Planful
79 Case Studies
A Planful Case Study
True Alliance Business Solutions, a Sydney-based retail services provider supporting 15 global brands across Australia and New Zealand, struggled to track marketing spend using spreadsheets and month-end manual reporting. Finance and Marketing lacked a single, transparent view of budgets, leading to overspending, underspending, and limited control over spend across its many brands. Planful for Marketing was introduced to help unify both teams around the same data.
With Planful, True Alliance integrated its ERP and centralized all 15 brands on one platform with secure, brand-specific views and daily access to spend data. The result was real-time visibility, automated forecasting, and a self-service model that eliminated manual reporting and freed Finance to focus on strategy. Planful also gave the company scalability, tighter controls, and a single trusted source of data for FP&A, reducing overspend risk and improving decision-making.
Noel David
Chief Operating Officer