DEBUG: PAGE=domain, TITLE=Cloud & Server Management,ID=1429,TEMPLATE=subprogram
toggle expanded view
programcode = ITSCLO
programid = 148
database = t
alerts = t
neat = t
vendors = t
forecasting = t
confidence = f
definitions = t

Search within: Cloud & Server Management:

Access our analyst expertise:

Only NelsonHall clients who are logged in have access to our analysts and advisors for their expert advice and opinion.

To find out more about how NelsonHall's analysts and sourcing advisors can assist you with your strategy and engagements, please contact our sales department here.

Subscribe to blogs & alerts:

manage email alerts using the form below, in order to be notified via email whenever we publish new content:

has Database = t

Contracts Database

for Cloud & Server Management

Track the pattern of service adoption by monitoring Cloud & Server Management contract awards by your peers. Identify who are the successful vendors this industry now. Updated monthly!

These documents are available to logged in clients that have purchased access to this program.

has Confidence = f -- IGNORED

PlanSource - Benefits Administration 2022

Vendor Analysis

by Elizabeth Rennie

published on Feb 18, 2022

Access to this report is restricted to logged in clients with access. Login to get full access

Report Overview:

This NelsonHall vendor assessment analyzes PlanSource's offerings and capabilities in Benefits Administration Services.

Who is this Report for:

NelsonHall’s Benefits Administration profile on PlanSource is a comprehensive assessment of PlanSource offerings and capabilities, designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of Benefits Administration Services and identifying vendor suitability for security services RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the Benefits Administration Services sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of PlanSource’s Benefits Administration Services offerings and capabilities, and market and financial strengths, including:

  • Identification of the company’s strategy, emphasis, and new developments
  • Analysis of the company’s strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and key service components
  • Analysis of the company’s delivery organization including the location of delivery locations.

Key Findings & Highlights:

This NelsonHall vendor assessment analyzes PlanSource’s offerings and capabilities in Benefits Administration Services.

PlanSource, headquartered in Orlando, Florida, is a private company owned by Vista Equity Partners and dedicated to employee benefits technology and services. It focuses on H&W benefits. It was founded in 2008 by technology veterans to modernize how companies manage benefits and how employees gain access to benefits. It is dedicated to H&W and in 2010 launched proprietary IP, PlanSource Ben Admin. It has primarily grown its business by increasingly investing in its technology, where 94% of its business in 2021 uses its own software.  

Login to get full access:

close