List of PlanRight Customers
Wellington, 6011,
New Zealand
Since 2010, our global team of researchers has been studying PlanRight 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 PlanRight for Workforce Management 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 PlanRight for Workforce Management include: Safety Solutions New Zealand, a New Zealand based Professional Services organisation with 33 employees and revenues of $5.0 million, Marx Design New Zealand, a New Zealand based Professional Services organisation with 13 employees and revenues of $2.0 million, CATS Accountants Australia, a Australia based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using PlanRight, 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 PlanRight 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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CATS Accountants Australia | Professional Services | 10 | $1M | Australia | PlanRight | PlanRight | Workforce Management | 2021 | n/a |
In 2021, CATS Accountants Australia implemented PlanRight, deploying the PlanRight application in the Workforce Management category to support its finance and accounting operations. The firm adopted PlanRight as an add-on to XPM and WorkflowMax to augment job and staff planning workflows rather than as an independent timekeeping tool.
PlanRight was configured to centralize scheduling and visual job planning, with explicit use of live schedule updates during weekly job meetings. The implementation emphasized visual job boards and staff allocation capabilities typical of Workforce Management software, and the customer story references PlanRight syncing with XPM and WorkflowMax to align job records and resource assignments.
Operational scope centered on the finance and accounting function within the Australian firm, with rollout focused on weekly planning cadences and meeting-driven updates to schedules. CATS Accountants reported PlanRight was quicker and easier for scheduling and enabled live updates during job meetings, improving the immediacy of staff allocation and job visibility for small firm operations.
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Marx Design New Zealand | Professional Services | 13 | $2M | New Zealand | PlanRight | PlanRight | Workforce Management | 2019 | n/a |
In 2019, Marx Design New Zealand deployed PlanRight for Workforce Management to support project scheduling and staff capacity planning across its 13-person design team in New Zealand. The PlanRight implementation centralized visibility of daily priorities and aimed to reduce unplanned workload by surfacing capacity conflicts and aligning resource allocation with short term project timelines.
Configured capabilities emphasized project scheduling and staff capacity planning modules, together with workflow features that drive daily task prioritization and resource leveling. PlanRight commonly synchronizes with WorkflowMax and Xero Practice Manager, and Marx Design is likely using PlanRight as an add-on to those systems to align scheduling with time entry and billing workflows, although specific integrations were not confirmed. Operational scope focused on project delivery and resourcing functions within the New Zealand office, and governance shifted toward PlanRight-driven scheduling controls to guide day-to-day task assignment and capacity decisions.
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Safety Solutions New Zealand | Professional Services | 33 | $5M | New Zealand | PlanRight | PlanRight | Workforce Management | 2020 | n/a |
In 2020, Safety Solutions New Zealand deployed PlanRight for staff scheduling and forecasting at its Rotorua operations. PlanRight, a Workforce Management application, was implemented to centralize operational and HR scheduling for a 33 employee professional services firm.
The deployment focused on roster management, demand forecasting, and time reporting capabilities, leveraging PlanRight's scheduling engine and forecast modeling to align workforce allocations with projected site work. Configuration was proportionate to the company's size, with scheduling by role, shift templates, and tailored reporting views established for operations and HR users. The implementation emphasized operational scheduling workflows and forecast visibility rather than enterprise resource planning.
The customer implementation is assumed to integrate with WorkflowMax and Xero Practice Manager to synchronize project schedules and resource assignments, reflecting PlanRight's common integration patterns in professional services. Operational coverage remained regional, centered on Rotorua and New Zealand field operations, with adoption across operations and HR functions. Safety Solutions reported roughly one hour saved per week and an improved ability to forecast work further into the future.
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