25 Years of Expertise in Financial Management

The Clear Plan 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. As UK Adaptive Insights Partners, we recognise the unique combination of these two technologies in their cloud-based products, which finally deliver on the promise of robust, organisation-wide, on-demand budgeting, forecasting and reporting solutions for all.

10 Years in Partnership with Adaptive Insights

Established in 2008, we bring a unique combination of extensive product expertise, best practise knowledge and real-world experience to deliver first-class service.
 
As a leading Adaptive Insights Partner in the UK , Clear Plan has successfully implemented Adaptive Insights software in a number of sectors including legal, professional services, not-for-profit, media & 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 amazing opportunity to learn how to quickly and easily grasp the key requirements of a forecasting and planning process – and implement it quickly and cost effectively.

Why Clear Plan?

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Focused Expertise

We have been in the industry for over 25 years. We’ve experienced the limitations of on-premise solutions and the challenges associated with spreadsheets. We are excited by how the Cloud is transforming the budgeting, planning and forecasting world.

Budget system tool

Personal and Dedicated Service

Clear Plan is Adaptive Insights’ most experienced partner in the UK. From initial product enquiry, to proof of value, through to deployment, we offer a personal and dedicated service to all our customers. You will always work with the same team from initial product demonstration through to deployment and beyond.

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Thoughtful and Objective Approach

We’re customer focused, ready to listen and adapt to your working practices and culture. We’ll work at a pace that suits you. We won’t just leave you with a 30 day trial. We will work hard to understand  your requirements, so that you are confident you have the right solution to meet your needs.

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Our Goal

Our goal is to streamline your planning and forecasting process so that it no longer remains a drain on resources. We can help you save time and improve accuracy in your budgeting, planning and forecasting through market leading technology solutions.

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 Adaptive Insights Partners, we can demonstrate how the Adaptive Insights suite of products can overcome the challenges to greatly enhance the process and the resulting reporting and outputs.

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Our Mission

We won’t sell or promise to deliver a solution that we know can’t be achieved. That’s why we have a 100% happy customer base who are all prepared to be references for our work.

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.

“Working with Clear Plan was a good choice for our organisation. They got us exactly what we needed within our required time frame. Now the system does exactly what we want and helps us manage services for approximately 900 service users”

ALTERNATIVE FUTURES GROUP

Clear Plan UK

Brian Rumbles

Director

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 Adaptive Insights skills are significantly stronger than his musical skills. He is also an avid supporter of Fulham FC.

Mohamed Jaffer

Mohamed Jaffer

Director
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!