Overall Satisfaction with Planful
I work for the Department of East Asian Languages and Cultures here at the university and I use this tool as the budget administrator of the department. I am currently using the tool for structured planning of transfers and amounts for our department's various restricted accounts. I also use the tool to report on my department's fund usage (using the reports tab quite often) to keep the Dean's Office up to date on our numbers. I use the tool at least 5-6 times a year for big due dates. Planful makes this planning much simpler by having planning and reporting all in one place, connected.
- Keeps up-to-date with real time edits and amounts when it comes to reporting
- Very detailed options in the structured planning tab
- Detailed reports that really help me see the numbers
- Makes it easy to find help/tutorials when I am confused
- Sometimes, too many options can make things confusing
- I like the detail, but sometimes mix things up, especially when using the reports tab
- Structured planning tab is the most confusing part
- Saves time because everything is in one tool
- Puts all the information in front of me and helps me plan transfers and budgets with ease
- Helps me to better understand the details/analytics of budget planning and forecasting
I really only report our department's finances to my budget administrator in the Dean's Office. He is the one who looks over and approves my forecasting/reporting, then sends it over for final approval to what would be considered the university's finance department. My budget administrator does work with me when I have issues with budgeting and making certain numbers work.
I have benefitted because I have gained time back rather than having to use multiple tools at a time and make things confusing. It's nice to be able to flip back and forth and see my budget work change in the reports in real time without having to wait. It makes things quick and easy when deadlines come around.
Planful is nice for the reporting option. SAP Concur doesn't so much have an option where you can see physical reports. You can easily report on the tool and send reimbursement requests and such, but you have to use multiple tools if you use Concur and want to see any sort of account history and/or detailed report information.
Do you think Planful delivers good value for the price?
Yes
Are you happy with Planful's feature set?
Yes
Did Planful live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Planful go as expected?
I wasn't involved with the implementation phase
Would you buy Planful again?
Yes