how i work

i lead planhat implementations as a strategic tech advisor. every implementation is built around a plan. the same methodology, whether the CS team is 3 people or 30.

the methodology

1. discovery. understand the business, the logic, the way the team works
2. strategy. draft a plan for how planhat should match the CS process
3. build. data migration, integrations, workflows, dashboards, automations
4. enablement. train the team to run it independently. train-the-trainer approach. the goal is always to leave the team self-sufficient

what this has looked like

construction scheduling SaaS. small CS team

• full planhat implementation: discovery through enablement
• mapped their CS process and designed planhat around it
• loaded data, configured workflows and dashboards
• shorter engagement, smaller team. same methodology

retail data and analytics company. 500+ employees, chicago

• full implementation over 4 months
• CS team of ~30 people, thousands of accounts
• very complex business logic. multiple products, pricing models, labels, and brands
• worked closely with both the client team and planhat team
• built a working instance loaded with real data
• designed workflows and dashboards to match their specific needs
• ran multiple train-the-trainer sessions with an internal admin team
• left them self-sufficient. able to manage and maintain planhat without external support

the pattern

same approach at every scale. the complexity changes, the methodology doesn't. discovery, strategy, build, enablement. then hand it over.