List of IBM Planning Analytics with Watson Customers
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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 | Insight Source |
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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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Professional Services | 180 | $20M | Australia | IBM | IBM Planning Analytics with Watson | EPM | 2019 | n/a |
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Insurance | 8500 | $2.0B | Sweden | IBM | IBM Planning Analytics with Watson | EPM | 2021 | Attollo |
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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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Buyer Intent: Companies Evaluating IBM Planning Analytics with Watson
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