Case Study: Apollo Therapeutics achieves faster, scalable finance planning with Planful

Apollo Therapeutics Implements Planful in Under 2 Months To Scale Finance

Apollo Therapeutics, a fast-growing company with a lean finance team, needed a better way to manage budgeting, forecasting, and reporting as its portfolio and headcount expanded. Relying on Excel created too much manual effort and risk, especially for monthly forecasting and workforce planning, and the team needed a more scalable solution from Planful.

Planful was implemented in under two months and gave Apollo a single source of truth with automated refreshes, self-serve reporting, Power BI connectivity, Spotlight for Microsoft 365, and Workforce Planning. With Planful, Apollo cut monthly reporting from hours to minutes, moved from quarterly to monthly reforecasting without adding much headcount, enabled 20+ department heads and program leads to access forecasts, and supported a 12x increase in headcount with better visibility and more confident decision-making.

Apollo Therapeutics

Gary Collins

VP of Finance