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Description

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.

Description

An all-in-one platform designed for the effective management of individuals and organizations enables businesses to synchronize employee performance with corporate outcomes seamlessly. With a comprehensive set of tools, everything necessary for achieving your objectives is conveniently located in a single interface. You can utilize our various solutions individually or merge them for a cohesive experience. Our fully automated system is engineered to enhance your success rates significantly. By implementing precise targets and indicators, you can make more informed decisions that foster alignment within your organization. Evaluate your team's skills to boost their performance and promote development through structured, clear processes for calculating variable compensation. Additionally, you can oversee training programs and track your team’s growth effectively. Assess talent based on competencies, provide constructive feedback, and conduct Personal Development Initiatives (PDIs). Furthermore, automate the planning and tracking of goals while analyzing deviations and strategizing action plans. Gauge your team's engagement levels and leverage data-driven insights to inform your decisions. Moreover, your variable compensation framework will be enhanced with analytical reports and simulations that predict potential outcomes. This holistic approach ensures that your organization not only meets its goals but thrives in its competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
SAP Business One Yes 
Sage Intacct Yes 
Salesforce Yes 

Integrations

Microsoft 365 No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Power BI No 
SAP Business One No 
Sage Intacct No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kepion

Founded

2009

Country

United States

Website

www.kepion.com

Vendor Details

Company Name

Mereo

Founded

2012

Country

United States

Website

www.mereo.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Demand Planning

Capacity Planning Yes 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management Yes 
Labor Projection Yes 
Performance Appraisal Yes 
Recruiting Management Yes 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Compensation Management

Bonus Management Yes 
Compensation Assessment No 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements No 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations No 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Employee Recognition

Goals Yes 
Leaderboards / Activity Tracking No 
Manager-to-Peer Recognition Yes 
Mention Management No 
Nominations No 
Peer-to-Peer Recognition No 
Performance Management Yes 
Rewards Catalog No 
Rewards Points No 
Social Recognition No 
eCards No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning Yes 
Compensation Management Yes 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning Yes 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports No 

Succession Planning

"What If" Scenarios No 
360 Degree Feedback Yes 
Career Development Yes 
Competency Scale Yes 
Employee Profile Yes 
Goal Management Yes 
Organizational Charting Yes 
Performance Management Yes 
Recruiting Management No 
Succession Management Yes 

Talent Management

Career Development Planning Yes 
Compensation Management No 
Competency Management Yes 
Employee Lifecycle Management Yes 
Goal Setting / Tracking Yes 
Job Description Management Yes 
Onboarding No 
Performance Appraisal Yes 
Recruiting Management No 
Succession Planning Yes 
Training Management No 

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