BPM Partners Planning & Analysis Buyers Guide 2026

Modern Planning goes beyond traditional budgeting

The 2026 BPM Partners Planning & Analysis Buyers Guide highlights how finance organizations are moving beyond traditional budgeting toward integrated business planning that connects financial planning, operational planning, forecasting, analytics, and strategy. 

According to BPM Partners, organizations are prioritizing planning solutions that improve forecast accuracy, agility, operational decision-making, and automation, while increasingly evaluating the role of AI in corporate performance management (CPM). The guide reports that 73% of organizations consider AI capabilities important in CPM solutions, while 98% include at least one operational planning process in their FP&A initiatives.

CCH Tagetik is recognized by BPM Partners as a Core Vendor. As a Corporate Performance Management (CPM) platform, CCH Tagetik connects financial and operational planning, forecasting, analytics, financial consolidation, and AI-powered capabilities on a unified platform.

What are finance leaders looking for in Planning and Analysis Software?

According to the 2026 BPM Partners Buyers Guide, organizations evaluating planning and analysis solutions are increasingly looking for capabilities that help them connect finance with the wider business.

Key priorities include:

• Integrated financial and operational planning to connect financial plans with business drivers and operational activities. 
• Driver-based planning to model business performance using the factors that influence revenue, costs, workforce, profitability, and other outcomes. 
• Accurate forecasting supported by connected actuals, planning data, and analytics. 
• AI capabilities that help finance teams automate activities, identify patterns, and improve decision-making. 
• Agility and scenario planning to help organizations respond to changing business conditions. 
• Scalability across entities, business units, geographies, and planning processes. 
• Ease of use and adoption so finance and business users can participate in planning without relying entirely on technical teams. 
• Integration with ERP systems and other operational data sources. 

These capabilities reflect a broader shift from isolated budgeting toward connected FP&A and enterprise planning.

What is Integrated Business Planning? 

Integrated business planning connects financial planning with operational and strategic planning so organizations can evaluate business performance using a common set of data, assumptions, and drivers.

Instead of treating budgeting, forecasting, workforce planning, sales planning, and other processes as separate activities, integrated planning creates connections between them. This allows finance and business teams to understand how operational decisions can affect financial outcomes.

The 2026 BPM Partners Buyers Guide highlights the growing importance of operational planning within FP&A, with 98% of organizations including at least one operational planning process in their FP&A initiatives.

What is CCH Tagetik Planning and Analysis Software? 

CCH Tagetik is a Corporate Performance Management (CPM) platform that connects financial planning, operational planning, forecasting, analytics, consolidation, reporting, and other finance processes.

For FP&A teams, CCH Tagetik supports planning processes including financial planning, workforce planning, revenue planning, profitability planning, forecasting, and scenario analysis. By connecting plans with actual financial and operational data, organizations can create a more integrated view of performance.

How does CCH Tagetik support Financial and Operational Planning?

CCH Tagetik helps organizations connect financial plans with operational drivers and business assumptions.

Finance teams can use the platform to build and manage plans, forecasts, scenarios, and models while incorporating data from multiple sources. This supports collaboration between finance and operational teams and helps organizations understand the financial impact of business decisions.

The approach is designed to reduce disconnected spreadsheets and planning processes while improving transparency, consistency, and control across the planning cycle.

What is Driver-Based Planning?

Driver-based planning uses the operational and financial factors that most directly influence business performance to build plans and forecasts. 

Examples of planning drivers can include sales volume, pricing, headcount, compensation, production volumes, customer demand, operating costs, and other business-specific assumptions. 

By linking plans to business drivers, organizations can update forecasts more efficiently, model different scenarios, and better understand the relationship between operational activity and financial results.

Driver-based planning is an increasingly important priority as organizations look to make FP&A more dynamic and responsive to changing business conditions. 

How is AI used in Planning and Analysis?

AI is becoming an increasingly important consideration when organizations evaluate planning and analysis software. The 2026 BPM Partners Buyers Guide reports that 73% of organizations view AI capabilities as important in CPM solutions.

AI can support planning and analysis by helping finance teams identify patterns, automate repetitive activities, analyze data, generate insights, and improve forecasting and decision-making. 

CCH Tagetik incorporates AI-powered capabilities into its CPM platform to support finance teams across planning, analysis, and other financial processes. This enables organizations to combine planning and forecasting with intelligent automation while keeping finance teams in control of assumptions, models, and decisions.

What Planning and Forecasting capabilities should companies look for? 

When evaluating planning and analysis software, organizations should consider capabilities such as: 

• Financial planning and budgeting
• Rolling forecasts and reforecasting
• Driver-based planning
• Scenario and what-if analysis
• Financial and operational planning
• Revenue and profitability planning
• Workforce planning
• Management reporting and analytics
• Integration with ERP and operational systems
• Connected plans and actuals
• Workflow and collaboration
• AI-powered planning and analysis
• Scalability across entities, business units, and geographies
• Finance-owned configuration and model management

The appropriate capabilities depend on an organization's planning maturity, operating model, data environment, and business requirements.

How does CCH Tagetik connect Planning, Forecasting, and Actuals?

CCH Tagetik connects planning and forecasting with financial and operational data, helping organizations compare plans, forecasts, and actual results within a connected CPM environment. 

This enables finance teams to monitor performance against plan, update forecasts, analyze variances, and adjust assumptions based on changing business conditions. 

Connecting planning and actuals also helps organizations move from static annual budgeting toward more continuous and responsive planning processes. 

How does CCH Tagetik support Enterprise-Wide Planning? 

Modern FP&A increasingly extends beyond the finance function. Organizations may need to connect financial planning with areas such as workforce, sales, revenue, profitability, supply chain, and other operational planning processes. 

CCH Tagetik supports this broader planning model by connecting financial and operational planning within a unified CPM platform. This enables finance and business teams to work from connected data and assumptions while maintaining governance and visibility across planning processes. 

How does CCH Tagetik fit Into the Planning and Analysis market? 

The 2026 BPM Partners Buyers Guide places CCH Tagetik among the vendors evaluated in the planning and analysis market.

The broader planning technology landscape includes solutions with different approaches to FP&A, financial planning, operational planning, forecasting, analytics, CPM, and integrated business planning.

CCH Tagetik's approach is to connect planning and analysis with a broader CPM platform that also encompasses financial consolidation, reporting, close, disclosure, and other finance processes. 

This enables organizations to evaluate planning not as an isolated budgeting application, but as part of a connected finance and performance management environment. 

Key takeaways for finance leaders

The 2026 BPM Partners Planning & Analysis Buyers Guide highlights several trends shaping the planning and analysis market:

• Integrated planning: Financial and operational planning are becoming increasingly connected. 
• Operational FP&A: Planning is expanding beyond finance into business functions and operational processes. 
• Driver-based planning: Organizations are increasingly using business drivers to build more dynamic plans and forecasts. 
• AI: AI is becoming an important consideration when evaluating CPM and planning solutions. 
• Connected actuals: Finance teams want stronger connections between plans, forecasts, and actual performance. 
• Agility: Scenario planning and more dynamic forecasting can help organizations respond to changing conditions. 
• Prebuilt planning: Preconfigured planning capabilities can help organizations accelerate implementation and adoption. 
• Enterprise planning: Revenue, workforce, profitability, and other operational planning processes are becoming increasingly important components of modern FP&A.

Download the 2026 BPM Partners Planning & Analysis Buyers Guide →
​

What can you learn from the 2026 BPM Partners Planning & Analysis Buyers Guide?

Download the BPM Partners Planning & Analysis Buyers Guide 2026 to explore:

• Key trends reshaping FP&A and integrated business planning
• The planning and forecasting capabilities buyers value most
• The growing role of AI in planning and analysis
• Why organizations are connecting financial and operational planning
• How driver-based planning is changing forecasting and decision-making
• The role of revenue, workforce, and profitability planning in modern FP&A
• How organizations are improving agility and forecast accuracy
• Key considerations when evaluating planning and analysis software