Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
N/A
Shopify
Score8.7 out of 10
N/A
Shopify is a commerce platform designed for both online stores and retail locations. Shopify offers a professional online storefront, a payment solution to accept credit cards, and the Shopify POS application to power retail sales.
$39
per month
Pricing
Planful
Shopify
Editions & Modules
No answers on this topic
Basic Shopify
$39
per month
Grow
$105
per month
Advanced
$399
per month
Shopify Plus
2,000
per month
Shopify Plus
2,300
per month
Offerings
Pricing Offerings
Planful
Shopify
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Required
No setup fee
Additional Details
Pricing is highly dependent on the complexity and scope of the implementation.
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.
Shopify allowed us to handle matrix items and combined listings. Both of which we could not do on our previous platform. There was some customization involved but overall, it did what we needed it to. The one downside was that if we want to change anything we would have to reload the entire set of matrix items manually.
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
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
It's base security and integration with trusted security partners (such as NoFraud) is a game-changer when it comes to reliability and a "hands off approach" for our IT department. The up-time is also very good.
It offers a wide range of verified plugins that are (for the most part) easy to install and use for any specific scenario you're looking for.
It's Analytics area in the admin is actually nice and offers a wide variety of reports that you can run.
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
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 would love it if Shopify built an in house app which helped us post UGCs and social proof from platforms such as Instagram, Youtube etc. more seamlessly on our website. Right now, we are able to do it through third party apps but the look and feel is just okay.
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
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.
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
Nothing we have used in the past or have seen thus far even comes close to offering what we get with Shopify Plus, especially for the price. You cannot even come close to getting what we are getting at the price we pay. We are beyond thrilled and Shopify Plus meets and exceeds all of our needs and expectations. We love it!
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
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.
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
It is fairly easy to use Shopify regardless of what task you are attempting to perform. Most things are customizable to a degree without requiring coding ability. I have very limited coding experience and have still been able to navigate my way around changing features of the website that require edits to the code with the use of AI and trial-and-error. This previously wasn't possible with the WooCommerce platform.
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 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.
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
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.
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
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
In terms of support I give Shopify a 9 out of 10 because they're always very friendly and thorough, and they personally can't solve my problem for me they always point me in the proper direction with the proper information I need to move forward
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
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!
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
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
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
Shopify offered us several trainings to setup a Shopify store, how to build a brand, SEO, product photography etc. All this content have been super helpful in our journey.
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
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.
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
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
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.
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
Big Commerce and SAP Hybris are two other platforms we've investigated and Shopify is by far easiest to use and customize. While it doesn't do everything out of the box, the apps do fill in many gaps. The cost however, is probably the biggest selling point against these other two options.
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
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.
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
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
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
It got the store up quickly so the client could start selling. She was previously selling products on Etsy and Facebook and wanted to consolidate everything onto one website, so the main thing Shopify solved was to reduce the store owner's time in managing all her products on multiple sites. Also, we had previously built a website on Wix with all the custom functionality and branding she needed - a truly great, high-end website - but it performed so slowly that it was unusable. So the speed at which Shopify can be set up and then works on the page is appreciable.
The website was manageable by the client - she could figure the system out herself after a while so she saved money on costs for hiring developers. She did have to hire developers to customize some of the plug-ins but costs are all relative; it wasn't a high investment compared to building a full e-commerce website. With the complexity and size of her product base and the functionality and branding she wanted to have in a website, and the potential of her business, she would have needed to invest well over $10,000 to get to where she really needs to be. In the end she kept the budget under $5000.00.
Costs kept climbing with plug-ins having to be added with everything. My client became more involved in building the website and began to try multiple plugins, and she did not have the skill base to evaluate the plugins functionalities so she chose plugins that did not do everything she needed, and then ended up paying the plugin developers to customize the plugins. So on one hand, it's pretty amazing to be able to bring up an e-commerce website as quickly as a week or so, but on the other hand if you need anything customized or deeper functionality in regards to product searching and filtering on the web page, and management on the backend, it quickly goes beyond the skills of the average person to manage, and above their expected budget as well. In the end my client really did not get anything close to the functionality for the website we had originally envisioned.
Shopify was the easiest way we could find to bring the client's products to a global market. We evaluated several other platforms and the functionality simple did not seem to be adequate, so Shopify seemed like the only solution that could do enough of what we needed and still stay within this client's budget. Really the problem in this project was not platform per se but that the budget wasn't large enough. Shopify managed to provide a solution for an ecommerce store with thousands of products on a tiny budget, so in the sense of pure functionality it provided the best value of all the platforms we evaluated. The solution still isn't big enough for this client's business though so, without having insights into this client's post-build sales results, my guess is that because her new website did not make her products easier to sort through, and she likely didn't have much more budget left to invest in SEO and other marketing of the website, her sales probably didn't increase substantially as a result of having built the website. So I think this project all in all did not likely have a high ROI.
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
