Planful
79 Case Studies
A Planful Case Study
Sycuan Casino Resort, a growing hospitality and entertainment destination near San Diego, was struggling to keep up with expanding finance demands across 80+ departments. Its small Finance and Accounting teams were managing thousands of GLs with green-screen terminals, manual reporting, and Excel-based processes, leaving little time for analysis or strategic support. They needed a finance-owned, scalable solution with strong planning and reconciliation capabilities.
Planful, along with Adra by Trintech, was implemented to streamline planning, reporting, workforce planning, and month-end close. With Planful’s Excel-friendly platform, Spotlight for Microsoft 365, and built-in workforce planning, Sycuan improved collaboration and visibility across the business, while Adra standardized reconciliations and task management. The result was a reduction of up to one full day in the monthly close, better variance analysis and commentary, and less stress for the team as they shifted from manual work to more strategic decision-making.
Allana Hill
FP&A Manager