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Planning Maestro - a success!
August 30, 2023

Planning Maestro - a success!

Blake Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planning Maestro

We are using Planning Maestro to develop our annual budget and prepare monthly/quarterly financial statements for management and our Board of Directors. Before partnering with Planning Maestro, we used an Excel workbook to develop and compile our annual budget. This caused all sorts of issues when preparing the staffing plan, especially if there were last minute changes before finalizing.

For reporting, we previously used our ERP system, which is extremely difficult to create or modify financial reports. The analytics Maestro Excel add-in tool made creating adhoc reports within Excel simple and easy. You can create reports and still use all the great features of Excel for analysis.
  • Use of drivers to develop functions that become the foundation of a budget or forecast
  • Staffing Module
  • Copying or editing large amounts of departmental or business function data/budgets/forecasts
  • Implementation and ongoing support teams - thorough and quick to respond/take action
  • Copying line item details. Planning Maestro is good at copying large swathes of data, but copying single line items could speed up the process of adding new line item details.
  • Speed up the refresh rate of the Analytics Maestro tool
  • Time Savings
  • Accuracy - reduces chance of errors

Do you think Centage delivers good value for the price?

Yes

Are you happy with Centage's feature set?

Yes

Did Centage live up to sales and marketing promises?

Yes

Did implementation of Centage go as expected?

Yes

Would you buy Centage again?

Yes

I think Planning Maestro is well suited for small to medium-sized businesses. Larger organizations might find it challenging updating staffing within the tool. But if you can find a way, like we did, to group people together instead of budgeting every single individual, then it could work for organizations with more than 400 employees. If you like to budget using drivers and tools that make it simple to spread/allocate/use schedules, then Planning Maestro is right for you.

Centage Feature Ratings

9.0
Financial budgeting
10
Forecasting
9
Scenario modeling
8
Management reporting
9
8.0
Financial data consolidation
Not Rated
Local and consolidated reporting
8
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
Analytics and Reporting ()
Not Rated
10.0
Flat file integration
10
Excel data integration
10
Not Rated
Customizable dashboards
Not Rated
6.5
Drill-down analysis
7
Formatting capabilities
6
Report sharing and collaboration
Not Rated
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
8.0
Predictive Analytics
8
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
Not Rated
Mobile Capabilities ()
Not Rated

Planning Maestro Support

The team makes sure that you get what you need out of the software. They will do whatever is in their power to make sure you're happy and are getting back your investment (time and money).

Using Planning Maestro

We are happy with Planning Maestro, not just with the product but also with the customer service.