Vendor Shortlisting
We make selecting your planning, budgeting, consolidation, and financial reporting vendor painless. Our GPT4-enabled buyer + vendor matchmaking application analyzes your questionnaire inputs and compares to our internal vendor rankings. For free.
Free Expert Consultation
Schedule time to meet with your advisor - as always, free. You’ll discuss your needs in more detail and be asked questions you probably never considered. This will be the most worthwhile 30 minutes of your entire software evaluation process.
Meet Your Advisor
Get access to someone with over 15 years of experience in the Corporate Performance Management space.
Dive Deeper
Your advisor will walk you through a detailed discovery process, saving you from repetitive meetings with vendors.
Pro Tips
Hear expert tips and tricks from former B2B software sales executives. Move forward as a prepared buyer.
Select a Category
Pick From Budgeting & Forecasting, Sales Planning, Demand Planning, Workforce Planning, Capital Asset Planning, Reporting & Analysis, Dashboards & Visualizations, Financial Consolidation & Close.
Complete the Questionnaire
Answer current and future about your organization. This will save you hours of repetitive meetings with vendors.
Receive GPT4-Generated Shortlist
Login to our ShortlistMatch platform to view your vendor shortlist scores broken down by category. Review our notes and ShortlistMatch vendor profiles. Share with peers. We’ll include contact information for each vendor, allowing you to bypass the time-consuming sales qualification process.
Review GPT4 Shortlist Scores
Our private GPT will cross reference your questionnaire responses, our advisory notes, and your category requirements to produce a nuanced score for each vendor. It accounts for hundreds of potential data points and intersections.
Share with Peers
Use our sharing mechanism to send the results to your team for review. Do they have more questions? No problem – we’re happy to meet again.
