Clear Plan
Clear Plan is a London-based, founder-led professional services firm founded in 2008 that exclusively implements Workday Adaptive Planning cloud-based budgeting and forecasting solutions for UK enterprises. It holds the position of the UK's only dedicated partner for the platform.
- Company typePrivate
- Founded2008
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Clear Plan does
Clear Plan is a London-based, founder-led professional services firm founded in 2008 by Brian Rumbles and Mohamed Jaffer that exclusively implements Workday Adaptive Planning solutions for UK customers. The company holds the position of the UK's only dedicated Workday Adaptive Planning partner, delivering discovery workshops, solution design, model building, user training, and post-deployment support across the full implementation lifecycle. Its claimed 100% client satisfaction record and 15+ year exclusive focus on a single platform are central to its positioning.
The underlying technology is Workday Adaptive Planning, a cloud-based enterprise financial planning, budgeting, forecasting, and reporting platform — not proprietary to Clear Plan. The platform comprises modules for planning, dashboards, reporting, multi-entity consolidations, workforce planning, and scenario planning. Clear Plan provides no proprietary software, API, SDK, or integrations; its role is configuration, deployment, and ongoing support of Workday's product. The firm does not develop intellectual property beyond implementation methodology and customer relationships.
The business operates on a pure professional services revenue model, with no software licensing, subscription, or product revenue. Customer acquisition is sales-led and relationship-driven: personalised demos, 15-minute discovery calls, and a free 30-day customised trial built within five days. Clear Plan targets finance departments and CFOs across multiple verticals including legal, education, not-for-profit, professional services, media and advertising, financial services, telecommunications, construction, and insurance. The company serves only the UK market, has no external funding, and maintains a headcount of 1-10 employees. Customer logos include Pinsent Masons, Swisscom, Vinci, Old Mutual, Unibet, Regents University London, Alternative Futures Group, Berkhamsted Schools Group, Enstar, and BCOT, among others.
Clear Plan firmographics
Firmographics- Name
- Clear Plan
- Legal name
- Clear Plan (Saas) Limited
- Website
- https://clear-plan.co.uk
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Clear Plan is a London-based, founder-led professional services firm founded in 2008 that exclusively implements Workday Adaptive Planning cloud-based budgeting and forecasting solutions for UK enterprises. It holds the position of the UK's only dedicated partner for the platform.
- Ownership category
- akta.pro rank
Clear Plan industry classification
Industry- Product category
- Enterprise Performance Management Implementation Services
- NAICS
- Computer Systems Design Services (541512)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Email, Calendar & Scheduling (BPAMAMAC)
Keywords
Where Clear Plan is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Clear Plan business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Workday Adaptive Planning Implementation Services: Clear Plan generates revenue by providing professional services for the implementation, configuration, and deployment of Workday Adaptive Planning. This includes discovery workshops, solution design, model building, user training, and post-deployment support. The company has been exclusively delivering Workday Adaptive Planning implementations for over 15 years.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free 30-day customised trial |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Clear Plan product offering
Product offeringCore offering
Clear Plan provides expert end-to-end implementation services for Workday Adaptive Planning, a cloud-based enterprise financial planning, budgeting, forecasting, and reporting platform. As the UK's only dedicated Workday Adaptive Planning partner, the firm delivers discovery workshops, solution design, model building, user training, and post-deployment support to help finance teams transition from spreadsheet-based planning to a collaborative cloud environment.
Product overview
Clear Plan is the UK's only dedicated Workday Adaptive Planning partner, offering implementation services for Workday's cloud-based enterprise planning platform. The core product, Workday Adaptive Planning, is a unified platform consisting of several integrated modules: Planning (for revenue planning, cash flow, and sales forecasting), Dashboards (for customisable business intelligence and real-time analytics), Reporting (for self-service drag-and-drop report building), Consolidations (for multi-entity financial consolidation), Workforce Planning (for collaborative HR strategy), and Scenario Planning (for strategic contingency modelling). Clear Plan provides expert implementation services including requirements workshops, model design, iterative development, training, and post-deployment support to help finance teams transition from spreadsheet-based planning to the cloud-based solution.
Differentiator
Problem solved
Functional benefit
Products and services
- Clear Plan Implementation Services Expert end-to-end design and delivery of Workday Adaptive Planning implementations, including discovery workshops, model design, iterative development, user training, roll-out, and post-deployment support for finance teams in UK-based organisations.
- 30-Day Customised Free Trial
Quantifiable outcome
- Cut budgeting time in half
- +4 more outcomes
Companies that use Clear Plan
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles3 records
Clear Plan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Clear Plan partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Workday Adaptive PlanningflagshipClear Plan is the UK's only dedicated partner for Workday Adaptive Planning. This exclusive channel partnership means Clear Plan exclusively implements, deploys, and supports Workday Adaptive Planning solutions for customers in the UK. Clear Plan offers comprehensive implementation services including discovery workshops, solution design, model building, user training, and ongoing post-deployment support. As a certified partner, they have delivered successful implementations for over 15 years.
Scale indicators4 records
Recent moves3 records
Expansion highlights3 records
Clear Plan competitors and assessment
Company assessmentBroad incumbents
- Planful: Cloud-native financial planning and analysis (FP&A) platform marketed to mid-market and enterprise finance teams. Competes directly with Workday Adaptive Planning in UK enterprise deals.
- OneStream Software: Enterprise EPM/CPM software vendor offering a unified platform for financial planning, consolidation, and reporting. Competes head-to-head with Workday Adaptive Planning for the same UK enterprise finance customers Clear Plan serves.
- Prophix: Mid-market-focused corporate performance management (CPM) software vendor with budgeting, forecasting, and reporting capabilities. Competes with Workday Adaptive Planning for the same finance transformation budgets.
- Anaplan: Cloud-based connected planning platform widely deployed by UK enterprises for financial and operational planning. Direct substitute product that Clear Plan's prospects could select instead of Workday Adaptive Planning.
- Oracle EPM Cloud: Incumbent enterprise performance management suite (formerly Hyperion) from Oracle, frequently the incumbent being displaced by Workday Adaptive Planning in UK enterprise finance modernisation projects.
- IBM Planning Analytics: Enterprise planning platform (formerly TM1) widely deployed in UK financial services and large corporates. Common incumbent being replaced when those customers adopt Workday Adaptive Planning via Clear Plan.
Others
- Deloitte (Finance Transformation practice): Big Four consulting firm with a large UK finance transformation and EPM implementation practice. Competes with Clear Plan for large Workday Adaptive Planning enterprise engagements and often wins deals through bundled advisory services.
Direct peers
- Kainos: UK- and Ireland-headquartered digital services firm and certified Workday partner with a substantial Workday Adaptive Planning and HCM implementation practice. Most directly comparable peer as a competing boutique-to-mid-market Workday implementation specialist with UK enterprise reach.
- Huron Consulting Group: Global consulting firm with a dedicated Workday Adaptive Planning practice serving enterprise finance transformations. Comparable as a competing Workday Adaptive Planning implementation partner targeting similar CFO/finance buyers.
Emerging players
- Pigment: Fast-growing cloud-native business planning platform gaining traction among enterprise finance teams in Europe. Increasingly cited by UK CFOs as an alternative to legacy EPM vendors including Workday Adaptive Planning.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Clear Plan social profiles
Digital presenceClear Plan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clear Plan leadership team
Management profileNumber of profiles
Profiles2 records
Clear Plan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clear Plan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clear Plan
What does Clear Plan do?
Clear Plan provides expert end-to-end implementation services for Workday Adaptive Planning, a cloud-based enterprise financial planning, budgeting, forecasting, and reporting platform. As the UK's only dedicated Workday Adaptive Planning partner, the firm delivers discovery workshops, solution design, model building, user training, and post-deployment support to help finance teams transition from spreadsheet-based planning to a collaborative cloud environment.
Is Clear Plan a public or private company?
Clear Plan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clear Plan founded?
Clear Plan was founded in 2008. It employs 1 to 10 people.
Where is Clear Plan based?
Clear Plan is headquartered in London, United Kingdom, in the Europe region.
How does Clear Plan make money?
One revenue line is on record: workday Adaptive Planning Implementation Services.
Who are Clear Plan's main competitors?
Broad incumbents on record are Planful, OneStream Software, Prophix, Anaplan, Oracle EPM Cloud and IBM Planning Analytics. Deloitte (Finance Transformation practice) is listed as an others. Direct peers are Kainos and Huron Consulting Group. Pigment is listed as an emerging player.
Does Clear Plan have an API?
No public API is recorded for Clear Plan.
What industry is Clear Plan in?
Clear Plan's product category is Enterprise Performance Management Implementation Services. Its primary akta.pro industry code is BPAMAMAC, Email, Calendar & Scheduling. Its NAICS code is 541512 and its SIC code is 7372.