Define your financial planning software requirements with confidence: Get Gartner® insights
Selecting financial planning software isn’t just a technical project. It’s an opportunity to shape the future of Finance in your organization.
As Finance teams take on more strategic roles, there’s growing excitement around modernizing planning, streamlining processes, and delivering insights that drive better decisions. Choosing the right software plays a critical part in that journey. And it all begins with defining clear, business-aligned requirements.
With so many moving pieces and stakeholders involved, it’s understandable that organizations may lean on familiar approaches or focus first on immediate Finance needs. But taking a step back to create a thoughtful, inclusive requirements process can unlock greater value—not just for Finance, but for the entire business.
That’s where the Gartner® report, “How to Begin Defining Financial Planning Software Requirements”, can help. This practical report empowers FP&A leaders to take the lead with confidence, helping them align priorities, engage with the right stakeholders, and set the stage for long-term success.
Ready to jump right in? Enjoy complimentary access to the report today.
Why many Finance software projects fall off track
According to Gartner, a recent survey ranked financial planning software as “the fifth most valued tool in the finance technology stack.”1 As its importance grows, so does the opportunity to choose a solution that truly empowers Finance and the wider business.
Many organizations begin by focusing on Finance priorities or seeking input from trusted vendors—which is a natural starting point. But the most successful projects also involve a wider network of stakeholders, including teams who use the software every day.
When these voices are included early, it helps build momentum, strengthens adoption, and maximizes long-term impact.
Unlock the full value of modern planning tools
Legacy approaches—like relying solely on “slicing and dicing” data models—can limit what your planning software delivers. Today’s solutions offer powerful capabilities like scenario planning, automation, and predictive analytics. But without the right requirements in place, those features may never reach their full potential.
Aligning software functionality with evolving business needs is essential. A thoughtful, future-focused requirements process helps ensure that your investment supports not only Finance, but the broader goals of your organization.
The good news? With the right guidance, Finance teams can lead this process with clarity and confidence, realizing greater value from day one.
Ready to build a business-aligned requirements plan?
This Gartner report offers a roadmap for FP&A leaders to define smarter, more business-centric software requirements.
You’ll learn how to:
- Prioritize functionality that supports collaboration and analytics
- Engage both Finance and operational stakeholders
- Avoid common mistakes that derail projects
- Establish a clear process for selecting the right solution
With financial planning software now ranked among the most valuable tools in the Finance tech stack, it’s vital that you take control and lead with confidence. Get complimentary access to the full report and take the first step toward a successful software selection process today.
When you’re ready to build your shortlist…
We believe the Gartner® Magic Quadrant™ for Financial Planning Software is the natural next step once you’ve defined your software requirements. At Gartner explains, it’s an ideal way to “compare your requirements against vendors’ strengths and cautions.”2
At Jedox, we’re proud to have been recognized as a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software—an acknowledgment we believe reflects our ability to support both strategic vision and execution for modern Finance teams.
1 Gartner, How to Begin Defining Financial Planning Software Requirements, Matthew Mowrey, 8 January 2025
2 ibid.
Gartner, “Critical Capabilities for Financial Planning Software,” Regina Crowder, Vaughan Archer, Matthew Mowrey, Michelle Carlsen. 18 November 2024
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This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Jedox.
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