Planful Reviews

Ease of reporting and planning. The reports are fast to make and can very easily be taught to other users. Also since it is in the cloud, there are many tiers of security features for customization.

New features and cross browser supporting don't function the best. The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome.

The ability to use third-party software to integrate other systems. The Reporting in the browser is clean.

Saving HC to finance and HR cubes requires many additional steps. I used Adaptive Insights, and saving to the database was much more efficient. Also, the model for our vendor spend is in Spotlight. That has led to incorrectly saving data to other scenarios.

- That the licence was only three years long

- The planning feature was almost impossible to use
- Any new features were always only available at a price never as part of what we already were paying for
- The integrators were oversold and never worked despite being paid for
- The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long

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).

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.

The software is easy to use. I have the ability to lock down budgets so they cannot be changed. Bring in real time data from our ERP and do financial reporting. I have saved more than 100 hours on the annual budgeting process. It is excel based and it makes it easy for non-financial users to use and understand. Can segment who gets to see what. Have workforce planning capabilities

None so far. I have only been using it for a short time.

Ease of use and ability to quickly customize reports

Some budget templates required some backend work to adhere to our needs

Reusable formats in Reports makes Reporting easier and customer support responds usually in hours and makes our job more easy.

I think they should have more tutorials on their Training website.

i like the cloud based model & speed. it is very useful for scenario planning and for collaborating across my team

the inability to do calculations in the report without creating a new template. also as we are on Macs the inability to use spotlight in Mac Excel

what i like about planful is that the data is transmitted in real time.the application is easy to handle.reliable and accurate details and it has very good features.

planful works very well for me and I haven't found any complication with this application yet

I like that most of this software is tight and reasonable in size. On the surface anything can be intimidating to a new user but we have a small team that has been able to manage this across many hospitals and types of users. We have put in a lot of work but without much IT support which makes this valuable.

Processes and building infrastructure around raw data can be tricky. We do not have a data warehouse which makes things difficult with connecting data. For me this software is a mid tier product in some ways so it seemed logical that they would realize companies may not have solid infrastructure to support fast and elaborate functions provided. In a perfect world the system could be more of a one stop shop or help get us there.

Workforce Planning is my favorite feature. Data loads and updates are fast and there are lots of options for modeling and allocating compensation items. Training our budget preparers is easy, and they get most of it right and don't complain often which is more than can be said than my past experiences with other budget processes. Reporting is also very good with many options for creating data within Planful or externally. Also, the site rarely goes down. Maybe one short interruption in two years?

Training documentation should be expanded, richer in some areas for a more user friendly admin experience.

Planful is very user friendly and it is easy to become a self-sufficient user of this application as a lot of help resources availiable for use. Searcg engine within Planful is very good as well as it makes it easy to navigate application.

I dont like that to complete certificaiton, all users have to attend real life class. Those classes are not convinient for UK users and they dont usually add much more informaiton that cannot be found in written guides.

We use this software for our month-end close process to consolidate financials and publish our monthly financial package to management and other various internal/external partners. The software is easy to navigate and helps us quickly consolidate financial data for all of our entities each month.

There aren't any specific features that I dislike about the software at the moment, however the Planful support portal/team hasn't always been the most helpful when it comes to troubleshooting issues in a timely manner.

The ability to quickly consolidate all of our agency financials at month end and close the books in a timely manner.

I enjoy most things about this software, however I would have to say that I wish the Spotlight Excel add-in that Host offers would be directly connected to the Core Application, eliminating the need to maintain and update a separate model in excel so that they data comes through the Spotlight Excel reports accurately.

- Similar to Oracle Hyperion, but in the cloud
- Lower overhead than on premise tools
- Robust platform with more advanced feature set then other cloud tools
- Solid excel integration
- Product team responds to feedback
- Fair pricing
- No limit on size of model

- Attractiveness of user interface
- Template speed
- Visualizations
- Speed of new development
- Implementation took longer than expected

Ease of reporting, creating and distributing and ability to schedule distribution even to non users

consolidation module could be improved, tracking reconciliations etc

How easy it is to create basic reporting and customize and scheduled distribution. Interface that is scheduled nightly to automatically populate Host with data from our G/L. Consolidation of our plan is more efficient and timely so changes aren't such a nightmare to make.

Quarterly releases are great, but they don't give you enough time to test them before they are automatically put into production.

The application made reporting a piece of cake with automated distribution. The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

Not the most user friendly application for budgeting purpose. The access was made easy with SSO solution, but the timeout issue causing customers to complain.

Product seems powerful and capable, but going live is a nightmare

I was never able to go live. Never got any value out of it and they made me pay for 2 years…