings00 Ratings
    Multi-currency management8.82 Ratings00 Ratings
    Intercompany Eliminations7.32 Ratings00 Ratings
    Minority Ownership6.92 Ratings00 Ratings
    Local and consolidated reporting8.02 Ratings00 Ratings
    Detailed Audit Trails8.32 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    7.0
    2 Ratings
    15% below category average
    Phocas Business Intelligence
    -
    Ratings
    Financial Statement Reporting6.82 Ratings00 Ratings
    Management Reporting6.12 Ratings00 Ratings
    Excel-based Reporting8.92 Ratings00 Ratings
    Automated board and financial reporting7.12 Ratings00 Ratings
    XBRL support for regulatory filing6.12 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    6.6
    2 Ratings
    13% below category average
    Phocas Business Intelligence
    -
    Ratings
    Personalized dashboards6.12 Ratings00 Ratings
    Color-coded scorecards6.22 Ratings00 Ratings
    KPIs6.22 Ratings00 Ratings
    Cost and profitability analysis8.22 Ratings00 Ratings
    Key Performance Indicator setting6.22 Ratings00 Ratings
    Benchmarking with external data6.52 Ratings00 Ratings
    Integration
    Comparison of Integration features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    8.9
    2 Ratings
    10% above category average
    Phocas Business Intelligence
    -
    Ratings
    Flat file integration9.12 Ratings00 Ratings
    Excel data integration8.92 Ratings00 Ratings
    Direct links to 3rd-party data sources8.52 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    9.0
    4 Ratings
    10% above category average
    Customizable dashboards00 Ratings9.04 Ratings
    Report Formatting Templates00 Ratings9.04 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    9.6
    4 Ratings
    18% above category average
    Drill-down analysis00 Ratings10.04 Ratings
    Formatting capabilities00 Ratings9.04 Ratings
    Report sharing and collaboration00 Ratings10.04 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    9.3
    4 Ratings
    12% above category average
    Publish to PDF00 Ratings10.04 Ratings
    Report Versioning00 Ratings8.03 Ratings
    Report Delivery Scheduling00 Ratings9.94 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    8.3
    4 Ratings
    4% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.04 Ratings
    Location Analytics / Geographic Visualization00 Ratings9.03 Ratings
    Predictive Analytics00 Ratings8.04 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    9.9
    4 Ratings
    15% above category average
    Multi-User Support (named login)00 Ratings9.94 Ratings
    Role-Based Security Model00 Ratings9.94 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.93 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Kepion Planning and Phocas Business Intelligence
    Feature
    Kepion Planning
    -
    Ratings
    Phocas Business Intelligence
    9.5
    3 Ratings
    20% above category average
    Responsive Design for Web Access00 Ratings9.03 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings10.03 Ratings
    Best Alternatives
    Kepion PlanningPhocas Business Intelligence
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.1 out of 10
    Sisense
    Score6.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kepion PlanningPhocas Business Intelligence
    Likelihood to Recommend
    8.3
    (2 ratings)
    8.1
    (4 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    Data Sharing and Collaboration
    8.2
    (2 ratings)
    8.0
    (3 ratings)
    Data Sources
    8.9
    (2 ratings)
    10.0
    (3 ratings)
    User Testimonials
    Kepion PlanningPhocas Business Intelligence
    Likelihood to Recommend
    Kepion
    The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.
    Read full review
    Phocas
    If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.
    Incentivized
    Read full review
    Pros
    Kepion
    • Budgeting and Forecasting: Kepion provides all budgeting, forecasting and actuals information in one, collaborative environment.
    • Analysis: It is easy to traverse across your entire budgeting and forecasting spectrum in Kepion, unearthing insights that would be hidden from you in other tools.
    • Workflow: Kepion's workflow management is simple and clear.
    Read full review
    Phocas
    • Custom reports are simple to create.
    • The ability to manage users and their dashboards is solid.
    • Easy to navigate web interface makes the software accessible from anywhere.
    Incentivized
    Read full review
    Cons
    Kepion
    • Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
    • Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
    • Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
    Read full review
    Phocas
    • Phocas needs to make it easier to connect to different types of databases.
    • The data in Phocas needs to be updated faster in some cases.
    • It needs to provide functions to create better charts and graphs.
    Incentivized
    Read full review
    Usability
    Kepion
    No answers on this topic
    Phocas
    It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.
    Incentivized
    Read full review
    Support Rating
    Kepion
    No answers on this topic
    Phocas
    Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.
    Incentivized
    Read full review
    Alternatives Considered
    Kepion
    Kepion is in a unique position in that it has all of the enterprise-grade functionality and scalability of a tool like Cognos, but it is available at a lower price point, with much more engaged support.
    Read full review
    Phocas
    Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
    Incentivized
    Read full review
    Return on Investment
    Kepion
    No answers on this topic
    Phocas
    • It has given our business a view on data
    • We can access it from anywhere
    • You can have multiple dashboards for different information
    Incentivized
    Read full review
    ScreenShots

    Kepion Planning Screenshots

    Screenshot of Data IntegrationScreenshot of ProcessScreenshot of ReportingScreenshot of Sales PlanningScreenshot of Scenario ModelingScreenshot of Workforce

    Phocas Business Intelligence Screenshots

    Screenshot of Phocas Dashboard on iPadScreenshot of Phocas Dashboard on Laptop