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Already Own IBM Planning Analytics?

Make Sure You Are Getting the Value You Paid For.

Lodestar helps finance teams modernize, move to SaaS, upgrade, optimize licensing, redesign models, train users and build new planning capabilities - without becoming dependent on expensive consultants.

What Do I Own?

Move to SaaS

Upgrade Strategy

Redesign Models

Train My Team

Strategic Alignment

You May Own a Powerful Planning Platform. But Is It Still Working as Hard as Your Team Is?

Outdated or inefficient models slow down planning and insights.

Unclear licensing and entitlements create risk and wasted spend.

Underused functionality leaves value on the table.

Upgrades are reactive, rushed and disrupt the business.

Overdependence on consultants drives up costs and delays.

Planning is still a painful process no one looks forward to.

Leaders need faster access to trusted answers.

We Help IBM Planning Analytics Clients Get MORE VALUE

Get more from the platform you already own.

Modernize Your Environment

Stay current on the latest version for better performance, usability, and future readiness.

Leverage AI-Infused Planning

Help clients apply new AI- enabled capabilities in practical finance use cases

Explore SaaS Options

Evaluate a move from on-prem to SaaS, including cloud options such as Azure or AWS.

Optimize Add-On Licenses

Get the right product mix and the best value on add-on licenses and renewals.

Upgrade, Redesign and Expand Models

Support upgrades, redesigns, performance improvements, and new model builds.

Train and Empower Your Team

Customized training that builds self-sufficiency and reduces consultant dependence.

Support Renewals With Strategy

Renew with clarity around usage, licensing and next steps - so you can plan confidently and avoid surprises.

Honestly, I'm Not Really Sure What We Own

Many IBM Planning Analytics clients inherited their environment or haven't reviewed entitlements in a long time.

In this session we'll review:

Current entitlements

Available functionality

License fit

Add-on and renewal considerations

SaaS opportunities

Training gaps

Practical next steps

Want to See the Latest
IBM Planning Analytics Functionality?

See the newest dashboards, forecasting, modeling, and AI-infused planning capabilities in action. A short demo is the fastest way to understand what’s possible.

Modern dashboards and visualizations

AI-infused planning and forecasting

Scenario modeling and what-if analysis

Improved user experience

Better collaboration across finance and operations

Move From On-Premise to SaaS With Confidence

Join hundreds of finance teams who have moved to IBM Planning Analytics on Cloud

Get dual entitlements - 1 year to migrate and test the SaaS version with confidence.

No infrastructure to manage

Always current - automatic updates

Get the latest technology & AI-infused planning

Minimal downtime - upgrade in hours, not days

Stronger security, reliability & performance

Lower total cost of ownership

SaaS options that scale with you: AWS, Azure and IBM for larger deployments

Planning analytics ON-PREM UPGRADE

Still On-Prem? You Can Modernize Without Moving to SaaS.

Not ready to migrate to SaaS but need to upgrade? No worries - Lodestar has your back. For over 20 years we've helped organizations upgrade complex on-premise Planning Analytics environments so finance can stay current, reduce IT bottlenecks and gain access to the latest AI-infused capabilities.

20+ years upgrading on-premise software

What's included in the Upgrade Bundle

Proven upgrade path

A structured approach to move you to current supported releases with minimal disruption.

Complex Environment Expertise

We've handled sophisticated models, integrations, security and business rules.

Less Dependence on IT

Keep your finance transformation moving without waiting on overstretched technical teams

End-User Training Included

We train your users on new functionality so you can maximize the value of your upgrade.

Stay current. Protect your investment. Empower finance with state-of-the-art planning tools.

- Lodestar Solutions -

The Most Focused IBM Planning Analytics Partner.

20+

20+

Years of Deep Focus

We've lived and breathed IBM Planning Analytics since July 2004

IBM

IBM

Planning Analytics

Helping shape the future of IBM Planning Analytics

IBM

IBM

Champions

Our team includes IBM Champions recognized as top technologists.

Direct

Direct

Access to IBM Product Management

We bring product insights and roadmap knowledge directly to you.

IBM PLANNING ANALYTICS RENEWALS

Don't Overpay Because Your IBM Licensing is Outdated.

Review your entitlements, licensing mix and renewal options before you sign.

We do more than process paperwork. Lodestar helps you understand what you own, uncover new functionality, evaluate your options and reduce unnecessary uplift.

Know exactly what you own

Confirm your licensing mix still fits

Reduce unnecessary uplift before renewal

Avoid paying more because you renewed on an outdated licensing model.

Meet with Paige or another Lodestar renewal specialist

Paige Gossett Headshot

Paige

Renewal Specialist

Have a renewal coming up? Paige is one of our renewal specialists can help you review your entitlements, options and quote before you renew.

What You Own

What You Need

What You Can Save

- beyond PLANNING ANALYTICS -

We Help You Turn Better Planning Into Better Execution.

Beyond the platform, we help executive teams drive alignment, improve adoption and communicate plans with confidence.

STRATEGIC ALIGNMENT

Have Strong Models, But Still Struggling With Execution?

The issue may not be the model, it may be alignment. Our strategic Alignment Accelerator helps align goals, drivers and decision across finance and the business.

Align goals and priorities

Connect drivers, decisions and accountability

Improve cross-functional execution

MODEL COMMUNICATION

A Great Model Only Creates Value When People Use It.

We help you present your models, kick off budget season with confidence, build excitement and create accountability for the numbers.

Budget season kickoff strategy

Model presentation coaching

Finance communication support

Stakeholder and executive alignment

Ready to get more from IBM Planning Analytics?

Let's make sure you're getting the full value from your investment – and set your team up for success.

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