Planning and analytics providers in the DACH region and worldwide
Planning, budgeting and forecasting are important elements of corporate management to align operational business with strategic corporate objectives. In recent years, the dynamics of markets and competition have increased rapidly and many companies are struggling to keep pace. In particular, corporate planning and forecasting are more essential than ever to cope with increasing dynamics. Well-founded decisions based on current forecasts and data analytics, the efficient evaluation of possible future developments in scenarios and simulations as well as the automation of processes and the relief of planners are becoming massively more important. However, successful corporate performance management (CPM) requires comprehensive planning and forecasting, analytics and business intelligence (BI) functionality.
This BARC Score focuses on the market for integrated planning and analytics (IP&A) products and portfolios. The combination of these topics is of high importance for a growing number of companies. Based on countless data points from various BARC surveys and many analyst interactions, vendors are rated on a variety of criteria, ranging from portfolio capabilities and architecture to sales and marketing strategy, financial performance and customer feedback
Two editions: Global and DACH
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.
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+ 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 | ✓ | ✓ |
| insightsoftware | ✓ | ✓ |
| Jedox | ✓ | ✓ |
| OneStream | ✓ | ✓ |
| Oracle | ✓ | ✓ |
| Planful | ✓ | |
| Prophix | ✓ | |
| SAP | ✓ | ✓ |
| Serviceware | ✓ | |
| Unit4 | ✓ | ✓ |
| Wolters Kluwer | ✓ | ✓ |
| Workday | ✓ | ✓ |
BARC SCORE: INTEGRATED PLANNING & ANALYTICS
(Global and DACH region editions)
Authors: Christian Fuchs, Robert Tischler, Larissa Baier and Chris Neubauer
PDF report: €500
Published: March 30, 2023
Selection of vendors
There are two separate categories of 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
All steps of planning, budgeting and forecasting processes, such as the creation of a planning model and model provision, creation of planning masks and definition of planning processes (workflows) as well as user functionality for planning (e.g., plan data entry, comments, forecasting and simulation), reporting, analysis and dashboarding must be accessible and usable by business users. Seamless integration between all components is required.
For the global edition, we require that vendors generate a minimum of 25 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 or subscription revenues worldwide 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
To appear in the DACH edition, the vendor has to generate a minimum of 25 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).
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+ subscribers or can be purchased as standalone PDF reports. Contact us to purchase.