CPM Software Vendors

Planning Software Vendors & Solutions (July 2017)

The following list of Corporate Performance Management (CPM) software vendors is not necessarily complete, but we endeavor to keep it up to date as possible. Sources include our own observations, as well as published reports from analysts such as Garner, Forrester, Ventana, and others. You are encouraged to conduct your own detailed analysis and these comments should not be used as a basis of decision. That said, if you need some help finding the right solution for your organization, please contact us today. We would love the opportunity to provide additional guidance.

Pure Saas/Cloud Offerings

Adaptive Insights

Adaptive Insights provides solutions for budgeting, forecasting, dashboards, modeling, performance reporting, analysis, and collaboration. Offerings include integration (Adaptive Integration), Microsoft Office connection (Adaptive OfficeConnect) and revenue planning (Adaptive Revenue Solution). It has an OEM relationship with NetSuite.

Adaptive Insights is geared more toward medium-size organizations. Adaptive Insights focuses on using visualizations and graphics to help its users interpret and understand information.


Anaplan provides a flexible and scalable business planning platform for finance and other business functions. It has integration with Microsoft Office (Excel and PowerPoint Add-Ins). Anaplan offers an API, import/export capabilities, and pre-built connectors for common platforms including Informatica, Dell Boomi, Mulesoft, and SnapLogic. Anaplan offers content integration with Tableau and SFDC.

Anaplan supports financial planning and forecasting, as well as planning for sales, capital expenditure, operations, workforce, marketing, supply chain, and territory and quota management. Anaplan's offerings primarily target complex collaborative modeling (integrated business planning) — a need that is growing in importance. Anaplan’s Hyperblock Calculation Engine allows business users to define, modify, and manage the system, making model changes and viewing dashboards and reports at the same time.

Host Analytics

Host Analytics supports budgeting, planning, forecasting, dashboards, modeling, analysis, and collaboration. The modeling module supports various use cases, such as revenue, sales, and long-range planning. Host Analytics' technology partners include Microsoft, Qlik, Dell Boomi (for data integrations) and Box (for data load functionality).

Host Analytics offers advanced modeling functionality which allows users to create what-if scenarios for complex requirements.

On-Premises and Cloud Options (Hybrid Offerings)

Board International

Board’s solutions are available both on-premises and through Board Cloud, which uses either Amazon web Services (AWS) or Microsoft Azure. Board's solutions target both midsize and large organizations that require integrated planning, modeling, profitability analysis, and performance reporting. Board also supports detailed business processes that require frequent updates from business users.

Board supports complex requirements and provides continued product innovation. Its offerings primarily target complex collaborative modeling. Board offers prebuilt, industry-specific models.

IBM - TM1/Analytics

IBM's offerings include both legacy, on-premises (IBM Cognos TM1) and newer, cloud (IBM Planning Analytics) solutions for budgeting, forecasting, dashboards, modeling, advanced analytics, collaboration, and strategy management. IBM also offers IBM Cognos Express Performance Management User for midsize companies.

IBM has a large market share and supports complex processes within financial and other functions. IBM Cognos TM1 is widely used and has the performance and analytic capability to support a wide variety of complex use cases. The IBM Planning Analytics offering embeds pattern detection, advanced analytics, and natural-language queries from Watson Analytics. IBM utilizes Watson Analytics' "data interrogation", which provides integration of planning with advanced analytic capabilities.

Oracle Hyperion

Oracle's on-premises offerings include Oracle Hyperion Planning, Oracle Hyperion Profitability and Cost Management, and Oracle Hyperion Strategic Finance. Within the Oracle Business Intelligence Suite, Oracle offers Oracle Scorecard and Oracle Strategy Management. Oracle also offers the SaaS Oracle Planning and Budgeting Cloud Service (PBCS) and the Oracle Enterprise Performance Reporting Cloud Service for narrative reporting.

Oracle has large market share and supports complex processes within finance departments as well as sales, operations, etc. The Planning and Budgeting Cloud Service has gained momentum while its release schedule for new SaaS solutions is aggressive.


SAP's on-premises offerings support complex use cases and are typically used by large and complex global organizations. SAP’s planning offerings typically used by organizations that have standardized on the SAP ERP and/or SAP BI platform. SAP's flagship offering, SAP Business Planning and Consolidation, supports financial consolidation, financial close, as well as general planning, budgeting, and forecasting. SAP's other on-premises offerings include SAP Strategy Management and SAP Profitability and Cost Management. SAP also offers SAP Cloud for Analytics, a SaaS planning and analytics solution.

SAP has large market share, supports broad processes, and has continued product and platform investment in ERP simplification.


Tagetik’s offerings support budgeting, forecasting, reporting, dashboards, modeling, and analysis. Tagetik was acquired by Wolters Kluwer in April 2017 and is now known as CCH Tagetik. Tagetik also offers integrated financial planning, cash flow planning, and packaged integration for Microsoft, SAP (Hana) and the Qlik Analytics Platform. Tagetik's suite is built on the Microsoft SQL Server 2014 platform. Tagetik Cloud is licensed as SaaS, and can also be hosted on private AWS or Microsoft Azure cloud environments.

Tagetik is suited to support complex use cases, primarily for financial consolidation and financial close. It was one of the first on-premises vendors in this market to offer a cloud-based alternative.

On-Premises-Only Offerings


Prophix's on-premises solution is used primarily by mid-market organizations to support budgeting, planning and forecasting, dashboards, modeling, analysis, strategy management, and collaboration. Prophix can also support more integrated requirements such as revenue planning, sales forecasting, workforce planning, and project planning. Prophix is built on the Microsoft SQL Server 2014 platform. It also uses Microsoft Excel and SharePoint.