Planful
71 Case Studies
A Planful Case Study
Emission Monitoring Service Inc. (EMSI) is a Houston-based consulting firm that inspects refineries and regulated facilities for fugitive emissions. In 2015 EMSI experienced widespread scope creep: projects ran far over estimated hours and budget, threatening significant revenue write-offs and cash shortfalls. Existing Excel-based processes gave finance no reliable way to forecast or consolidate project estimates, and managers needed a collaborative planning tool to regain control.
EMSI implemented Planful to create an integrated planning workflow that ties project estimates to purchase orders and the firm’s cloud ERP, automatically flagging mismatches and creating aligned tasks for consultants. Since adopting Planful in 2016, EMSI quickly identifies scope creep, has eliminated large write-offs, and uses driver-based budgets to keep resources and revenue forecasts in sync — improving monitoring, accountability, and profitability.
Israel Askew
Chief Financial Officer