IBM Apptio Planning

Optimize and accelerate technology forecasting and budgeting

The market changes fast. Can your tech planning?

Budgeting and forecasting in changing markets is an on-going challenge. In order to justify the value of your tech investments, you need a consistent, repeatable planning and reporting strategy that creates transparency for the business and encourages collaboration. When you lack consolidated data sources, you have limited lines of sight into your tech spend, plus time-consuming and resource-intensive processes.

41%

CIOs in the survey said they’ve changed their cycle for revisiting tech budgets to at least every month.

10 Essential KPIs for the IT Strategic Planning Process A1100 social - IBM Apptio Planning - Apptio

KPIs provide actionable insights for the business to adjust its plan and make better investment decisions. IT strategic plans support a business strategy through financial and operational predictability, reined in run costs, and quantifiable business value.​

Align tech investments with business value

Unlike cumbersome spreadsheets from multiple systems of record, Apptio Planning provides a collaborative workspace for planning that unifies technology financial data. It creates a repeatable, accurate, and collaborative planning process with automated data ingestion, streamlined variance analysis, and cost categorization – enabling organizations to continually refocus, replan, and react quickly to changing market conditions.

Streamline IT Financial Planning for Strategic Success

Automate workflows, improve financial insights, and align IT investments with business priorities for greater efficiency and impact.

Optimize

Automate & accelerate manual and error-prone budgeting, forecasting, and planning processes​

Analyze

Understand budget variance and enhance decision-making.

Align

Reduce waste, eliminate duplications, and strategically align investments with organizational priorities.​

What Our Customers Say

It’s an intuitive tool—after just a few days, I could pull out useful insights from our environment and the flexibility... 

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Incentivized Review
Nov 21, 2024

IBM Apptio provides the ability to connect financial and operational data in a way that is reliable, repeatable, underst... 

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Nov 6, 2024

In Cost Transparency, we have been able to see details surrounding our financials incredibly easy as well as details int... 

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Nov 5, 2024

As we implement IBM Apptio, we are beginning to produce value for our IT stakeholders to understand their total cost of... 

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Nov 5, 2024

ApptioOne is a great way to connect costs from the multiple companies that fall under NextEra Energy. 

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Nov 20, 2024

We use the IT Planning model for project budget and forecasting. The model is user-friendly we're able to train the PPMO... 

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Sep 27, 2024

We use this to help organize the spend for our IT group in categories into application or non application, we also use t... 

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Nov 6, 2024

The fast time to market within 3 months is really useful 

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Nov 30, 2023

ApptioOne provides a level of transparency that our finance, IT, and business partners have always wanted but never woul... 

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Nov 28, 2023

Modeling is very important to to my business because we are able to break down costs at a level in which is beneficial f... 

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Oct 25, 2023

We use Budgeting/Forecasting every month to review spend vs. budget and to forecast for the remaining of the year. We ha... 

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Oct 25, 2023

ApptioOne helps us understand the costs that make up applications, services, and IT Towers, providing a total cost of ow... 

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Oct 25, 2023

I think literally every IT organization could benefit from ApptioOne. 99% of home made Cost Transparency solutions don't... 

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Oct 25, 2023

ApptioOne is the best product in the market for planning, budgeting, cost management, and TBM implementation. 

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Oct 24, 2023

Using ApptioOne has worked well on creating cost transparency and bringing the finance and IT departments to the same ta... 

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Oct 25, 2023

ApptioOne is great at flexibility of data ingress and configuration. Reports are highly customizable, and Apptio provide... 

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Oct 24, 2023

It is best suited for trying to figure out the Financial Structure through out the company and how things relate. 

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Apptio One is used in our org for costing out our IT costs both on prem and cloud. We use the cost transparency to assis... 

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Oct 25, 2023

ApptioOne has provided our organization deeper insights into our periodic reviews of financials & better process and str... 

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Oct 25, 2023

It is good for bringing in license detail from Microsoft, ServiceNow and calculating allocation of named licenses to pro... 

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Oct 26, 2023

We use ApptioOne for Technology chargeback to our business clients and cost transparency using the business taxonomy fra... 

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Sep 11, 2023

We used data ingestion and modeling,and flexible analytics and reporting. It is a powerful and flexible tool to allow us... 

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It is ideal for large organizations with numerous accounts, users, systems, and applications. It is possible to manage m... 

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Mar 10, 2023

We use ITP Planning for our annual budget season as well as our financial forecast. It makes is easier for all users in... 

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Dec 8, 2022

The big thing is the cost transparency. Being able to hit a couple keys and you can see what your cost is on different p... 

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We discovered that it was an effective tool for revealing where we were spending money on IT. We were able to reduce spe... 

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Nov 9, 2022

Apptio's datalink product has made data automation and ingestion very simple. The tools in Apptio also cut out several s... 

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Overall experience with the post-sales support team has been fantastic, from CSAs, CSMs to the support team themselves. ... 

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Nov 9, 2022

ApptioOne is well suited for managing IT financial data and organizing it in ways that allow for valuable discussions to... 

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Nov 9, 2022

Budgeting live helps reduce overall budgeting costs. Labor costs around budgeting had been cut 90%. The tool pays for it... 

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Nov 8, 2022

It is a market leader that can help solve IT finance issues 

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Nov 8, 2022

Apptio Technology Business Management has been able to eliminate manual processes that involved numerous Excel spreadshe... 

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Nov 8, 2022

ApptioOne has allowed my organization to streamline the budget forecast process. Cutting the budget creation time from 3... 

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Nov 8, 2022

I like that it shows Cost Center Owners detailed actuals that are easy to ingest and use in their planning, and I like t... 

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Nov 8, 2022

ApptioOne has made our lives so much easier. We can easily adjust the budget and incorporate changes on the fly and show... 

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Due to Apptio we are able to produce really good plans using data sets (Contracts, Labor and Assets) and actuals that ar... 

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Nov 8, 2022

It helps us address our operational expenses and allows us to use a multi-year forecasting approach to our business mode... 

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Nov 8, 2022

I utilize the IT Planning tool to create budgets and forecast updates. I also use the cost transparency to view variance... 

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Nov 8, 2022

We are able to reduce manual processes by using ApptioOne. 

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ApptioOne is very powerful. It supports an almost unlimited combination of allocation strategies, with multiple metrics. ... 

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Jan 23, 2025

By using Apptio and the ATUM model, we are now able to allocate all IT costs to products and, consequently, to Business... 

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Nov 26, 2024

IBM Apptio has made it so that we are not spending so much time on reporting monthly, because we have the reports sent t... 

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Incentivized Review
Nov 26, 2024

IBM Apptio is the current market leader for cost analysis and IT spend planning with the backing of IBM and AWS, IBM App... 

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Editable tables have been the most significant feature enabling IT service owners to directly manage budget forecasts wi... 

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Nov 6, 2024

IBM Apptio is being implemented to align our operational data with financial to get to total cost of ownership, allocati... 

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Using Apptio has significantly streamlined our global IT budgeting and forecasting timeline and improved its accuracy an... 

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Incentivized Review
Nov 5, 2024

Very good at helping to analyze and categorize technology spend. It is very easy to create custom tables and fields to m... 

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Nov 5, 2024

IBM Apptio is a powerful tool for explaining tech costs to non tech leaders. 

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Nov 6, 2024

It's a powerful tool for modelling data and visualizing the data to provide executives with a good overview (or deep div... 

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Nov 5, 2024

We use ApptioOne for our annual planning process to provide actionable insights to our senior leaders in order to make r... 

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Cobank logo

Reduced financial risk by moving to monthly forecasting & cut planning process time by 75%.

Logo Micron

Freed up $30M of costs and maintained 0.5% budget variance with daily updates to quarterly budgets using a single source of truth for added accountability and productivity.

logo Christus Health

Reduced planning cycle time by 90% and annual budget variance by 50%. Up and running in six weeks.

Designed to meet your evolving strategy

No matter where you are in your ITFM journey, Apptio Planning empowers you to streamline technology budgeting and forecasting, with robust variance analysis and scenario planning capabilities that support continuous and adaptive planning. With Apptio’s industry-leading solutions, you can build a well-structured IT plan that supports continuous innovation, adapts to changing market conditions, and ensures technology resources deliver the most value – all while maintaining control over costs.

Planning Essentials

A streamlined solution, leveraging Apptio’s 16 years of market leadership, that automates and accelerates expense budgeting, forecasting, and variance analysis.

Planning Standard

Advanced features for resource optimization and project financial management enable deeper insights into project financials to plan effectively for both short-term and long-term expenses.

Costing + Planning Standard Bundle

Leverage the combined power of Costing and Planning to streamline budgeting and forecasting, enhance decision accuracy, and enable you to continually refocus and replan your portfolio to optimize tech investments and quickly react to economic changes.

Part of a Comprehensive Suite

Use Case IBM Apptio
Costing
IBM Apptio
Planning
IBM Apptio
Billing
IBM Apptio
Benchmarking
Establish ITFM fundamentals
Understand & communicate technology spend ​
Understand services composition​
Manage and rationalize application portfolio​
Track cloud and infrastructure spend​
Manage & optimize IT assets​
Manage end user devices spend​
Manage business consumption​
Manage & optimize vendor spend​
Make informed labor decisions​
Accelerate budgeting & forecasting cycles​
Conduct variance analysis​
Build/run cost planning​
Manage Bill of Technology​
Run scenarios to validate prices to shape demand​
Improve unit rate accuracy​
Recover costs directly from business units​
Benchmark and optimize spend
Learn more Learn more Learn more

IBM Apptio Costing + Planning Bundle

Leverage the combined power of Costing and Planning! Together, they streamline the technology budgeting and forecasting process, which improves accuracy and confidence in decision-making and enables you to shift spend towards high-priority investments.

Request a Demo to Learn More

Additional Resources