Planful FP&A

Collaboration Capabilities

The solution provides the ability for marketers to have a dedicated collaboration space for projects and campaigns.

Marketing Workflow Orchestration

The solution provides the ability to manage marketing workflows across the customer lifecycle and across different systems.

MarTech Ecosystem integration

The solution integrates with other MarTech systems (marketing automation tools, digital experience platforms, CRM etc.)

Brand Tracking

The solution provides the ability to track and report on brand health i.e. via a customized scorecard or dashboard.

Budgeting and Cost Allocation

The solution provides budgeting, forecasting and cost allocation capabilities for a portfolio of marketing products.

Marketing Analytics

Marketing Analytics and Reporting The solution provides robust dashboard, reporting and analytics capabilities.

Marketing Asset Management

Content repository functionality (or tight ECM integration) for marketing assets and campaign collateral (static, multimedia, e-commerce related, etc.).

Marketing Project Management

Provides detailed task-tracking and planning tools, and reporting and dashboards, for managing marketing projects e.g. campaigns or content generation.

Role-Based Access Controls

The solution provides differential controls for managing platform capabilities.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.