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BARC The Planning Survey 20: Excellent results for Unit4 Financial Planning & Analysis

Munich, Germany

May 27, 2020

  • Number one in the flexibility and self-service categories in the Financial Performance Management Products peer group
  • 94 percent satisfaction with the product

Unit4 Financial Planning & Analysis (FP&A, formerly Unit4 Prevero) has achieved excellent results in the latest Planning Survey conducted by the Europe-wide renowned Würzburg-based analyst firm BARC. The provider of Corporate Performance Management (CPM) and Business Intelligence (BI) solutions took first place in the categories "flexibility" and "self-service" in the peer group Financial Performance Management Products. In addition, Unit4 FP&A has been named "Leader" 19 times in four other peer groups. 94 percent of the users surveyed are "very satisfied" or "rather satisfied" with the product, 85 percent rated the price-performance ratio as "excellent" or "good".

"We are pleased with the positive results. The convincing ratings in important KPIs consolidate our position as a provider of market-leading planning and analysis solutions. Thanks to Unit4 FP&A, companies benefit from transparent, accurate, simple and better financial analysis," explains Sascha Alber, CTO of Unit4 FP&A.

A project manager responsible for business intelligence in a trading company with over 2,500 employees emphasized the effective use of Unit4 FP&A in projects and the cooperation: "We implemented a very complex tool for sales/personnel cost management with Prevero (Unit4 FP&A) (high external influence, many surrounding systems). We would not have been able to do this with another partner and certainly not in this time span. We developed the tool together. The support was and still is excellent. Therefore, another Unit4 FP&A project is currently being planned."

The project manager responsible for business intelligence in a bank with 100 to 2,500 employees comments: "We work in a rapidly changing environment and Unit4 Prevero (Unit4 FP&A) gives us the flexibility to adapt our planning and forecasting to changes."

We work in a rapidly changing environment and Unit4 Prevero (Unit4 FP&A) gives us the flexibility to adapt our planning and forecasting to changes.

Project manager responsible for BI in a bank with 100 to 2,500 employees

About the Planning Survey

The results of Planning Survey 20 are based on the world's largest and most comprehensive user survey of planning software. 1,406 people participated in the survey between November 2019 and February 2020. 1,211 people answered questions on the use of their planning software. A total of 23 products were analyzed in detail. The study examines the selection process and use on the basis of a total of 30 key performance indicators (KPIs) such as: Benefits for the company, project success, recommendation, planning functionality, flexibility and customer experience. Further information is available at www.bi-survey.com.".

Read all the survey results from Unit4 FP&A in BARC’s The Planning Survey 2020

Press Contact

Lisa Stassoulli
Global Communications Manager
[email protected]
+44 (0)7870 916827

[email protected]