PlanBase Testimonials

“Getting started on the PlanBase platform is simple. We just shared the list of the 200 new users within the strategic plan and the PlanBase team set up a series of training sessions to walk everyone through the basics. I’m one of the SuperUsers so I received additional training for Scorecard setup and user management but it’s all quite straightforward. I feel very confident knowing that all of my PlanBase users know how to conduct basic operations, the tasks required to perform their updates and build out their plans, and were able to pick it all up quite quickly. PlanBase imported all of our existing strategic plans and had them ready to go for the training sessions. It was really a seamless process.”

“We looked at a number of providers for planning and dashboard software and were pleased to select PlanBase. Finding the right system was important to our team so we focused more on features and security with price a secondary factor. After securing a budget for a software system we were happy to learn that PlanBase’s price was easy to understand and far less than the most expensive option, making the selection obvious. The support PlanBase provides, the peace of mind from our dedicated and secure instance that PlanBase maintains, and the consulting we have access to for learning industry best practices are excellent. We’ll likely be partners for many planning cycles.”