Name: PLANERGY
Rating: 9 (1 reviews)
Author: Planergy

Customer Success

Help Desk

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Agile Development

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Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

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Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

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Pay Equity

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Talent Intelligence

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Vendor Management Systems (VMS)

Workforce Analytics

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Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

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Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

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Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

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### Purchase Management
Users consistently praise PLANERGY's purchase management capabilities. They highlight the system's efficiency in managing purchase orders, invoices, and requisitions, streamlining the purchasing process and enhancing accountability. The intuitive dashboard and streamlined workflow have been particularly commended for simplifying the creation and approval of orders. Despite minor suggestions for improvement, users overall find PLANERGY's purchase management to be a valuable asset in optimizing their procurement operations.

### Procurement and Supplier Management
Users consistently praise PLANERGY's procurement and accounts payable efficiency. The software's ability to streamline purchase orders, accounts payable processes, and supplier management has garnered positive feedback. Users appreciate the intuitive dashboard, easy approval flows, and centralized purchasing that PLANERGY offers. The software's user-friendly interface and efficient procurement processes have been highlighted as key strengths by reviewers. Additionally, the software's support services and reporting capabilities have been commended for enhancing procurement and supplier management operations.

### Invoice and Accounts Payable
Users consistently praise PLANERGY for its efficient invoice and accounts payable management capabilities. The software's ability to streamline the approval process for invoices and ensure accuracy in accounts payable tasks has garnered positive feedback. Users appreciate the ease of tracking expenses, managing budgets, and reducing manual data entry errors in the invoicing process. Additionally, the centralized hub for all purchasing activities has been highlighted as a valuable feature that simplifies accounts payable procedures. PLANERGY's invoice and accounts payable functionalities have proven to be instrumental in saving time, improving accuracy, and enhancing overall financial management processes for its users.

### Order Tracking and Management
Users consistently praise PLANERGY for its efficient order tracking and management capabilities. The software's ability to streamline purchase orders and accounts payable processes has garnered positive feedback, with users highlighting the time and cost savings it brings to their daily operations. Additionally, the centralized and user-friendly interface of PLANERGY has made it easier for teams to track and manage their spending against approved budgets. The platform's real-time expense tracking features have also been commended for providing users with a comprehensive overview of their financial transactions.

### Budget and Spend Oversight
Users across various reviews consistently praise PLANERGY's budget and spend oversight capabilities. They highlight the platform's effectiveness in providing complete visibility and control over all spend, making it easier to track and manage budgets. Additionally, users appreciate the time-saving benefits and the ability to prevent inefficiencies and unauthorized spend through the detailed coding customization offered by PLANERGY. The general sentiment is that PLANERGY's budget and spend oversight features contribute significantly to streamlining processes and enhancing financial accountability within organizations.

### Cost Control and Savings
Users consistently highlight PLANERGY's cost control and savings features as key strengths of the platform. They emphasize the significant time and money savings achieved through streamlined purchase order management and efficient accounts payable processes. The ability of PLANERGY to track orders and invoices for approval has led to realized savings and enhanced operational speed, contributing to overall cost efficiency for users. Additionally, the detailed spend analytics provided by PLANERGY have offered valuable insights for better financial decision-making.

### Approval and Workflow Processes
Users consistently praise PLANERGY's approval and workflow processes for streamlining procurement and enhancing efficiency. The system's automated approval flow and intuitive interface have garnered positive feedback, with users highlighting the time-saving benefits and improved control over budget allocation. Additionally, the elimination of manual entry and paperwork in the Purchasing and AP departments has been well-received, with the approval chains working smoothly to expedite processes. PLANERGY's CheckOut option, which simplifies shopping on supplier websites and importing items directly into purchase requisitions, has also been commended for its convenience and accuracy in data entry. The software's ability to track pending orders and invoices for approval has significantly accelerated processes, leading to tangible cost savings and operational enhancements.

### Security and Compliance
Opinions on PLANERGY's safety and security features vary among users. While some praise its user-friendly interface and robust audit trails that enhance compliance, others express concerns about the reliability of its online portals in safety and security matters. Users emphasize the importance of prioritizing safety and security considerations when opting for this application's services. The application's ability to configure access levels and maintain detailed audit trails is appreciated for ensuring compliance with internal controls and audit requirements. However, there are reservations about the consistency and reliability of its online security features.

### Integration and Automation
Users appreciate PLANERGY's automation and integration features for streamlining processes and providing real-time insights into expenses. The software's ability to automate workflows and centralize information has garnered positive feedback from users, allowing for better control over budget management. However, some users have noted limitations, such as the lack of automated data uploads, which require manual intervention from the tech team. Despite these drawbacks, the general consensus leans towards the software's effectiveness in enhancing efficiency through integration and automation functionalities.

Simplicity and Robustness: Users have consistently praised Planergy for its simple and robust system, with some describing it as a one-stop hub for purchase orders and accounts payable. The intuitive user interface makes tasks such as creating purchase orders quick and easy, leading to increased efficiency in procurement processes.

Excellent Reporting Capabilities: Many reviewers have highlighted the exceptional reporting capabilities of Planergy. With its intuitive dashboard and template-based approach, users can easily create purchasing orders by using previous orders as templates or selecting from a list. This feature enables businesses to capture all cost codes effectively and generate valuable reports, enhancing collaboration between procurements and accounts payable.

Exceptional Customer Support: The customer support provided by Planergy has received high praise from users. Reviewers describe the support team's responses as quick, clear, and reliable. This level of support ensures that any issues or inquiries are addressed promptly, allowing users to fully utilize the software's features without interruptions or delays.

Difficult to revise purchase orders after approval: Some users have expressed dissatisfaction with the difficulty of revising a purchase order after it has been approved. They find it inconvenient that the system does not allow them to easily make changes or delete orders that are no longer relevant.

Limitations in functionality causing frustration: Several users have mentioned limitations in the product's functionality that have caused frustration for them. These limitations include difficulties in revising purchase orders and the inability to easily make changes or delete orders.

Search results getting lost when clicking on purchase orders: Users have reported an issue where clicking on a purchase order causes the search results to be lost. This inconvenience makes it harder for users to navigate and find specific purchase orders within the system.

Users have found that the software is a valuable tool for controlling costs and tracking corporate purchases. By preventing wasteful purchasing and holding people accountable for their budgets, the product helps save money. It provides greater control and accountability, eliminating inefficiency and unauthorized spend, which in turn saves time and money. The automated workflows have been especially praised as a significant time-saver, improving budget and spend control. Customers appreciate the software's ability to streamline the purchasing process, eliminate unnecessary paperwork, and ensure that costs hit the right budget through its detailed coding capability. Additionally, users have experienced time savings in purchase order management and approval, as well as uploading invoices. The software not only helps users gain spend visibility but also ensures that they pay the best price for goods or services. Users have reported faster, better-documented, and more efficient purchasing processes with the software. They have appreciated how it saves them lots of administration time while providing valuable insights through spend analytics. The easy purchase order management and data accessibility offered by the software have also been highly valued by users. Overall, the software has proved effective in managing budgets, streamlining procurement processes, providing transparency, eliminating paperwork, and making invoice generation easier. Although some users have expressed a desire for faster operations in certain areas, the software has received positive feedback for its ease of use and quick rollout across multiple locations. It is recommended for companies looking to control spending effectively and apply the right level of authority in their purchase management.

Core

Automation

Suite

Rippling’s platform for HR, IT, payroll, and spend management automates the entire employee lifecycle, ensures compliance, supports device management, and provides real-time financial visibility from a central dashboard.

Rippling

PLANERGY

Spend Management

PLANERGY [demo]

Likelihood to Recommend

You can use all of our features from anywhere on any device with an internet connection.

PLANERGY offers an intuitive dashboard that makes ordering a snap.

With PLANERGY your accounts payable team has visibility of the entire procurement process to see if the vendor invoice matches a corresponding PO.

PLANERGY offers advanced, automatically generated, fully filterable financial reporting that provide you an accurate picture of the finances in the organization.

Planergy

PLANERGY 2022-12-29 15:04:04

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Spend Management Software

I use Planergy as our purchase order system, to generate and track purchase orders to a wide variety of vendors. We use this sytem as a search tool, also, to search for past purchases and vendors and make our purchasing function faster and easier. I use it almost on a daily basis.

The search function allows me to review old purchases very easily.
The vendor database that we created is very helpful for easily contacting vendors.
The "replicate" function allows me to quickly and easily duplicate an old purchase with minimal time and effort. We often buy the same products from the same vendor throughout the year.
Creating unique purchase order numbers for each of our orders allows us to track them easily.
We also like the quick and easy approval process for getting purchase orders approved.

I don't like the fact that I cannot click on the "back" arrow in my browser and go back to my original search. I must click the "back" button inside Planergy to get back to my original search.
I don't like the fact that it is not easy to revise a purchase order after it is approved.
I don't like the fact that I cannot change or delete an order that is no longer relevant.

Creating unique purchase order numbers for vendor orders.
Creating a valuable vendor database of vendors we buy from.
Allowing us to search the purchasing database to see what and where we have bought from in the past.

Planergy has a positive impact on accounts payable to be able to track purchases easily.

PLANERGY

Overview

What is PLANERGY?