BARC Score FPM logo

Financial Performance Management in Germany, Austria and Switzerland

Performance Management (PM) refers to processes, methods, metrics and tools for planning, steering and controlling an organization’s performance and profitability. PM is therefore one of the central management tasks in an organization at strategic, tactical and operational levels.

This BARC Score focuses on the market for financial PM products and portfolios in the DACH region (Germany, Austria and Switzerland).

Based on data points from The Planning Survey and The BI Survey as well as numerous analyst interactions, vendors are rated on a variety of criteria, from product capabilities and architecture to sales and marketing strategy, financial performance and customer feedback.

The full report is available to BARC Access subscribers.

Vendors evaluated

Anaplan cubus LucaNet
BOARD International IBM Oracle
CoPlanner Infor Unit4 prevero
Corporate Planning

Authors: Christian Fuchs, Larissa Seidler, Patrick Keller, Carsten Bange and Robert Tischler
PDF report: € 500
Published: March 2018

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Selection of vendors

There are two principal inclusion criteria for this BARC Score: the first is associated with each vendor’s products and the other is linked to the financial results relating to those products.

To be evaluated in this BARC Score, a vendor has to have a strong focus on providing PM functionality (not only business intelligence (BI) functionality) and supply five out of six technologies from the following list in a solution not merely focused on one industry or use case:

  • Operational planning and forecasting
  • Financial planning
  • Financial consolidation
  • Strategy management
  • Reporting
  • Analysis

In addition, the vendor has to generate a minimum of 3 million EUR in license revenue per year with its product set in German-speaking countries (Germany, Austria and Switzerland). There is no differentiation between on-premises offerings and cloud-based product sets.


The full report BARC Score Financial Performance Management DACH can be downloaded at the following vendor websites (German language):

LucaNet logo

CCH Tagetik logo

Related links

More information about the BARC Score methodology

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