-- Advanced Planning

Are you getting the most out of Planful? We know you can do more.                                With our Assessment Services, our Senior Leaders will conduct an independent review of your application and systems to show you what's possible for your specific business.

What is an Assessment Process?

You are using a technology or group of technologies for closing the books, consolidating results, financial reporting or even financial planning?  But is it working as good as you want or desire it would?​​

Our Assessment services team is comprised of experienced leaders, who have knowledge and best practice experience gained from over 200+ client engagements on Planful.  They will review your application setup, workflow process, constraints and knowledge, and provide a detailed analysis and recommendation report.  Get more from your Planful application this year!

​​Our team advises on configuration, automation, simplification, and effective utilization of your Planful technology.  The end result – you can gain further efficiencies, optimization and adoption.

You can also explore the interconnected use of complementary technologies like WorkviaFloQastTrintech and PowerBI.​​

We know the Planful application really well... Our team also has first-hand experience running Accounting and Finance organizations and processes – we have been in your roles before. 


Benefits of Assessment Services

  • Independent review of your use of Planful and FPM technology
  • Roadmap to improved efficiency and functionality
  • Insights on ways to use leading FPM technologies
  • Ideas on how to incorporate industry best practices

Download our Assessment Services PDF

Client Testimonial:

"The Keen Vision team has been diligent at building a deep understanding of our processes and requirements in order to develop the best possible solution. They are thorough, very responsive to questions, and provide feedback and suggestions that have really helped us leverage the Planful platform more and increase our efficiency in the Finance team."

- Vice President of Finance, TreviPay

KeenVision Team opens new office in Peoria, AZ

Get in touch with us to see how you can benefit from our Assessment Services.               At KeenVision, we work shoulder-to-shoulder with you.

Get in Touch


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