The Platform You Have Is Better Than The Platform You’re Using.
Plan Assist Methodology — Getting More From Pigment or Workday Adaptive Planning

A certified partner for both Pigment and Workday Adaptive Planning. We help finance teams unlock the platform they already have, so it works harder for the business they’ve become.

Book a call with our planning specialists

Sound Familiar?

There are usually three reasons the platform in place today isn’t delivering what it could.

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The platform has moved on. Your use of it hasn’t.

Pigment and Adaptive both release new features and capabilities regularly. When those aren’t actively evaluated and adopted, a gap opens between what the platform can do and what your team is doing with it. Over time, that gap gets big enough to matter.

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The business has changed. The build hasn’t kept up.

When your platform was originally implemented, the business had one shape, one set of objectives, one set of processes. Those things have moved on. If the platform’s design hasn’t, what was fit-for-purpose two years ago won’t be fit-for-purpose now.

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The people who built it have moved on.

The team members who knew how the model worked have left. Their replacements have inherited something they don’t fully understand and don’t quite trust. Confidence in the platform starts to erode. And once confidence erodes, so does use.

How We Help You Get More.

Every Phase X engagement is different, but every one is anchored in the same Success Framework™ we apply to any implementation. We start by understanding where the gaps are, then work with you to design an evolution that suits your business, your team, and the platform’s current capabilities.

The four dimensions we assess:

  • Strategic Alignment

    Is the platform still configured for the strategic questions your business is asking today, or the ones it was asking two years ago?

  • Technical Foundations

    Is the current build fit-for-purpose for where the business is now, or does it need reworking to support what you actually need?

  • User Experience

    Do end users trust and use the platform, or are they working around it with spreadsheets and side systems?

  • Ownership

    Does your team have the knowledge, confidence and continuity to own and evolve the platform for the long term?

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Book A Call With Our Planning Specialists.

Every Phase X engagement starts with a conversation. Tell us where you are, and where you’d like to be. We’ll show you what an evolution could look like.

Book a Call
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“I Can’t Believe It’s The Same Product.”

We’ve worked with businesses that arrived considering removing their Pigment or Adaptive platform altogether.

After a Plan Assist engagement, the feedback we hear most consistently is a version of the same sentence.

A Certified Partner.

Plan Assist is a certified implementation partner for both Pigment and Workday Adaptive Planning. Whichever platform you have, we have the certified expertise to work with it, and with the vendor, where that’s useful.
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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.

Meet the Team
Racetrack corner with light trails, representing navigation through potential EPM programme risks with an EPM Risk Blueprint assessment

Customers describe Plan Assist in three words:

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Experienced Communicative Technically strong

- Thomas Cresswell

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Diligent Personable Dynamic

- Gracie Hooper

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