Planful
Conheça o Planful
O Host Analytics é o principal fornecedor de soluções de fechamento e planejamento financeiro baseadas na nuvem. Construído com experiência financeira e dedicação ao sucesso do cliente, o Host Leia mais Analytics atende às necessidades das equipes de finanças e contabilidade e as ajuda a evoluir conforme as condições de negócios mudam. Mais de 800 clientes, inclusive Bose, Boston Red Sox, Evernote, Overstock.com, Peets Coffee & Tea e Pinterest confiam no Host Analytics para planejamento, orçamento, modelagem, consolidações e geração de relatórios. Ver menosQuem usa o Planful?
Ajuda a financiar processos de automação para acelerar o tempo necessário para transformar ideias em ação. O resultado é uma empresa ágil e eficiente, independentemente do porte ou da complexidade.
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Avaliações do Planful
Avaliador Verificado
Planful Overview Review
Comentários: Great experience, very friendly staff, and everyone wants you to succeed. The software does not require extensive coding knowledge and can be picked up pretty seamlessly with the proper training if you have a background in Excel.
Vantagens:
Very user friendly & similar syntax to excel
Desvantagens:
I feel the training is basic and outdated at this point. Considering all the time and effort they have put into developing the product, they should spend more time having live sessions showing individuals how to use the product better. This would also enable customers to find out about some of the great features they created.
Avaliador Verificado
Great FP&A Product
Comentários: We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's simplified our budget and forecasting process and it keeps getting easier each year.
Vantagens:
They listen to their customers and are always making improvements to the product. It's easy to use and they have so many resources (support chat, community, training, etc).
Desvantagens:
The support was not great when we first implemented the tool. They've come a long way and are truly supportive of all questions I have.
Bradley
Very slow, but highly customizable
Comentários: Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.
Vantagens:
Very deep database and highly flexible integration with our disparate data feed.
Desvantagens:
Slow. A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time. Collaboration can also be difficult, as the individual models are fragile and must be updated online.
Janet
We had a quick implementation, and find that the environment is very flexible. All end users :-)
Comentários: Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies for our chart of accounts and entities, so that operations can see their relevant data in the format they prefer, whereas accounting can see it based on GAAP. Modeling transformed our budget process from Excel spreadsheets to a cloud-based solution accessible to all end users, so budget creation migrated from FP&A to the process owners. Budget consolidation process was reduced from 2 days to 2 minutes. We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task. We have also since identified other uses for modeling, including complex calculations for our formula pricing that is based on external data imported into tables. We are also importing non-financial data to enhance our asset management deferred maintenance program.
Vantagens:
There are no limits to the types and volume of data that you interface within Host Analytics, as long as you maintain a common field. Implementation went well (with a consulting partner), and it enabled our budget manager to trim his reporting time from 3 days to 3 hours. The modeling module uses an Excel add-in, so the feel and use of Excel is still available, but the results are stored centralized, so when any end user retrieves data, there is one version of the truth. Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success. Feature updates are either monthly or quarterly, and are focused on what the customers have expressed are their needs or wishes.
Desvantagens:
It required that we use a partner consultant to implement. This may be due mostly to the fact that as a small company, we do not have the internal IT resources; the initial implementation without a partner stalled due to resource and communication issues.
Jessica
Planful: Modern FP&A Solution
Comentários: My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit. Planful's help desk team knowledgeable and very quick and responsive addressing issues as quickly as possible.
Vantagens:
Administering the system is very smooth and adaptable. Our prior system would take 110% of my time to keep it running and troubleshooting issues. With Planful, now that we're live and stable on the platform, it takes < 50% of my time, so I'm able to focus on other value-add activities: process improvement and automation, personal skill development and growth, and future product enhancements. Reporting is extremely user friendly both within platform and Spotlight, so users have been able to create and admin their own reports .
Desvantagens:
Loading actual wage data by employee is seems more complicated than it needs to be. Prepping the file to load this data takes ~1 hour/month when all other data load rules take < 5 minutes. We also had issues in the past with Workforce data input/locking between users, but it's been much easier for our team to use with the extensive Workforce UI redesign in 2020.
