Contact
Newsletter
Shop
Main Menu
Main Menu

BARC Software Selection

Shortlist: Financial Planning & Analysis

Find the right software with a tailored shortlist for corporate performance management, operational planning, and financial planning. Our experts capture your requirements, quickly narrow the relevant products and vendors in the market, and explain the trade-offs so you can invest with confidence.

We start by gathering your business, technical, and organizational requirements in a well-prepared and structured workshop. Together, we set priorities and use them to create your shortlist. In a second session, we present the shortlist, explain why each product made the list, compare them in detail, and discuss strengths and weaknesses for your specific situation.

Our consulting is tailored to end-user organizations. 

13.900,00 € plus statutory VAT

Why book this workshop?

First, we assess your current system landscape. Then, we work with you to identify your key requirements and business objectives to find the software that best fits your organization.

Together, we ensure that the solution aligns with your architecture and meets your current and future needs. This lays the groundwork for successfully implementing your new FP&A software.

BARC is the leading analyst firm for FP&A offering unbiased and trusted advice with experience from over 1,000 software selection projects. We use data from the world’s largest user surveys on BI & analytics, planning, and consolidation. This gives you maximum confidence in your investment.

What’s included?

Workshop preparation

  • Define agenda, goals, and participants
  • Provide questionnaires to capture your requirements

Pre-work analysis

  • Current and target architecture
  • Software in use, e.g., BI, data warehouse, consolidation
  • Current and future requirements
  • Use cases and user profiles (numbers, groups, roles)
  • Issues and challenges with the current landscape or solution
  • Align findings and clarify additional information needs

Workshop agenda (4–5 hours, remote)

  • Introduce BARC’s proven software selection methodology
  • Define your current state, goals, and requirements across business, organizational, and technical areas. This includes key processes for reporting, planning, and consolidation.
  • Clarify your target architecture and discuss implementation options
  • Present an overview of the FP&A software market

Shortlist documentation

  • Document and confirm current state and requirements
  • Define knockout criteria and filtering approach
  • Derive evaluation criteria from requirements
  • Apply filters to narrow products and create shortlist
  • Document reasons for excluding products
  • Evaluate shortlist candidates and analyze strengths and weaknesses

Results presentation (3–4 hours remote)

  • Present criteria, approach, and derivation of shortlist
  • Share evaluations and strengths-weaknesses analysis for shortlist candidates
  • Present customer feedback on product usage and satisfaction from BARC market research where available
  • Confirm the shortlist for detailed evaluation
  • Recommend next steps for the detailed evaluation process

Software Selection: Compact vs. Shortlist
Overview of services 

Scope of services Compact Shortlist
Preparation
Prepare the workshop ✓ ✓
Review existing materials for preparation ✓ ✓
Requirements workshop
Capture current state, goals, and requirements ✓ ✓
Provide a market overview of the relevant segment ✓ ✓
Discuss options for the target architecture ✓ ✓
Identify relevant vendors (no written documentation) ✓ ✗
Discuss focus areas plus vendor strengths and weaknesses ✓ ✗
Shortlist
Consolidate and document requirements ✗ ✓
Record reasons for exclusion when deriving the shortlist from the longlist ✗ ✓
Present strengths and weaknesses of shortlist candidates ✗ ✓
Provide license price indications where possible ✗ ✓
Results presentation
Present findings and align on key takeaways ✗ ✓
Documents
Relevant BARC Score ✓ ✓
Excerpts from the BARC Survey (if available for relevant products) ✓ ✓

Analysten

Christian Fuchs
View profile
Dr. Christian Fuchs
Senior Analyst Data & Analytics

Dr. Christian Fuchs is a Senior Analyst and Head of Data & Analytics Research at BARC. He is the author of numerous BARC studies as well as a sought-after speaker at conferences. His areas of expertise are decision support information systems in corporate performance management (CPM), planning, consolidation and analytics front ends.

As a consultant, he supports companies in the software selection process and in the implementation phase as well as with strategic questions regarding tool portfolios, architecture and usage scenarios.

View profile
Robert Tischler
Senior Analyst Data & Analytics

Robert is Managing Director and Senior Analyst at BARC Austria. His areas of expertise are analytics, BI and CPM.

He supports companies in all industries in software selection as well as in the design and optimization of strategy, architecture and organization.

Robert has many years of experience managing analytics and BI projects, hands-on expertise with many BI tools on the front end as well as the back end, designing, coaching and implementing reporting, analytics and planning solutions with a focus on self-service BI, information design and advanced planning.

FAQs

Please contact us via the contact form or reach out directly to Ricarda Stützel, +49 172 1544582.

We usually run workshops for up to six participants.

We offer workshops on-site at your offices or remotely.

We usually need three to six weeks' lead time to schedule. In some cases, we can support at shorter notice.

Workshops are usually offered at a fixed price and invoiced after delivery.
  • The level of customization for your organization
  • The delivery format: on-site or remote 
  • The time required for preparation, delivery, and follow-up 
  • The complexity of your current tool landscape 

BARC supports small businesses, mid-market organizations, and enterprises across all industries. We work independently of sector. To see companies we have worked with, explore our success stories.

Our Offering

English

13.900,00 € plus statutory VAT

What our clients say about us

Corporate-Outline_Person-neutral-Testimonial.svg
The BARC data culture workshop was very insightful, particularly the original industry survey results, which offered valuable benchmarks. It helped our participants gain a better understanding of how to measure and improve data culture, drive organizational changes, and become better data leaders. A great opportunity for organizations looking to foster a sustainable data culture and elevate their decision-making processes.
Dr. Wen (Jenny) Shi
Lead Data Scientist, zeroG
Our newsletter is your source for the latest developments in data, analytics, and AI!
Subscribe now!