PlanSimpli Customer Success Stories
Real Results. Planning Success. Powered by PlanSimpli.
Industry: Property Management/SaaS
Solution: Workday Adaptive Planning
Use Case: FP&A
StarRez partnered with PlanSimpli to implement Workday Adaptive Planning, replacing manual spreadsheet-heavy finance processes with a scalable, integrated planning model that improved forecast accuracy, reporting speed, and scenario analysis.
Industry: Financial Services/SaaS
Solution: Workday Adaptive Planning
Use Case: FP&A
Range Finance partnered with PlanSimpli to implement Workday Adaptive Planning, replacing spreadsheet risk with a structured, scalable planning model that boosts forecast confidence and makes scenario analysis fast enough to keep up with leadership and investors.
Industry: SaaS
Solution: Workday Adaptive Planning
Use Case: FP&A
PlanSimpli helped CaptivateIQ replace a 5 year-old legacy model with Workday Adaptive Planning in two months, delivering a validated cash forecasting foundation that cut personnel modeling from 2+ hours to ~15 minutes, reduced forecast refresh from 2 days to about half a day, and made key reporting nearly instant.
Industry: Higher Education
Solution: Pigment
Use Case: FP&A
Pacific College of Health and Science modernized planning and board reporting with Pigment, replacing manual spreadsheet work with faster forecasting, driver-based insight, and high-impact scenario modeling, implemented with PlanSimpli to ensure adoption that sticks.
Industry: SaaS
Solution: Pigment
Use Case: SPM
Grafana Labs partnered with PlanSimpli to implement Pigment, replacing spreadsheet-based sales capacity planning with a scalable, single source of truth that accelerates scenario planning and strengthens headcount, quota, and leadership visibility.
Industry: Credit Union
Solution: Workday Adaptive Planning
Use Case: FP&A
Quorum Federal Credit Union partnered with PlanSimpli to overhaul an overbuilt Workday Adaptive Planning environment, replacing manual workarounds with a cleaner, standardized model built for rolling forecasts and scenario analysis.