Implementation Services

-- Advanced Planning

Leverage our practitioner experience and our expertise in financial technology to help you implement transforming applications for your business.

Implementation Service Areas

  • DESIGN - Experienced Solution Architects that work across platforms: Planful, FloQast, Trintech, Workiva and PowerBI
  • DATA SOURCING & INTEGRATION - Data mapping from source to FPM platforms; automation of data integrations using BOOMI
  • FPM BUILD & CONFIGURE - Resources are certified on all aspects of Planful: Consolidations, Planning, Reporting, Trintech, Workiva
  • LEARNING DEVELOPMENT - To define and help you navigate the process of onboarding your team to the new applications
  • PROJECT MANAGEMENT - to assist in the process of project oversight with weekly communication sessions

Why Your Partner Matters 

"One of the biggest things.. is the implementation partners that you have for it. That's probably the most important part. Not just from ongoing implementation, or just from getting all set up, but ongoing; anytime you want to continue down that path for it, you have the experts that know exactly what they did to be able to implement that - and we found wonderful partners in KeenVision."

- Jeremy Mann, Zappos

Partner Handshake
Pictured: Chris Howard, Mark Davidson, Grant Halloran

The KV Team

Wouldn’t it be nice to work shoulder-to-shoulder with an experienced team that knows both the technology and financial processes?  A team that speaks your financial language? 

KeenVision’s implementation team is led by experienced practitioners; CPA’s, Controllers, Financial Reporting Managers, and former FP&A Directors. 

With the experience of over 200+ Planful project implementations, we are proud to have earned Planful’s Solution Implementer of the Year award in 2021 and 2022.


"Keen Vision played a pivotal role in our decision to choose Planful as our solution, and we deeply appreciate having Keen as our partner throughout the Planful implementation process."

- David Borges, Omeros

"..the team was very personable and we loved working with a cohesive intra-organizational team as opposed to just outside consultants."

- Jonathan Gee, Clearlink

" couldn't have a better partner with Keen..I couldn't recommend them enough and we've appreciated everything the've done for us."

- Kevin Grant, aka Brands

Get in touch with us to see how we can help you with your Implementation. At KeenVision, we work shoulder-to-shoulder with you.

Get in Touch


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