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Number of reviews: 27
Customer Satisfaction
★★★★★★★★★★ 7.3/10
7.3
User Experience
★★★★★★★★★★ 7.1/10
7.1
Functionality
★★★★★★★★★★ 6.4/10
6.4
Business Value
★★★★★★★★★★ 7.0/10
7.0

CoPlanner

Website

What is CoPlanner?

Integrated and feature-rich platform for building individual planning, budgeting and forecasting applications with supplementary functions for reporting, analysis and financial consolidation. Comprehensive planning functions for top-down and bottom-up planning including workflow support.

  • CoPlanner functions (BARC classification)
BI, Analytics & CPM
● Reporting / Dashboards
● Analysis
– Advanced Analytics
●● Planning
●● Financial Consolidation

● = Function covered, ●● = Functional focus

● = Function covered
●● = Functional focus

About CoPlanner

The information in this section has been provided by the vendor of CoPlanner.

Self-description of the vendor

No vendor self-description available

CoPlanner screenshots

Screenshot-CoPlanner
References
No data available
Partners
No data available

CoPlanner BARC Review & Rating

This section contains our independent analyst views on CoPlanner.

Provider and product description

CoPlanner was founded in 1989 in Graz, Austria. As a software vendor for corporate controlling, CoPlanner develops controlling software for medium-sized companies with a focus on planning, financial consolidation and reporting. CoPlanner currently employs about 40-50 people and claims to have 160 active customers, primarily in Austria, Germany and Switzerland.

CoPlanner is a one-product company. Launched in 2003, CoPlanner is a flexible platform for building individual planning, financial consolidation and reporting applications and offers various specialist applications as well as prebuilt models that are parameterized for implementation. Data and metadata are stored in a Microsoft SQL Server or Microsoft Azure SQL Database. The vendor also uses in-memory data storage on the CoPlanner server for multidimensional preparation of data, which is synchronized simultaneously with the relational database. Essentially, the product is a flexible platform for all kinds of planning approaches (top-down, bottom-up and combinations of both). Business power users typically use it to create wizard-based individual planning, budgeting and forecasting applications requiring only minimal IT support (e.g., for data integration tasks or data storage).

At the heart of the product is CoPlanner’s comprehensive corporate planning functionality. The platform provides flexible modeling of individual planning, budgeting and forecasting applications. Moreover, standard models are offered for, among other things, integrated financial planning (balance sheet, P&L, cash flow), financial consolidation, cost-performance accounting, HR planning and solutions for various sub-plans (e.g., sales planning, investment, production planning). In typical implementations, CoPlanner is used by 30 to 40 concurrent users. However, there are implementations with smaller and also much larger numbers of users.

CoPlanner customers usually start off with planning, budgeting and forecasting projects but often have additional finance and controlling requirements for reporting, analysis or financial consolidation. For standard formatted reporting, a business-user-friendly reporting module enables the creation of on-screen reports as well as formatted print reports. Comprehensive options are available for formatting tabular layouts as well as graphical reports. CoPlanner Analyzer and a feature-rich Excel add-in are available to support ad hoc query and individual analyses. Add-ins for Microsoft PowerPoint and Microsoft Word are also provided. CoPlanner data can be imported and consumed in Microsoft Power BI leveraging REST APIs.
The certified (IDW PS 880) CoPlanner Consolidation module completes the portfolio with functionality for legal and management consolidation.

Strengths and challenges of CoPlanner

BARC’s viewpoint on the product’s strengths and challenges.

Strengths
  • Integrated and feature-rich platform for building individual planning, budgeting and forecasting applications with supplementary functions for reporting, analysis and financial consolidation.
  • Flexible modeling for building individual planning models. Comprehensive planning functions for top-down and bottom-up planning including workflow support.
  • Feature-rich Microsoft Excel add-in with cell-based and formula-based (dynamic) mode plus complementary add-ins for Word and PowerPoint.
  • Comprehensive predefined business applications and content (topical and industry-focused applications) allow for quick project implementation.
Challenges
  • Compared to competitors, limited capabilities for advanced dashboarding and advanced analytics. However, for these use cases, integrations with third-party BI and analytics tools are available (e.g., Microsoft Power BI).
  • The product's flexibility and comprehensive functionality can lead to quite complex handling for inexperienced users when implementing and building intricate applications for customized solutions.
  • Overall, CoPlanner has a rather slow speed of development compared to competitors. According to feedback in The Planning Survey, not many customers consider CoPlanner to be an innovative vendor. In the past, product development has been predominantly driven by the needs of existing customers. For this reason, technological and functional improvements and solutions have often focused on the business value and functionality of the product rather than the latest market trends.
  • Comparatively small and local specialist vendor with limited resources, strongly focused on its home market in the DACH region. Prospects should evaluate the vendor’s and partners’ consulting and support capabilities for project implementations.
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CoPlanner User Reviews & Experiences

The information contained in this section is based on user feedback and actual experience with CoPlanner.

The information and figures are largely drawn from BARC’s The BI & Analytics Survey, The Planning Survey, The Financial Consolidation Survey and The Data Management Survey. You can find out more about these surveys by clicking on the relevant links.

Who uses CoPlanner in a planning context and how

Why users buy CoPlanner and what problems they have using it

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Full user reviews and KPI results for CoPlanner

All key figures for CoPlanner at a glance.

Premium content. Unlock with BARC+.
For just €79 per month (€948 per year) you can access all the paid content on www.barc.com.
Your benefits:
  • Get independent information on software solutions, market developments and trends in data, analytics, business intelligence, data science and corporate performance management.
  • Make data & analytics decisions based on numbers, data, facts and expert knowledge
  • Access to all premium articles and all our research, including all software comparison studies, scores and surveys.
  • Unlimited access to the BARC media library
  • Consume unlimited content anywhere
Buy now

Individual user reviews for CoPlanner

Role
Member of a cross-departmental BI team
Number of employees
100 - 2.500
Industry
IT
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Sehr hohe Flexibilität auch bei späteren Änderungen nach der Einführung.

What do you like least/what could be improved?

Die Eingabemasken im Browser könnte man noch optimieren. Zum Beispiel Formeln in der Zelle. In manchen Fällen ist die Reaktion des Programms etwas unglücklich. Zum Beispiel das Löschen der eingegebenen Zeile, wenn ein Schlüssel nicht beschreibbar war. Ggf. ist das aber auch noch eine Einstellungssache oder lässt sich programmiertechnisch abfangen.

What key advice would you give to other companies looking to introduce/use the product?

Gegebenenfalls noch mehr Möglichkeiten einbauen, das Webfrontend individuell zu gestalten. Dazu gehört die Navigation, als auch die Buttons im Menü, die man mit zusätzlichen Funktionen hinterlegen könnte. Einführung einer Rechendimension, die Formeln auf den Elementen zulässt (vermutlich nur zur Lasten der Flexibilität umsetzbar, daher besser weglassen). Multiselekt bei der Filterdimension zulassen (oder ich habe die Funktion noch nicht gefunden).

How would you sum up your experience?

Erstklassige Beratung. Sehr hohe Flexibilität. Da wir technisch versierte Kollegen in der BI-Abteilung haben, können wir fast alles selbst anpassen und erweitern. Die Software hatten wir nach kurzer Einarbeitung gut im Griff.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Manufacturing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Wir haben für jedes Problem eine Lösung gefunden.

What do you like least/what could be improved?

Das Zeitmanagement war oft schwierig. Es wurde kein offizielles Protokoll der Abstimmungstermin mit den noch offenen Punkten erfasst.

What key advice would you give to other companies looking to introduce/use the product?

Ein wöchentliches Jour-fix planen.

How would you sum up your experience?

–

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Public sector
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Analysen im OLAP sind schnell und einfach zu erstellen.

What do you like least/what could be improved?

Die Importe von externen Systemen könnte schneller und einfach gehen. Daran wird aber gearbeitet.

What key advice would you give to other companies looking to introduce/use the product?

Man sollte sich gut überlegen, wie man die Einrichtung vornimmt, dass man eine klare Oberfläche auch für User schafft, die nicht aus der Kostenrechnung kommen.

How would you sum up your experience?

Zu Beginn war ich etwas überwältigt, aber man gewöhnt sich schnell an die Handhabung und man kann viel damit machen.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Kompetenter und schneller Support, man fühlt sich immer bestens betreut.

What do you like least/what could be improved?

Weblösung hat noch nicht alle Funktionalitäten der on-premise Lösung.

What key advice would you give to other companies looking to introduce/use the product?

Langen Workshop vorher.

How would you sum up your experience?

Ein langfristiger Partner, auf den man sich verlassen kann.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Process industry
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Übersichtliche Software, anwenderfreundlich.

What do you like least/what could be improved?

Modellierung ohne IT Kenntnisse ( SQL, und Programmierung) nicht möglich.

What key advice would you give to other companies looking to introduce/use the product?

Vor allem großen Augenmerk auf das Planungsmodell legen.

How would you sum up your experience?

Ich bin sehr zufrieden mit der Coplanner Software, vor allem Bedienbarkeit, Skalierbarkeit. Release Einspielungen laufen weitgehendst unproblematisch.

Role
Head of business department
Number of employees
100 - 2.500
Industry
Retail
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Beständigkeit des Systems (seit 2005), wenig Personalwechsel, auch für kleinere Unternehmen gut nutzbar, jetzt auch Schulungen und Präsentationen.

What do you like least/what could be improved?

Mehr Anleitungen für die User zum Nachschlagen.

What key advice would you give to other companies looking to introduce/use the product?

Mit dem Grundelement starten - man kann später noch weiter ausbauen.

How would you sum up your experience?

Langjährige gute und stabile Geschäftsbeziehung

Role
IT employee
Number of employees
100 - 2.500
Industry
Oil, gas and mining
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Die Möglichkeiten, die Berichte, Auswertungen und Masken bieten.

What do you like least/what could be improved?

Die Betreuung durch das Unternehmen.

What key advice would you give to other companies looking to introduce/use the product?

Sie müssen Mitarbeiter haben, die fit in der SQL-Programmierung sind.

How would you sum up your experience?

–

Write Review
Survey Information
Number of reviews for CoPlanner
27
Reviewed versions
V6 4%, V7 4%, V10 30%, V11 61%
Peer groups in the survey
Midsize/Departmental Implementations, Products for Planning, Budgeting & Forecasting, Integrated Products for Planning and Financial Consolidation
Interactive planning software comparison
Compare financial planning products with our interactive self-service tool, The Planning Survey Analyzer.
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