Plan efficiently.

Improve FP&A and streamline budgeting & reporting processes with our experienced implementation team.

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Advantages

Learn planning, budgeting and reporting best practices through a guided implementation approach.

Implementation & Project Management

Our proven implementation approach includes industry specific best practices, aligning deliverables and timelines.

Prime Planning

We collaborate with finance teams to implement a meaningful FP&A solution.

Easy transition from spreadsheets

Proven "Mini Model" approach

Years of FP&A experience

Model review & analysis

Industry specific best practices

Improve planning models

FQHC & Healthcare Implementations

Planning for Healthcare Organizations
FQHCs, CHCs and Health Centers

We offer cost effective implementations that focus on Encounter, Provider and Payor Management; incorporating both revenue planning and expense control. Having implemented over 50 health centers, we understand the economic drivers and provide solutions to manage and enhance financial results. Prime Planning starts with mastery of Workday Adaptive Planning and designs applications for planning and measuring providers, grants and other funding sources, payors, personnel, patient fee revenue, and quick and accurate overhead allocations.

Slice data by center, dept, funding source

Relate provider FTE to encounters

Allocate personnel time & associate costs

Automate revenue by payer mix %

Industry leading FP&A best practices

Financial Planning for Profits

Using disconnected spreadsheets to align revenue and costs across multiple projects, customers, and departments can be challenging. Workday enables finance teams to automate and move their headcount, project, resource, and revenue planning processes to the cloud, reducing finance cycle times by as much as 70%. Our solution provides specific metrics and automated templates for budgeting, forecasting, scenario modeling, dashboards, reports and analytics - enabling you to accelerate and improve your financial planning and reporting.

Automate subscription bookings & revenue

Streamline planning across the organization

Model personnel and expenses effectively

Self-service analytics & reporting for users

Improve customer retention and reduce churn

Dynamic & integrated financial statements

Financial Planning for Non-Profits

We have deep expertise in budgeting and reporting for nonprofit organizations, and understand the importance of making every dollar count to support your mission. Using Workday Adaptive Planning, we enable you to plan and forecast by program, project, fund, grant, season, location - however you need to model your organization. Our customized approach allows you to track expenses and donor contributions efficiently, automate overhead allocations, manage financials across funds and projects, and automate statements of financial activities, position, and cash flow.

Plan by program, project, fund & grant

Automate allocations across programs & funds

Streamline personnel by fund & position

Self-service analytics & reporting for users

Track & automate donor contributions

Industry leading FP&A best practices

About Us

Contact

Prime Planning collaborates with finance teams to implement a meaningful and efficient FP&A solution.

Jonathan Fagin

Managing Director

Al DiCampo

Project Manager

Eileen Thomas

Healthcare Project Advisor

Tessa Fagin

Senior FQHC Consultant

Alexandria Alvarez

Administration

Testimonials

“Prime Planning was amazing to work with. They had tons of healthcare and clinic experience, combined with knowledge of Workday Adaptive Planning, that they easily navigated us through the best ways to implement and use the system. The first year on the solution saw the smoothest budget process ever, with transparency at every step. The budget has more credibility with our providers and clinic management. We have more visibility into our clinic operations!”

Susan Moore and Liz Odell, La Clinica de La Raza (FQHC)

Read about Prime Planning's latest customer success story with La Clinica de La Raza - Click Here

“I had the pleasure of working with Prime Planning for the past several years. They were instrumental in helping us implement Adaptive Insights and providing valuable hands on training for myself and my staff. Jonathan and Al at Prime Planning are able to help us streamline our old processes which allowed us more time to analyze and understand our forecast. Prior to this we were spending many hours to just prepare the data! We are now able to quickly retrieve data with a few clicks! I highly recommend Prime Planning!”

Emilee Reynolds, Planned Parenthood of the Pacific Southwest

"Jon was the consultant for our company's recent implementation of Workday Adaptive Planning (business budgeting software). He is very knowledgeable about the product, has an excellent foundation in accounting and budgeting practices, has strong technical skills, and is a good listener. Jon was able to translate our somewhat complicated requirements into a very workable system. We are now up and running and have finalized this year's 8+4 forecast/variance as well as next year's budget in Workday Adaptive Planning. We have received very positive feedback from the users and overall the project has been a resounding success. Thank you Jon! "

Susan Golden, Sierra Club

“Jonathan is an excellent trainer with a complicated product. His knowledge and skill set for the Workday Adaptive Planning product is thorough and exceptional. Jonathan exhibited best practices to accommodate our budgeting processes and security requirements and was often creative in finding solutions for our company. He is astute at the intricacies of budgeting / forecasting in the Non-Profit environment. Jonathan kept a schedule for learning the Workday Adaptive Planning Suite software and encouraged me towards a goal of learning the program with proficiency and being considerate of my time and the company dollars. His project management skills are exceptional. I learned the system within a couple of months and now manage and maintain our financials through Workday Adaptive Planning. We are currently experiencing our first company wide budgeting process and the process of training others has been very easy with all that I learned from Jonathan.”

Marlene Abbey, LifeMission Church

“Prime Planning assisted our company through 2 major projects with Workday. They are extremely knowledgeable of Workday Adaptive Planning, and the budget process in general. They are very organized, responsive, pleasant, and listen very well. Everyone at our company who has worked with their team would agree. It's really nice to work with professionals. We would highly recommend Prime Planning...”

Jay Ballou, The Noerr Programs

“The Prime Planning team is an excellent budget, planning and reporting resource. They understand planning and reporting, and use this knowledge to help businesses implement planning and reporting software. I worked with Jonathan and his team on a Workday Adaptive Planning project and their skills were excellent. They were able to efficiently implement the project, manage the project milestones and provide me with technical product guidance. Workday is a very intuitive application, but Prime Planning took the extra time to teach me how to use the tool, so I would get the most value out of the application.”