List of IBM Planning Analytics with Watson Customers
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$67.5B
Since 2010, our global team of researchers has been studying IBM Planning Analytics with Watson customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased IBM Planning Analytics with Watson for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using IBM Planning Analytics with Watson for EPM include: Lansforsakringar, a Sweden based Insurance organisation with 8500 employees and revenues of $2.00 billion, ICBC Argentina, a Argentina based Banking and Financial Services organisation with 1500 employees and revenues of $1.10 billion, Ancestry Operations, a United States based Professional Services organisation with 1300 employees and revenues of $1.00 billion, Mr. Cooper, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $750.0 million, Neova Oy, a Finland based Manufacturing organisation with 1000 employees and revenues of $561.0 million and many others.
Contact us if you need a completed and verified list of companies using IBM Planning Analytics with Watson, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ancestry Operations | Professional Services | 1300 | $1.0B | United States | IBM | IBM Planning Analytics with Watson | EPM | 2021 | n/a |
In 2021, Ancestry Operations deployed IBM Planning Analytics with Watson as its EPM solution on the IBM Cloud, integrating it alongside Cognos Analytics and Watson for unified planning and analytics. The deployment focused on the accounting and financial planning organizations and supported a global workforce distributed across multiple time zones, with Jose Balitactac serving as Financial Planning and Analysis Applications Manager and the primary owner of the IBM applications portfolio.
Ancestry implemented IBM Planning Analytics with Watson to run core financial models including income statement, balance sheet and cash flow, starting with the income statement as a test case. The team configured discrete functional modules for workforce planning, revenue, and CapEx, then expanded to enterprise-wide planning, budgeting and labor cost models. Planning Analytics with Watson is used for scenario and what if analysis, enabling rapid parameter and code changes that surface results instantaneously to analysts.
The implementation architecture uses IBM Cloud hosting for Planning Analytics with Watson, with Cognos Analytics and Watson consuming shared data sources. The team built a new data source for Cognos and is using Planning Analytics with Watson as a data source to enable Cognos delivery in a mobile app. The cloud deployment removed the need for prolonged maintenance windows, allowing real-time changes without ejecting users during updates.
Governance and operational ownership are centralized under the FP&A applications function led by Balitactac, who designs, develops and manages finance-related applications to connect planning and accounting workflows. Rollout followed a staged approach, validating modules before integrating planning across the enterprise. Time to perform parameter or model changes fell from hours to seconds, forecasting cycles that previously took weeks now complete near instantaneously, and accounting and financial planning teams gained continuous access to real-time financial data for faster decision making.
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Goodpack | Transportation | 350 | $40M | Singapore | IBM | IBM Planning Analytics with Watson | EPM | 2019 | PMsquare |
In 2019, Goodpack implemented IBM Planning Analytics with Watson to consolidate management financial reporting, budgeting and forecasting into a single EPM solution. The cloud deployment used IBM Planning Analytics powered by TM1 technology and included Planning Analytics Workspace and the Planning Analytics for Excel client, delivered by IBM Platinum Business Partner PMsquare to accelerate time to value.
The implementation focused on core EPM capabilities for management financial reporting, budgeting, forecasting and scenario modeling. Functional modules and capabilities configured included detailed revenue reporting at the customer and trade lane level, consolidated management and legal profit and loss and balance sheet reporting, exchange rate modeling and quarterly forecasting at budget detail. Automation was applied to group management result production and to the collation of budget and forecast inputs to reduce manual adjustments and error prone Excel processes.
Operational coverage centered on the finance organization, the Shared Services Center and Goodpack headquarters in Singapore with distribution of standardized reports to country offices worldwide. The project removed prior manual extraction and transformation steps that relied on SAP Business Planning and Consolidation exports to Excel, enabling consolidated reporting and analysis directly within IBM Planning Analytics and streamlining the distribution workflow via standardized PowerPoint decks populated from Planning Analytics for Excel.
Governance and rollout followed a rapid six week delivery cadence beginning late 2018 and completing substantive budgeting capabilities by mid February 2019, with live budgeting processes starting in March 2019. Outcomes explicitly reported include the ability to produce management financial results by the fifth day, a reduction of 24 staff hours per month on data extraction and manual adjustments, a reduction of 108 hours per quarter for budget collation, savings of four staff hours per month through self service query handling, and a reduction in monthly management report preparation from days to a few hours.
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ICBC Argentina | Banking and Financial Services | 1500 | $1.1B | Argentina | IBM | IBM Planning Analytics with Watson | EPM | 2021 | n/a |
In 2021, ICBC Argentina deployed IBM Planning Analytics with Watson as its enterprise EPM platform to replace a spreadsheet-based planning environment. The deployment targeted financial planning, budgeting and forecasting workflows to address the complexity of operating in Argentina, and to provide a single platform for internal management, the ICBC head office in China and the Central Bank of Argentina.
The initial implementation of IBM Planning Analytics with Watson focused on financial planning and analysis, delivered through an integrated Excel interface to preserve user workflows. Functional modules and capabilities implemented included multi-scenario planning and automated scenario generation, predictive forecasting, income statement and balance sheet modeling, and consolidated reporting. The bank extended the modular and scalable architecture to add operating expense management and human resources workforce planning, and to build a structured bank stress testing model required by regulators.
Integration work emphasized data consolidation and a single source of truth so that all planning areas were connected on the same platform and could consolidate quickly. The solution supported AI-infused planning analytics capabilities such as natural language search and multi-dimensional expressions based queries to accelerate analysis, and automated inflation adjustments were incorporated into planning models to reflect Argentina specific macroeconomic volatility. Operational coverage included the central planning, budgeting and reporting team and downstream users across the bank’s lines of business in Argentina.
Governance and rollout used agile deployment methods delivered in close partnership with IBM Business Partner KMG Analytics, with an ongoing maintenance relationship to support iterative enhancements. The implementation involved collaborative data entry ownership by business users, tailoring of reporting artifacts for internal executives and external regulators, and process changes to centralize planning workflows and reduce spreadsheet linking and manual reconciliation.
Explicit outcomes reported by ICBC Argentina include a reduction in time to generate spreadsheet based what if scenarios from two days to seconds and a cut in the time to produce government mandated bank stress test reports from four weeks to two weeks. The bank also reported fewer data entry and linking errors, and a shift in the planning team’s time from data processing to higher level analysis using IBM Planning Analytics with Watson.
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Innovior | Professional Services | 180 | $20M | Australia | IBM | IBM Planning Analytics with Watson | EPM | 2019 | n/a |
In 2019, Innovior implemented IBM Planning Analytics with Watson for EPM to support financial planning and forecasting. The deployment targeted corporate budgeting, forecasting and analytics workflows and was positioned to centralize forecasting and reporting across Innovior's finance and operations functions.
IBM Planning Analytics with Watson was configured to deliver forecasting, budgeting and planning capabilities, leveraging built-in AI, NLP and cognitive processing to automate forecast generation and scenario modeling. Configuration emphasized state-of-the-art forecasting and planning functionality, while reviewers noted strong data storage and security protocols within the platform. The implementation required coding knowledge for advanced models and highlighted the need for structured user training to take advantage of the platform's extensive feature set.
The implementation was integrated into the broader IBM toolset, with operational use cited by developers and FP&A staff who rely on data-driven decision making. Operational coverage included centralized forecasting and reporting and facilitated financial reporting workflows, reflecting the product focus on enterprise planning and analytics in an EPM context. The platform was positioned for organizations already using IBM tools and for complex planning problems that require AI-empowered forecasting.
Governance and rollout emphasized training and ongoing support to manage platform complexity, as reviewers reported a steep functional breadth that can lead users to become overwhelmed without guided adoption. Support was rated highly by users, with a reviewer score of 10 out of 10 for overall satisfaction and support. The implementation narrative underscores adoption considerations, namely training investment and developer skill requirements, alongside the platform's value for centralized, AI-augmented planning.
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Lansforsakringar | Insurance | 8500 | $2.0B | Sweden | IBM | IBM Planning Analytics with Watson | EPM | 2021 | Attollo |
In 2021, Länsförsäkringar AB implemented IBM Planning Analytics with Watson as its EPM platform for companywide planning, budgeting and forecasting. The program aimed to deliver more real-time, transparent financials and shorter planning cycles to support decision making at both group and business levels.
The on premises deployment establishes a single source of high-quality performance data and uses IBM Planning Analytics with Watson to enable driver based models, automation and AI infused forecasting. Implemented functional capabilities include planning, budgeting, forecasting, interactive dashboards and driver based modelling, while the deployment operates alongside IBM Cognos Controller for closing, consolidation and statutory reporting.
The solution integrates with general ledger and human resources applications to ingest performance data, and Attollo AB served as the implementation partner building the Planning Analytics system and applying development work to accelerate rollout of Cognos Analytics for data preparation, analysis and visualization. Operational coverage spans the group, its subsidiaries and the 23 regional mutual insurance companies in the Länsförsäkringar Alliance, with branch and division managers accessing dashboards and performing self service analysis.
Governance emphasized iterative user involvement during design and development to secure acceptance and shift financial planning workflows toward greater manager ownership of costs. As an explicit outcome, Länsförsäkringar increased planning cycles from two to ten times annually, achieved more granular and frequent forecasting, and increased managerial engagement while positioning IBM Planning Analytics with Watson and Cognos components for tighter integration across the enterprise.
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Transportation | 250 | $40M | United Kingdom | IBM | IBM Planning Analytics with Watson | EPM | 2020 | n/a |
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Professional Services | 1400 | $200M | United Arab Emirates | IBM | IBM Planning Analytics with Watson | EPM | 2018 | 1Direction Global |
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Banking and Financial Services | 3000 | $750M | United States | IBM | IBM Planning Analytics with Watson | EPM | 2019 | n/a |
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Manufacturing | 1000 | $561M | Finland | IBM | IBM Planning Analytics with Watson | EPM | 2019 | n/a |
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Healthcare | 7800 | $424M | New Zealand | IBM | IBM Planning Analytics with Watson | EPM | 2022 | n/a |
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FAQ - APPS RUN THE WORLD IBM Planning Analytics with Watson Coverage
IBM Planning Analytics with Watson is a EPM solution from IBM.
Companies worldwide use IBM Planning Analytics with Watson, from small firms to large enterprises across 21+ industries.
Organizations such as Lansforsakringar, ICBC Argentina, Ancestry Operations, Mr. Cooper and Neova Oy are recorded users of
IBM Planning Analytics with Watson for EPM.
Companies using IBM Planning Analytics with Watson are most concentrated in Insurance, Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using IBM Planning Analytics with Watson are most concentrated in Sweden, Argentina and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of IBM Planning Analytics with Watson across Americas, EMEA, and APAC.
Companies using IBM Planning Analytics with Watson range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 41.67%, large organizations with 1,001-10,000 employees - 58.33%, and global enterprises with 10,000+ employees - 0%.
Customers of IBM Planning Analytics with Watson include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified IBM Planning Analytics with Watson customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of EPM.