ISG Study Says Integrated Business Planning Adds Value to Enterprise Budgeting
Information Services Group (ISG) released new research indicating that only 25% of finance, planning and analysis (FP&A) teams will adopt integrated business planning by 2027. The research highlights that integrated business planning platforms, which combine operational and financial planning, can significantly improve enterprise planning, budgeting, reporting, and analysis capabilities.
The study reveals that while many enterprises still rely on desktop spreadsheets for budgeting, these tools are prone to errors and lack flexibility. Modern technology solutions offer automated data extraction and integration with ERP, CRM, and supply chain management systems, reducing manual data preparation time. Currently, two-thirds of analysts spend excessive time on data preparation and review.
ISG's 2024 Business Planning Buyers Guides evaluated 15 software providers across four categories: Business Planning, Financial Planning, Revenue Planning, and Workforce Planning. OneStream, Oracle, and Anaplan emerged as the top three leaders across most categories.
Information Services Group (ISG) ha rilasciato nuove ricerche che indicano che solo il 25% dei team di finanza, pianificazione e analisi (FP&A) adotterà la pianificazione aziendale integrata entro il 2027. La ricerca evidenzia che le piattaforme di pianificazione aziendale integrata, che combinano pianificazione operativa e finanziaria, possono migliorare significativamente le capacità di pianificazione aziendale, budgeting, reporting e analisi.
Lo studio rivela che, sebbene molte aziende facciano ancora affidamento su fogli di calcolo desktop per il budgeting, questi strumenti sono soggetti a errori e mancano di flessibilità. Le soluzioni tecnologiche moderne offrono estrazione automatizzata dei dati e integrazione con sistemi ERP, CRM e di gestione della catena di approvvigionamento, riducendo il tempo di preparazione manuale dei dati. Attualmente, due terzi degli analisti trascorrono tempo eccessivo nella preparazione e revisione dei dati.
Le Guide all'Acquisto della Pianificazione Aziendale ISG 2024 hanno valutato 15 fornitori di software in quattro categorie: Pianificazione Aziendale, Pianificazione Finanziaria, Pianificazione dei Ricavi e Pianificazione della Forza Lavoro. OneStream, Oracle e Anaplan si sono classificati come i migliori tre leader in quasi tutte le categorie.
Information Services Group (ISG) publicó una nueva investigación que indica que solo el 25% de los equipos de finanzas, planificación y análisis (FP&A) adoptará la planificación empresarial integrada para 2027. La investigación destaca que las plataformas de planificación empresarial integrada, que combinan planificación operativa y financiera, pueden mejorar significativamente la planificación empresarial, la elaboración de presupuestos, los informes y las capacidades de análisis.
El estudio revela que, aunque muchas empresas aún dependen de hojas de cálculo de escritorio para la presupuestación, estas herramientas son propensas a errores y carecen de flexibilidad. Las soluciones tecnológicas modernas ofrecen extracción y integración automatizadas de datos con sistemas ERP, CRM y de gestión de la cadena de suministro, reduciendo el tiempo de preparación manual de datos. Actualmente, dos tercios de los analistas pasan un tiempo excesivo en la preparación y revisión de datos.
Las Guías de Compras de Planificación Empresarial 2024 de ISG evaluaron a 15 proveedores de software en cuatro categorías: Planificación Empresarial, Planificación Financiera, Planificación de Ingresos y Planificación de Fuerza Laboral. OneStream, Oracle y Anaplan se destacaron como los tres principales líderes en la mayoría de las categorías.
정보 서비스 그룹 (ISG)는 새로운 연구를 발표하여 재무, 계획 및 분석(FP&A) 팀의 25%만이 2027년까지 통합 비즈니스 계획을 채택할 것이라고 밝혔습니다. 연구에 따르면, 운영 계획과 재무 계획을 결합한 통합 비즈니스 계획 플랫폼은 기업의 계획, 예산 책정, 보고 및 분석 능력을 크게 향상시킬 수 있습니다.
이 연구는 많은 기업이 여전히 예산 책정을 위해 데스크톱 스프레드시트를 사용하고 있지만, 이러한 도구는 오류가 발생하기 쉬우며 유연성이 부족하다고 밝혔습니다. 현대 기술 솔루션은 ERP, CRM 및 공급망 관리 시스템과의 데이터 자동 추출 및 통합을 제공하여 수동 데이터 준비 시간을 줄입니다. 현재, 분석가의 3분의 2는 데이터 준비 및 검토에 과도한 시간을 소비하고 있습니다.
ISG의 2024 비즈니스 계획 구매 가이드는 비즈니스 계획, 재무 계획, 수익 계획 및 인력 계획의 네 가지 범주에서 15개의 소프트웨어 공급업체를 평가했습니다. OneStream, Oracle 및 Anaplan은 대부분의 범주에서 가장 앞선 세 리더로 부각되었습니다.
Information Services Group (ISG) a publié de nouvelles recherches indiquant que seulement 25 % des équipes de finance, de planification et d'analyse (FP&A) adopteront la planification d'entreprise intégrée d'ici 2027. La recherche souligne que les plateformes de planification d'entreprise intégrée, qui combinent la planification opérationnelle et financière, peuvent améliorer de manière significative la planification, la budgétisation, le reporting et les capacités d'analyse des entreprises.
L'étude révèle que, bien que de nombreuses entreprises s'appuient encore sur des tableurs de bureau pour la budgétisation, ces outils sont sujets à des erreurs et manquent de flexibilité. Les solutions technologiques modernes offrent l'extraction de données automatisée et l'intégration avec les systèmes ERP, CRM et de gestion de la chaîne d'approvisionnement, réduisant ainsi le temps de préparation manuelle des données. Actuellement, deux tiers des analystes passent un temps excessif à préparer et à examiner les données.
Les Guides d'Achat de Planification d'Entreprise 2024 d'ISG ont évalué 15 fournisseurs de logiciels dans quatre catégories : Planification d'Entreprise, Planification Financière, Planification des Revenus et Planification de la Main-d'Œuvre. OneStream, Oracle et Anaplan se sont classés parmi les trois meilleurs leaders dans la plupart des catégories.
Information Services Group (ISG) veröffentlichte eine neue Studie, die zeigt, dass nur 25% der Finanz-, Planungs- und Analyseteams (FP&A) bis 2027 integrierte Unternehmensplanung übernehmen werden. Die Forschung hebt hervor, dass integrierte Unternehmensplanungsplattformen, die operative und finanzielle Planung kombinieren, die Unternehmensplanung, Budgetierung, Berichterstattung und Analysefähigkeiten erheblich verbessern können.
Die Studie zeigt, dass viele Unternehmen weiterhin Desktop-Tabellenkalkulationen für die Budgetierung verwenden, diese Werkzeuge jedoch fehleranfällig sind und an Flexibilität mangeln. Moderne technologische Lösungen bieten automatisierte Datenextraktion und Integration mit ERP-, CRM- und Lieferkettenmanagementsystemen, wodurch die manuelle Datenvorbereitungszeit reduziert wird. Derzeit verbringen zwei Drittel der Analysten übermäßig viel Zeit mit der Datenvorbereitung und -überprüfung.
Die ISG 2024 Business Planning Buyers Guides bewerteten 15 Softwareanbieter in vier Kategorien: Unternehmensplanung, Finanzplanung, Umsatzplanung und Personalplanung. OneStream, Oracle und Anaplan gelten als die drei führenden Anbieter in den meisten Kategorien.
- Integration of AI and automated reporting capabilities in business planning platforms
- Advanced data integration technology reducing manual data preparation time
- Clear market leadership identification with OneStream, Oracle, and Anaplan as top providers
- Only 25% of FP&A teams expected to adopt integrated business planning by 2027
- Two-thirds of analysts currently spend excessive time on data preparation and review
- Widespread continued reliance on error-prone spreadsheets for budgeting
One in four finance, planning and analysis teams will adopt integrated business planning by 2027, new research says
The ISG Business Planning Buyers Guides, produced by ISG Software Research, say the FP&A units that adopt the rapid, collaborative process known as integrated business planning, which uses a software platform to bring together operational and financial planning, will be a strategic asset to the enterprise.
“Transforming a finance department into a strategic asset relies on technology that enhances visibility and decision-making and focuses on future opportunities rather than past outcomes,” said Robert Kugel, CFA, executive director, Business Research, ISG Software Research. “Strategic finance organizations can provide actionable, data-driven insights to optimize performance. Ultimately, effective planning software bolsters organizational agility and enhances the value of planning and budgeting across all departments.”
Desktop spreadsheets remain the budgeting platform of choice for many enterprises, but the report notes they are prone to errors and often become overly complex and inflexible. Addressing these issues is time-consuming, which limits organizational agility.
Technology for managing data flows to and from source systems, including ERP, customer relationship management and supply chain management, has evolved rapidly. Application programming interfaces make it possible to automate data extraction, transformation and loading from multiple sources onto the planning platform, ensuring accurate, timely and consistent data is accessible to all participants in the planning process. While ISG Software Research says two-thirds of analysts spend too much time on data preparation and data review, this automation significantly reduces the time spent on manual data preparation.
For its 2024 Business Planning Buyers Guides, ISG evaluated software providers across four platform categories – Business Planning, Financial Planning, Revenue Planning and Workforce Planning – and produced a separate Buyers Guide for each. A total of 15 providers were assessed: Anaplan, Board, IBM, Infor, Insightsoftware, Jedox, OneStream, Oracle, Pigment, Planful, Prophix, SAP, Vena Solutions, Wolters Kluwer and Workday.
ISG Software Research designates the top three software providers as Leaders in each category. For the 2024 study, the leading providers in ranked order are:
Business Planning: OneStream, Oracle and Anaplan
Financial Planning: OneStream, Oracle and Anaplan
Revenue Planning: OneStream, Anaplan and Oracle
Workforce Planning: OneStream, Oracle and Anaplan
“For more than 15 years, integrated business planning has been the path for enterprises to follow to unify processes, meet management and operational requirements and achieve optimal outcomes,” said Mark Smith, partner, ISG Software Research. “Research ratings help enterprises assess and select software providers and products to help business, finance and operations work better together, so they can avoid the perils of spreadsheets and identify areas where AI can infuse intelligence into these applications.”
The ISG Business Planning Buyers Guides are the distillation of more than a year of market and product research efforts. The research is not sponsored nor influenced by software providers and is conducted solely to help enterprises optimize their business and IT software investments.
Visit this webpage to learn more about the ISG Business Planning Buyers Guides and read executive summaries of each of the four reports. The complete reports, including provider rankings across seven product and customer experience dimensions and detailed research findings on each provider, are available by contacting ISG Software Research.
About ISG Software Research
ISG Software Research provides authoritative coverage and analysis of the business and IT software industry. It distributes research and insights daily through its user community, and provides a portfolio of consulting, advisory, research and education services for enterprises, software and service providers, and investment firms. Its ISG Buyers Guides help enterprises evaluate and select software providers through tailored assessments powered by ISG’s proprietary methodology. Visit www.isg-research.net for more information and to sign up for free community membership.
About ISG
ISG (Information Services Group) (Nasdaq: III) is a leading global technology research and advisory firm. A trusted business partner to more than 900 clients, including more than 75 of the world’s top 100 enterprises, ISG is committed to helping corporations, public sector organizations, and service and technology providers achieve operational excellence and faster growth. The firm specializes in digital transformation services, including AI, cloud and data analytics; sourcing advisory; managed governance and risk services; network carrier services; strategy and operations design; change management; market intelligence and technology research and analysis. Founded in 2006, and based in
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Will Thoretz, ISG
+1 203 517 3119
will.thoretz@isg-one.com
Julianna Sheridan, Matter Communications for ISG
+1 978 518 4520
isg@matternow.com
Source: Information Services Group, Inc.
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