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Thinking Outside the Box with Planful | Otter Products


We were one of those finance teams that only created forecasts every six months at best. But then we got rolling with Planful to go beyond those expectations. Now, we’re running monthly rolling forecasts using Planful for dynamic, structured, workforce, and other financial and business planning processes. Watch my session to learn how we finally moved out of Excel for planning, doubled our finance team’s efficiency and productivity, and drove widespread Planful adoption (>150 users!) across our organization.

About the speaker

Shane Thomas

Finance Transformation Manager Otter Products LLC

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