BARC Score Integrated Planning & Analytics

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

There is no differentiation between on-premises offerings and cloud-based product sets.