Planful Reviews & Product Details

The reports are very intuitive, like pivot table in Excel, I love the spotlight and the possibilities that I have with it. Review collected by and hosted on G2.com.

I think the "planing" should be more flexible, like a possibility to download and upload direct from excel in each template created, this makes the forecast/budget process easier and faster, not just this but an specific add-in to load all figures that I want without DLR, for example, load the actuals figures, the possibility to create dashboards into Power BI, if it's real, I think needs more marketing, because I never create someting like that, but I want. Review collected by and hosted on G2.com.

The tool from both a planning and modeling perspective has Excel as it's foundation and user interface. This makes it user friendly and easy to navigate and understand, increasing the adoption in the business. At the same time you get the full leverage and scalability of a cloud solution and multidimensional database.

Planful is very customer focused and their seasonal updates are largely influenced by customer feedback as well as industry innovation. User interface and capabilities have come a long way since our original implementation. Review collected by and hosted on G2.com.

The flexibility of the tool means that it is also easy to build in complexity without the right guidance from either Planful or one of their partners. There are many capabilities and this can be overwhelming at times when trying to understand the best configuration, and balance, between Structured vs Dynamic Planning. Review collected by and hosted on G2.com.

Customer support and the community are incredibly helpful and quick to respond. There's a lot of tools and trainings in place to help you maximize the potential of the solution and explore different use cases. Review collected by and hosted on G2.com.

There's some inflexibility in combining data sources, which often requires custom or unique workarounds. Processes can as a result become bogged down and require more expertise to manage. Review collected by and hosted on G2.com.

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to Review collected by and hosted on G2.com.

Their support was lacking for a while. There have been times that I've called the support line and they've asked me to take screen shots and submit a ticket w/out trying to help..then the next time I spend 45 min taking screen shots only to have someone schedule a call and solve my issue in 6 min. That being said, after working with our customer success manager, things have improved tremendously! Review collected by and hosted on G2.com.

the drag and drop nature of ad hoc reporting. I can include filters by dimension by simply dragging them from the spine to the report and selecting the members I want to include. Review collected by and hosted on G2.com.

some of the MDX coding can become complex. Review collected by and hosted on G2.com.

Dynamic reporting solution is excellent and very easy to learn and use. The Workforce Planning module is also very user friendly and has been the focus in recent updates, making it cleaner and easier to use and customize. Review collected by and hosted on G2.com.

We find the expense templates are bit cumbersome for budget owners to use, and till now had avoiding getting budget owners (non-finance) users in the system. With the upgrades coming in 2020 to the UX we plan to start adding more users by the end of 2020. Review collected by and hosted on G2.com.

Planful replaces our manual spreadsheets for our financial reporting and budgeting processes and eliminates human errors. It also significantly reduces the amount of time it takes to generate an entire financial reporting package. Review collected by and hosted on G2.com.

Formatting the headers for the reports can be aggravating. The design of the headers appears to have some flaws and can cause a lot of unnecessary time to figure out how to format the headers. Review collected by and hosted on G2.com.

I like the reporting the best so far. It has given us the ability to replace previously excel driven financial statement reports. Also, we have our ERP transactions directly synced to the Planful system so to give drill through access to our transactions. Review collected by and hosted on G2.com.

The reporting formatting could be beefed up some. It is good enough for what we need but could be much better. Review collected by and hosted on G2.com.

Every year they are making this program better. just this year alone, they have created a lot of great features in the Workforce Planning section that will make my job much more easier. A goal this year I have is to get our Money Managers to interact in the tool more and the features they just released are going to help me accomplish this goal. Review collected by and hosted on G2.com.

We had several issues with our implementation. Our consulting service was not great at explaining everything to us. It caused us to struggle to fully use the tool like we wanted. But with training, support, and the conferences, we've really come a long way. Review collected by and hosted on G2.com.

This is the first year the conference is virtual and I think they did a great job keeping users engaged while delivering the materials. Review collected by and hosted on G2.com.

The break from 11-noon was a bit awkward and long. Would be better if they had shorter, more regular breaks. Review collected by and hosted on G2.com.

The templates and being able to upload actual general ledger data as well as statistical data. We can then being export the details down to the planning facility by using the templates which include formulas that makes planning for next year straight forward and easy. Review collected by and hosted on G2.com.

We have multiple tenants and you cannot switch between them without signing out. Review collected by and hosted on G2.com.

Planful gives us the ability to quickly and efficiently consolidate Trial Balances for our 60+ entities each month. Review collected by and hosted on G2.com.

There isn't anything in particular that I dislike about the Planful environment at the moment. Review collected by and hosted on G2.com.

The challenge of learning new features and how to implement and train users. Review collected by and hosted on G2.com.

There's actually nothing to dislike but there's more room for improvement Review collected by and hosted on G2.com.

Reporting is intuitive and flexible. Easy to learn. Reliable transfer of data from ERP to Planful. Review collected by and hosted on G2.com.

Hard to find new employees with prior Planful experience. Review collected by and hosted on G2.com.

variety of topics, seeing new tool capabilities Review collected by and hosted on G2.com.

event was well organized, sessions were the right length Review collected by and hosted on G2.com.

Ease of use and support was easy to understand. Review collected by and hosted on G2.com.

organization of the help and support was confusing Review collected by and hosted on G2.com.

Getting a single source of truth for us is very important. Host helps us to get all of our data in one place and is very user friendly. Review collected by and hosted on G2.com.

Reporting security is not great. We don't like needing to administer security at the report level. I wish there was more visibility into the CTA calculation. Review collected by and hosted on G2.com.

the functionality and customer support are great Review collected by and hosted on G2.com.

some specific company features and company training and lack of knowledge could be improved Review collected by and hosted on G2.com.

Easily building complex reports for users. Review collected by and hosted on G2.com.

Manual JE upload is somewhat challenging. Review collected by and hosted on G2.com.

I like the workforce planning the best as my background is people. Review collected by and hosted on G2.com.

The support is not great. They don't respond to ticekts in a fairly timely manner. Review collected by and hosted on G2.com.

Host Analytics offers various methods for generating, interacting with, and delivering reporting and analytics for Budgeting, Forecasting, and Modeling. The ability to customize the Excel-based Spotlight reports is fantastic - the time saved helps us do what we're best at: telling the story and advising on strategy. As well, it integrates seamlessly with powerpoint for BOD presentations and dashboarding. I also like the security features and customizations for publishing results to certain business owners - - all tied to their login (no more sending out documents in email everytime there is an update). The scenarios are great for "version control" of reporting, too Review collected by and hosted on G2.com.

It's not intuitive enough, yet. There are too many 'clicks' required to get to a task/function and when you're building a report or template, you have to go to several area to complete it. I would appreciate if I'm building a template that I click on one point and then I'm lead through the entire process and presented all the possible tools and options that are involved in building a template. The set-up, choosing scenarios, seeding, formatting, etc. should all be in the same One View. It's a bit of a navigation issue, really.

As well (I understand this could be an integration partner issue), I would like a workbook for my team. Every Company regardless of data, industry, etc...goes through the same steps to set-up a template, create a report, assign work/tasks. Where is the quick-guide workbook? The owners manual, if you will. My car, fridge, TV, laptop, phone, etc...all have quick-start guides and owners manuals. Help us out, here. Because the way it is today, I have to spend my time writing a workbook for my team to reference (for cross-functional backup when folks are on vacation and for new hires to use.). Review collected by and hosted on G2.com.

Excel logic is compatible with Planful. Review collected by and hosted on G2.com.

Seems like it is heading towards planning Review collected by and hosted on G2.com.

I like that Host is ERP agnostic. Has allowed us flexibility to merge several new entities without an overall of their local operating systems. Review collected by and hosted on G2.com.

Changes have been difficult. We used a third party consultant and once the initial project was completed and our initial consultation project was complete, we have experienced difficulties with changes and time lags in responses. Excited to meet our client services account rep at Perform 2019 and looking forward to learning what we can do to better utilize Host. I think this conference is beneficial and some structural changes in our internal team will allow us to better be prepared to use the software more completely. Review collected by and hosted on G2.com.

Host gives you a way to upgrade your processes and reporting. Giving you more time to focus on the business and less on the mechanics. Review collected by and hosted on G2.com.

After seeing everything that Host has to offer and what is to come there is nothing that I have seen or used that I dislike so far. Review collected by and hosted on G2.com.