Magnolia vs. Planful

Magnolia is a very capable DXP, that provides client with lots of flexibility in composing its own stack. While the core of the platform is a content management system, the open architecture of Magnolia DXP allows it to connect to any platform, allowing client to extend the capabilities. One scenario would be a centralized content hub - where through a single platform, content authors can choose which channel to distribute what content. For example, long form content for consumers viewing on a laptop, short form content for those using a mobile browser. This allow the client to personalized the experience based on channels. Another scenarios would be leveraging on GenAI - using Magnolia's built-in connector to ChatGPT. If that is not the service that one desire, you can always connect to another AI service such as Google Gemini. With GenAI, connected, content author can use AI as co-pilot to help them scale up their content production.

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.

• Speed of development - time to delivery from zero to MVP was excellent
• Ease of use - the authoring experience is very easy to build and train
• PAAS/SAAS - the managed service platform removed the traditional overhead of running in-house technologies, meaning we could focus on value add, with less time spent keeping the lights on.

• 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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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

• The documentation provides samples that are often out of context, and difficult to know where the provided example code should be implemented. More tutorials providing the full project or step-by-step instructions on how to implement subject material would help greatly. Baeldung is a resource I would consider the gold standard in how this is done in other spaces.
• The use of JCR and Nodes makes object serialization/deserialization painful. Jackson compatibility or similar would be a welcome enhancement to the developer experience. Maybe leveraging code-gen from light modules to build model classes when possible could help accomplish this.
• Modifying the home layout from light modules is frustrating. It seems that any configuration overrides made merge with the default rather than overwriting, which makes for a difficult combination of guess-and-check while referencing the documentation to see what should be in each row/column when making changes.
• Including "mark all as read" or "delete all" in the notifications app would be a great quality of life improvement. It seems that by default, users have to individually select messages and operate them.

Incentivized

Invited by the Vendor

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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.

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

We have invested a lot of time and energy into tailoring a solution that works for the company.

We think the new features in v6.2 will help us get to the next level

We also don't have the resources to rebuild a website platform from scratch even if we wanted to

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

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

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

We've shown it to a number of users both clients and our own team and despite initial apprehensions, they "get it" very quickly. It's intuitive and friendly and quick to perform daily tasks. We once had a client tell us "Using Magnolia makes me smile" which says it all for us.

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. TR verified that a representative sample of customers was invited. More Info

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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Invited by the Vendor

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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.

I gave [it] 7/10 only because of the loading time of pages. Otherwise, I think it deserves an 8. Normally this is not an issue per [se] but considering the rating matrix and as I have been asked to honestly write about it. Yes, the page loading times could be improved.

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.

You always get an answer based on your SLA. But you always get a solution. That's the successfactor in this case. To often i was frustrated about people in a company without even a clue what there product is about or how to solve a problem. Magnolia's Support Team does a very good job and try to help you in most of the cases

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!

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

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

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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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 used several CMSs like AEM and EpiServer, and comparatively, they all excel at different things. Magnolia is the best to develop for/against. Episerver has the best/most fluid UI in terms of content editing, and the overall admin experience AEM is just all around sucks.

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

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

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

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• Magnolia has brought about positive impacts. For instance, we need not outsource web design and marketing services because thanks to this software, we can handle most work inhouse
• The software is affordable with no compromises on capabilities and therefore it is gives us value for money.
• The templates makes the whole process easy

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

• 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