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Planning and analytics providers in the DACH region and worldwide

Planning is an important element of management control to align operational business with strategic corporate objectives. As well as specialist software for planning, successful planning processes also require comprehensive analytics functionality.

This year, once again, we have published two editions of this BARC Score: one focuses on the market for integrated planning and analytics products and portfolios in the DACH region (Germany, Austria and Switzerland) while the other presents an overview of the global market. Both analyze the strengths and challenges of all the leading vendors as well as several smaller vendors that often have less visibility, but equally offer outstanding value to their customers.

Our assessment of each vendor is based on data points from The Planning Survey and The BI Survey as well as numerous analyst interactions.

The full reports are available to BARC Access subscribers and can also be purchased individually.

Vendors evaluated

Vendor Included in BARC Score IP&A Global Included in BARC Score IP&A DACH
Anaplan
Board International
Corporate Planning
IBM
IDL, an insightsoftware company
Infor
insightsoftware
Jedox
OneStream Software
Oracle
Prophix
SAP
Serviceware
Unit4
Wolters Kluwer | CCH Tagetik
Workday

BARC SCORE: INTEGRATED PLANNING & ANALYTICS
(Global and DACH region editions)

Authors: Christian Fuchs and Robert Tischler
PDF report: €500
Published: March 29th, 2021

Contact us to purchase

BARC Score Integrated Planning & Analytics 2021 chart

Selection of vendors

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

Functionality for planning (including write-back of planning data to a central database and other advanced planning features such as workflows, forecasting and simulation) is the “entrance ticket” to be evaluated in this BARC Score.

Moreover, a vendor has to supply additional functionality for all four of the following analytics technologies in a solution not merely focused on one industry or use case:

  • Formatted reporting
  • Ad hoc query and reporting
  • Analysis
  • Dashboards

In addition, the vendor has to generate a minimum of 20 million EUR in license revenue per year with a significant number of implementations and license or subscription revenues in the DACH region (Germany, Austria and Switzerland) to appear in the DACH edition.

For the global edition, we require that vendors generate a minimum of 20 million EUR in license revenue per year with the evaluated product set in this BARC Score, spread across Europe and at least two additional geographies. Furthermore, the product set must have a significant number of implementations and license revenues across different geographies to be considered as global. We consider the following regions as individual geographies:

  • Europe, Middle East and Africa
  • North America
  • Latin America
  • Asia/Pacific

There is no differentiation between on-premises offerings and cloud-based product sets.

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The full reports of both BARC Score Integrated Planning and Analytics editions are available to BARC Access subscribers or can be purchased as standalone PDF reports. Contact us to purchase.

Related links

More information about the BARC Score methodology

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