108 Planful Testimonials

“Being able to change assumptions, without having to worry about the data integrity, is a lifesaver. It makes comparing scenarios, for example, much easier.”

"Planful is experiencing market growth due to delivering on product innovations and operational improvements, as it helps businesses modernize the back office of the CFO."

“Planful made it work. That’s indicative of the fact that Planful is actually a pretty easy system to implement. Now we’re using Planful Workforce Planning on a daily basis, enhancing our reporting, and doing regional services forecasting, which we weren't doing before. That is directly facilitated by Planful.”

“I was doing that in a massive Excel spreadsheet. It was all customized, and only I knew how it worked. I was the single point of failure.”

“As a utility, our focus is cash and our only customers are rate-payers. So, we must be very, very careful with how we plan and how detailed our budgets are because there is the potential for a lot of scrutiny. With me just coming on board and more detailed requests from above, it was a good time to optimize our financial processes, and Planful was a big part of that.”

“Planful is a Swiss army knife for finance; it’s the tool we’re always using. Being on a finance-owned solution is huge. We don’t have to rely on other people who might have other priorities that could cause delays in reporting. When it’s finance-owned, we can troubleshoot anything.”

“Our marketing expense management system looked like something from the 1990s. It was difficult to work with; it didn’t have automation, and we had to match expenses against categories manually.”

“What stood out about Planful was how flexible and customizable it was. We saw that other systems were pretty static and inflexible, and they forced you to stick to the reports they had. Planful was more user-friendly. ”

“We were just number crunching in a tool, so we didn’t have the time to get into conversations with our senior leadership. We had forecasting and monthly consolidation in spreadsheets and then manually loaded them into the system each month.”

“Another major advantage with Planful is that everyone involved in the planning process now can access the data they need. They know exactly where to find it, which wasn’t the case before. Since our organization constantly changes, Planful’s simple user and role management also makes it easy for us to adjust permissions and manage access.”

“My role was to get the company on Planful for consolidation, It was taking hours for the controllers to create their monthly financial reports. What made it rough was that each did it in a slightly different format and it was all in Excel. We had to bring some efficiency to the process and create a bit more clarity and traceability along the way.”

“Our marketing budgets for events and advertising were getting bigger and being split across different countries, and we’d try to update the spreadsheet as the invoices arrived, But, doing it manually, you’d miss one, we’d expand to another country, someone would input a vendor’s name differently, and then nothing would match. It just became so time-consuming to manage that spreadsheet.”