Planful

With a bit of planning, your Planful implementation will hit any and every success metric. Join our Planful team of experts to hear their top tips on change management, user adoption, and ecosystem buy-in. You’ll also learn proven strategies for seamlessly transitioning to Planful, rollout triumphs we’ve helped achieve, and invaluable techniques we use to drive organizational success!

Joe Ursitti

Sr. Director of Delivery Services, Planful

Margaret Powell

Sr. Solution Architect, Planful 

Watch the Planful team of experts share their top tips on change management, user adoption, and ecosystem buy-in at Perform24. 

Revealing the Keys to Planful Project Success | Joe Ursitti, Margaret Powell

Keys to Planful Project Success | Planful 

Planful Perform24 | Planful

Perform24 is the leading industry user conference for insights to drive peak financial performance.&nbsp;This year, we’re going beyond expectations to prove that financial excellence isn’t just on the shoulders of FP&amp;A. Every function — from Marketing to HR — has a crucial role to play.&nbsp;Explore 40+ hours of groundbreaking thought leadership, industry insights, and deep dives into the Planful platform. Plus, hear from Planful customers at organizations like Chosen Foods, Insigneo, OtterBox, and more to learn how they’ve optimized FP&amp;A processes with Planful.&nbsp;&nbsp;&nbsp;

Planful Perform24

This section highlights the importance of executive involvement and communication in project success, offering practical advice and examples.

Executive Involvement to Ensure Project Success

This excerpt encapsulates the essence of embracing change, the power of rethinking, and the importance of curiosity and humility in problem-solving.

Rethinking your Problem Solving for an Effective Project

This section offers a comprehensive overview of innovative training methods, emphasizing engagement and feedback, making it a great clip.

Innovative Training Methods Improve User Engagement

This section effectively encapsulates the theme of gradual progression and adaptation, using relatable analogies to illustrate the concept, making it engaging and understandable.

Leveraging the Crawl, Walk, Run Approach to Achieve Implementation Success

This excerpt highlights the importance of time management and preparation for meetings, offering practical advice for efficiency.

Revealing the Keys to Planful Project Success | Joe Ursitti, Margaret Powell

Today's Guest

Joe Ursitti

Margaret Powell