About Clear Plan

Clear Plan is Workday Adaptive Planning's most experienced partner in the UK

Clear Plan offers Workday Adaptive Planning implementation services to help CFOs and finance professionals deliver powerful reporting insights. With Workday Adaptive Planning you can cut your budgeting time in half, make your forecasting more accurate, increase profitability and manage expenses as well as improve workforce efficiency.

As a leading Workday Adaptive Planning Partner in the UK, Clear Plan has successfully implemented cloud-based solutions in many sectors including legal, professional services, not-for-profit, media and advertising, software and technology and financial services.

Our customers range from small privately-owned organisations to large non-profits and FTSE listed organisations. This diverse exposure has given us an unparalleled opportunity to learn how to rapidly grasp the key requirements of a forecasting and planning process – and implement it quickly and cost effectively.

Why Clear Plan?

Real-world product experience
Best practice knowledge
First-class service

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The UK’s ONLY Dedicated Workday Adaptive Planning Partner
jaff and brian in conversation
people sat in a meeting round an oval table

Clear Plan UK Workday Partner

Success stories

We pride ourselves on delivering bespoke reporting, budgeting, forecasting and modelling solutions with 100% customer satisfaction.

Pinsent Masons

“By working with Adaptive Insights’ UK partner, Clear Plan, and seeing how Adaptive Planning could perform for our law firm, we were completely confident that the software would work for us - and it did!”

Andrew Brett
Financial Accounting Manager
Regents University London

“Clear Plan built a budgeting model that reflected the needs of the university’s multi-disciplinary campus community. Integrating existing account structures and providing briefing sessions helped speed up implementation.”

Carl Teigh
Finance Director
Alternative Futures Group

“Working with Clear Plan was a good choice for our organisation. They got us exactly what we needed within our required time frame helping us manage services for approximately 900 service users.”

David Smith
Head of Financial, Management and Performance
Berkhamsted Schools Group

“With Clear Plan’s support every step of the way, the new system was implemented over the six-week summer break, meaning we could start the new term in September afresh.”

Peter Nicholls
VP Of Business Operations

Clear Plan UK Workday Partner

Customer focused
planning solutions

At Clear Plan, we put our customers first. We understand that budgeting, planning and forecasting can be time-consuming and difficult to manage.

We help you transition from complex spreadsheet-based planning, to cloud-based Workday Adaptive Planning that helps save time and maximise accuracy.

Goal orientated

Our goal is to streamline your planning and forecasting process so that it no longer is a drain on resources. We will help you save time and improve accuracy in your budgeting, planning and forecasting.

We’ll work with you and your team to quickly understand your existing forecasting and planning process and all the challenges that this creates.

As experienced UK Workday Adaptive Planning Partners, we can demonstrate how the software can overcome your challenges.

Expertise & experience

We've been implementing planning solutuons since 2008, so we understand the challenges businesses face when it comes to budgeting, planning and forecasting.

We draw on this experience when working with new clients – we’ve often come across their challenges before within our existing customers’ and this helps us recommend a solution very quickly.

Personal & dedicated service

At Clear Plan, we offer a personal and dedicated service to all our customers.

You’ll always be working with the same team, from initial product demonstration to deployment and beyond. We’ll work at a pace that suits you, and we’ll strive to provide the best customer experience possible.

Thoughtful & objective

We take an objective and thoughtful approach to every customer’s needs.

We’ll work with you to understand your requirements, so you can be confident in the solutions we provide. Our team is customer-focused, always ready to listen and adapt to your working practices and culture.

Meet The Founders

A unique combination of product expertise with real-world experience

Clear Plan’s friendly team has been at the forefront of the Business Intelligence/Performance Management sector since the late 1980’s and at the inception of web-based services development during the 1990’s.

We bring our years of combined experience to your project and all delivery is managed alongside the company founders.

brian
Brian Rumbles
Co-founder

After studying Business Studies at West London University, Brian started his career in finance before moving into Software project implementation, project management and marketing.  Career highlights include Hyperion and Kana where he held senior management roles. Brian’s career has also spanned a number of technology start-ups where he held senior board positions.

In his spare time, Brian spends his time with his large extended family. He can also be found at the piano, with a guitar, or a saxophone in his hands; although is happy to acknowledge that his Workday Adaptive Planning skills are significantly stronger than his musical skills. He is also an avid supporter of Fulham FC.

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Mohamed Jaffer
Co-founder

Mohamed graduated Kingston University with a BSc in Information Systems Design. He began his career implementing MI and BI systems for a number of clients, eventually moving to a pre-sales role, gaining experience in Workflow Systems and Business Intelligence Systems.

When not working, Mohamed loves spending time tinkering with his classic car, going to the gym, dreaming of his next Ski escape and catching up with his favourite shows on Netflix!

Passionate about customer success

We help forward-thinking companies make smarter business decisions

Clear Plan provides a powerful combination of industry expertise and personalised service. We have helped hundreds of companies to save time and money with our customised Workday Adaptive Planning solutions.

Clear Plan is the UK’s only dedicated Workday Adaptive Planning partner & trusted by

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A Workday Adaptive Planning analytics dashboard showing numbers, stats and figures