Likelihood to Recommend Anaplan is great for enterprise clients that want to pursue a path of connected planning. If designed correctly, a data hub can be your central data repository which acts a shared dataset across your organization. From Marketing and Sales, to HR and Finance - Anaplan will be the one source of truth as individuals contribute to the business process.
Read full review I feel that Jirav would be best suited for companies with less than 75 employees that need a more robust software than Fathom (Quickbooks Onlne integrated FP&A tool based in Australia) that is very customizable, with simple revenue modeling, few personnel changes every month, few departments, no multi currency, and need collaboration only with top-level personnel. I think Jirav is a product that is being highly recommended in the accounting industry for outsourced accounting firms, but accounting only looks at historical information and there needs to more finance industry influence, approval, and input so they can improve their product.
Read full review Pros Anaplan has a very fast calculation engine which is able to model across multiple dimensions in real time across huge data sets. This helps in calculating complex scenarios instantaneously Easy to maintain by business teams which reduces dependency on IT teams within the organization and also on external consultants Advanced Tenant controls which allows administrators to manage security and access across various models Read full review Jirav integrates well with Quickbooks Online (QBO), and I like how you can easily customize the reporting presentation by combining GL accounts and showing more or less details as needed for managerial reporting I like that Jirav is browser-based and that I can easily share reports with internal and external parties for comments I feel more confident using Jirav than I do with Excel because there is more data validation, and some notifications will appear if there are errors in the model The sales capacity model and ramping employees schedule that their implementation / professional services team built for us works well overall (with some limitations) Ideally, having a direct integration into Jirav would be great for all our data. However, some of our software didn't have a direct integration, so I was glad that Jirav offered the ability to use a connected Google Sheet that lets me input data that can be imported directly into the system Read full review Cons I would like there to be additional visualization improvements/features for reports Additional technical support resources would be great to quickly resolve bugs I would like for improvements around the ability to have a lot of dimensions in a table of data and the speed around processing those calcs. Read full review At times, I feel that Jirav is too customizable. It would be great if they could tailor the system to be more industry-specific. For example, if the system could provide standard formulas for SaaS industry metrics already within the system, then that would have saved me a ton of time with having to create the metrics myself. The formula creation for metrics is quite tedious as well because you can only do simple calculations, such as A + B or A x C. You cannot do A + B + C or A x B x C. I struggle with the way they have their staff planning set up because I have to reimport an Excel every month with all the changes (new hires, terminations, pay changes), and the changes appear to be retroactive on reports, which doesn't make sense if someone receives a raise or pay change during the year. It would be much easier for planning for bookings if they could add a column for quota by salesperson. If there are notifications of errors in the model, then the notifications will continue to present themselves after I resolve the issue. It would be nice if I could clear out notifications I know are not relevant anymore. I also still find errors in the system that I would have expected the system to notify me about, such as Assumptions that are set up but they are not included in any formulas, so I should delete that assumption to prevent anyone from thinking changing that assumption will impact the model. There is some functionality for sharing reports and information, but there is not enough granularity in security settings to allow me to share certain information easily. For example, if I want to share information with managers to manage their departments' budget, but also not see their boss' compensation, then it takes some work to set that up. Or, if I want to share a report with a recruiter of planned headcount and salary, then I need to export it to Excel first and delete Actual headcount and salary, so they don't see current employees' compensation (including the person's boss' salary). Customer and vendor names do not import, only the totals, so if you look at Actuals vs Plan, the actuals will show a total figure and the plan will show detail, creating the need for an external and manual reconciliation There is no multi-currency available Scenario analysis can be difficult to do quickly. For example, if I want to see the plan with planned hires and without planned hires, then I would need to create two separate plans, individually select and delete the planned hires in one plan and keep then in another plan, which is time-consuming Using Google Sign-In causes the system to time-out frequently for me, so I get kicked out of the system and have to log back in. If I have multiple tabs of Jirav open, then re-logging in sometimes doesn't bring me back to where I was originally at. You can export reports to Excel, but there are no formulas of the calculations, which makes it more difficult to understand how calculations are being performed unless you look in the browser and dig into the calculations. This also might make it more difficult if you decide to go to another software in the future since you may need to start from scratch in the next software Seasonality has been difficult to model. For example, the way our model is set up, I can use an assumption for Q1, Q2, Q3 and Q4. However, if I update Q3 for this year, then it also updates Q3 of all subsequent years, which I don't want. A more complex model and additional maintenance would be needed to accomplish more accurate seasonality planning Read full review Likelihood to Renew In any line of work, a tool that is flexible and would allow different departments of your company to easily interact and exchange valuable insights, is highly anticipated and needed. For me, what Anaplan provides to a business, be it a smaller one or an enterprise customer, is an easily scaling, agile planning and modeling platform that can meet almost any need and give a high-end solution to the problems any company faces on a daily basis.
Read full review Usability Anaplan is very usable from a user perspective. Anaplan's level 1 and level 2 training courses are great resources and I highly recommend any power users of the platform consider completing both. These courses showcase, and therefore unlock an understanding of the platform which allows for quick and easy, agile, and iterative front end design
Read full review Reliability and Availability 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
Read full review Performance 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.
Read full review Support Rating 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.
Read full review In-Person Training the training is great. I achieved master Anaplanner and on a consulting career path all through Anaplan forum. The training is very easy to follow and there are a lot of people who will help you on the forrum if you are stucked real simulation without the need to go to anaplan for some training
Read full review Online Training 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
Larissa Lowe Director, Sales Operations Business Systems and COE
Read full review Implementation Rating Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Read full review Alternatives Considered Compared to
OneStream and Venna Anaplan offers a more modern look and feel of the platform. It is better situated and maintained in regards of platform updates as it's a full SaaS software there are never any issues with the system version as it's always automatically up to date with no backward compatibility issues. Due to the flexible nature of the modelling engine, it is also better suited to perform larger multi-department use cases, like IBP (Integrated Business Planning)
Read full review Fathom was the cheapest and most basic as an add-on directly to
QuickBooks Online Plus, but you lose functionality with
Fathom if you use
QuickBooks Online Advanced (QBOA). The main loss of functionality for me was the lack of multiple department reporting, which was absolutely necessary for my analysis. Jirav was half the price of Moscaic.tech, but I've heard Mosaic has standard metrics for the SaaS-industry, which is appealing after going through the tedious process of setting up metrics in Jirav. QBOA has additional reporting than QBO Plus, but not enough robust features for planning and modeling.
PlaceCPM is Salesforce-based and a I felt having a strong Salesforce admin that can great reports made their unnecessary, and I feel like most of the time you need a Salesforce admin just to run Salesforce.
Cube ,
Vena and
OnPlan are spreadsheet-based, but I don't want to use spreadsheets. Prophix, Board and
Anaplan seem outdated. Workday was more than what I needed
Read full review Scalability 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
Read full review Return on Investment Creating forecasts takes at least 1 week less time due to FPA not needing to track down and consolidate forecasts from the entire business. The department heads can log in and enter it themselves Peace of mind knowing that every change ever made can be traced down to the individual cell level No risk of spreadsheets with data not meant to be shared to everyone being sent out. Security provisioning is flexible and works 100% of the time Read full review 1-3 day shortening of post-month end close analysis from integration with our accounting software Elimination of several manual Excels related to headcount variance, salary variance, and planning Read full review ScreenShots