FP&A Research

The Planning Survey 24

The Planning Survey 24 by BARC is based on the largest survey of planning software users, conducted from November 2023 to February 2024, with 1,272 respondents evaluating 21 products. The survey examines user feedback on 33 criteria.

Unit4 FP&A has achieved outstanding results in this survey, being top-ranked in four peer groups and leading in 16 key performance indicators (KPIs). Key strengths include:

Flexibility: Unit4 FP&A is top-ranked for its flexibility, with 71% of users choosing it for this reason.
Ease of Use: 81% of surveyed users rate Unit4 FP&A's ease of use as very good or good.
Self-Service: Unit4 FP&A is a leader in self-service capabilities, with 75% of users leveraging it for self-service planning in business departments.
Implementer Support: It is also recognized for excellent implementer support, with 75% of users rating it as excellent or good.

With seven top ranks and 24 leading positions across five different peer groups, Unit4 FP&A once again achieves a great set of results in this year’s Planning Survey. Convincing ratings in numerous important KPIs help to consolidate its position as a market-leading CPM platform.

Christian Fuchs - BARC

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Vendor Landscape Matrix for Performance Management 2024

The Pulse of Performance Management 2024 report by BPM Partners analyzes trends and key vendors in the business performance management (BPM) market. The report highlights the growth of performance management capabilities, especially in financial planning, operational planning, and AI-driven solutions.

Unit4 was recognized as a Core vendor with overall Excellent rating and is noted for its flexibility, ease of use, and comprehensive self-service capabilities.

Awards:

Ease of Use: Unit4 was awarded Excellent for its user-friendly interface.
Finance Self-Sufficiency: Unit4 received an Excellent rating, highlighting its capability to empower finance teams.
Budgeting/Financial Planning: Recognized as Outstanding, showcasing its robust planning functionalities.
Revenue Performance Management and Workforce Planning: Unit4 was rated Excellent, underscoring its strength in managing revenue and workforce planning

Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy

Unit4 provides a full range of integrated performance management capabilities powered by AI

Craig Schiff - BPM Partners

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CPM Technology Value Matrix 2024

For this Value Matrix, Nucleus evaluated CPM vendors based on their usability and functionality, as well as the value that customers realized from each product’s capabilities. The research is intended to serve as a snapshot of the CPM technology market, help inform customers about how vendors are delivering value, and take stock of what can be expected in the future based on present investments.

Unit4 is an Accelerator in the 2024 edition of the CPM Technology Value Matrix, recognized for its Unit4 FP&A solution.

Unit4 FP&A enables users to create detailed multi-dimensional budgets that can be updated in real time, assisting organizations in identifying areas for improvement and tracking overall success.

Charles Brennan - Nucleus Research

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Workforce Planning and Analysis Market Study

The 2024 Workforce Planning and Analysis Market Study by Dresner Advisory Services provides a comprehensive overview of current trends, priorities, and adoption rates in workforce planning and analysis tools. This second edition report is based on extensive primary research, utilizing a survey instrument to gather data from a diverse range of respondents across geographies, industries, and organizational sizes. The study recruited participants through social media, crowdsourcing, and the Dresner research community, ensuring a robust and representative sample.

Unit4 is ranked as a top-rated vendor for workforce planning and analysis, sharing the first position with Workday. This ranking reflects their strong performance across various criteria, including planning, analytics, integration, technology, and deployment capabilities.

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Wisdom of Crowds Financial Consolidation, Close Management, and Financial Reporting Market Study

The 2023 Wisdom of Crowds® Financial Consolidation, Close Management, and Financial Reporting Market Study by Dresner Advisory Services provides a comprehensive overview of current trends, priorities, and adoption rates in FCCR tools. This third edition report is based on extensive primary research, utilizing a survey instrument to gather data from a diverse range of respondents across geographies, industries, and organizational sizes. The study recruited participants through social media, crowdsourcing, and the Dresner research community, ensuring a robust and representative sample.

Unit4 is ranked as a top-rated vendor for FCCR, sharing the fourth position with other notable vendors. This ranking reflects their strong performance across various criteria, including financial consolidation, close management, financial reporting capabilities, and architectural features

Environmental, Social, and Governance Reporting Market Study

The 2023 Wisdom of Crowds® Environmental, Social, and Governance (ESG) Market Study by Dresner Advisory Services provides a comprehensive overview of current trends, priorities, and adoption rates in ESG reporting tools. This inaugural report is based on extensive primary research, utilizing a survey instrument to gather data from a diverse range of respondents across geographies, industries, and organizational sizes. The study recruited participants through social media, crowdsourcing, and the Dresner research community, ensuring a robust and representative sample.

Unit4 is ranked among the top three vendors for ESG reporting. This ranking reflects their strong performance across various criteria, including integration with existing systems, support for multiple reporting frameworks, and the ability to provide detailed non-financial reporting and analytics

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The Value of FP&A with Unit4

The 2024 Nucleus Research report titled "The Value of FP&A with Unit4" highlights Unit4 as a key provider of financial planning and analysis (FP&A) solutions. Unit4's platform enhances planning and forecasting efficiency, reduces costs, and offers rapid deployment. Organizations like a major Swiss retailer and a Canadian IT services firm experienced improved financial management and substantial cost savings. This recognition underscores Unit4's excellence in delivering flexible, customizable, and integrated FP&A systems that support strategic decision-making and financial agility.

These insights reflect the critical role of FP&A solutions in modern financial management and the strong market presence of Unit4 in this domain

Unit4 FP&A's capability to streamline financial operations, improve planning accuracy, and support strategic decision-making makes it a valuable tool for organizations aiming to optimize their financial management processes."

"Unit4 FP&A facilitated the accurate prediction of store hours and optimized staffing and operational costs effectively, demonstrating a direct impact on operational efficiency and financial management."

"The major Swiss retailer achieved operational readiness within six months, significantly faster than alternatives, highlighting Unit4 FP&A's rapid deployment capability."

Isaac Gould, Nucleus Research

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IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications for Midmarket Organizations 2024 Vendor Assessment

This IDC study represents an assessment of enterprise planning, budgeting, and forecasting application vendors as of 2024 through the IDC MarketScape methodology at a worldwide level. This assessment provides both quantitative and qualitative characteristics of applications in this market. The evaluation is based on a comprehensive and rigorous framework that assesses each vendor relative to the criteria and to one another.

In this study, Unit4 is ranked as a Major Player.

Customers appreciate Unit4’s flexibility in fine-tuning the platform to meet specific client requirements.

Megha Kumar, Dan Vesset - IDC

Unit4's strong investment in intelligent automation and advanced analytics capabilities positions it well in the market.

The vendor's industry-specific business logic and demo data support rapid deployment of minimum viable products.

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The People Analytics Solutions Landscape, Q1 2024

The Forrester report titled "The People Analytics Solutions Landscape, Q1 2024" highlights Unit4 FP&A as a notable vendor among 24 leading providers. This recognition underscores Unit4's strong position in delivering comprehensive people analytics solutions tailored for diverse organizational needs.

Forrester’s market landscape helps buyers understand vendor differences and market focus, ensuring they select the best-fit people analytics solutions for their business requirements. The recognition of Unit4 signifies its excellence in providing advanced, AI-driven people analytics systems that align with the ongoing market shift towards data-driven and strategic HR practices.