Case Study: CloudSense achieves speed, transparency, and trust in workforce planning with Planful Workforce Planning

CloudSense Brings Speed, Transparency, and Trust to Workforce Planning

CloudSense, a provider of configure-price-quote (CPQ) software, faced slow, error-prone workforce planning because Finance relied on complex, siloed Excel spreadsheets. Manual data exports and cut‑and‑paste workflows made forecasts out-of-date, undermined credibility with managers, and left the team struggling to respond quickly to pandemic‑era churn, reorganizations, and increased executive requests.

To fix this, CloudSense implemented Planful Workforce Planning alongside an accounting system update, enabling multisource data integration, secure cloud collaboration, and easier reporting. The result: faster, on‑the‑fly what‑if modeling and regional forecasting, clearer P&L and cash‑flow impact analysis, more timely insights for executives, and renewed trust between Finance and the business.

CloudSense

Jane Watkins

VP Finance