Anaplan vs Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)

• Anaplan is great for headcount reporting. We have reports by dept, office location, and subsidiary that is great for planning and also for full company reporting.
• Although they can be complicated to set up, Anaplan is also great for setting up complex P&L views. For example, setting up a P&L with a combination of subs/depts., that still needs to consolidate to the total P&L.
• Systems-wise, I like that it's impossible to #REF the model! Anaplan shows you where everything is referenced, so it's very difficult to break anything.
• I also like that formulas copy across, so there is no chance of pointing to the wrong cell, like in Excel

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• Pricing: Microsoft Dynamics AX gives us good flexibility in how we price our products.
• UX: Microsoft Dynamics AX has a good user interface to put valuable information on the screen for users.
• Inventory Management: Microsoft Dynamics AX does a great job at giving us insight into our inventory.

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• Performance - in the case of complex business cases, the size of Anaplan is increasing drastically, and even a simple click would take more than it should.
• UI - The User interface needs to be improved: group/expand hierarchy, "Ctrl " + select option to allow multi selection, Content page clean up, easier "Drag & drop" when customizing or building exports.
• Review & enhance the type of security user roles.

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• MRP can be slow to adapt to changes in actual production or supply chain transactions.
• Setting up number sequences seems a trivial matter, but these numbers ID transactions once they are in the ledger and are key--easy to miss this point in the implementation process.
• Bank rec being easily automated and able to quickly plug into a bank back end to get data is not the best.
• Payment processing can be 'clunky' based on checks, ACH, Wires...as some of these items are not triggered out of the box in AX, bur are easily added --talking ACH and Wires specifically.

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• I'm sure the impact is positive. We have streamlined many processes and created capacity for our finance team.
• It's great to have "one source of truth" and know that everyone is looking at the same metrics.

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• Automated art approvals - We were able to save the company thousands of dollars a year by eliminating an employee to send art approvals out. Not only eliminate an employee but are now able to send thousands more emails at a time.
• With AX our agents are able to see exactly where an order is in the building. Our process flow is extremely strong with AX on our side.

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