OnPlan

Starting off to use

Comentários: [SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out. We have started in the onboarding process which is the input parameter of the setup. More they do the heavy lifting - I send them a baseline business model and then they interview a lot of questions that gets placed into the model themselves. So this process has been quite interactive.

Vantagens:

[SENSITIVE CONTENT HIDDEN] and his team have been great in creating this solution for automated spreadsheets on the fly and also CFO like resources on a dashboard. I look forward to using this prominently as we continue to grow and eventually have this automated as planned thus making a CEO's life a lot easier. One thing I hate doing is updating spreadsheets even with a static template. This solution will be dynamic and ultimately make things more efficient for us accordingly.

Desvantagens:

Too early to tell as we are about to use it in more detail in the coming weeks.

Great Product with a Lot of Potential

Vantagens:

As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast sales, revenue, cash flow and make strategic decisions based on this information. The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier. The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed. After using the product for a while, we see a TON of potential in it. The team has continued to listen to our feedback and has implemented changes to the base product at our request.

Desvantagens:

Although the reporting and charting is robust and good for general management reporting, it could benefit from some Power BI (or Google equivalent) type functionality. Having said that, and after getting to know the team, I am confident that they will continue to grow and improve the product. I am excited to see what is coming up..

Software with minimum features and maximum claims

Comentários: Purchased a tool that never worked.

Vantagens:

The sales person did a good job selling a product that did not work.

Desvantagens:

Slow in calculating, updating changes because of multiple sheets in Google sheets file. About 1-2 minute delays each time you make a change. It took 6 months to replicate my existing excel files, that did not flow properly. Makes scenario planning impossible. They charged [SENSITIVE CONTENT HIDDEN] for a budgeting tool that I couldn't use even after 6 months. If you have Sage Intacct: OnPlan is not a partner. There will be an additional fee from Intacct to integrate with OnPlan. Their team tried alternative ways to connect which were trial and errors at best. They are not familiar with Sage Intacct. Their team admitted: "OnPlan take accountability for delays on our side too, too many factors to consider to not entirely understanding her needs, system issues, integration, etc…."

Robust Financial Reporting Platform

Comentários: We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our financial model in one place and Onplan was a perfect solution to our objective function.

Vantagens:

From day one the team at On plan assigned us with a technical [SENSITIVE CONTENT HIDDEN] who helped us set up our QuickBooks in a matter of seconds. Onplan allowed us to integrate our financial reporting with our CRM platforms (Hubspot) and GUSTO (Payroll) very efficiently The platform connected to our google sheet and excel models seamlessly and we took control of our financial planning, analysis, and reporting The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place

Desvantagens:

Overall the product is 5-star AA+ and the team at onplan managed to update certain formatting features that we requested very fast

Great Tool for Rapid Implementation

Comentários: We implemented OnPlan to build a budget and rolling forecast for a division within a larger company. I was impressed wtih the granularity of user permissions and acess, the change logs and the what-if scenario forecasting.

Vantagens:

OnPlan sets a new benchmark for ease of implementation and time to value. I was on a team that implemented OnPlan for a division in a well know SaaS company. The beauty of OnPlan is that it allows a user to take an existing Excel financial model and ingest it without changing the logic. Our time of implementation was three weeks from start to finish rather than the six months that is typical of heavier ERP systems.

Desvantagens:

There are a couple of UX/UI things that I think can be smoothed out, but overall a very polished software.