Case Study: TerSera Therapeutics runs planning cycles 30% faster with Planful AI
Key results
The challenge
TerSera Therapeutics grows through acquisitions, so finance needed fast scenario modeling and trustworthy numbers, but layered spreadsheets meant time went into keeping models intact rather than analysis. Leadership conversations centered on validating numbers instead of shaping strategy.
The solution
TerSera implemented Planful with Spotlight for Microsoft 365, structured and dynamic planning, and Planful AI to centralize planning, automate reporting, and open the platform to budget owners across the business.
“We were thinking about so many different levers in that same amount of time, which would not have been possible if we didn't have Planful.”
AMAvra MouzakisAssociate Director of Enterprise Financial Performance Management, TerSera Therapeutics
The results, in context
TerSera reduced overall planning cycle time by 30% and shortened balance sheet planning by 67%, cutting it by two-thirds. In its most recent cycle the team ran six scenarios in the same time it previously took to build one, and expanded to 50 users with 80–85% of them outside finance.