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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Pentaho

    Score6 out of 10
    N/APentaho is a suite of open source business intelligence and analytics products, now offered and supported by Hitachi Data Systems since the June 2015 acquisition.N/A

    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.N/A
    Pricing
    PentahoPlanful
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    PentahoPlanful
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pricing is highly dependent on the complexity and scope of the implementation.
    More Pricing Information
    Community Pulse
    PentahoPlanful
    Considered Both Products
    Hitachi Vantara
    No answer on this topic
    Planful
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    97%
    Would buy again
    101 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    99%
    Delivers good value for the price
    90 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    98%
    Happy with the feature set
    102 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    90%
    Lived up to sales and marketing promises
    60 Answers
    Implementation went as expected
    80%
    Implementation went as expected
    4 Answers
    84%
    Implementation went as expected
    67 Answers
    Features
    PentahoPlanful
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Pentaho and Planful
    Feature
    Pentaho
    9.0
    20 Ratings
    10% above category average
    Planful
    6.1
    64 Ratings
    21% below category average
    Pixel Perfect reports8.618 Ratings6.933 Ratings
    Customizable dashboards9.918 Ratings5.057 Ratings
    Report Formatting Templates8.718 Ratings6.555 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Pentaho and Planful
    Feature
    Pentaho
    8.7
    19 Ratings
    8% above category average
    Planful
    7.5
    104 Ratings
    3% below category average
    Drill-down analysis7.618 Ratings8.4103 Ratings
    Formatting capabilities8.319 Ratings7.0104 Ratings
    Integration with R or other statistical packages9.312 Ratings00 Ratings
    Report sharing and collaboration9.717 Ratings7.197 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Pentaho and Planful
    Feature
    Pentaho
    9.7
    20 Ratings
    17% above category average
    Planful
    7.4
    86 Ratings
    7% below category average
    Publish to Web9.618 Ratings8.433 Ratings
    Publish to PDF9.819 Ratings6.477 Ratings
    Report Versioning9.713 Ratings6.555 Ratings
    Report Delivery Scheduling9.917 Ratings8.566 Ratings
    Delivery to Remote Servers9.310 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Pentaho and Planful
    Feature
    Pentaho
    8.1
    17 Ratings
    1% above category average
    Planful
    6.1
    51 Ratings
    19% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)7.916 Ratings5.040 Ratings
    Location Analytics / Geographic Visualization8.216 Ratings6.42 Ratings
    Predictive Analytics8.314 Ratings6.044 Ratings
    Pattern Recognition and Data Mining00 Ratings7.33 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Pentaho and Planful
    Feature
    Pentaho
    9.1
    20 Ratings
    7% above category average
    Planful
    8.9
    103 Ratings
    6% above category average
    Multi-User Support (named login)9.320 Ratings8.496 Ratings
    Role-Based Security Model9.619 Ratings8.894 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)9.918 Ratings8.595 Ratings
    Single Sign-On (SSO)7.610 Ratings9.778 Ratings
    Report-Level Access Control00 Ratings8.855 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Pentaho and Planful
    Feature
    Pentaho
    8.3
    11 Ratings
    7% above category average
    Planful
    2.3
    42 Ratings
    104% below category average
    Responsive Design for Web Access9.710 Ratings2.540 Ratings
    Mobile Application6.97 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile8.711 Ratings2.230 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Pentaho and Planful
    Feature
    Pentaho
    8.6
    10 Ratings
    10% above category average
    Planful
    -
    Ratings
    REST API8.310 Ratings00 Ratings
    Javascript API9.09 Ratings00 Ratings
    iFrames7.39 Ratings00 Ratings
    Java API8.79 Ratings00 Ratings
    Themeable User Interface (UI)8.910 Ratings00 Ratings
    Customizable Platform (Open Source)9.610 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Pentaho and Planful
    Feature
    Pentaho
    -
    Ratings
    Planful
    8.7
    156 Ratings
    8% above category average
    Long-term financial planning00 Ratings8.7139 Ratings
    Financial budgeting00 Ratings9.0155 Ratings
    Forecasting00 Ratings9.0146 Ratings
    Scenario modeling00 Ratings7.8131 Ratings
    Management reporting00 Ratings9.0149 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Pentaho and Planful
    Feature
    Pentaho
    -
    Ratings
    Planful
    8.0
    118 Ratings
    3% above category average
    Financial data consolidation00 Ratings9.3107 Ratings
    Journal entries and reports00 Ratings7.886 Ratings
    Multi-currency management00 Ratings7.470 Ratings
    Intercompany Eliminations00 Ratings7.773 Ratings
    Minority Ownership00 Ratings6.939 Ratings
    Local and consolidated reporting00 Ratings7.789 Ratings
    Detailed Audit Trails00 Ratings9.187 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Pentaho and Planful
    Feature
    Pentaho
    -
    Ratings
    Planful
    7.6
    152 Ratings
    7% below category average
    Financial Statement Reporting00 Ratings8.8133 Ratings
    Management Reporting00 Ratings8.8143 Ratings
    Excel-based Reporting00 Ratings7.0141 Ratings
    Automated board and financial reporting00 Ratings6.5114 Ratings
    XBRL support for regulatory filing00 Ratings7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Pentaho and Planful
    Feature
    Pentaho
    -
    Ratings
    Planful
    5.9
    104 Ratings
    24% below category average
    Personalized dashboards00 Ratings5.191 Ratings
    Color-coded scorecards00 Ratings2.555 Ratings
    KPIs00 Ratings7.476 Ratings
    Cost and profitability analysis00 Ratings6.975 Ratings
    Key Performance Indicator setting00 Ratings6.963 Ratings
    Benchmarking with external data00 Ratings6.410 Ratings
    Integration
    Comparison of Integration features of Pentaho and Planful
    Feature
    Pentaho
    -
    Ratings
    Planful
    8.9
    140 Ratings
    10% above category average
    Flat file integration00 Ratings9.5105 Ratings
    Excel data integration00 Ratings7.8130 Ratings
    Direct links to 3rd-party data sources00 Ratings9.596 Ratings
    Best Alternatives
    PentahoPlanful
    Small Businesses
    Cyfe
    Score4 out of 10
    No answers on this topic
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PentahoPlanful
    Likelihood to Recommend
    9.1
    (31 ratings)
    8.8
    (164 ratings)
    Likelihood to Renew
    8.8
    (11 ratings)
    8.7
    (23 ratings)
    Usability
    9.3
    (6 ratings)
    8.2
    (21 ratings)
    Availability
    -
    (0 ratings)
    8.2
    (4 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (3 ratings)
    Support Rating
    9.3
    (7 ratings)
    9.0
    (22 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (3 ratings)
    Online Training
    9.5
    (2 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    5.0
    (1 ratings)
    7.3
    (9 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (2 ratings)
    CPA Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Data Sharing and Collaboration
    8.4
    (16 ratings)
    -
    (0 ratings)
    Data Sources
    8.6
    (16 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    5.3
    (4 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.4
    (4 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    User Testimonials
    PentahoPlanful
    Likelihood to Recommend
    Hitachi Vantara
    Pentaho is very well suited to perform data extraction & data mining from various cloud storage & transform that data using various available data models. However, the software struggles when it comes to visualizing the extracted data in an appealing manner & can be difficult for end-users to get an understanding of data tables created using those models.
    Incentivized
    Read full review
    Planful
    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.
    Read full review
    Pros
    Hitachi Vantara
    • Integrate and synchronize with big data easily
    • Import data from any sources and different databases
    • Managing data in on-premise, hybrid and cloud environments.
    • Compatibility and flexibility of the platform with any type of scenario and any business or industry
    • Various tools in the software suite to transformation of data
    • Simple interface appearance and creative UI graphics
    Read full review
    Planful
    • 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
    Incentivized
    Read full review
    Cons
    Hitachi Vantara
    • I think the relative obscurity of the tool is a downside, not as many developers, consultants or peers you can tap into.
    • Lack of a solid user community held us back, looking at Power BI and Qlik, they have huge user communities that help each other out. Would have liked that here.
    • Smaller company means smaller sales force, and the lack of a local presence made it hard to only interact online with the account rep. Other companies have someone local who often stops by with pre-sales developers to just pitch in free of charge when they have time.
    Incentivized
    Read full review
    Planful
    • 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
    Read full review
    Likelihood to Renew
    Hitachi Vantara
    I will use Pentaho until I find a better tool with a better, easier to use report designer client. For now, Pentaho has been the most powerful reporting tool for our clients because of its ability to connect to Odoo, integrate in Odoo (reports are accessible in Odoo) and the flexibility in report design and parameter integration
    Incentivized
    Read full review
    Planful
    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
    Read full review
    Usability
    Hitachi Vantara
    The Pentaho tools are designed so you can start playing around on your own. Of course, you will need guidance at some point, but the training teams are good at guiding new users, and the online documentation is usually pretty up-to-date.
    Some of the tools, such as the Pentaho Data Integration tool and the Pentaho Server, are pretty self-explanatory. The other tools maybe are not so quickly and obvious to use, but again, with some documentation and some customer support, you can find your way around them.
    Incentivized
    Read full review
    Planful
    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.
    Incentivized
    Read full review
    Reliability and Availability
    Hitachi Vantara
    No answers on this topic
    Planful
    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.
    Read full review
    Performance
    Hitachi Vantara
    No answers on this topic
    Planful
    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.
    Read full review
    Support Rating
    Hitachi Vantara
    They were responsive to our questions when we raised issues. They gave us workarounds when required. They were quite knowledgeable when it came to issue analysis and providing fixes. They were forthright in informing us if a bug was not due for release soon.
    Incentivized
    Read full review
    Planful
    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
    Read full review
    In-Person Training
    Hitachi Vantara
    No answers on this topic
    Planful
    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
    Read full review
    Online Training
    Hitachi Vantara
    Course Taken: DI1000 Pentaho Data Integration Fundamentals Setup A week before your class started, the instructor will start sending out class material and lab setup instructions. This is helpful so that you understand how the environment is laid out and can start reviewing the content. Ultimately it saved about a 1/2 day trying to setup with 10 other people online which was great! The Course The 3-day course was laid out like many other technical classes with 15-30 minutes instruction and 15-60 minutes of lab exercises. The instructor was very knowledgeable with the functionality from version to version and answered questions as we went along. I was amazed at some of the functionality that was available that I was not using at the time and quickly implemented changes to many existing transformations and jobs. The novice users seemed to catch on quickly and more experienced users explained how some of the functionality was used in their home environments. Towards the end there was enough time so that we were able to ask very directed questions about our own environments. Overall, I really found the class to be informative and deliver enough information to be dangerous. My skills improved and I was able to design better and efficient transformations for the HIE. Course Description: https://training.pentaho.com/instructor-led-training/pentaho-data-integration-fundamentals-di1000
    Read full review
    Planful
    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
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    Implementation Rating
    Hitachi Vantara
    Get the right people in before starting implementation. Start small and build as you go approach is time consuming and involves lot of rework. Evangalize within the organization the capabilities and limitations equally so that correct delivery expectations are set. Set expectations with the Customer that the tool cannot replace proprietary software in terms of stability/usability and that timelines could change given the new ness of the product.
    Incentivized
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    Planful
    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.
    Incentivized
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    Alternatives Considered
    Hitachi Vantara
    Since the Pentaho platform offers a range of broad functionality across data preparation and advanced analytics, it also can be easily integrated to support many data sources and machine-learning frameworks. Based on that fact, we selected Pentaho to be used in our internal department. It also supports many of our BI use cases as required by company management or the business user. Last but not least, the Pentaho license is cheaper than their competitor.
    Incentivized
    Read full review
    Planful
    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
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    Scalability
    Hitachi Vantara
    No answers on this topic
    Planful
    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.
    Incentivized
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    Return on Investment
    Hitachi Vantara
    • Pentaho has improved our overall business process.
    • Pentaho has helped the Managers and Directors to analyze the numbers going up and down from time to time.
    • We have a started a big project using Pentaho that is going to include all the business processes in the organization.
    Incentivized
    Read full review
    Planful
    • 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
    Read full review
    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations