2023 Practice Guide: Selecting Budget and Planning Tools

Client-Only Research

Why Read This Research

Higher education institutions facing challenging financial landscapes are reexamining budget and planning processes with significantly more focus than before the pandemic. In particular, the need to tie the two areas together has become considerably more relevant. Many institutions have accelerated the process of implementing modern budget and financial planning tools, but fully using these tools requires significant institutional commitment. Read this research to learn more about the conditions in the market, the solutions available, and recommendations and best practices for implementation and use.

Key Questions Answered

  • Which market factors are driving institutions to accelerate the implementation of new solutions?
  • What key differentiators should institutions consider when selecting modern budget and planning tools?
  • What are the best practice recommendations for getting the most out of the budget and planning solutions you choose?


  • Software Category in Focus: Budget and Planning
  • Authors: Paul O’Brien, Senior Analyst, Tambellini Group, and Dave Kieffer, Principal Analyst, Tambellini Group
  • Research Availability: February 2023

Table of Contents

  1. Executive Summary
  2. Practice Landscape
  3. Practice Trends
  4. Practice Recommendations
  5. Conclusion & Methodology

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