Gaylord Miller

2 min read

Gaining Clarity with Planful’s Structured Planning Templates

Planning is the process of creating a comprehensive financial plan that outlines an organization’s financial goals and strategies packed with an action plan on how to achieve them. This includes analyzing current financial situations, identifying...

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2 min read

Client vs. Implementation Partner Perspective

From financial software client to consultant Having recently moved from being a client to being a consultant, there are a few things which look...

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