Kepion

4.5 (10)
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Collaborative business planning software

About Kepion

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more.

Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Kepion also enables users to perform bottom-up or top-down allocations and determine the mode of appropriation down to the granular level, as well as set KPIs to make informed decisions, and identify areas of risk before they become a problem. Reporting tools enable users to visualize and analyze all sales, finance and operational group information in a single, consolidated view. Kepion allows users to brand their own reporting and analysis software by arranging filters, forms, charts, graphs and images how they want.

The BI modeler helps users create, manage, and optimize apps on the Microsoft Business Intelligence platform, and manage the dimensions, data rules, and dashboards, without needing any technical knowledge. Kepion also supports a range of new features including data preparation, visual planning and process tracking.


Key benefits of Kepion

  • Kepion provides a familiar spreadsheet interface to help users perform their planning, budgeting and forecasting activities efficiently with minimal training.

  • Multiple currency support allows users to manage the complexities of global budgeting, planning and reporting.

  • Kepion supports a collaborative workflow, allowing users to integrate all processes and functions together on a common data platform, and share out reports, dashboards and scorecards.

  • Enterprise scale security, with access control and full audit tracking functionality, ensures that all company data is managed safely and securely.

  • Kepion offers a web-based solution, giving users the flexibility to access their account and manage planning, budgeting and forecasting processes anytime, anywhere, via any internet-enabled device.

  • Images

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    Kepion Software - Workforce Planning

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    Reviews

    Overall rating

    4.5 /5
    (10)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support
    4.9/5

    Already have Kepion?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 10
    Ummu Habibah
    Ummu Habibah
    Overall rating
    • Industry: Telecommunications
    • Company size: 1,001–5,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 9.0 /10

    Easy solution for agile methodologies

    Reviewed on 26/07/2022

    Pros

    It can adapt to new organizational forms and needs with ease. We've found that by switching to an agile approach, we can provide a far better solution for our clients. Many users may have already been familiar with the workflow and design architecture because the software is built to look like how Microsoft software looks.

    Cons

    The tool's reporting functionality is notably subpar. Not only that, but the functionality of deployment is lacking in integration option that it can integrated with.

    Brian
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Kepion

    Reviewed on 20/08/2019

    I have had a great relationship with the Kepion team, they are very flexible in improving the...

    I have had a great relationship with the Kepion team, they are very flexible in improving the product and are very focused on client outcomes.

    Pros

    It is the flexible to changing business structures and requirements. By adopting an agile methodology, we find that customers get a vastly better outcome as we can change structures quickly. The tool is based on Microsoft technologies, therefore a lot of customers can leverage existing infrastructure. Kepion is a complete modelling tool and therefore allows for operational applications to be delivered outside of the finance departments, such as marketing and asset management processes.

    Cons

    Larger implementations require additional effort to make sure user experience and performance is acceptable. As the structure is based on a dimensional model, you sometimes need to thoroughly consider the user interactions and any likely bottlenecks to ensure you achieve the optimal user experience.

    Alternatives Considered

    BOARD and Workday Adaptive Planning

    Reasons for Choosing Kepion

    we wanted to align with the Microsoft BI Platform

    Switched From

    IBM Cognos Analytics

    Reasons for Switching to Kepion

    Mainly due to the ability to quickly design and implement a customised planning experience and the support we received during the evaluation.
    Aaron
    Overall rating
    • Industry: Higher Education
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Kepion review 8/20/19

    Reviewed on 20/08/2019

    Pros

    The software addresses most of our financial planning needs, especially considering requirements that are unique to research administration in a academic environment.

    Cons

    This software requires high customer input in order to maximize full impact.

    Sindri
    Sindri
    Overall rating
    • Industry: Management Consulting
    • Company size: 11–50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great piece into the MS environment

    Reviewed on 23/03/2018

    This software was the budgeting / forecasting piece that was missing in our Microsoft SQL infrastruc...

    This software was the budgeting / forecasting piece that was missing in our Microsoft SQL infrastructure. It has helped our customers tremendously to reduce their planning process from months to days, having the ability to create detailed monthly forecasts in a simple manner.

    Pros

    You can customize just about anything. It utilizes the Microsoft BI stack well with dimensions, models SQL server tables etc. Easy to adjust the solution to each and every customer needs and requirements. It is easy to read information into the system and out of the system into other tools such as Tableau or PowerBI

    Cons

    It still has silverlight functionality, which makes the UI for end users a little bit old. The reporting functionalities within the system are not great compared to dedicated reporting tools such as Tableau. Is not the best fit for very small companies with 50 employees or less.

    Thomas
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    State of the art CPM solution

    Reviewed on 20/09/2018

    Kepion offers a refreshing, modern CPM experience with a perfect integration with the Microsoft...

    Kepion offers a refreshing, modern CPM experience with a perfect integration with the Microsoft world including SQL databases, Excel, Word, Azure, etc.
    Users will like this solution as the usage of the tool is very easy and well documented.
    In addition, Kepion offers the full CPM functionality, what is very helpful, if you want to limit the number of software within your company and reduce the number of interfaces and user interfaces.

    Pros

    Kepion is very easy to understand and use for users. Internal know-how for Kepion is in most companies already existing inhouse due to its MS platform. Not limited to specific departmental solutions and Kepion offers starter apps for a quick implementation.
    Kepion offers a complete CPM product including Planning, BI, Analysis and Legal Consolidation. Perfect for customers who are looking for an all in one solution.

    Cons

    More complex requirements require support from technical staff.

    Showing 5 reviews of 10 Read all reviews

    Kepion FAQs

    Below are some frequently asked questions for Kepion.

    Kepion offers the following pricing plans:

    • Starting from: USD 1,800.00/year
    • Pricing model: Subscription
    • Free Trial: Available

    Contact Kepion directly for pricing information.

    Kepion has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Kepion supports the following languages:

    Chinese, Danish, English, French, German, Italian, Portuguese, Spanish

    Kepion supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Kepion integrates with the following applications:

    Acumatica Cloud ERP, Dynamics 365, Dynamics 365 Business Central, Microsoft 365, Microsoft Azure, Microsoft Excel, Microsoft Power BI, SAP Business One, Sage Intacct, Salesforce Sales Cloud

    Kepion offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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