Question 1

How long does FP&A software implementation take with Planful?

Accepted Answer

Planful customers go live in an average of 4 weeks. Your timeline depends on your scope, the number of data sources you connect, and which processes you bring into Planful first. SmartyPants Vitamins, for example, implemented Planful in 4 weeks. Professional services, solution architects, and a dedicated customer success manager work alongside your team throughout to help you reach value quickly.

Question 2

What are FP&A software implementation best practices?

Accepted Answer

Successful implementations share a few habits. Define the business outcomes and success metrics you want to measure before you start. Involve key stakeholders from Finance, Accounting, and IT early. Clean and map your source data before migration so your reports stay consistent. Roll out in phases, starting with your highest-value process. Then invest in training so your team adopts the new platform instead of reverting to spreadsheets. Planful solution architects share these best practices throughout your implementation.

Question 3

Who supports my team during implementation?

Accepted Answer

You work with Planful professional services to design a solution that meets your needs, solution architects who share best practices for your Planful environment, and a dedicated customer success manager who helps you build a value-focused plan to maximize ROI. Training instructors and Planful Academy courses prepare your users before and after go-live

Question 4

How does Planful help my team adopt the platform and move beyond Excel?

Accepted Answer

User adoption starts with training. Planful Academy offers on-demand and instructor-led courses, and your customer success manager helps keep adoption on track as you roll out new processes. In the product, Help with Planful AI works as an assistant that helps your users find answers and learn new skills as they work. You can also connect with peers in the Planful Engage community to see how other finance teams use Planful.

Question 5

What customer support is available after go-live?

Accepted Answer

Planful customers get 24/7 access to emergency support and can reach the support team by email at planfulsupport@planful.com, by phone, or through live chat. The OneTouch portal, available in your Planful application, connects you directly to the resources you need. Your customer success manager, Planful Academy, and the Planful Engage community continue to support your team as your organization grows.

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Implementation results from teams like yours

Now we can quickly pull numbers and find the insights we need to better prepare for board meetings."

- Cheryl Chow, Senior Finance Manager at SmartyPants Vitamins

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I can’t imagine trying to do this without Planful. I’d need to hire two more people, at least.”

- Shane Riddle, Financial Planning and Analysis at Planar

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FP&A software implementation FAQs

How long does FP&A software implementation take with Planful?

What are FP&A software implementation best practices?

Who supports my team during implementation?

How does Planful help my team adopt the platform and move beyond Excel?

What customer support is available after go-live?

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