Longview Plan (Tidemark)
Founded in 1994, Longview is a Canada-based CPM vendor with over 200 employees serving more than 1,200 customers worldwide. The company is privately held and backed by Marlin Equity Partners, a global investment firm, which acquired Longview in 2014. In 2015, Longview merged with Germany-based BI 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 BI products to empower the digital transformation of the finance department for companies of all sizes and industries.
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), 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.
Longview Plan powered by Tidemark brings together financial planning, people planning and operational planning, along with profitability modeling and in-context analytics for planning processes. Born in the cloud, it offers a web-based dynamic computational engine that processes data and calculations. Built-in workflow, monitoring, task management and collaboration features help to support all kinds of planning approaches (top-down, bottom-up and combinations of both). Predefined planning applications are available at no cost and can be adapted to customer-specific needs and requirements.
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 powered by Tidemark for standard/enterprise reporting (79 percent), financial consolidation (58 percent), ad hoc query and reporting (52 percent) and dashboards/scorecards (50 percent). 41 percent of respondents plan to use it for advanced analysis in the future. Longview Plan powered by Tidemark targets mid-sized companies and large corporations across all industries. 54 percent of our sample of Longview Plan powered by Tidemark customers come from large companies (more than 2,500 employees) with a median of 100 users (with 75 of them using planning functionality), but the mean of 343 users (273 for planning) indicates there are also some larger implementations. 80 percent of Longview Plan powered by Tidemark users are planning users – well above the survey average of 63 percent – reflecting the fact that Longview Plan powered by Tidemark is essentially a planning tool rather than a BI tool.
Current vs. planned use (besides planning)
Percentage of employees using Template
Planning users (as a percentage of all users)
Total number of users per company
Planning users per company
Company size (number of employees)