The Challenge
Arc Boat’s finance team needed a Planful implementation that would reduce manual work while supporting detailed reporting and forecasting requirements. With evolving business needs and limited time to spend on system administration, the team required a clear roadmap, efficient configuration, and a partner who could deliver value quickly.
The Top Down CPM Approach
Top Down CPM assigned a dedicated Solution Architect to lead the engagement from start to finish. From the outset, he established a clear implementation timeline and prioritized Planful features that would generate immediate impact.
Top Down CPM configured automated reporting capabilities that transformed Arc Boat’s financial workflows. This included multiple views of financial statements, along with custom templates for forecasting, reporting, and journal entries—designed specifically around Arc Boat’s operational and financial structure.
Beyond go-live, Top Down CPM continued to provide hands-on, post-implementation support. As Arc Boat’s needs evolved, their Solution Architect remained a trusted resource, helping the team adapt workflows, refine reporting, and fully leverage Planful’s capabilities.
The Results
With automated reporting and customized templates in place, Arc Boat’s finance team now saves hours each month on recurring reporting tasks. More importantly, the team has confidence that Planful is configured to support both current operations and future growth—without unnecessary complexity or reliance on outside consultants.
The result is a partnership that delivers lasting value, enabling Arc Boat’s finance team to work more efficiently while enjoying a platform that truly supports their goals.
