Anaplan vs. Pentaho

Anaplan is best suited for strategic planning initiatives in industries like CPG, Manufacturing, FS, Pharma. It can handle multiple use cases for each function in the company like Supply chain, Finance, Sales and more. It is one of the best tools I have seen in scenario modelling. It is not suitable for very detailed level planning, essentially execution level eg. Production scheduling.

Pentaho is very well suited to perform data extraction & data mining from various cloud storage & transform that data using various available data models. However, the software struggles when it comes to visualizing the extracted data in an appealing manner & can be difficult for end-users to get an understanding of data tables created using those models.

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.

• Integrate and synchronize with big data easily
• Import data from any sources and different databases
• Managing data in on-premise, hybrid and cloud environments.
• Compatibility and flexibility of the platform with any type of scenario and any business or industry
• Various tools in the software suite to transformation of data
• Simple interface appearance and creative UI graphics

• 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.

• I think the relative obscurity of the tool is a downside, not as many developers, consultants or peers you can tap into.
• Lack of a solid user community held us back, looking at Power BI and Qlik, they have huge user communities that help each other out. Would have liked that here.
• Smaller company means smaller sales force, and the lack of a local presence made it hard to only interact online with the account rep. Other companies have someone local who often stops by with pre-sales developers to just pitch in free of charge when they have time.

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 will use Pentaho until I find a better tool with a better, easier to use report designer client. For now, Pentaho has been the most powerful reporting tool for our clients because of its ability to connect to Odoo, integrate in Odoo (reports are accessible in Odoo) and the flexibility in report design and parameter integration

Incentivized

Anaplan is interesting because it is at the same time easy to use and difficult to use. An end user can navigate a well-constructed app, being pointed in the right direction every time they feel a slight bit of confusion, and find everything they need in what feels like a straight line. Similarly, a model builder (developer of sorts) can have the exact same experience, but the journey is longer and more complicated. End users have great experiences with Anaplan, but sometimes model builders have a frustrating one. That is not to say model building is hard (because it truly is not), but things change, and when things change in complex systems, the effort required simply to investigate where a model builder needs to make an adjustment may frustrate them but also frustrate their non-technical bosses. However, the reality is that with complicated businesses, complicated business problems, come complicated solutions. It is actually a testament to Anaplan's capabilities that it has taken on the biggest problems at the biggest companies. It may be daunting to adjust it in those environments, but at least you know it did meet the needs there, which is more than most tools can say.

The Pentaho tools are designed so you can start playing around on your own. Of course, you will need guidance at some point, but the training teams are good at guiding new users, and the online documentation is usually pretty up-to-date.

Some of the tools, such as the Pentaho Data Integration tool and the Pentaho Server, are pretty self-explanatory. The other tools maybe are not so quickly and obvious to use, but again, with some documentation and some customer support, you can find your way around them.

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.

They were responsive to our questions when we raised issues. They gave us workarounds when required. They were quite knowledgeable when it came to issue analysis and providing fixes. They were forthright in informing us if a bug was not due for release soon.

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

Course Taken: DI1000 Pentaho Data Integration Fundamentals Setup A week before your class started, the instructor will start sending out class material and lab setup instructions. This is helpful so that you understand how the environment is laid out and can start reviewing the content. Ultimately it saved about a 1/2 day trying to setup with 10 other people online which was great! The Course The 3-day course was laid out like many other technical classes with 15-30 minutes instruction and 15-60 minutes of lab exercises. The instructor was very knowledgeable with the functionality from version to version and answered questions as we went along. I was amazed at some of the functionality that was available that I was not using at the time and quickly implemented changes to many existing transformations and jobs. The novice users seemed to catch on quickly and more experienced users explained how some of the functionality was used in their home environments. Towards the end there was enough time so that we were able to ask very directed questions about our own environments. Overall, I really found the class to be informative and deliver enough information to be dangerous. My skills improved and I was able to design better and efficient transformations for the HIE. Course Description: https://training.pentaho.com/instructor-led-training/pentaho-data-integration-fundamentals-di1000

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.

Get the right people in before starting implementation. Start small and build as you go approach is time consuming and involves lot of rework. Evangalize within the organization the capabilities and limitations equally so that correct delivery expectations are set. Set expectations with the Customer that the tool cannot replace proprietary software in terms of stability/usability and that timelines could change given the new ness of the product.

Incentivized

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

Since the Pentaho platform offers a range of broad functionality across data preparation and advanced analytics, it also can be easily integrated to support many data sources and machine-learning frameworks. Based on that fact, we selected Pentaho to be used in our internal department. It also supports many of our BI use cases as required by company management or the business user. Last but not least, the Pentaho license is cheaper than their competitor.

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

• Pentaho has improved our overall business process.
• Pentaho has helped the Managers and Directors to analyze the numbers going up and down from time to time.
• We have a started a big project using Pentaho that is going to include all the business processes in the organization.

Incentivized