Trusted by Finance Leaders
Across North America

"Partnering with TopDown CPM for our Planful implementation was a truly positive experience. From the start, their team took the time to understand our goals and worked closely with us to tailor the solution to our specific needs. What stood out most wastheir responsiveness and collaborative spirit. Whether navigating complex decisions or addressing unexpected challenges, they consistently delivered solutions that fit seamlessly with our existing workflows. Thanks to their expertise, we are now able to streamline budgeting, planning, and reporting,all within a centralized hub that keeps our entire team aligned. Special thanks to our Solution Architect, whose steady guidance, patience, and knack for simplifying the complex made a real difference for our team. His thoughtful approach and thorough knowledge of the Planful platform ensured we always felt supported and in capable hands, with efficient use of our limited time. We're deeply grateful for the partnership and the care Top Down CPM brought to everystep of the process."

"Our Solution Architect demonstrates a deep understanding of Planful's report writer without ever forcing us into a canned approach. He consistently finds the best way to build reports to our standards while making sure they're scalable for use in other areas. He takes the time to thoroughly understand our business requirements but also teaches us the process so we can apply that knowledge ourselves moving forward. When reporting challenges come up that we can't resolve, he is quick to identify and fix them. Everyone at Top Down is extremely responsive, and whenever an issue has been within their control, it's always been resolved quickly. Shanna has also been outstanding—her ability to manipulate our ERP data into a usable format has been unmatched. Our ERP system is notoriously difficult to work with, especially for non-Infor approved vendors,yet she was able to connect, set up, and validate the data on time. She's the first consultant we've ever had to accomplish that, and she did it better thanInfor-certified consultants we've worked with in the past.

"Having our Solution Architect help us build our Planful structure was huge. We would not have been able to do it on our own. And then to have him continue to help us through this second year made a big difference. Part of our struggle was figuring out what we wanted from the beginning. I was new to Valley and didn't understand all the back history, so we had to do a lot of talking through stuff. We went down a few rabbit holes that we didn't need to so that was on us. I really liked how he would figure something out for us, whether he'd done it before or not. And he was very responsive when we reached out with questions, so that was great. I don't know if implementing Planful saved us anything, but it certainly made our lives easier. I'm a little bummed we won't be using it once we're on Dartmouth's ERP system but I'm glad we had done it."

"Our Solution Architect was fantastic. Having someone who understands the business side of things, how financial operations work and are structured, but also knows Planful like the back of their hand, this was so valuable for us. To try to do an implementation without the help of Top Down would have been a nightmare, and you all made it a breeze. He asked great questions along the way to help tease out not just how we structure things, but why, and that led us to take a step back and think about how we should be doing things as we grow and scale. To do this ourselves would have taken a much more significant time investment and learning curve. It was also super helpful to have someone to hold us to a schedule, had it not been for working with the Top Down team, we could have let things linger and still be suffering through trying to implement this ourselves."

"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."

"We just wrapped up our first annual budget in Planful, and while the setup was a heavy lift, Top Down was an excellent partner every step of the way. We met our deadline, and the budgeting functionality has already proven to be a huge asset—we expect the next cycle tobe even more efficient. Our Solution Architect was fantastic to work with—heprovided thorough training and creative solutions for some very complex,agency-specific challenges. Despite the complexity, we had nearly everythingbuilt out in just four months."