List of IBM Planning Analytics Customers
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Since 2010, our global team of researchers has been studying IBM Planning Analytics 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 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 for EPM include: Humana, a United States based Insurance organisation with 95500 employees and revenues of $83.06 billion, Disney, a United States based Leisure and Hospitality organisation with 203000 employees and revenues of $82.71 billion, Ministry of Defence UK, a United Kingdom based Government organisation with 192409 employees and revenues of $75.26 billion, Swiss Re Group, a Switzerland based Insurance organisation with 15000 employees and revenues of $46.76 billion, Woolworths Group, a Australia based Retail organisation with 201413 employees and revenues of $44.36 billion and many others.
Contact us if you need a completed and verified list of companies using IBM Planning Analytics, 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 EPM software purchases.
The IBM Planning Analytics customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of EPM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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1st Central Insurance | Insurance | 1200 | $590M | United Kingdom | IBM | IBM Planning Analytics | EPM | 2018 | n/a |
In 2018, 1st Central Insurance implemented IBM Planning Analytics as its EPM platform. The deployment was positioned within the Group finance estate and supported the Group and subsidiary finance teams alongside the General Ledger in Workday and reporting and modelling applications such as IBM TM1. Ownership and administration roles were assigned to finance, with a lead analyst accountable for architecture, system controls, and supplier relationships.
Configuration emphasized planning, budgeting, forecasting and cube-based financial modelling capabilities common to EPM suites, using IBM Planning Analytics and IBM TM1 constructs for reporting and scenario modelling. Administration workstreams included role-based security, control matrices, and the maintenance of financial integrity controls. Development and update cycles for the application were governed through finance-led change windows.
Integrations delivered data feeds from the Workday General Ledger into IBM Planning Analytics to support consolidated planning and management reporting workflows. Operational coverage included group finance and subsidiary finance teams, with the Group IT function collaborating to maintain a sustainable and flexible application architecture capable of accommodating business change. The finance systems strategy was owned by senior finance leaders to ensure alignment with the group operating model.
Governance and process controls were formalized through a finance system change process led by finance, supplier management oversight in line with group policy, and ongoing risk register maintenance with attestations. SMEs and finance leads were engaged for business process changes affecting finance, and colleague management activities were integrated to support SLA and KPI delivery for the system environment.
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Aegea | Professional Services | 4977 | $445M | Brazil | IBM | IBM Planning Analytics | EPM | 2018 | n/a |
In 2018 Aegea implemented IBM Planning Analytics to support its Financial Planning & Analysis organization. IBM Planning Analytics is deployed as the company EPM platform across Strategic Planning, Control and Reporting, and Management Information Systems development.
The implementation centered on establishing planning models and consolidated reporting capability typical of EPM deployments, including driver based budgeting, periodic forecasting workflows, and management information system outputs. Configuration work focused on model design to reflect utility sector planning needs, security and role based access to planning models, and the creation of standardized reporting packages for control and reporting teams.
Operational scope encompassed the Financial Planning & Analysis function, with explicit responsibility for Strategic Planning, Control and Reporting, and development of MIS projects and systems. The deployment supported a centralized approach to planning and reporting, with IBM Planning Analytics serving as the primary data and calculation layer for FP&A processes.
Governance emphasized model lifecycle controls and process standardization tied to monthly and strategic planning cadences, including defined ownership for financial models and reporting artifacts. The implementation supported ongoing systems development activity within the company to extend MIS outputs and planning models as business requirements evolved.
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Aer Lingus | Transportation | 4500 | $500M | Ireland | IBM | IBM Planning Analytics | EPM | 2013 | n/a |
In 2013, Aer Lingus implemented IBM Planning Analytics as its EPM solution. IBM Planning Analytics was deployed to centralize enterprise performance management across finance and procurement, providing a single platform for budgeting and forecasting and collaborative planning.
IBM Planning Analytics was configured to support budgeting and forecasting processes, collaborative planning workflows, and consolidated financial reporting. The implementation aligned EPM planning models with procurement planning activities to enable controlled versioning and coordinated planning across finance and sourcing functions.
The EPM deployment was positioned to complement Aer Lingus’s existing procurement infrastructure, notably the e5 iBuy web procurement portal used by approximately 150 buyers and receivers across multiple departments and physical locations. Aer Lingus also operated IBM Cognos BI, which was integrated with e5 for reporting, and IBM Planning Analytics was deployed alongside that reporting environment and the procurement portal to support cohesive planning and reporting workflows.
Governance was led by the procurement and finance teams, building on Aer Lingus’s long standing partnership with Advanced Business Solutions for procurement and financial management software. The procurement program that integrated e5 and IBM Cognos BI had previously delivered documented commercial benefits worth millions and national procurement awards, establishing a process and governance precedent for the broader EPM rollout.
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AllianceBernstein | Banking and Financial Services | 4380 | $4.5B | United States | IBM | IBM Planning Analytics | EPM | 2016 | n/a |
In 2016, AllianceBernstein implemented IBM Planning Analytics as its EPM platform to centralize compensation forecasting and planning workflows for finance and human capital teams. The deployment focused on compensation planning, monthly SBU reporting, rolling and long term forecasting, and ad hoc analytics to provide senior leadership transparency on compensation pools, one time awards, guarantees, and year to date spend.
IBM Planning Analytics was configured to support functional modules for driver based forecasting, scenario modeling for business unit and aggregated firm revenue projections, allocation and calculation of compensation pools, and embedded reporting used for GL account reconciliations. The implementation included robust Excel integration and model maintenance patterns to handle large volumes of data and complex financial models typical of compensation planning and FP&A workloads.
Operational coverage extended across Finance, Accounting, Payroll, Human Capital, Legal, and business unit stakeholders, with monthly reporting and compensation planning cycles used by SBUs and senior leaders. The hiring and planning processes were instrumented to surface inputs from business reviews and to route analytics requests from FP&A and leadership through a single point of contact model aligned to the compensation planning cadence.
Governance emphasized controlled model maintenance, reconciliation workflows, and cross functional review cycles during the compensation planning cycle, with named responsibilities for reconciliation and reporting handoffs between Accounting, Payroll, Human Capital, and Legal. Experience with IBM Cognos Analytics and IBM Planning Analytics was referenced as a required skill set for staff supporting the environment, indicating integration of visual analytics and planning capabilities in the EPM deployment.
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American Tower | Communications | 6391 | $10.5B | United States | IBM | IBM Planning Analytics | EPM | 2020 | n/a |
In 2020, American Tower implemented IBM Planning Analytics, deploying the EPM application to centralize planning and corporate financial reporting workflows. The initiative targeted corporate finance functions, supporting forecasting, budgeting and the production of monthly, quarterly and annual closing reports across Financial teams in 26 countries.
Implementation focused on IBM Planning Analytics Forecast and Budgeting applications, with configuration of planning models, report development capabilities and functional architecture to support complex analysis and scenario-based planning. The environment was structured to support automated planning workflows and controlled report generation for close and regulatory reporting cycles.
IBM Planning Analytics was integrated with OAS and Oracle E-Business Suite to streamline financial data ingestion and reconciliation for reporting and analysis. Operational coverage included corporate financial reporting and regional finance teams, with the application serving as the primary EPM tool for consolidated planning and close support across the company.
Governance centered on corporate financial reporting managers who administer the planning environment, monitor and perform financial analysis, modify financial processes and provide technical expertise. Those governance activities include maintaining planning models, managing access and workflow cadence, and recommending application improvements to align IBM Planning Analytics with close and forecasting processes.
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Professional Services | 6500 | $2.5B | United States | IBM | IBM Planning Analytics | EPM | 2018 | n/a |
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Banking and Financial Services | 2500 | $307M | United Kingdom | IBM | IBM Planning Analytics | EPM | 2018 | n/a |
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Media | 11500 | $2.8B | United Kingdom | IBM | IBM Planning Analytics | EPM | 2024 | n/a |
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Professional Services | 6500 | $2.0B | United Kingdom | IBM | IBM Planning Analytics | EPM | 2020 | n/a |
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Oil, Gas and Chemicals | 700 | $130M | Australia | IBM | IBM Planning Analytics | EPM | 2021 | n/a |
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Buyer Intent: Companies Evaluating IBM Planning Analytics
- Insatel, a Poland based Communications organization with 10 Employees
- ams-OSRAM, a Austria based Manufacturing company with 24000 Employees
- The Hartford Insurance Group, a United States based Insurance organization with 19900 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Insatel | Communications | 10 | $1M | Poland | 2026-02-17 | |
| ams-OSRAM | Manufacturing | 24000 | $5.7B | Austria | 2026-02-10 | |
| The Hartford Insurance Group | Insurance | 19900 | $20.0B | United States | 2026-02-05 | |
| Professional Services | 570 | $70M | France | 2026-02-05 | ||
| Construction and Real Estate | 12100 | $1.6B | Singapore | 2025-11-25 | ||
| Utilities | 61192 | $92.7B | Italy | 2025-10-30 | ||
| Consumer Packaged Goods | 250 | $75M | United States | 2025-10-29 | ||
| Professional Services | 60 | $5M | Poland | 2025-10-27 | ||
| Healthcare | 4000 | $1.0B | United States | 2025-10-24 | ||
| Insurance | 45000 | $50.2B | United States | 2025-10-24 |