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Scaling Planful: From Implementation to Enterprise-Wide Adoption at Specialized Dental Partners

 

Description

Specialized Dental Partners (SDP) jumped from Excel to a fully centralized, automated, and modern model of FP&A excellence while continuing to expand the value it gains from Planful. Join Bradley Jones, VP of Finance at SDP, as he shares his roadmap for rapid implementation that delivered high-precision forecasting within 1% of actuals, how the company streamlined reporting for 200+ locations, and tips for building a scalable FP&A framework. Bradley will also show how SDP uses Structured Reporting for financial visibility and its journey exploring Planful Spotlight to take automation even further.

About the speakers

Bradley Jones

Bradley Jones

VP of Finance at Specialized Dental Partners

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