Business Planning

About Buyers Guide Inclusion

 

To ensure the accuracy of the information we collect and ensure that the Buyers Guide reflects the concerns of a well-crafted RFP, we require participating vendors to provide evaluation data across all seven categories. Ventana Research then validates the information, first independently through our knowledge base of product information and extensive web-based research, and then in consultation with the vendors.

The Buyers Guide is designed to be independent of the specifics of vendor packaging and pricing and whether the products are priced or sold as part of a suite or bundle or individually. To represent the real-world environment in which businesses operate, we include vendors that offer suites or packages of products, as the relevant individual modules or applications must still be evaluated by those responsible for those business processes. We take no position on the offering approach of the products or packages being offered; where options exist, organizations using the Buyers Guide will need to decide whether they choose a suite of products or individual applications that best meet their requirements.

For inclusion in the Ventana Research Business Planning Buyers Guide for 2023, a vendor must be in good standing financially and ethically, have at least $75 million in annual or projected revenue, more than 50 employees, sell products and provide support on at least two continents, and have at least 25 customers. The principal source of the relevant business unit’s revenue must be software-related and there must have been at least one major software release in the last 18 months. The product must be capable of accessing data from a variety of sources, modeling the data for analysis, analyzing the data using a variety of techniques, communicating the results in a variety of ways and supporting the data and analytics processes within an organization.

Download the Submission Forms

Frequently Asked Questions

Completed surveys and customer references for this Value Index are due on January 1, 2023. The scoring period is scheduled to last through February 2nd, during which time we will contact references and schedule a briefing if needed. Publication is currently scheduled for the first quarter of 2023.

Please upload the submission package and all supporting documents in our FileCloud portal. For all questions regarding FileCloud, please contact the research analyst Matthew at Matthew.Gindin@ventanaresearch.com.

We ask that you provide three to five customer references along with your completed submission package. You can enter this information in the appropriate fields in the Intro&Data document or you can provide it directly to the research program manager. We send each reference an email message with the questions below; alternatively, we are happy to have a phone call if the reference prefers to answer the questions that way. In all the process should not require more than 15 minutes of a reference’s time. All responses are confidential; while customer feedback is a valuable part of our evaluation, we do not share the content of reference interviews with the vendor or the general public.

Below is a list of questions we ask references. Analysts may follow up with an email message or phone call for clarification or further details.

  1. How long have you been working with the vendor, and using this product in particular?
  2. Which specific version of the product do you currently use?
  3. How many people use the product across your organization?
  4. What makes the product most valuable to your organization’s needs?
  5. What makes the product most unique to the needs of the organization?
  6. What were the main challenges during the deployment of the product?
  7. What are the main challenges (if any) since deploying and using the product?
  8. What areas would you like for the vendor to improve (relative to product or relationship overall)?
  9. If you’ve shared that feedback with the vendor, were you generally satisfied with the actions taken?
  10. What’s your level of satisfaction with the vendor’s products, support and partnering approach?

We strongly encourage full participation in the Buyers Guide, but if this is not possible, we suggest you provide whatever documentation you have on your product — release notes,
any publicly available information and anything else that will help provide an accurate picture of the product for the analyst. We also suggest you provide customer references and
schedule a briefing with the analyst during the scoring period. Please contact us for further information about limited participation.

  • How many and what types of questions can they expect?
    • There are about 10 questions, sent over email that they can answer electronically, call won’t be required.
  • How long will the survey take to complete?
    • 10-15 min
  • How long do they need to have been a customer?
    • Minimum one year

Prior to initiating any new Buyers Guide, our leadership team develops criteria that include the nature of the product, product marketing, overall revenue and countries of operation. All products that meet the criteria are included in the Buyers Guide. In our view this policy is essential for ensuring our evaluation is unbiased and that it accurately represents the state of the marketplace and the needs of business executives pursuing RFPs. The inclusion criteria for this Value Index are as follows:

For inclusion in the Ventana Research Business Planning Buyers Guide for 2023, a vendor must have at least $50 million in annual or projected revenue, operate across at least two countries, have at least 25 customers. The product must provide business planning software that can operate in finance as well as business areas such as human resources, operations, supply chain, customer, sales and marketing and that can be used at all personnel levels of the organization.

Yes, briefings are required only for the purpose of confirming any of the analysts’ outstanding questions or assessment and clarifying any outstanding issues. The analyst or research program manager will contact you to set this up during the grading period as needed. If no questions or issues are outstanding, the briefing is not required.

Please plan for an hour and understand that schedules often prevent extending these sessions. The briefing will address as needed any outstanding issues and questions by the analyst. 

More information about the Ventana Research Buyers Guide is on our website here

We will share the courtesy copy of the Buyers Guide Report approximately 72 hrs prior to publication for review and any feedback.