Plannr hires consultant Iress as lead implementer

Tech start-up Plannr has appointed former consultant Iress Lysa Heaton to lead the implementation.

She joined the company on Tuesday (November 1).

Heaton has worked with Iress and her previous incarnations for the past 17½ years as a senior business consultant and product manager on the Adviser Office team.

She has also worked as a lead implementation specialist for CommPay – Iress’ revenue reconciliation module of Xplan.

She has experience helping onboard businesses of varying sizes with products and solutions.

Heaton will lead the team that helps companies transition to Plannr from other software vendors and ensure each company’s success in adopting Plannr.

Plannr Director Gareth Thompson said: “We are delighted to have Lysa join the Plannr team.

“His experience and passion for improving consulting firm business processes is a tremendous asset to our team and shares the same belief that technology should be an enabler for forward-thinking consulting firms.

“Lysa has a unique skill set that allows her to leverage her experience as an advisor and support businesses through an established technology provider.”

Commenting on his appointment, Heaton said: “I’m so thrilled to be joining the forward-thinking team at Plannr and I’ve already seen so much in my first two days of how quickly ideas have turned into product enhancements and are already available to the Plannr community. .

“I’m really looking forward to seeing what the future holds for Plannr and its customers.

“I hope to build on many years of work not only as a service provider to consulting firms, but also as an advisor and administrator myself (although many years ago) where there was a complete lack of technology available at the time to support advisors or their support teams.

“Thank you to Nick and Gareth for this absolutely amazing opportunity.”

Plannr has officially launched a first version of its back-office solution Plannr CRM [customer relationship management] in May.

The company initially set up a “kickstarter” program for three months, from February 1 to April 30.

This allowed businesses to access the program’s features as soon as they were released.

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