Tracy Shouldice — With Planhat, for example, playbooks can be changed easily. Filters can be changed easily. So if you need to tweak something, you don't have to dive into the Planhat backend data model to make changes. Whereas with the other platform vendor that was necessary. So it was a little bit too admin heavy and vendor-reliant in terms of how we had to work.

And then we just liked the simplicity of the UI, to be honest. The ability to build a filter on the fly, create a new playbook. We love the data, how it's presented, how you can look at trending of customers through various workflows. So again, our early emphasis was onboarding.

So now we can look at the customers that are in the onboarding journey and see how far along they are. So that a CSM manager, for example, can have a weekly one-on-one with their team members and say: 'Hey, I've noticed that these particular accounts are only 40% of the way through onboarding, but they've been with the new product for two months. What are we going to do about that?' So it's a much more versatile and easy to manage system.