Awards Program Honors Planful Partners for Excellence in Sales, Implementation Quality, and Delivering Exceptional Value to Mutual Customers
REDWOOD CITY, Calif., February 9, 2023 — Planful Inc., the pioneer of financial performance management cloud software, today announced the winners of its 2022 Partner Awards, honoring partners for excellence in sales, implementation quality, and delivering exceptional value to mutual customers. These recognitions come on the heels of Planful announcing record profitable growth in 2022, fueled by excellence in the company’s global partner ecosystem.
2022 Partner Awards Winners
Planful selects the winners of the Partner Awards program to recognize specific contributions made by its partners. The Strategic Partner of the Year award honors partners who have made a significant investment in creating an integrated solution that Planful and the partner can jointly bring to market. Partner of the Year winners excel in all facets of being a Planful partner, including outstanding performances across sales, implementation and customer success. Solution Implementer of the Year delivers exceptional implementation quality to Planful customers so that mutual end users can maximize their investment in Planful. Rising Star of the Year award winners are new partners who have made an outstanding contribution in their first year as a Planful partner.
“All of this year’s Partner award winners have made distinct contributions to the success of our mutual customers over the past year,” said Kimberly Simms, Chief Customer Officer at Planful. “We appreciate each partner’s energy and their efforts to help our customers find the financial performance management solution they need. We’re proud to recognize our partners for their excellence and congratulate each winner on this achievement.”
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.
OneStream provides an Intelligent Finance Platform for the modern enterprise that simplifies and aligns corporate performance management processes such as financial consolidation, reporting, planning and analytics. OneStream’s platform can easily be extended with over 50 financial close, planning and analysis, and productivity solutions.
“We are ecstatic to have reached OneStream Software’s highest partner level, Diamond status. The CFO Solutions team’s hard work is a testament to the outstanding results we reach for our clients. We are proud of our continued growth and commitment to excellence in working with OneStream to deliver creative and well-designed solutions that solve our customers’ unique business challenges.” -Shaun Zeldes, Partner, CFO Solutions
“We are thrilled to announce CFO Solutions LLC has achieved Diamond level partner status,” said Stephanie Cramp, senior vice president, global alliances of OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions LLC new partner status is a reflection that more companies are turning to OneStream’s unified solution to simplify their financial processes and increase operational insights.”
CFO Solutions is made up of over 80+ consultants across the United States and the United Kingdom. Their extensive knowledge covers Budgeting, Planning, Forecasting, Management Reporting, Implementation, Process Modeling, Software Evaluation, Financial Consolidation, Data Warehousing, Data Integration, and more. CFO Solutions works across numerous industries, including manufacturing, pharmaceuticals, finance services, biotechnology, retail, healthcare, public sector, insurance, aerospace, CPG, and hospitality.
CONTACT:
Elizabeth Schirk
484-901-9908
Elizabeth.schirk@cfosolutions.com
About OneStream Software
OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.
OneStream is an independent software company with over 1,000 customers, 200 implementation partners and 1,200 employees, our primary mission is to deliver 100% customer success. To learn more visit www.onestream.com.
About CFO Solutions
Founded in 2005, CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM), Corporate Performance Management (CPM), and Business Intelligence (BI) products and solutions. We help clients define processes, determine the right technology solution, create a solution roadmap, and implement the vision. Cfosolutions.com
Congratulations to two of the most recent CFO Solutions employees to become a OneStream Software Certified Professional (OCP) by passing OneStream’s Lead Architect exam.
Outstanding work to Lindsey Smith and Patrick Jackman on this impressive achievement!
CFO Solutions Announces Business Expansion into the UK to offer EPM and BI Financial Services
Amherst, MA, January, 2022 — CFO Solutions, a professional services firm specializing in Enterprise Performance Management and Business Intelligence products and solutions, announce expanding their organization internationally, into the United Kingdom.
CFO Solutions was founded in 2005 by former Big 4 Principals specializing in end to end deployment of finance technologies. Our focus and extensive experience in this space has fostered our ability to grow and expand our strategic partnerships with our trusted technology partners. Given the global scope of demand for services in this area, CFO Solutions has added a team of highly qualified employees to service the UK & Europe as a whole more effectively.
“We are very excited to enter this chapter of our organizational growth to more effectively serve our customers without any compromise of delivery or unnecessary delays due to time zones. Our continued focus in the UK / Europe will remain with our trusted EPM / BI / Close Management technology partners to further provide expert services to the office of finance & the CFO.”
About CFO Solutions
The CFO Solutions team has collectively amassed over 100 years of consulting experience for Fortune 1000 companies. With experience that covers a multitude of industries including Healthcare, Manufacturing, CPG, Insurance, Financial Services, Legal, Public Accounting, Technology Research, Hospitality, and Real Estate. Projects range from Staff augmentation & support to full development and implementation of an EPM software solution at multinational companies.
CFO Solutions is focused on improving our clients’ ability to collect, manage and report financial and operational information, with services that encompass the full cycle of any business intelligence, consolidation, close management, or budgeting and planning initiative. CFO Solutions helps clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision.
OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe
Amherst, Massachusetts, January 19, 2022 – Today, CFO Solutions, a trusted advisor in corporate performance management, is pleased to announce they have become a Platinum level OneStream implementation partner. As a Platinum partner, OneStream recognizes CFO Solutions commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.
OneStream provides an Intelligent Finance Platform for the modern enterprise that simplifies and aligns corporate performance management processes such as financial consolidation, reporting, planning and analytics. OneStream’s platform can easily be extended with over 50 financial close, planning and analysis, and productivity solutions.
“Our team is delighted to continue to work with OneStream and are extremely optimistic about the future as we expand our partnership. OneStream’s unified platform approach to CPM is a perfect match for our team’s approach to offer creative well-designed solutions that solve our customers’ unique complex business challenges.” – Sean Souza, Senior Partner of CFO Solutions
“We are thrilled to announce CFO Solutions has achieved Platinum level partner status,” said Stephanie Cramp, senior vice president, global alliances of OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions new partner status is a reflection that more companies are turning to OneStream’s unified solution to simplify their financial processes and increase operational insights.”
CONTACT: Elizabeth Schirk, elizabeth.schirk@cfosolutions.com, Marketing Coordinator
About OneStream Software
OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.
OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB.
With over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.
About CFO Solutions
Founded in 2005, CFO Solutions is a professional services firm specializing in Corporate Performance Management (CPM) and Business Intelligence (BI) products and solutions. We help clients define processes, determine the right technology solution, create a solution roadmap, and implement the vision.
Workiva Marketplace debuts with both Workiva-built and partner offerings that simplify complex reporting and compliance problems
AMES, Iowa–(BUSINESS WIRE)– Workiva Inc. (NYSE:WK), today launched The Workiva Marketplace, filled with more than 140 Workiva-built and partner templates, services and 60 no-code connectors that streamline existing processes and solve new business problems all within the Workiva cloud platform’s connected and secure ecosystem.
The Workiva Marketplace’s offerings include: process checklists, carefully organized and linked reports, style guides, perfectly formatted presentations, and more. Accounting, audit, financial planning & analysis, financial services, and legal teams can easily add templates or connectors directly into an existing Workiva workspace and optimize workflow with process automation, practical examples, and industry best practices.
Comments on the News :
“There is an enormous opportunity for organizations to scale their business operations efficiently and cost effectively by leveraging Workiva’s connected ecosystem,” said Julie Iskow, COO of Workiva. “The Workiva Marketplace allows users to find tools, templates, connectors and applications that make using our platform faster and easier. It also easily connects customers with our trusted, best-in-industry consulting and technology partners and can extend the value of our platform for our users.”
“For years, corporate accounting and financial reporting teams have operated separately due simply to the nature of data collection and reporting processes, and this can lead to a myriad of complications at the end of the reporting period,” said Mike Whitmire, CEO & Co-founder of FloQast. “Using FloQast’s direct API connector available in The Workiva Marketplace, accounting and finance teams automate and accelerate the financial close and disclosure process, bridging the gap between them, which adds value by providing greater visibility into the close and reconciliation process, and enabling a more accurate and efficient reporting process.”
“As a partner, Clearview Group is thrilled to join Workiva for the launch of the new Marketplace,” said Scott Freinberg, Director of Advisory Services at Clearview. “Clients and partners will now be able to more efficiently access industry-leading templates and tools to transform their processes and technology. Workiva consistently works to enhance their products and services for their customers, and we could not be more honored to partner with them on this initiative.”
“I am really impressed with the variety of templates and connectors available in the new Marketplace, especially with SOX, Internal Controls, and Management reporting,” said Trevor Harris, SOX Manager of NXP Semiconductors. “I like that the Marketplace is easy to navigate and that my team can easily incorporate these industry best practices immediately. The time savings alone from not having to start at square one is going to be priceless. This will really let me do more with my data inside the Workiva platform.”
Workiva Marketplace Innovators :
Partners are extending the use of the platform with mutual clients by creating new services and solutions on top of the Workiva platform that solve customers’ unique business challenges.
Argyle, BlackLine, Business Wire, CFO Solutions, Clearview Group, Column5 Consulting, Fastpath Solutions, F.H. Black & Company Inc., FloQast, Keyrus Consulting, OneCloud, Planalytix, PwC, Sentieo, and Trintech are among the Workiva partners that played a crucial role in the launch of the Marketplace by contributing meaningful templates, services and content that is readily available for customers to add to their workspaces and use.
Workiva has a strong partner ecosystem, with over 200 industry-leading business and technology advisory firms that are available to assist customers as they expand their use of the Workiva Platform.
ORS Medco distributes safety and security products, tools, body shop and repair products, welding supplies, paint, chemicals, and abrasives.
Read this case study to learn how we helped ORS Medco completed an on-time implementation of Infor d/EPM and have reduced the time to achieve financial consolidations by 67%.
Congratulations to CFO Solution’s Solution Architect, Cash Collins for being named as an inaugural member of the Planful Champions Club.
50 Planful customers, partners, and employees have been selected to join the esteemed Planful Champions Club to share their Planful experience with their network. The goal is to connect with colleagues and associates to further develop their Planful knowledge base and expertise.
“We are thrilled to recognize and welcome the inaugural class of Planful champions,” Grant Halloran, CEO from Planful said, “These professionals represent an initial group of the most ardent Planful enthusiasts and power users across our customers, partners, and employees. Congratulations to our Planful champions.”
Members of the Planful Champions Club receive a number of benefits, including advanced training, access to Planful networking + knowledge-sharing opportunities, and will also be invited to exclusive events.
OneStream partner achieves new status, continues to empower customers and provide deep domain expertise around the globe
Boston, Massachusetts, May 25 2021 – OneStream Software today announced CFO Solutions has become a Gold level implementation partner. As a Gold partner, OneStream recognizes CFO Solutions’ commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.
OneStream provides a unified platform that simplifies and aligns financial consolidation, planning, reporting, analytics and financial data quality. OneStream eliminates the risk and complexity of data integration, validation and reconciliation between multiple products, applications or modules, and makes non-integrated CPM suites are a thing of the past.
“Our team is delighted to continue to work with OneStream and are extremely optimistic about the future as we expand our partnership. OneStream’s platform approach to EPM is a perfect match for our team’s approach to offer creative well-designed solutions that solve our customers’ unique complex business challenges.” – Sean Souza, Senior Partner of CFO Solutions.
“We are thrilled to announce CFO Solutions has achieved Gold level partner status,” said Stephanie Cramp, Senior Vice President of Global Alliances at OneStream Software. “This status is awarded to partners who meet our high standards and continue to deliver exceptional solutions that drive value for our customers. CFO Solutions new partner status is a reflection that more companies are turning to OneStream’s Intelligent Finance solution to simplify their financial processes and increase operational insights.”
CONTACT: Elizabeth Schirk, elizabeth.schirk@cfosolutions.com, Marketing Coordinator
About OneStream Software
OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization.
OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB.
With over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.
About CFO Solutions
Founded in 2005, CFO Solutions is a professional services firm specializing in Enterprise Performance Management (EPM) and Business Intelligence (BI) products and solutions. With hundreds of EPM implementations across multiple industries, we offer a full suite of advisory and implementation services for Finance. We help clients define new processes, determine the right technology solution, create a solution roadmap, and implement the vision.
With over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.
With over 700 customers, 200 implementation partners and over 800 employees our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception.