Planful is amazing!
May 20, 2024
Planful is amazing!
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Reporting
Overall Satisfaction with Planful
We use Planful for workforce planning, reporting, budgeting and forecasting. The biggest challenge we had when we started using Planful was the ability to do our workforce planning because we lacked the ability to limit access based on our cost center structure. Planful gives us the ability to use real numbers (not blended rates) because of the structured access permissions.
- Customer Service
- Dynamic Reporting
- Workforce Planning
- Help menu/resources
- The ability to create a dashboard for all to see top level financial results but no ability to drill through
- We do not calculate ROIs for tools like this, however it has enabled us to meet our budget every year due to visibility of financials for all of our money managers
We are an over head department and simply use Planful for operational expenses and workforce planning. The impact on our ability to collaborate financials across the department has been tremendous! We have the ability to simply export our forecast report and send to Home Office when requested, making my job much easier. Also putting the data at the fingertips of 20+ money managers is very valuable.
We have benefitted greatly from having the ability to take care of all of our finance needs in Planful. It is very valuable to have the ability to see workforce templates and opex templates with ease for our money managers. It would be even more beneficial if all of our overhead departments used the tool, as that would ease a LOT of work done by home office accounting.
I was not involved in the selection process, but have owned Planful as a FP&A tool since its infancy.
Do you think Planful delivers good value for the price?
Yes
Are you happy with Planful's feature set?
Yes
Did Planful live up to sales and marketing promises?
Yes
Did implementation of Planful go as expected?
Yes
Would you buy Planful again?
Yes