How You Implement Matters As Much As What You Implement.
Whether that implementation reaches its potential depends on:
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Requirements Prioritisation
Requirements must be properly captured and prioritised before configuration begins.
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Process Design
Business processes should be designed intentionally rather than shaped incidentally around the platform.
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User Engagement
End users need to be engaged from day one, not chased after go-live.
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Team Ownership
Internal team ownership must be built throughout the programme instead of defaulting to the delivery partner afterwards.
A Methodology Built Around Long-Term Success.
Our implementation methodology is anchored in the Success Framework™, applied at every stage of the programme from discovery through to long-term ownership. Four dimensions. One integrated approach.
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Strategic Alignment
The tool is configured for the strategic questions your business actually needs to answer, not built to a feature list. Alignment isn’t a given, it has to be worked for.
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Technical Foundations
Fit-for-purpose, not absolute. Built to accommodate the change and complexity you’ll actually face, not built so rigidly that it can’t evolve, or so intricately that nobody understands how the numbers come out.
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User Experience
Designed around the people who actually have to use it every day. A platform that isn’t designed for its users doesn’t get used. It gets replaced by spreadsheets.
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Ownership
Built into the programme deliberately, so your team owns and can evolve the platform after go-live. Not stays dependent on a delivery partner.
Start With A Free Assessment.
Before you commit to a partner or a plan, take the EPM Risk Blueprint™. A quick self-assessment across the four dimensions of our Success Framework™ that shows you where the risks in your upcoming implementation sit, and how to think about them.
A Certified Partner.
How A Plan Assist Implementation Looks.
Every implementation is different. But every one follows the same underlying methodology, structured to give your platform the best possible chance of long-term success.
// 01 Assess — EPM Risk Blueprint™
A quick self-assessment across the four dimensions of the Success Framework™. Shows you where the risks in your programme sit before you commit to a plan.
// 02 Define — EPM Success Blueprint™
A structured four-week engagement that defines what success looks like for your business. Requirements. Architecture. A working proof of concept. All before configuration begins.
// 03 Deliver — Configuration, testing and adoption
Whether we deliver the platform ourselves or run alongside another implementation partner, our Success Framework™ is applied at every stage. From requirements to go-live.
// 04 Own — Long-term handover and continuity
Your team owns and evolves the platform. That’s built into the programme from day one. Training, documentation and continuity planning are workstreams, not afterthoughts.
Finance People, Not Just Systems.
Plan Assist brings accounting experience, FP&A experience, customer-side EPM experience and years of hands-on delivery.
That experience is applied through our Success Framework™, built around long-term success, not just go-live.
A planning solution your team can trust, but most importantly, use and own.
Customers describe Plan Assist in three words:
Curious About The Platforms?
If you want to learn more about Pigment or Workday Adaptive Planning specifically, our product pages cover what each does and where it fits.