OnPlan vs. Socialtext (discontinued)

OnPlan is well suited for finance teams looking to maintain control of their corporate/financial models. Every model can be exported to Excel. In particular, for early-stage to mid-stage companies, OnPlan provides a powerful and inexpensive solution that allows for automation and customization. Another strong argument for OnPlan is their experienced CSM/IM team that helps to build the first model and acts as a sounding board with insights to improve the models. OnPlan might be less powerful for large organizations operating across multiple divisions, countries, and entities as this requires sophisticated consolidation processes and standardization, which might be difficult to maintain with OnPlan. Implementations depending on complexity can take longer due to the customization options and plethora of options to make models more accurate.

Incentivized

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

We use Social Text as a platform to air our issues with different departments. We voice our concerns and suggestions so we can help find a solution to the problems we incur on a daily basis. We need to have social text as an app so we can communicate in real time not only during work hours.

• Integration with QBO and SFDC
• Integration with Google sheets and presentations
• User friendly and polished UE
• Easy Excel like syntax for modelling
• Flexibility to create custom formulas
• User roles and permissions
• Handling of fiscal year vs. calendar as well as switching between monthly/quarterly views

Incentivized

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

• Version history - Always keeps the edited versions and one can revert back any time
• Creating and Editing an article is very easy and intutive
• Sharing the articles with peers

• Chart library or templates to quickly create polished Google charts
• More collaboration features for comments and questions to team members

Incentivized

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

• Search needs a ton of improvements. It was very slow a year ago
• Search result quality was also not that good
• I know they have improved their UI recently but when i used it last year it did not really have any design elements which could be used to make the articles look more presentable. It was important for us as we used it for external communication as well.

We have a lot of info in Socialtext already. It would be hard to get all that info out and port it to a different system

OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.

Incentivized

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

I frankly like Confluence better than socialtext because of the speed and the quality of search. They also have better design elements which can help make the articles pleasant to the eyes.

• More cost control
• More accurate forecasts / reducing of forecasting errors
• More accurate accounting close / detection of erroneous GL entries
• Time savings to update financial model / forecasts
• Time savings to create BvA reports

Incentivized

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

• We get solutions to concerns much faster
• We promote interactions with the other depts
• We listen and have discussions