"Working with Top Down has been a great experience, and a big part of that is thanks to our Solution Architect. He made our implementation a breeze. He quickly understood the nuances of our business and what we were trying to accomplish and was always willing to roll up his sleeves when we were in a bind. Because of the support we got from Top Down, we were able to complete the entire implementation with just one dedicated FTE on our side. That saved us a ton of time and effort—and we even wrapped up ahead of schedule and under budget. Really appreciate the partnership!"
Having a dedicated point person for both high-level guidance and deep-dive Planful questions meant we could configure Planful to address our specific business structure. Top Down CPM built out all the initial infrastructure within Planful using best practices tailored to our specific business structure. This helped us spend less time on getting Planful up and running and more time on using the finished product for reporting and forecasting. They did an excellent job guiding us through important features, empowering our small finance department to become self-sufficient, and reducing our future reliance on outside consultants. Even as a seasoned Planful user, they helped me discover new, more efficient ways to build out our monthly reporting and planning workflows.
"Working with the Top Down team has been a great partnership! Our dedicated Solution Architect made this implementation a seamless experience. He provided a clear timeline and focused on the Planful features that would deliver immediate value to our team. The automated reporting capabilities he helped us implement, including multiple views of our financial statements and custom templates for forecasting, reporting, and journal entries, have saved us hours each month. Our Solution Architect’s ongoing post-implementation support continues to be invaluable as our needs evolve, and his expertise has made working with the platform both effective and enjoyable."
Kassey Santos
Plant Controller
Built for Lasting FP&A Value.
Top Down CPM brings specialized Planful knowledge, finance-first thinking, and a proven methodology to every engagement—delivering value from day one through ongoing optimization.