CASE STUDIES

Proven EPM Case Studies for Enterprise Finance Leaders

See how finance teams modernized EPM, strengthened planning, and improved reporting performance.

Select an industry below to learn about common challenges and see how organizations like yours have benefited from our solutions.
OneStream
SJE company logo overlaid on a background of a manufacturing facility, representing 95% automated matching and audit readiness using OneStream.

SJE: 95% Automated Matching and Audit Readiness


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Manufacturing

OneStream
OTC Industrial Technologies logo featuring an orange arrow, depicting streamlined complex consolidation for the manufacturing industry using Board.

Streamlining Complex Consolidation at OTC Industrial Technologies


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Manufacturing

Board
Centerline logo with a blue stylized tower icon, symbolizing scaling for growth through private equity and OneStream.

Centerline Communications: Scaling for Growth with OneStream


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Private Equity

OneStream
Abstract purple and blue data graphic representing a strategic guide for migrating financial close processes from BlackLine to OneStream.

A Strategic Guide to OneStream Migration from BlackLine


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Financial Services

OneStream
Planful branding over a healthcare-themed background, representing the automation of medical device inventory for improved operational efficiency.

Healthcare Services: Automating Medical Device Inventory


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Healthcare Services

Planful
Planful logo with a life sciences background, symbolizing post-merger system consolidation and financial integration.

Post-Merger System Consolidation at Akebia and Keryx


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Life Sciences

Planful
Planful and Boomi logos over a high-tech manufacturing background, representing a modern cloud foundation for financial processes.

Winchester Interconnect: A Modern Cloud Foundation


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Manufacturing

Planful

Boomi
Planful branding over a professional financial services background, depicting modernized planning and budgeting processes.

Modernized Planning Processes for Thrivent Financial


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Financial Services

Planful
Surgical manufacturing graphic with the Planful logo, symbolizing simplified budgeting for life sciences organizations.

Budgeting Simplified for Surgical Product Manufacturing


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Life Sciences

Planful
Oracle, HFM, and Workday logos representing the relief of administrative burdens for private equity-backed organizations.

Kinetic Concepts: Relieving Administrative Burden


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Private Equity

Oracle

hfm

Workday
ICP company logo over a chemical manufacturing background, representing the management of rapid acquisition growth and consolidation using Planful.

Managing Rapid Acquisition Growth at ICP


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Manufacturing

Planful
IBP logo with a construction and insulation background, depicting the creation of

One Version of the Truth for Installed Building Products


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Manufacturing

Boomi

Planful
Image of medical students in a lab with the American Career College logo, representing financial process transformation and budgeting for healthcare education using Planful.

American Career College: Financial Process Transformation


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Healthcare Services

Planful
Abbott logo over a global logistics background, symbolizing global planning and reporting across 60 affiliates using the Planful platform.

Abbott Nutrition: Global Planning Across 60 Affiliates


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Consumer Products

Planful
A clean technical graphic for Thermal Management, depicting single-source financial consolidation and reporting for the manufacturing sector using Planful

Single Source Consolidation for Thermal Management


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Manufacturing

Planful
Imperial Dade logo with a distribution and logistics theme, representing scalable growth and modern reporting solutions through Planful.

Imperial Dade: Growth Through Modern Reporting


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Consumer Products

Planful
Compassus healthcare logo, symbolizing system health and rapid expansion support for hospice and home health services using Planful.

System Health and Rapid Expansion at Compassus


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Healthcare Services

Planful
Global map graphic with digital nodes, representing finance connectivity and multinational platform integration using Planful.

Global Finance Connectivity on a Multinational Platform


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Manufacturing

Planful
Industrial aluminum manufacturing background, depicting modern budgeting and operational forecasting using Planful.

Modern Budgeting for Aluminum Rolled Products


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Manufacturing

Planful
Financial data dashboard graphic representing project-based Capital Expenditure (CapEx) planning within Planful Dynamic Planning.

Project-Based CapEx Planning in Dynamic Planning


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Planful

Financial Services
A line chart showing upward financial trends, representing accurate cash flow forecasting through dynamic modeling in Planful.

Accurate Cash Flow Forecasts via Dynamic Modeling


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Financial Services

Planful
Consumer products retail background, depicting granular SKU-level revenue planning and accurate demand forecasting using Planful.

SKU-Level Revenue Detail for Accurate Planning


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Consumer Products

Planful
Professional office setting with the Wind River Holdings logo, representing reporting visibility and flexibility for private equity and holding companies using Planful.

Reporting Visibility and Flexibility at Wind River Holdings


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Private Equity

Planful

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Jennifer Buchanan
PARTNER, CFO Advisory Services