Great platform for a growing business
February 12, 2024
Great platform for a growing business
Score 8 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Dynamic Planning
Overall Satisfaction with Planful
We use Planful for our month end financial reporting, operating planning process, and ad hoc requests. The platform has grown with us from 100 business units to over 600 business units and through an IPO. The platform is dynamic and flexible and with constant updates, it will absolutely grow with us into the future.
- Planning templates - bottoms up planning
- Integration with Excel
- offline planning in excel
- ability to add attributes after configuration
- reliance on third parties for application audits and best practices
- charging for sandbox refreshes
- Time savings during unit level planning, allowed us to quadruple unit level plans without adding headcount to team
Right now, we run flat reporting and send from excel. This is currently on our roadmap for 2024 to leverage.
Not fully yet, working on completing full buildout of FP&A in Planful in 2024 before breaking out into other solutions.
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?
Yes
Did implementation of Planful go as expected?
I wasn't involved with the implementation phase
Would you buy Planful again?
Yes
Planful Feature Ratings
Planful Features and Attributes
Once integrated with Oracle through an API, we are able to use Planful for up to the minute reporting and drill in of our financials.
Very much so - eliminated manual uploads from EPS to Planful through API integrations. Now we troubleshoot instead of problem solve data inaccuracies.
Recently, Planful support was able to install alternate hierarchies for us same day which elevated our planning process and needs changed. Planful helped us respond to executives requests in the moment with the implementation of this feature in our instance.