Maximizing financial planning potential
May 22, 2020

Maximizing financial planning potential

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena Solutions

Our organization uses Vena Solutions for revenue and cost forecasting. We also have added interim steps for project status reviews and resource planning. The forecasting process is managed by the Finance department, and the inputs are gathered from project managers and account leads across the organization. Vena Solutions has addressed the need for workflow automation, template version control, data audit control, template standardization, and strengthened the team alignment from the Finance department and the users contributing data.
  • Workflow automation - flexibility to adapt and ease in building new workflows
  • Template standardization - ability to build templates that keep the same assumptions across the organization
  • Data auditing - ability to track changes to data and research the origin of data
  • LIDs - ease of use could be better
  • SSS and macros - heavy performance, processing time
  • Process workflow automation
  • Template standardization
  • Team alignment
Vena Solutions seems to be so flexible and agile that it could be adapted for any business data gathering/process scenario. Any process that is managed by exchanging spreadsheets or other attachments over email is the perfect candidate.

Vena Feature Ratings

Forecasting
9
Scenario modeling
2
Management reporting
8
Color-coded scorecards
6
KPIs
6
Cost and profitability analysis
8
Key Performance Indicator setting
7
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
6
Drill-down analysis
7
Formatting capabilities
6
Report sharing and collaboration
7
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
7
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Responsive Design for Web Access
7
Dashboard / Report / Visualization Interactivity on Mobile
7

Vena Solutions Attributes

Do you think Vena delivers good value for the price?

Yes

Are you happy with Vena's feature set?

Yes

Did Vena live up to sales and marketing promises?

Yes

Did implementation of Vena go as expected?

No

Would you buy Vena again?

Yes

Customer support is exceptional. The team is responsive and knowledgeable.