About Our Team
Our Mission & Strategy
Our mission and strategy is to help customers from varying sizes and industries transform their business by moving away from legacy or traditional Excel-based solutions to a modern, intuitive, and easy to use platform from Adaptive Insights, the leading provider of planning, budgeting, forecasting, consolidations, reporting & analysis, and business intelligence software over the cloud (SAAS.) For issues with Account Reconciliations, we support your same issues with Blackline Systems, the well-established leader for cloud solutions.
We are a certified partner of Adaptive Insights and Blackline Systems and we are a passionate, dedicated, trustworthy team with a tenure in the Corporate Performance Industry (CPM.) We have expertise in the solutions and industry specifics. Thus, you can look to us for help in selecting the best solution, implementation Best Practices, or rely on us as the trusted advisor. Our goal is simple: make you successful and we become successful!
Partner, ConsultingDominic is a 20+ year veteran of the CPM Industry. He began his career as an Analyst at Oracle and gained experience from IBM, Hyperion, Infor, and Adaptive Insights. His whiteboarding design expertise is sought after in the Adaptive Insights world, something incredibly valuable for Best Practices.
Practice DirectorAdrianna oversees the consulting practice and helps with sales, implementations, and customer success. Before GoPlan, she held positions of increasing responsibility with Adaptive Insights from Support, Consulting, and Architecture & Design. Adrianna holds a degree in Finance from Seattle University.
Principal ArchitectWith over 10+ years of Adaptive Insights experience – and as one of the first two Professional Services employees at Adaptive Insights, nobody knows the intricacies of the application better than Christine. Her expertise on highly complex models is critical.
Director OperationsAna manages all daily operations for GoPlan. Ana began her career with Microsoft, where she managed Sales and Marketing for the Consumer End Unit. Ana graduated from the University of California at Berkeley with a Bachelors of Arts degree in Economics and a minor in Business.
Sr. Project ManagerFlorence is a Sr. Project Manager. Prior to joining GoPlan, Florence held positions of increasing responsibility in Finance at Amgen, Market Planning and Portfolio Planning at Genentech, and Decision Support Services at North American Medical Management. Florence holds a B.A. from UC Berkeley.
ConsultantChristine brings 8+ years of experience from Adaptive Insights as one of the original team members consulting team. Her finance and accounting background coupled with her various experience in numerous industries will help lead and manage client projects.
Technical ConsultantRoy leads GoPlan’s Integration Projects and began his extensive 20+ year career at Microsoft, managing highly technical, detailed projects. In addition to leading GoPlan’s integrations efforts, Roy excels at building customized API and Drivers for various ERP systems.
Consultant - AsiaVince focuses on the Asia territory and helps in both the sales and consulting capacities. Vince comes with deep experience in working with many different ERP systems and industries. His goal is to develop an emerging market in Asia.
Account Executive – AsiaMinh leads GoPlan’s Business Development efforts in Asia. The sales and strong relationships that Minh forges in Asia will increase GoPlan’s presence in foreign markets. Minh plays an important, long-term strategic role in helping clients in Asia adopt cloud-based technologies.
Bill is a 20+ year veteran of the Corporate Performance Industry and has experiences with various tools. His broad background in Architecting and developing budgeting & planning solutions for customers across many industries.
Bill resides in Philadelphia, PA.