Customers are the center of our long-term success. At GoPlan, our mission is to ensure that every customer experiences a complete and successful project implementation. Our highly-skilled and experienced team is unique in the marketplace.
As a part of our delivery, we focus on ensuring that clients have proper training, resulting in high User Adoption. We strongly encourage potential clients to reach out to our customers to hear their individual success stories.
Lastly, we make the implementation process fun and strive to build long-term relationships with our customers. Our philosophy is unique compared to alternative services partners. We gladly back our commitments in our contracts.
MANAGES REVENUE & COST COMPLEXITY
Planning and analysis across dimensions that matter including: grants, funds, employees, programs, projects and more
SUPPORTS REPORTING AND COMPLIANCE
Maintain compliance with external reporting requirements through easy drag and drop reporting across financial and operational detail
INTEGRATES WITH CURRENT AND FUTURE SYSTEMS
Integrates with common Higher Education systems like Banner, PeopleSoft, Jenzabar, and Workday
DRIVES EFFICIENCY AND COSTS
100% cloud delivery proven to be over 75% more cost-effective than traditional on-premise CPM systems
“UCSD Housing, Dining & Hospitality chose GoPlan to implement Adaptive Insights for our new reporting, budgeting and planning model which has helped dramatically improve visibility, transparency and accountability of all our financial operations. They helped us design, implement and launch the best budgeting system on the entire UCSD campus and were extremely responsive and collaborative in all phases of the project. I would highly recommend GoPlan as an implementation partner because of their team’s experience and technical savvy with Adaptive.”
Director of Finance, University of California San Diego Housing Dining & Hospitality
“As our implementation partner, GoPlan has supported SDSU in communicating our business needs to Adaptive Insights which has resulted in product developments that will benefit SDSU as well as other Adaptive users.”
Director, Budget & Finance, San Diego State University
“After comparing options, GoPlan stood out as the clear choice for implementing Adaptive Insights for Landesa. They were able to meet our tight six week time frame for developing a planning model for our annual budgeting process, and delivered an excellent solution that meets our needs very well. It has been a pleasure to work with Dominic, Adrianna, and the rest of the GoPlan team as we continue to implement our model.”
“Adaptive Insights has allowed us to increase engagement with budget owners and be able to analyze data more efficiently. All the variance analysis can be pulled and done systematically which allow us to manage our budget more precisely since we no longer have to manually transfer data and manipulate it in order to create reports.”
Sr. Manager Finance Planning and Analysis, NanoString Technologies, Inc
“Christine and Florence, the architect and project manager at GoPlan, provided outstanding support building DEA’s complex and sophisticated model. The expertise, guidance and training Christine and Florence delivered enabled us to power through the road blocks we encountered. Our model included staffing (direct labor, indirect labor, utilization rates, union employees, contract employees, commissions, and labor burden), capital expenditures, revenue and backlog, billed equipment, prepaid sheets, and allocations to say the least.”
Accounting Manager, David Evans and Associates, Inc.
“It was a pleasure working with the entire GoPlan team. They did a great job of building (and sometimes rebuilding) the model based on our specific requirements, and were even a fun group of people to work with. I highly recommend their services as you can count on them to get the job done timely and at a high quality. Thanks GoPlan!”
Controller, AJ Antunes
“GoPlan was able to efficiently assist US Synthetic in developing and implementing a sophisticated model in Adaptive Insights. Thanks to their help we have been able to effectively use our model to improve collaboration, disseminate information, and significantly cut time in producing many different forecast versions. Most importantly they listened to our needs and found a way to fit those needs into the system.”
Director of FP&A, US Synthetic
“GoPlan achieved what every other company said was impossible! The went live on Adaptive and presented a budget for a multi-company organization in less than two months. The implementation was smooth and seamless thanks to Pam Rohrer and Adrianna DeLorenzo. We’re beyond thrilled with the work that the entire team has done. Their support has truly been invaluable and we are looking forward to working with them on the next phases of our integration.”
Interim Controller, Tenura Holdings, LLC