Kepion, great for MS based Planning & Budgeting
Overall Satisfaction with Kepion Planning
Our company is a partner/reseller for Kepion. We help our customers to solve our budgeting, planning & forecasting process.
- Customizable platform: Enables its users to handle just about any kind of budgeting scenarios tailored to each customer needs, whether based on drivers, allocations integrations with other systems (such as S&OP processes).
- Easy integration with other systems: As data is stored within an MS SQL database it is very easy to integrate other applications with it for reporting, such as Tableau or PowerBI or from other downline systems such as S&OP.
- Real-time: Enables the possibility to calculate bottom line results for all applications immediately allowing the possibility to calculate easily what-if scenarios.
- Not stuck: within a single way of budgeting. as part of the beyond budgeting movement, companies have been creating a more driver-based high-level forecasting which is often a problem with specific budgeting systems that are locked within the P&L statement. Here you can make it as simple or as complicated as needed.
- Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
- Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
We are a Microsoft gold analytics partner. As such, we were looking for a Microsoft friendly solution which would fit into our analytics stack with Tableau on top. Kepion is a lightweight easy to use solution which integrates perfectly with the Microsoft framework. It is much easier to use and intuitive than the heavy Cognos and SAP/BO systems. However, if my existing infrastructure is Cognos, SAP or Oracle I would consider using that technology. For Microsoft SQL companies this is a great choice.