the situation

a large CS team with complex business logic. multiple products, pricing models, labels, and brands. planhat needed to handle all of it.

what i did

• full planhat implementation over 4 months
• 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

the result

• planhat running with real data across thousands of accounts
• complex business logic reflected in the setup
• internal admin team self-sufficient. able to manage and maintain planhat without external support