An Allocadia Partner's Point-of-View
July 30, 2015

An Allocadia Partner's Point-of-View

Brian Brownrigg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Marketing Budgeting

Modules Used

  • All

Overall Satisfaction with Allocadia

We are a certified consulting partner of Allocadia. We help other companies determine if they should use Allocadia, help them prepare to use it, then help them implement and support for the long-run.

The primary business problems we've seen solved by Allocadia:
- Misalignment between Finance and Marketing on current forecast
- Disparate ways of tracking similar marketing spend
- Inability to transfer, cut, and add budgets with confidence
- Low visibility in the budgeting roll-ups across multiple budgets and organizations
  • The user interface is clean, well-thought out, and easy for marketers to use. It behaves like their spreadsheets in all the right ways...without the baggage of having budgets locked into separate spreadsheets.
  • Allocadia knows that revenue attribution is important, and has great out-of-the-box adapters to flow actual spend and actual performance in to the tool.
  • The reporting engine is both substance and style. Data is accurate, can be sliced-and-diced, and is easy for marketers to get what they want in an ad hoc fashion, if a canned report does not already exist. The visuals are also excellent, which promotes the use of analysis.
  • I look forward to improvements on the approvals engine. The latest release is fantastic, and with a couple more additions, it will be even more robust.
  • I would like to eventually see integrations / adapters to project management (MRM workflow) solutions. Part of controlling marketing cost and improving ROI is measuring and improving the marketing process. Marketers would really benefit from being able to manage process and capacity alongside spend and performance.
  • Drives marketing efficiencies to free up time to allow marketers to focus on the bigger issues and get more campaigns out the door.
  • Better visibility to performance analytics drives better decision-making when changing budget allocations.
We purposefully keep up with several technologies so we can give our clients a broad view of the landscape; however, we partner with select software platforms that excite us and excite our clients. Allocadia is not a full-blown MOPS / MRM platform (i.e., workflow, DAM, financials), but their point-of-view on performance management and quality of execution in their platform provides a best-of-breed approach that we are seeing more clients pursue than even two years ago.
In my opinion, no software exists that is perfect for 100% of organizations. However, Allocadia is industry neutral and works for 2 marketers or 2000 marketers...it's very scalable in terms of functionality and infrastructure.