Name: Planifi
Author: Planifi

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

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Planifi is a visual planning software designed specifically for architects, engineers, and design professionals. This software solution aims to assist businesses of all sizes in managing projects efficiently. According to the vendor, Planifi offers a range of key features that can enhance resource planning, portfolio management, analytics, and communication. 

## Key Features

**Easy Plan Creation**: According to the vendor, Planifi simplifies the process of planning and managing resources for projects of any scale. Users can utilize the comprehensive search function to find suitable resources and check their availability. The software provides project summary details, including fee, plan vs. actual, and EAC. Additionally, Planifi offers drag-and-drop tools for adding resources and adjusting schedules, allowing users to track team performance and identify key contributors.

**Portfolio Views**: Planifi helps businesses keep their project portfolios under control and on track. The software offers color-coded projections to identify staffing bottlenecks, while providing detailed information such as fee, JTD, and plan vs. actual for effective portfolio tracking. Users can easily manage resources and adjust schedules using the intuitive drag-and-drop tools. Furthermore, Planifi offers configurable filters to eliminate clutter and enhance productivity.

**Firm-wide Analytics**: Planifi provides real-time analytics across the entire project portfolio, enabling users to gain valuable insights. According to the vendor, users can drill down from the portfolio view to single projects for detailed analysis. The software allows users to visualize month-over-month backlog vs. capacity, facilitating informed hiring decisions. Planifi also offers visual dashboards, which the vendor suggests can be useful for leadership retreats. These dashboards provide instant insights without the need to wait for reports and allow users to compare schedules and deliverables across the entire project portfolio.

**Inform**: Planifi offers design professionals the ability to access project schedules, deliverable due dates, and staffing assignments & budgets directly in Outlook. According to the vendor, this feature automates common manager communication topics, streamlining processes. Staff members can easily view their assignments, budgets, and deliverables, while managers have project schedules and deliverable due dates readily available.

**Flexible Workflow Support**: Planifi is designed to support a variety of firm workflows, providing flexibility in planning and managing projects and resources. The software enables discipline budgeting and management within project and staffing plans. Staff members can make staffing requests that require approval from managers, ensuring a smooth workflow. Additionally, if permitted, staff can manage their own weekly schedules, providing them with greater autonomy and flexibility.

Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.

Professional

Complete

Vena

Planifi

Budgeting and Forecasting

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software

Planifi

Overview

What is Planifi?