Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
$0
per year per user
QlikView
Score 8.2 out of 10
N/A
QlikView® is Qlik®’s original BI offering designed primarily for shared business intelligence reports and data visualizations. It offers guided exploration and discovery, collaborative analytics for sharing insight, and agile development and deployment.
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Pricing
Planful
QlikView
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QlikView
Custom
per user
Offerings
Pricing Offerings
Planful
QlikView
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Required
Optional
Additional Details
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On an perpetual license basis, based on server plus number of users.
Contact vendor for pricing.
I think it is a useful tool from a reporting standpoint. It does a good job of data aggregation from different sources, even if slow at times. I think the tools for building forecasting and budgeting templates are straight forward but allow for a level of complexity that make it both easy to use but also allow for complex builds so that our models can take into account many different variables that drive our daily performance.
Sales data validations have helped manage our justifications in the past, especially with regard to new product development and new business introduction. It has also been helpful in identifying trends with business impact and direction specific to quarter and monthly sales from ERP data as well as decisions to purchase equipment of staffing based on run rates and product demand.
One thing that can get out of hand is data output - if you aren't careful in your query, you may be overloaded with data dumps and drown in the amount of info you have to filter through. This is a user caution, not a comment on the software itself.
Creating forecasts for the month, quarter, and year
Creating new variables by using variables pre-defined and that are new in the system
Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
We found that QlikView can be a bit slow in supporting some forms of encryption. It is web-based and we needed to upgrade all of our server to not support the older SSL and TLS 1 protocols, only support TLS 1.2 and TLS 1.3. However, QlikView could not run with TLS 1.2 and TLS 1.3. We had to wait over six months to get a version that would handle the newer TLS versions.
There are so many options with QlikView that you can get lost when developing a visualization. There are still items I have not yet figured out, such as labeling a graph with the name of a selected detail item.
QlikView works by pulling the data it is going to use for visualization into its database. I am a security reviewer and I need to make certain that PII and PHI is not pulled by QlikView for a visualization, otherwise this could become a reportable indecent.
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.
Ease of use, ability to load from pretty much any data source. today I created an application that loaded time sheets from excel that are not in a table format. With Qlik's "enable transformation steps" I was able to automate loads of multiple spreadsheets and multiple tabs easily. Could not do that with any other tool.
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.
QlikView is very easy to implement. The installation is very straight forward. QlikView has several different data connectors that can connect to different data sources very smoothly. The user interface to build the reports is very easy to understand. This helps to have a smaller learning curve. Something very helpful is that QlikView is a browser application for the end users. So, you don't need to install any applications on the user's computer.
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.
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 experience with the Qlik support team has been somewhat limited, but every interaction I have had with them has been very professional and I received a response quickly. Typically if there is a technical issue, our IT team will follow up. My inquiries are specific to product functionality, and Qlik has been very helpful in clarifying any questions I might have.
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.
My team attended, but I cannot myself rate, but I think it was good as they've successfully launched a training program at our company themselves for users. It was 3-4 day training.
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
Training was as expected. The demo environments tend to be more fully featured that our own environment, but the training was clear and well delivered.
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.
"Implementation" can mean a few things... so I'm not sure that this is the answer you want.... but here it goes: To me, implementation means: "Is the user interface intuitive and can I produce meaningful reports with ease?" On that score, I'd say YES. The amount of training required was minimal and the results were powerful. The desktop implementation is a simple, "blank" interface just waiting for your creativity. The pre-populated templates give you a reasonable start to any project -- and a good set of objects to "play around with" if you're just getting started. Finally, note that the "implementation" I used was baked into QuickBooks 2016 Enterprise -- called "Advanced Reporting"..... That integration makes it ultra useful and simple.
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.
The only other vendor product that I have worked with that provides a similar experience to Qlikview is Tableau. I would recommend Tableau if your use case is to build a fixed dashboard. You can share reports for free without needing to buy additional licenses. I would recommend Qlikview if your users are looking for a more interactive experience. They can create new objects to represent the data which can't be accomplished as easily in Tableau
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.
You can use the free desktop version to do a lot of reporting and analysis work more quickly so the ROI is huge
QlikView is great at finding outliers such as data entry errors
QlikView is great at helping you quickly discover new insights about your business that can prompt you to take action that can immediately affect your cash flow.
