Logi Symphony is a business intelligence and data visualization software that includes customizable dashboards, reporting, and visual data analytics. It can be integrated into users’ existing business applications and its visualization and reporting tools can be customized.
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Planful
Score8.4 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
Logi Symphony
Planful
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Logi Symphony
Planful
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
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.
For all the scenarios I have so far worked on or I am currently working on, Dundas BI has proved to be more than adequate and apt to handle all of those. It is a very easy-to-use tool with quick shortcuts enabling you to prepare ad-hoc reports or dashboards in a matter of minutes.
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 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.
Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
They are constantly improving and listens to your suggestions.
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
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
Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.
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.
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
We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.
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.
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.
We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution
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!
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
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.
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
Per dollar spent, it offers the widest range of features of the tools that we evaluated. It offers lots of options for how to configure your environment, though they are not always intuitive to figure out. Having an ETL layer was a must have for us, as well as the ability to host to secure HIPAA compliance. It is not a replacement for ad hoc reporting, but does a great job of creating parameterized reports and dashboards that look great.
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.
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.
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
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
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
