Anaplan vs. Chartbeat

I've implemented a number of projects for Anaplan for Sales Performance Management use cases. It is obviously built for financial planning, but it allows for a lot of flexibility for territory and quota, ICM, sales forecasting, and other important use cases. Territory and Quota is very powerful in the tool as it organize complex assignment structures into hierarchies for easier analysis and reporting.

The main point of benefit is the realtime data. This is vital to our team as we are publishing a lot of content per day, so we have a busy homepage to manage and it's important to know which content is performing well. We also like to get an understanding as quickly as possible - which Chartbeat offers - of where traffic is coming from. Often we will see an example where a page is getting high traffic from Google, for example, and we know that might not need to be placed so prominently on the homepage because the traffic is arriving to us externally anyway. Without that depth of understanding what is performing best and why - updated immediately, unlike in Google Analytics now - our homepage would not be as well optimised for users coming to us direct

Incentivized

• Anaplan removes the time consuming process of integrating the results of individual spreadsheets.
• Anaplan facilitates the standardization of assumptions across all sub-processes
• Anaplan provides full transparency of the calculations and source inputs
• Anaplan allows us to automate certain planning processes that would have been impossible when relying on the computational capabilities of an individual computer.

• Provides easy at-a-glance look at what people are reading right now
• Heads-up Display allows you to make sure the homepage is showing the content people want to read
• Headline testing tool provides fascinating insight into what makes people read a story and improves headline-writing ability

• Some end users don't spend the required amount of time to familiar themselves with Anaplan.
• Auditability, while good in theory, can be lacking and clunky when needed.
• Model building can become convoluted over time, leading to confusion over the specific use of line items.

• Source of traffic needs improvement. Search and social make sense, but "internal" and "links" is a grey area. It would be helpful to define those with an organization and provide an information icon so users can easily remember what each of those buckets is tracking.
• More ways to customize the real-time board. For example, with video content, that's great that I can see a user has started a video, but what is the completion rate, was that only on O&O or can that track Facebook, too?
• Would like to see demo (age) information included as a way to slice the data so I can see what's working with my older and younger demo.

Incentivized

Anaplan is a very strong multi-dimensional modeling tool that provides a calculation engine to empower a complex planning process. It is fairly easy to learn for those with experience in similar tools, or excel. It forces structure and auditability that spread sheets do not have, along with extensive security capabilities

I gave Chartbeat a 5 for a renewal rating, because, while it delivers clear and understandable content, Google Analytics also provides many of the same features for free. For a small to medium website, I believe it would be more cost effective to use Google Analytics. A website with a high amount of traffic, however, could merit spending the money on Chartbeat to maximize their potential.

As a user it is a very simple tool, but at the same time with a very mature and powerful calculation engine. It is very easy to switch from excel or traditional tools with added capabilities of multi dimensionality and real time calculation engine to see quick insights needed to create plans and scenarios

I am able to "set it and forget it," keeping it up on my monitor for either constant checking or just keeping an eye on the numbers during the day. I'm also able to keep track of what times are perfect to post a story and which stories rack up the most traffic.

Incentivized

There are very few outages. Maintenance is scheduled on two or three Saturdays per month, so as not to affect businesses. When there is an outage, users are kept informed of progress to restore the platform and typically this takes no more than an hour. Anaplan customer support is very responsive if we ever have questions about platform issues

Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.

Incentivized

Support quality has dropped since Thoma Bravo has taken over. I think some serious re-focus needs to happen here -- part of the beauty of being in the Anaplan community was how involved you felt in it before. Before I didn't dread sending a support ticket, now I am starting to.

I have had limited experience of support for Chartbeat but whenever I have needed help it has been there. Recently there was an issue of seeing different forms of data in real time - app and otherwise effectively, and the issue was being clearly dealt with and communicated back to us.

Incentivized

In my opinion, in-person training is always the best if you have the option to do so. This allows real-time interactions with the instructions, whereas the online training I took required me to write-down questions, email them, and wait for responses. This slows down the process, as you can imagine. That said, in-person training is an extra cost and it likely isn't needed for everyone. I would suggest selecting a small number of people to take in-person training and then having them act as mentors to the rest of your team. That way, as the rest of the team takes the online training, they have a resource to help them in real time.

Anaplan training materials are clear, simple, easy to understand and to follow. Visuals are excellent. The vendor is good at updating training materials in a timely manner and encouraging users and administrators to keep coming back to Academy site for refresher courses or new feature courses. I really like their interactive diagrams

One key insight from implementing Anaplan is that success comes from focusing on designing the process, not just building the model. Anaplan is extremely flexible—there are very few planning scenarios it cannot support—but that flexibility means the project needs strong governance, clear ownership of requirements, and a well-defined data model. When those foundations are in place, implementations are fast, iterations are easy, and users can quickly see value.
In our projects, both Financial Planning and Integrated Business Planning models were adopted smoothly because we involved business users early, kept the model design intuitive, and leveraged Anaplan’s Excel-like syntax and user-friendly dashboards. The result was more efficient day-to-day work, reduced manual tasks, and increased collaboration across teams. In short: when you combine Anaplan’s flexibility with a structured implementation approach, adoption and value realization happen quickly.

Anaplan is more powerful than Pigment considering that it is an Enterprise class system and is able to manage bigger data sets. Anaplan allows for advanced scenario modeling and formula capabilities along with custom reporting functionalities. Anaplan has proven its capabilities and stability across various use cases and across bigger enterprises when compared to Pigment which is still in earlier phases of its development

Omnilytics is more robust, detailed, and catered for an intermediate media user, while I think Chartbeat is a more user-friendly and beginner-oriented piece of technology. That being said, there is an impressive amount of lift for Chartbeat, and it's evident that simplicity is the key to using a software daily (which is absolutely the point in the content world).

Incentivized

We have managed to leverage Anaplan for financial planning and forecasting across the business. It is now used by almost every department, with more than 50 users (but I know of companies that have hundreds of users) and still the platform is quick and reliable. It is easy to make changes to divisions and departments or add users and apply different user settings - the core part of the model is not affected and end users can continue their work without any disruption

• Anaplan's implementation led to a significant reduction in planning cycle errors and bugs, streamlining processes and improving overall accuracy in data inputs
• Standardizing the planning process and enabling cross-functional collaboration through Anaplan enhanced our ability to adapt swiftly to changing business needs, resulting in improved agility in decision-making
• The platform's capabilities, especially in Demand Planning and Supply Chain, positively impacted our ROI by optimizing resource allocation and solving complex business problems efficiently across multiple functions

• It has helped us save time in report generation and performance analysis.
• By helping us evaluate our contributors, we're able to get our money's worth.
• Seeing our numbers on the Big Board fosters healthy competition among brands, motivating us to distribute our stories better.

Incentivized