Microsoft Power Automate vs. Planful

Very useful RPA tools for automating processes with minimal coding and drag-and-drop functionality, with a wide variety of triggers, including scheduled time-based triggers and activity-based triggers, such as modifying a file/list in SharePoint to run a Power Automate flow. Very easy-to-use UI with native integration with every Microsoft product, and a very low automation failure rate for deployed workflows.

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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.

• Sending confirmation email to clients and user once the flow is triggered.
• Fetching or Dumping files from one location to another if the flow is triggered.
• Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task.
• Power Automate also be used to convert any file format to a specific file format and save it to the required location

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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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• Steep learning curve.
• It can be slow to develop simple solutions compared to other automation platforms such as Smarsheet.
• Troubleshooting and developing can be frustrating without proper access to edit the code directly.
• Only able to edit through the GUI and with expressions.
• Many ways to do the same thing can be frustrating when you need to rework your flow.

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Invited by TrustRadius (TR) on Vendor's Behalf

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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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The tool is very useful when used with its various native connectors, taking great advantage of the integration between the components and systems of the Office365 universe. However, its cost is still high, and automation using more advanced components containing AI resources becomes unfeasible for some companies. Due to the financial crisis that many companies are currently experiencing, investment in automation systems or tools is taking a back seat.

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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

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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Power Automate features a clean and intuitive user interface that allows users to create, manage, and monitor workflows easily. The UI is designed to be accessible to both technical and non-technical users, with drag-and-drop functionality for building workflows. Power Automate supports integration with a wide range of Microsoft and third-party applications. This flexibility in integration allows users to automate workflows across various systems, enhancing overall productivity and efficiency.

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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. 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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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.

both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.

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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

after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.

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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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although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)

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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. TR verified that a representative sample of customers was invited. 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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Overall, our experience implementing Microsoft Power Automate has been positive, with a relatively low barrier to entry and a fast time-to-value—especially because it integrates natively with Microsoft 365, which we were already using extensively. With Respect to migration, I had a very good experience where existing workflows were reviewed and simplified. Unnecessary steps were removed. Business rules were reimplemented using Power Automate logic. We migrated Approval workflows, email-based notifications, SharePoint-centric processes, and simple integrations.

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Independently Invited by TrustRadius

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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Microsoft Power Automate is worlds ahead of Zapier in so many ways. The looping, DOM access, and flow controls are much better. I feel that accessing different data within previous connectors used in a flow is much easier in Microsoft Power Automate as well. The custom connector creation process is a lot more pleasant in Microsoft Power Automate. The DateTime data type is handles MUCH better in Microsoft Power Automate, which is reason enough to use it.

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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. TR verified that a representative sample of customers was invited. 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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I have not done any participations

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

Microsoft's professional services provide hands-on support throughout the implementation lifecycle of Power Automate.This includes initial setup, configuration, integration with existing systems, testing, and deployment. They ensure that workflows are correctly designed, optimized for performance, and aligned with security best practices.

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

• You can automate a lot of process very easy like automatic mails for status updates and such. This will save a lot of time and is more accurate, faster and up-to-date than a user can be.
• Task approval is centralized and automatic reminders save us a lot of time.
• The ROI is good if you have a lot of use cases and things to automate

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

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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