Kepion Planning

Score7 out of 10

3 Reviews and Ratings

Community insights

TrustRadius Insights for Kepion Planning are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Adaptability and Agile Approach: Several users have praised the software's adaptability to new organizational forms and needs, allowing for an easy switch to an agile approach. This flexibility has resulted in better solutions for clients.

Familiar Workflow and Design Architecture: Many users find the software's workflow and design architecture to be similar to Microsoft software, making it familiar and easy to navigate. This familiarity helps users quickly get acquainted with the tool.

No Programming Knowledge Required: Users appreciate that they can develop business rules without needing any programming language knowledge. This feature makes the software accessible to a wider range of users and offers greater flexibility in customization options.

Reviews

2 Reviews

Kepion, great for MS based Planning & Budgeting

Rating: 9 out of 10

Incentivized

March 23, 2018

Use Cases and Deployment Scope

Our company is a partner/reseller for Kepion. We help our customers to solve our budgeting, planning & forecasting process.

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Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI.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.

Likelihood to Recommend

The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.

Sindri Sigurjonsson

Partner at Expectus (11-50 employees)

Vetted Review

Reseller

4 years of experience

View profile

Powerful, efficient Budgeting, Forecasting and Analysis

Rating: 10 out of 10

Incentivized

October 19, 2017

Use Cases and Deployment Scope

Kepion is a powerful, efficient budgeting, forecasting, and analysis tool. Our forecasting is much more accurate with Kepion. We have moved from the arduous task of spending half a week each month re-forecasting, to being able to change our plan whenever conditions change. We can also clearly see the impact of changes on our forecast and how close our past forecasts are to actuals. The shared model in Kepion, leveraged from Analysis Services, is the best feature. It allows us to define our model once and then use it across all of our planning sheets and reports. The main drawback of Kepion is that the interface is a little old and clunky since it is built in Silverlight.

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.

Likelihood to Recommend

Well-suited: Migrating from planning in Excel, scenarios when multiple users are involved in the planning process, scenarios where there is a commitment to improve the planning process and accuracy. Less appropriate: Where users are looking for a lower-overhead, more visual, less-connected solution.

Gerard Mangan

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

Vetted Review

Reseller

3 years of experience

View profile

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Kepion, great for MS based Planning & Budgeting

Rating: 9 out of 10

Incentivized

March 23, 2018

Use Cases and Deployment Scope

Our company is a partner/reseller for Kepion. We help our customers to solve our budgeting, planning & forecasting process.

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.

Likelihood to Recommend

Sindri Sigurjonsson

Partner at Expectus (11-50 employees)

Vetted Review

Reseller

4 years of experience

View profile