Align Planning with Cloud Performance Management Solutions
Assess
Analyze your processes and the market for the ideal planning solution that best fits your organization.
Implement
Analyze your processes and the market for the ideal planning solution that best fits your organization.
Optimize
Reassess and enhance your solution to fit with changing business needs / new solution capabilities.
Support
Support post-go-live to address functionality questions, train new members, and ensure success.
Grow with Aegis Advise
CPM Implementations
CPM Industry Experience
Team members
Global Revenue
![Dallas headshot](https://aegisadvise.com/hs-fs/hubfs/Dallas%20headshot.png?width=568&height=509&name=Dallas%20headshot.png)
Founder
Dallas Moody
Dallas was Vice President at one of the premier Workday Adaptive Planning partners from its early stages to an organization that served over 700 customers (roughly 10% of their customer base) through its sale to a large Workday partner. He is a Certified Public Accountant in the State of Massachusetts (License Dormant) and has been in the financial advisory and financial systems consulting space for over 18 years serving clients worldwide in deploying technology, guiding them in data integrations, and assisting with other technical accounting matters in their planning process.
![women-s-white-and-black-button-up-collared-shirt](https://aegisadvise.com/hs-fs/hubfs/raw_assets/public/@marketplace/Juice_Tactics_Snacks/Thrifty/images/women-s-white-and-black-button-up-collared-shirt.jpg?width=64&height=64&name=women-s-white-and-black-button-up-collared-shirt.jpg)
Colleague
David Phillips
I had the pleasure of working with Dallas at Carlson Management Consulting, a 3-time award winner of the BBJ Fast 50. Dallas had an incredible reputation among clients and industry professionals for his depth of knowledge and dedication to client success.
![women-s-white-and-black-button-up-collared-shirt](https://aegisadvise.com/hs-fs/hubfs/raw_assets/public/@marketplace/Juice_Tactics_Snacks/Thrifty/images/women-s-white-and-black-button-up-collared-shirt.jpg?width=64&height=64&name=women-s-white-and-black-button-up-collared-shirt.jpg)
Businesswoman
Person name
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Your Partner for Planning Success
Aegis Advise
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