6 Greatest Company Efficiency Administration Platforms I Examined

I’ve at all times been fascinated by the facility of knowledge. 

When used successfully, it reveals traits, predicts outcomes, and helps companies make smarter, extra strategic decisions. However with out the appropriate instruments, even the perfect information can really feel like an awesome puzzle.

In case you’ve ever discovered your self sifting by way of a number of studies, attempting to piece collectively a transparent image of your organization’s efficiency, you’re not alone. The excellent news? Company efficiency administration (CPM) software program is designed to take the guesswork out of strategic planning and monetary decision-making.

I examined and in contrast the highest CPM instruments to search out those that really stand out when it comes to options, ease of use, and automation. The end result? A curated record of 6 highly effective platforms that assist companies streamline reporting, forecasting, and strategic execution.

Regardless of the scale of your organization or the complexity of your information, this information will enable you to discover the appropriate CPM software program to drive progress and effectivity. Let’s discover the perfect choices!

6 greatest company efficiency administration (CPM) software program I’d advocate

Monitoring monetary information, aligning enterprise aims, and producing correct forecasts isn’t so simple as checking off a to-do record. I wanted software program that would automate the complexities, eradicate inefficiencies, and supply clear insights to assist higher decision-making.

That’s the place the appropriate company efficiency administration software program made all of the distinction. Some platforms streamlined monetary planning and reporting, whereas others supplied actual time forecasting, superior information visualization, and seamless integration with current enterprise programs. 

As I explored totally different platforms, I examined key options like price range planning, efficiency monitoring, state of affairs modeling, and collaboration instruments. After thorough testing and comparability, I’ve narrowed it right down to the 6 greatest company efficiency administration software program options that really ship.

What makes the perfect company efficiency administration (CPM) software program price it: My perspective

After I first began exploring CPM software program, I shortly realized how important these instruments are for monetary planning, forecasting, and decision-making. However with so many choices out there, I wanted to dig deeper to determine what really mattered.

I gained’t lie; discovering the appropriate company efficiency administration software program wasn’t simple. Some platforms regarded nice on paper however lacked important options, whereas others had been overloaded with options I did not want. By trial and error, I recognized an important options that really impression efficiency, usability, and enterprise progress.

In case you’re in search of the perfect company efficiency administration software program, right here’s what to remember:

• Monetary planning and budgeting: The very first thing I regarded for was a strong budgeting and forecasting system as a result of with out it, monitoring monetary well being and setting strategic targets turns into guesswork. The most effective CPM instruments provide automated price range planning, real-time monetary forecasting, and variance evaluation to check precise vs. projected outcomes. I additionally prioritized software program that enables for state of affairs modeling so companies can put together for a number of monetary outcomes.
• Actual-time analytics: Gaining access to real-time information is a game-changer. The most effective CPM software program gives interactive dashboards and KPI monitoring that make it simple to watch firm efficiency at a look. Some platforms overwhelmed me with overly advanced studies, whereas others supplied simply sufficient perception to drive higher decision-making. I discovered that the perfect stability was software program with customizable analytics that permit me observe monetary and operational metrics with out drowning in pointless information.
• State of affairs planning and forecasting: Enterprise methods aren’t set in stone; they should adapt to market modifications, financial shifts, and inside efficiency metrics. That’s why I prioritized software program that gives state of affairs modeling and “what-if” evaluation. The most effective CPM platforms permit customers to check a number of monetary situations, serving to companies plan for best- and worst-case conditions. If you wish to future-proof your enterprise, this function is crucial.
• Automation and workflow administration: One in all my largest frustrations with monetary administration is the time-consuming nature of guide processes. That’s why I sought out CPM software program with built-in automation; issues like automated information consolidation, approval workflows, and real-time alerts for efficiency deviations. Some platforms additionally provide AI-driven insights, which assist companies make extra knowledgeable selections with out sifting by way of spreadsheets manually.
• Compliance and security measures: Monetary information safety is a significant precedence. I regarded for software program with strong compliance administration, audit trails, and role-based entry controls to make sure delicate information is protected. Some instruments additionally provide built-in regulatory compliance monitoring, which is extremely helpful for firms in extremely regulated industries like finance and healthcare.

After testing and evaluating varied platforms, I’ve narrowed it right down to the 6 greatest company efficiency administration software program options that really stand out. 

Over the span of a number of weeks, I researched and tried near 30+ company efficiency software program. I narrowed down the perfect 6 primarily based on their options and ease of use. 

To be included on this class, an answer should:

• Ship commonplace KPIs for various departments (finance, manufacturing, gross sales, and so on.)
• Align company aims with operational plans and enterprise processes
• Present strategic planning and administration instruments corresponding to stability scorecards
• Forecast modifications in operational metrics and recommend corrective actions
• Automate the gathering and administration of the info wanted to watch efficiency
• Embody workflows to automate duties and processes for enterprise efficiency monitoring
• Generate and distribute studies and dashboards on key company KPIs

*This information was pulled from G2 in 2025. Some critiques could have been edited for readability.   

After I examined Anaplan, I spotted that it gives a extremely customizable platform that adapts to advanced enterprise wants, whether or not I need to handle monetary forecasting, optimize provide chain planning, or construct workforce fashions.

After I first began utilizing Anaplan, it felt a bit overwhelming. There’s no out-of-the-box answer, so each implementation is constructed from the bottom up. Meaning a steep studying curve, however as soon as I received the grasp of it, I spotted how highly effective the platform actually is. The pliability is unmatched. You’ll be able to design Anaplan to suit your particular enterprise processes, from terminology to workflows.

One in all my favourite issues is that Anaplan lets the enterprise personal the software. This can be a enormous benefit for groups like finance and gross sales as a result of we will make updates on our personal. The modeling behaves equally to acquainted enterprise functions, which makes modifications really feel intuitive.

The actual magic occurs in its processing energy. I’ve constructed calculations that may take hours in legacy programs, however in Anaplan, they execute in a few second, even for large company processes. It’s a game-changer for large-scale planning.

Anaplan has additionally made strides in integrations. The platform has improved its capacity to maneuver information out and in with out middleware. It’s signal that they proceed to push for extra options, even when some options nonetheless want refinement.

The pricing construction will be complicated, and for the reason that platform has developed a lot, pricing expectations have modified through the years. Additionally, whereas the UX has improved, it nonetheless has limitations. Some Excel-like functionalities are lacking, and workarounds aren’t at all times easy. For builders, monitoring line gadgets and debugging fashions may very well be simpler. And the dreaded ‘toastering’ will be irritating when the mannequin freezes as a consequence of a nasty formulation.

Regardless of these drawbacks, I hold coming again to Anaplan as a result of it delivers actual worth. It’s a platform that breaks down silos, connects groups, and powers smarter planning throughout the enterprise. 

What I dislike about Anaplan:

• As a result of Anaplan is so versatile, making a setup that turns into inefficient over time is straightforward. If issues aren’t structured correctly from the start, navigating the UX can develop into a bit troublesome.
• It’s uncommon, however when Anaplan goes down, it actually impacts my work. I depend on it for frequent updates, so surprising downtime impacts my workflow. 

What G2 customers dislike about Anaplan:

“Anaplan’s pricing will be complicated and opaque. This is because of an evolving platform, expertise, and GTM mannequin. Prospects from simply 3 years in the past could have utterly totally different expectations on pricing, and that may trigger friction. Nevertheless, the GTM mannequin needed to change – the platform, which didn’t drastically change from 2014-2022, has obtained an unbelievable overhaul when it comes to technical performance, and outdated pricing fashions didn’t seize that in any respect.”

– Anaplan Overview, James S. 

In case you work in monetary reporting, compliance, or company administration, then you definately’ve most likely heard of Workiva. 

Among the best issues about Workiva is how intuitive and aesthetically pleasing it’s. The interface is clear, and I can simply discover what I would like with out losing time. Whilst a first-time person, I felt comfy navigating the platform.

The actual time collaboration is one other standout function. My crew can work on the identical doc concurrently, and I don’t have to fret about model management points. Redlining is easy, making it simple to trace edits and hold every thing organized.

One other factor I admire is the automation and information integration. I can hyperlink information throughout studies, eliminating guide information entry and lowering errors. It’s extremely useful for SEC reporting and monetary forecasting. I additionally use it for danger administration, and the platform makes it easy to maintain every thing in verify.

Lastly, buyer assist is stable. Every time I run into a difficulty, I can join with a Workiva specialist in minutes. Whether or not it is an XBRL-related query or a basic platform subject, they’re responsive and useful.

That mentioned, Workiva has its downsides. Some performance points. After I’m working with massive datasets, the platform can get painfully sluggish. There have been instances when the connection drags, making easy duties take longer than they need to.

One other subject is restricted customization. Whereas Workiva covers quite a lot of bases, there are moments once I want I may tweak options to raised go well with my wants. For instance, I’d like to see enhancements in formulation and pivot performance.

One main limitation is doc sharing at scale. If I have to share a doc with a big group, I’ve to manually grant entry to every particular person, which is extremely inefficient. A broader sharing operate can be a game-changer.

Lastly, Workiva is internet-dependent. If my connection is unstable, my productiveness takes successful. It could be nice if there have been some offline capabilities to maintain issues shifting when the web isn’t dependable.

The intuitive interface, automation, and collaboration options make it a go-to platform for my each day work. In case you’re contemplating Workiva, be ready for a little bit of a studying curve, however when you get the grasp of it, it’s a game-changer.

What I dislike about Workiva:

• Whereas it’s typically user-friendly, mastering superior automation and integrations takes time.
• Giant studies or data-heavy duties typically make Workiva lag, which could be a bit limiting for anybody.

What G2 customers dislike about Workiva:

“Workiva could be a bit more durable to make use of when formatting with photographs or insertion of objects, corresponding to graphs. Usually, customization choices can really feel restricted at instances.”

– Workiva Overview, Bo G. 

Workday Adaptive Planning is a good choice for CPM. In case you’re in finance, budgeting, or forecasting, you are most likely contemplating whether or not it’s well worth the funding. 

First off, ease of use. I’ve labored with a handful of company planning instruments, and this one stands out for being fairly intuitive. The interface is clean, and it doesn’t take a ton of onboarding to get began. In case you’re shifting from spreadsheets, this looks like a logical step up with out being overwhelming.

One other huge plus is flexibility. Whether or not you are coping with budgets, forecasts, or workforce planning, the platform permits for in depth customization. You’ll be able to tweak dashboards, alter reporting constructions, and configure planning fashions to match your enterprise wants.

Collaboration can also be a robust go well with. Finance groups (or actually, any groups) can work collectively in real-time with out coping with a number of spreadsheet variations floating round. It’s cloud-based, so everybody sees updates instantly, making budgeting cycles far more environment friendly.

And let’s discuss belief in information. Probably the most annoying issues in planning instruments is having numbers that don’t sync correctly, however Workday Adaptive Planning does a stable job of sustaining accuracy. I at all times really feel assured that the info I’m working with is dependable, which is a large reduction.

Now, for the frustrations. In case you depend on Excel closely, you may discover the software’s Excel performance a bit limiting. Some customers desire a extra seamless transition between their spreadsheets and the system.

Integration points pop up sometimes. Whereas it does join with different Workday merchandise and varied third-party programs, there are moments when issues don’t sync as easily as you’d hoped. In case you have advanced integration wants, anticipate a studying curve.

One other problem? Formulation and calculations. In case you’re used to Excel-style formulation, Adaptive Planning’s formulation construction may take some getting used to. It’s highly effective however not at all times intuitive. Generally, advanced calculations require extra setup than anticipated.

The navigation and file construction may additionally use some refinement. It’s not horrible, however discovering particular studies or managing massive datasets may very well be simpler. A extra intuitive menu system would go a great distance.

And at last, the studying sources. Whereas Workday does present coaching supplies, some customers really feel like complete coaching and documentation are missing. In case you’re new to the software, anticipate to spend some further time studying by yourself or looking for assist from colleagues.

In case you’re in search of a highly effective, cloud-based monetary planning software that allows collaboration and adaptability, Workday Adaptive Planning is a robust selection. It’s nice for mid-to-large companies that need to streamline budgeting, forecasting, and reporting whereas sustaining information accuracy.

Nevertheless, if Excel integration is essential to your workflow otherwise you want less complicated formulation dealing with, you may hit some friction. And if you happen to’re anticipating a plug-and-play answer with zero coaching wanted, be ready to take a position a while into studying the ropes.

What I dislike about Workday Adaptive Planning:

• Organising calculations isn’t as easy as in Excel, and typically, I’ve to seek the advice of assist paperwork to know them.
• The menu construction isn’t at all times intuitive, and I typically should click on round greater than I’d like to search out what I would like.

What G2 customers dislike about Workday Adaptive Planning:

“Workday Adaptive Planning will be advanced to arrange and configure initially, requiring thorough coaching and experience. Moreover, some customers could discover the interface much less intuitive than different planning instruments.”

– Workday Adaptive Planning Overview, Sidharth J. 

Vena is a robust software that brings monetary planning and evaluation right into a structured, Excel-based setting. In case you’re already deep into Excel, Vena’s native integration with Microsoft 365 and Energy BI is a large plus. It permits for in-depth monetary modeling and forecasting, supplying you with full management over your information. The power to manage advanced monetary information right into a easy database format makes FP&A way more manageable, and the pre-built templates assist scale back setup time. When it’s working as anticipated, the automation quickens planning and forecasting, and buyer assist is mostly responsive once you need assistance.

Attending to that “working as anticipated” stage will not be simple. Vena can enhance on it is intuitiveness. It has a steep studying curve, and even skilled customers can take wherever from half-hour to few hours to arrange a report, FP&A mannequin, or price range. Vena’s dashboards have Energy BI embedded into the platform, and except you’re comfy writing DAX formulation, you gained’t have the ability to customise them successfully.

When you dig into the precise setup, you’ll shortly uncover it may be a bit tedious.

All that mentioned, Vena does provide some benefits, its Excel integration is among the greatest within the trade, and in case you have the persistence to climb the educational curve, it may be a robust monetary planning software. 

What I dislike about Vena:

• Vena could be a little sluggish in processing information, ETL transformations, and so on. A faster load-to-cube time can be useful. 
• The fundamentals are simple, however diving into automation and extra advanced workflows takes time to grasp. It’s not one thing I may simply choose up in a single day.

What G2 customers dislike about Vena:

“After a 9 month implementation, we finally determined to cease the method after spending numerous hours on it. Vena’s fashions are extraordinarily inflexible and couldn’t accommodate our wants and necessities. As an alternative, they requested us to decrease our expectations as a result of the product merely couldn’t ship.

On prime of that, they didn’t combine with our ERP, regardless of claiming that “dozens of customers are already utilizing it.”

I’m livid concerning the money and time we wasted on this failed course of, to not point out a complete yr that was utterly misplaced.”

– Vena Overview, Andrew C. 

Mosaic Tech is a powerful platform. It is nice to see the way it’s evolving over time. They’re continually rolling out new options, refining the UI, and really listening to person suggestions. Getting began was simple, our monetary programs linked shortly, and the out-of-the-box studies instantly gave us worth. One in all my favourite issues about Mosaic is the way it makes advanced monetary planning really feel logical and accessible. The canvas function is extremely helpful for fast ad-hoc evaluation, and the planning product itself is versatile, making the state of affairs modeling seamless. It’s develop into a vital a part of our annual planning and day-to-day decision-making.

That mentioned, there are just a few areas the place I’d like to see enhancements. The training curve is actual. Notably in relation to formulation and linking monetary fashions. It’s not as intuitive, so there’s a little bit of an adjustment period. I additionally want I may edit information inside Mosaic itself as an alternative of getting to regulate it within the authentic supply system. The necessity to unpublish fashions earlier than enhancing can decelerate the workflow. However even with these challenges, I see steady enhancements. They’re including extra intuitive templates, that are particularly related proper now.

Past performance, Mosaic simplifies and even automates quite a lot of historically time-consuming duties. SaaS metrics reporting, ARR monitoring, and headcount planning, which used to take me days, now occur in a fraction of the time. The power to generate and share visually compelling studies with stakeholders makes an enormous distinction, particularly for our month-to-month and quarterly reporting. 

It’s nonetheless a younger firm, so there are some lacking integrations and room for UI refinements. However they’re clear about their roadmap, and I’ve seen them ship on person requests repeatedly. 

What I dislike about Mosaic Tech:

• Whereas the default dashboards are nice, I want I had extra flexibility in creating my very own studies and visuals.
• As soon as my information is pulled in, I can’t edit it immediately in Mosaic. I’ve to return to the supply system, which will be time-consuming.

What G2 customers dislike about Mosaic Tech:

“Mosaic is consistently enhancing on their product. I’ve used their software program for a number of years and there have been some huge enhancements. A number of issues I dislike concerning the software program are:

1. Should unpublish fashions earlier than enhancing them, making it troublesome to edit a mannequin and take a look at the canvas on the identical time.

2. Unable to edit information coming in from information sources. I perceive that it is very important hold consistency however there are situations the place I need to change what division an worker is in for modeling functions that’s totally different than the division the worker is in in our HRIS system.”

– Mosaic Tech Overview, verified person. 

In case you work in company efficiency administration, you understand how lengthy it takes to manually consolidate information, complicated reporting instruments, and clunky integrations. Enter Drivetrain, the software that has utterly remodeled how I function every day. This isn’t simply one other software program; it’s develop into a crucial a part of our planning, reporting, and modeling processes. 

Drivetrain has dramatically minimize down the time spent on guide information consolidation. Every little thing is centralized, simple to entry, and intuitive. The quantity of high-priority work we will now deal with as an alternative is a game-changer. Getting our information into Drivetrain was painless. We’ve built-in QuickBooks, Zoho, Databricks, Salesforce (SFDC), and BambooHR and not using a hitch. No messy information transfers, no lag, only a clean, real-time sync throughout platforms.

I’ve to offer an enormous shoutout to their assist crew. Whether or not it was onboarding, troubleshooting, or customized setups, they had been at all times responsive and extremely educated. In contrast to some older platforms that really feel like black packing containers, Drivetrain really lets us construct what we want. The UI/UX is clear, intuitive, and straightforward to navigate, making it easy to run BvA cadences and customise studies. Even if you happen to’re not an Excel whiz, the platform remains to be simple to know. We received absolutely onboarded in about three months, which was spectacular given how advanced FP&A instruments will be. The implementation crew made positive we had been arrange in time for our planning cycle, and it’s been a breeze to scale since then.

Whereas the software itself has undergone important enhancements, the formatting choices really feel a bit restricted. It’s not a dealbreaker, but when they improve this space, it could take the reporting expertise to the following stage. I want every thing was pre-built and able to go, moderately than having to constantly tweak and customise studies for brand new information views. It offers us flexibility, however typically I simply need a plug-and-play answer. Earlier than you get the total good thing about Drivetrain, you’ll want to make sure your inside information is clear and structured. This isn’t actually Drivetrain’s fault, it’s only a vital step. Nevertheless it does imply that in case your information is messy, anticipate some further setup time earlier than you get the right studies.

It’s simple to make use of, saves a ton of time, and gives deep monetary insights that assist drive smarter enterprise selections. That mentioned, you’ll want to take a position time in setting it up and refining studies. However when you do? It’s a robust software. 

What I dislike about Drivetrain:

• At present, the platform’s formatting capabilities are considerably restricted. I am optimistic that additional formatting enhancements shall be integrated over time.
• Generally, I want Drivetrain had every thing already created and our information was dropped into it, as it is a time-consuming course of. 

What G2 customers dislike about Drivetrain:

“One draw back is that it’s time-consuming to scrub our inside information to make sure correct studies. Whereas the software program streamlines many duties, this preliminary information cleansing step will be time consuming and delay our reporting course of. However that is one thing that can not be prevented.”

– Drivetrain Overview, Shashi Y.

Sure, most CPM platforms combine with ERP programs, accounting instruments, CRM software program, and BI platforms to make sure seamless information circulate and reporting.

Q. How a lot does CPM software program price?

Pricing varies extensively primarily based on options, firm measurement, and deployment kind. Some distributors provide subscription-based pricing (month-to-month/yearly), whereas others present customized quotes primarily based on enterprise wants. Count on prices to vary from $50/person per thirty days for small companies to enterprise-level options costing hundreds per yr.

Put the items collectively

Selecting the best CPM software program is simply step one. The actual impression comes from how you utilize it. To streamline monetary planning, observe efficiency, and make data-driven selections that push your enterprise ahead. 

Now that I’ve explored the perfect platforms, you’ll be able to select the one that matches your wants, arrange your dashboards, and begin leveraging insights to drive progress and effectivity. The way forward for company success is wise, strategic, and powered by information. Begin planning, analyzing, and rising immediately!

Wish to optimize your enterprise operations and enhance effectivity? Discover the perfect ERP software program to centralize information, automate workflows, and improve useful resource administration for smarter decision-making.