PLANERGY vs. Zip Intake-to-Procure

Planergy is a great tool for those who make purchasing decisions and need to actually purchase parts, supplies, tools, etc from vendors. I typically use it daily, and sometimes multiple times per day. I find that I sometimes have to bypass it if I need to make an immediate purchase and do not have the time to wait for P.O. approvals, but that is not the fault of this software.

Incentivized

Zip can be used for routing all vendor-level approvals for new vendors and all renewals across our organization. It can also be helpful for managing all purchases from existing vendors. For non-spend related approvals, it’s not as well suited. Zip was definitely designed for procurement workflows. They also have a vendor management portal that links up directly to something like NetSuite for management and visibility.

• No coding - Ability for the administrator to make changes without development resources helps us be agile as a procurement org.
• Visibility to the user in a great user interface
• Accountability (helps us track SLAs on response time), Audit trails keeping track of everything
• The implementation team was incredible, as is ongoing support. They want you to succeed in your goals vs. just implement their tool

• There are some duplicated fields such as anticipated total spend vs. price line item breakdown that asks for the same thing. This is a little bit tedious
• Does not show which invoices got processed and applied to open POs
• Does not integrate / migrate special custom fields within Zip Intake-to-Procure into other tech stacks (NetSuite)

Incentivized

Incredibly responsive and helpful.

Incentivized

I prefer Zip for its for its user-friendly interface and ease of adoption, especially if the organization values a simpler and more intuitive system for users across various departments. Comparatively, Zip is a more budget-friendly solution compared to some enterprise-level systems like SAP ARIBA or Oracle PeopleSoft, especially for smaller or mid-sized organizations with specific procurement needs.

Incentivized

• Visibility for all necessary approvers and reviewers of the process.
• Lack of open API to other systems (i.e Mondays, Smartsheet) is causing concerns for team that might want to move away from current tool.
• No 3rd party implementation required is huge cost / time savings.

Incentivized