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.”

“The PlanBase platform was 90% of what we needed to run our monthly reviews for our set of manufacturing sites. Our management is very particular about the kinds of reports we use to communicate performance so we needed something very specific to migrate to PlanBase. We were able to work with the PlanBase team to share our reports and our process which they replicated exactly as a custom feature. Very accommodating to our requests, PlanBase has really helped to streamline our internal processes. I’ve been able to free up a full FTE who used to be the “data guy” making slides and gathering numbers who is now focused on process improvement projects. I look good, my team looks good, and PlanBase really made it easy for us to shine.”