Kepion Planning

Score7 out of 10

3 Reviews and Ratings

What is Kepion Planning?

Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future.

Kepion global offices and partners deliver rapid solutions for mid-size and enterprise customers. We make it possible for businesses to be empowered with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with smart intelligence built-in.

Categories & Use Cases

Corporate Performance Management (CPM)

Media

1 / 6

Flat file integration
Integration of flat files like text documents and comma separated files
Category average: 8.7
Long-term financial planning
3-5 year financial plan with cashflow.
Category average: 8.7
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Category average: 8.5

Management Reporting
Tools facilitating creation of internal ad hoc or standard reports.
Category average: 8.4
XBRL support for regulatory filing
Support for the XBRL standard reporting format for exchanging financial data.
Category average: 7.2
Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Category average: 8.3

Sindri Sigurjonsson View profile

Partner at Expectus (11-50 employees employees)

Pros

Customizable platform: Enables its users to handle just about any kind of budgeting scenarios tailored to each customer needs, whether based on drivers, allocations integrations with other systems (such as S&OP processes).
Easy integration with other systems: As data is stored within an MS SQL database it is very easy to integrate other applications with it for reporting, such as Tableau or PowerBI or from other downline systems such as S&OP.
Real-time: Enables the possibility to calculate bottom line results for all applications immediately allowing the possibility to calculate easily what-if scenarios.
Not stuck: within a single way of budgeting. as part of the beyond budgeting movement, companies have been creating a more driver-based high-level forecasting which is often a problem with specific budgeting systems that are locked within the P&L statement. Here you can make it as simple or as complicated as needed.

Cons

Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.

Alternatives Considered

IBM Cognos and Business Objects SRC

Other Software Used

Tableau Online, Microsoft SQL Server, timeXtender

Gerard Mangan View profile

Business Intelligence Manager in Professional Services at Walkerscott (11-50 employees employees)

Pros

Budgeting and Forecasting: Kepion provides all budgeting, forecasting and actuals information in one, collaborative environment.
Analysis: It is easy to traverse across your entire budgeting and forecasting spectrum in Kepion, unearthing insights that would be hidden from you in other tools.
Workflow: Kepion's workflow management is simple and clear.

Cons

Interface: The interface is built in Silverlight, so is a little clunky and inflexible. Kepion are, however, planning to launch a HTML5 version in March 2018, which will greatly enhance the product.
Visualisation: We usually use Kepion for data entry and deep analysis, and then leverage tools like Power BI or Tableau to visualise data or create aggregated management reports.