Planful vs. ShipStation

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.

I do - and have - recommended them to other businesses. If they had taken care of the USPS pickup option and started supporting Rollo printers again I would have given them a 10. But a year with no resolution is unacceptable. Everything else about them is excellent. When I do have issues I'm usually able to contact someone via live chat and get it resolved. They are glitchy on occasion, but what piece of modern technology isn't.

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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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• Integration: It works so well I forget that it is a 3rd party solution sometimes.
• Automation: You can set nested rules based on order details, really cutting down on the little things that slow down your fulfillment process.
• Management: We almost never log into the admin side of BigCommerce thanks to ShipStation. ShipStation handles all of our day-to-day needs.

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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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• For years users have requested UPS End of Day Report for Driver to Scan. Shipstation Refuses to offer this and it means that Claims with the carrier are next to impossible to process as there is no PROOF the carrier received your package.
• Customer Service is Seriously Lacking within the last 6-12 months. Repeated outages, problems, and their front-tier support has no insight as to how long the system will be down. Poor Response times for even the most basic of issues such as error logs so our cart can troubleshoot from their end.
• The Status Page is inaccurate. 5 of the last 6 times when we had major issues their status page shows as 100%. Not a reliable gauge of up-time.

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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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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Its a very quick platform and being web based it does not require install for say viewing order's shipping status. For the shipping itself, there is a app that grabs data in near real time. Its an easy install and I have had next to no issues with the shipping aspect of the app.

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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.

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

I have quarterly calls with my account rep to discuss metrics and performance to ensure we are remaining consistent without fulfillment and transit times. He is super friendly and knowledgable. Whenever I have questions, if he can't answer them himself, he gets me in contact with the appropriate person almost immediately.

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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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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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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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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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ShipStation is mainly used for automating and streamlining our shipping process. It doesn't track inventory or deal with fulfillment. ShipBob, on the other hand, is a fulfillment and shipping provider. (in addition to automation) Because our e-commerce business is still small and we're operating from our brick-n-mortar store, we don't have a need for ShipBob at the moment.

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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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• 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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• It saves a lot of time being able to import the customer data.
• It saves us money by finding us the best rate (e.g. when we offer free shipping on orders).
• It can save data such as your most common box sizes.

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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