Longview Plan (On-Premises)
[The Planning Survey 20 results, not included in The Planning Survey 21] Founded in 1994, Longview, an insightsoftware company, is a Canada-based CPM vendor with 200 employees serving more than 1,200 customers worldwide. In 2014 the company was acquired by Marlin Equity Partners, a global investment firm. In 2015, Longview merged with Germany-based vendor arcplan to enhance its capabilities for BI and analytics. In 2017 Longview announced the completion of another merger with Tidemark, an enterprise financial and corporate planning cloud software company.
Based upon three companies and more than 25 years of experience, Longview’s stated mission today is “Connected Finance”, providing integrated CPM and analytics products to empower the digital transformation of the finance department for companies of all sizes and industries. In 2020 Longview itself agreed to be acquired by insightsoftware, a global provider of enterprise resource planning (ERP) and enterprise performance management (EPM) reporting solutions.
Longview’s product portfolio includes solutions for the key processes of today’s finance organizations: planning and budgeting (Longview Plan), consolidation and close management (Longview Close), tax management (Longview Tax), transfer pricing (Longview Tax Operational Transfer Pricing), and dashboards, reporting and analysis (Longview Analytics). Due to Longview’s history as a consolidation, tax and planning vendor since 1994 and its merger with Tidemark in 2017, Longview Plan is available in two versions today: (a) as an on-premises version based on Longview’s well-established platform technology (e.g., Close and Tax) and (b) in a public cloud version based on Tidemark’s modern planning technology leveraging AWS. Depending on customer requirements and strategic directions, companies can freely choose between both options.
The Longview platform, including Plan (on-premises), Close and Tax, leverages relational data storage and provides a multidimensional in-memory data engine, accelerating performance and adding financial intelligence for planning, close and tax processes. Longview Plan (on-premises) is a flexible planning product for various kinds of planning applications. Preconfigured planning models are available and can be adapted to the needs of customers. Longview Close and Tax complement Plan with feature-rich, out-of-the-box functionality for legal and management consolidation as well as tax management.
Longview Analytics, the former arcplan portfolio, complements Plan, Close and Tax with mobile reporting, dashboarding and analytics solutions. At its core, the product is a versatile platform for developing tailor-made BI applications across all major databases, applications and systems (Longview and other third-party data sources). Users typically access these analytics applications via a web browser. Leveraging the product’s web client, Longview Analytics can be used to connect all Longview solutions and provide integrated BI and analytics within Plan, Close and Tax. It can also be used as a standalone BI and analytics platform to connect to financial, operational and external data sources.
User & Use Cases
Besides planning, customers mainly use Longview Plan (On-Premises) for standard/enterprise reporting (94 percent), dashboards/scorecards (89 percent), ad hoc query and reporting (88 percent) and basic data analysis (60 percent). 43 percent of respondents plan to use it for advanced analysis in the future. Longview Plan (On-Premises) targets large and mid-sized companies across all industries. 59 percent of our sample of Longview Plan (On-Premises) customers come from large companies (more than 2,500 employees) with a median of 200 users (including 55 using planning functionality), but the impressive mean of 546 users (212 for planning) indicates there are also several larger implementations. 45 percent of Longview Plan (On-Premises) users are planning users – significantly below the survey average of 65 percent – reflecting the fact that Longview Plan (On-Premises) is a planning tool but also provides strong functionality for other facets of performance management such as consolidation, tax and analytics.
Current vs. planned use (besides planning)
Percentage of employees using Longview Plan (On-Premises)
Planning users (as a percentage of all users)
Total number of users per company
Planning users per company
Company size (number of employees)
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BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from Longview Plan (On-Premises) users, accompanied by expert analyst commentary.Contact us to purchase the Vendor Performance Summary