IBM Planning Analytics

IBM is one of the world’s largest vendors of IT hardware, software and services. The company, which generated $ 79.1 billion in revenues in 2017, has a global workforce of approximately 380,000 em­ployees and is active in over 170 countries. At the end of 2007, IBM purchased the Canadian software vendor Cognos for about $ 5 billion (including Planning Analytics, formerly TM1) to become the center of its future BI product portfolio.

IBM offers a comprehensive portfolio of on-premises and cloud BI, performance management (planning, financial consolidation, disclosure management) and advanced analytics solutions. The core offering consists of IBM’s Analytics portfolio, Planning Analytics, Watson Analytics and SPSS Predictive Analytics.

Planning Analytics (formerly Cognos TM1) – IBM’s strategic planning product – is a core element in IBM’s performance management portfolio and has been on the market since the 1980s. Due to Planning Analytics’ rich functionality for planning and OLAP analysis, and its in-memory technology, the product plays a strategic role for IBM. Planning Analytics is essentially a high-performance, multidimensional in-memory database for planning and analysis with Excel and web front ends. The product is a development environment targeted at power users that, like Excel, is initially open for all kinds of applications (planning, analysis, strategy management). Therefore Planning Analytics has no dominant focus on certain topics and only a little predefined business content is available with the product.

Planning Analytics is used by enterprises of all sizes and industry sectors. The product is suitable for creating data entry screens for multiple sub-budgets, consolidating their results, and running simple to highly complex calculations. Hundreds of solutions – from small-scale departmental tools to installations with thousands of users – have been implemented worldwide. Resources and expertise for Planning Analytics are widespread.

User & Use Cases

Besides planning, customers mainly use IBM Planning Analytics for ad hoc query and reporting, basic data analysis and standard/enterprise reporting. 47 percent of respondents
plan to use it for advanced analysis in the future. IBM Planning Analytics targets mid-sized companies and large corporations across all industries. 61 percent of our sample of IBM Planning Analytics customers come from large companies (more than 2,500 employees) with a median of 100 users (with 50 of them using planning functionality), but the mean of 450 users (262 for planning) indicates there are also some larger implementations. 69 percent of IBM Planning Analytics users are planning users – above the survey average of 62
percent – reflecting the fact that IBM Planning Analytics is essentially a planning tool rather than a BI tool.

Current vs. planned use (besides planning)


Percentage of employees using IBM Planning Analytics


Planning users (as a percentage of all users)


Total number of users per company


Planning users per company


Company size (number of employees)


Summary of IBM Planning Analytics highlights

With 25 top ranks and 13 leading ranks, IBM once again achieves an excellent set of results in this year’s Planning Survey. Excellent ratings in numerous important KPIs help to consolidate Planning Analytics’ position as a leading global planning and analysis product. Companies can benefit from using Planning Analytics in terms of increased transparency of planning, improved integration of planning with reporting/analysis and more precise/detailed planning leading to a better quality of planning results. 84 percent of respondents are ‘somewhat satisfied’ or ‘very satisfied’ with Planning Analytics, a major reason behind its high recommendation rate of 86 percent. With Planning Analytics, IBM offers a flexible, feature rich planning and OLAP analysis product based on a high performance and scalable inmemory technology.

Business value – Top-ranked

Peer Group: Enterprise Software Vendors

IBM rating for business value in the enterprise software vendors peer group

User experience – Top-ranked

Peer Group: Enterprise Software Vendors

IBM rating for user experience in the enterprise software vendors peer group

Ease of use – Top-ranked

Peer Group: Enterprise Software Vendors

IBM rating for ease of use in the enterprise software vendors peer group

Product satisfaction – Top-ranked

Peer Group: Enterprise Software Vendors

IBM rating for product satisfaction in the enterprise software vendors peer group

Planning functionality – Top-ranked

Peer Group: Enterprise Software Vendors

IBM rating for planning functionality in the enterprise software vendors peer group

Want to see the whole picture?

BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from IBM Planning Analytics users, accompanied by expert analyst commentary.

Purchase the Vendor Performance Summary

Planning Survey 18 Awards

IBM Planning Analytics

Peer Groups BI-focused products, Enterprise software vendors, Flexible planning platforms, Global vendors
Number of responses126
ProductIBM Planning Analytics
OfficesGlobal offices in more than 200 countries worldwide
Employees> 380,000
Revenues (2017)$ 79.1 billion

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Product Video

Screenshots from IBM Planning Analytics

Quotes from the Planning Survey 18

Business benefits often achieved with Planning Analytics include increased transparency of planning, improved integration of planning with reporting/analysis and more precise/detailed planning leading to a better quality of planning results.
The Planning Survey 18
As a flexible planning and OLAP analysis product, Planning Analytics can be used to address several use cases in a range of industry sectors. Coupled with easy-to-use Excel-based functionality, Planning Analytics clearly wins over many of its customers.
The Planning Survey 18
The Planning Analytics front ends are easy to use and meet the needs of most business users. Using the cloud version of Planning Analytics, the implementation of self-service planning in business departments is even easier, requiring just a minimum of IT resources to work with the product.
The Planning Survey 18
The scalable product is used in thousands of implementations worldwide, from small-scale departmental scenarios with just a few users and small data volumes to installations with thousands of users. Performance satisfaction is high among users, an impressive finding given the size of many Planning Analytics deployments.
The Planning Survey 18
Besides planning functionality, the product also offers good ad hoc reporting and OLAP analysis capabilities for end users…Using Excel as its main front end, users have planning as well as reporting and analysis functionality available in one single environment.
The Planning Survey 18