List of Planful Workforce Planning Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Planful Workforce Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Planful Workforce Planning for Workforce Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Planful Workforce Planning for Workforce Planning include: ProMach, a United States based Manufacturing organisation with 3087 employees and revenues of $827.0 million, Kimball Midwest, a United States based Distribution organisation with 1360 employees and revenues of $240.0 million, Imagen Dental Partners, a United States based Healthcare organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Planful Workforce Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Planful Workforce Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Imagen Dental Partners | Healthcare | 200 | $30M | United States | Planful | Planful Workforce Planning | Workforce Planning | 2022 | n/a |
In 2022, Imagen Dental Partners implemented Planful Workforce Planning to standardize financial reporting and scale FP&A across its expanding network of dental practices. The deployment focused on delivering fast, repeatable consolidated financials to executives and practice owners, addressing the finance team’s reliance on complex Excel models and fragmented reporting.
Imagen began with financial reporting, delivering comprehensive P&Ls and balance sheets for each business unit within three months, then expanded configuration into planning, budgeting, and forecasting. The implementation leverages Planful Workforce Planning templates that were adapted to reflect practice-level metrics such as production instead of revenue, substitution variables to propagate changes across periods, built-in consolidations and eliminations, headcount modeling, and audit trails used to support audits and serve as a system of record for financial controls.
Operational integration relied on one-time historical data loads from each acquired practice and ongoing pulls of operational data to maintain a common financial baseline, enabling month one P&Ls for newly onboarded partners. The operational scope includes Finance and Accounting, FP&A, the C-suite, and individual dental practice leaders, supporting onboarding workflows for dozens of new partners and centralized reporting for executive and board reporting.
Governance and rollout emphasized security, access controls, and transparent audit trails to satisfy external auditors and internal compliance needs, while FP&A redesigned reporting workflows to move from manual report updates to automated collections and report generation. Explicit results reported by Imagen include a 100% increase in analyst capacity, running financial statements in roughly 10 minutes after close, and supporting rapid partner growth including 2X year-over-year new dental partner expansion, and the organization is planning to extend usage with Planful Predict for anomaly detection and predictive insights.
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Kimball Midwest | Distribution | 1360 | $240M | United States | Planful | Planful Workforce Planning | Workforce Planning | 2025 | n/a |
In 2025, Kimball Midwest implemented Planful Workforce Planning to centralize headcount and compensation modeling for finance and FP&A functions. Kimball Midwest deployed Planful Workforce Planning to connect workforce scenarios with financial forecasts and to provide a shared planning environment across finance and HR stakeholders.
The implementation leveraged Workforce Pro capabilities within Planful, including granular cost transparency, custom compensation logic to handle bonuses and commissions, live headcount tracking, real-time forecasting, scenario modeling, and automation to reduce manual reconciliation. Planful AI persona-based assistants were applied to augment analyst and planner workflows, reducing repetitive tasks and enabling faster generation of variance insights and narrative reports.
Platform integrations announced alongside the release are reflected in the implementation posture, with support for Snowflake and a native Tableau connector to bring operational and analytical data into Planful. The solution was configured to provide automated, real-time access to finance and HR data, creating a higher cadence of actionable workforce insights and linking labor planning to financial plans.
Governance and rollout focused on cross-functional collaboration between FP&A and HR, with process automation and scenario orchestration used to streamline approval and planning cycles. Kimball Midwest reported that Planful Workforce Planning and the AI capabilities significantly reduced time spent on non-value add tasks, allowing the finance team to provide more strategic support across the business.
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ProMach | Manufacturing | 3087 | $827M | United States | Planful | Planful Workforce Planning | Workforce Planning | 2022 | n/a |
In 2022, ProMach implemented Planful Workforce Planning to modernize finance and accounting processes and move away from spreadsheet-driven consolidations. Planful Workforce Planning serves as ProMach's Workforce Planning platform to centralize consolidated financial planning, employee-level headcount and cost planning, and to standardize budgeting across a family of packaging and processing solution businesses.
The implementation leveraged core Planful capabilities including consolidated financial reporting, Structured Planning for repeatable budget cycles, Workforce Planning with more than 2,000 employees loaded at the employee level, Dynamic Planning and Planful Spotlight for management and executive reporting, and extensions with Planful Predict to analyze forecast accuracy and flag variances between actuals and historicals. ProMach also used Planful to streamline monthly sales eliminations and to support audit and GAAP related reporting requirements.
Architecturally the deployment centralized disparate financial inputs into a finance owned platform, ingesting data from multiple ERP and HR systems and mapping into a unified chart of accounts for consolidated P&L rollups. The configuration emphasized connected planning and collaborative workflows, enabling dozens of independent P&Ls to feed a single source of truth for consolidated reporting and for rapid onboarding of acquired entities.
Governance and operational rollout were finance led, with a compressed timeline that reached full deployment in three months and more than 60 users active within one month. The Planful environment is used for annual budgeting and acquisition integration workflows, with stated operational targets of delivering reporting within 30 days and a budget within 60 days for new acquisitions, and with explicit goals around accuracy, reliability, and time savings for the Office of the CFO.
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Buyer Intent: Companies Evaluating Planful Workforce Planning
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Discover Software Buyers actively Evaluating Enterprise Applications
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