SERVICES & PRODUCTS
2016
Delivering EPM solutions since
120+
Successful EPM deployments worldwide
100+
EPM clients across six industries
30%
Of clients rank Top 10 in their industry, globally
01
Capital Investment Planning
Invest confidently: track and analyze your Corporate Business Case & Investment Performance in real time with our purpose-built app.
Capital targets & allocation
NPV, IRR, payback
Investment ranking & approval
Actual vs. plan variance
Read more on Capital Investment Planning
02
Financial Planning, Legal & Management Consolidation, Reporting
Unify corporate and business-unit finance teams on one no-code platform — aligning strategic, financial, and operational goals, and transforming regulatory reporting.
Budgeting & forecasting
Currency translation & IC elimination
IFRS/GAAP reporting
Scenario planning
Read more on Financial Planning, Legal & Management Consolidation, Reporting
03
Supply Chain & Commercial Planning
Integrated S&OP linking demand sensing, production, inventory and supply and logistics with sales forecasting, territory management, and trade promotion & spend analysis.
SENSE
PLAN
ALIGN
EXECUTE
Read more on S&OP
04
Workforce Planning & Optimization
Collaborate on headcount, compensation, ESOP, transfers, promotions, and onboarding/offboarding — all in one dedicated app.
Headcount & compensation
Attrition prediction
Workforce cost analysis
Scenario modeling
Read more on Workforce Planning & Optimization
05
Mergers & Acquisitions
Lead strategy, map targets, source deals, run valuations and financial due diligence — including capital allocations — with our M&A planning app.
Target mapping
Valuation & due diligence
Capital allocation
Three packages, one accountable team — from first diagnostic to day-two support.
The focus areas are what we plan. These three engagement types cover how you work with us — as much or as little as you need, in whatever order fits your timeline.
01
EPM Use Case Advisory Services
Before you commit to a platform or a build, we help you get the use case, the process, and the business case right, so the decision holds up when the CFO asks about it.
Discovery & Assessment
New use case diagnostic, scoping the problem, the stakeholders, and the fit before anything is designed.
2–3 WEEKS PER USE CASE
SOP Design & Documentation
Process documentation and current-state SOP design, mapped to platform fit — a CFO-defensible deliverable, not a slide deck.
6–8 WEEKS PER USE CASE
RFP Preparation & Vendor Evaluation
Platform selection evaluation, benchmarked solution fitment analysis.
4–6 WEEKS
02
EPM Use Case Solution Implementation Services
Once the use case and platform are set, we build it, test it, and get your team using it — with accelerators that shorten time to value on defined use cases.
Solution Implementation & Deployment
Functional user stories, technical architecture design, sprint-based implementation, go-live, and post-go-live support on deployed solution.
Deployment Accelerators
Planafin’s Business use case apps, change management assets, and project management tooling — built once, reused across deployments.
Change Management & Training Enablement
Platform Launchpad onboarding, specialized training, and best-practice quality assurance so adoption doesn’t stall after go-live.
Planafin’s Project Deployment App
Every implementation tracked in one place.
Project planning, requirements, sprint tracking, testing, and deployment — plus reporting — run through a single digitized project management app, so status is never a guessing game.
Project Planning
User Stories & Requirements
Sprint Build & Tracking
Testing & Defect Logging
Deployment
Project Reporting
03
EPM Managed Services
Go-live isn’t the finish line. This is how the solution stays healthy, adopted, and supported long after our implementation team steps back.
Global Support & Managed Services
Ongoing solution support, health check-ups, model performance optimization, and user utilization/adoption improvement programs.
Client Internal Center of Excellence Setup
Solution support COE framework established, including SLA definitions, so your own team can increasingly self-serve.
Staff Augmentation
Planafin resources act as your employees until you’re ready to hire the right talent in-house.
SO, TO START
Thirty minutes, video call, no deck. By the end you’ll know whether we’re the right fit — and if we’re not, we’ll say so.
GLOBAL OFFICES
USA
Planafin North America LLC
4010 Moorpark Ave, Suite 115, San Jose, CA 95117
+1 (307) 381-0718
India
Planafin Technologies
A4, Brindavan Sapthagiri, Bellandur, Bengaluru 560103
+91 98867 59625
UAE
Planafin FZE
#G-035, Techno Hub, Dubai Silicon Oasis, Dubai
+971 50 321 0586