Anaplan

Currently, we have two models in Anaplan: (1) group financial reporting, and (2) subscription modeling. The group model has enabled the consolidation of budget and forecasts for each of the business units, including functionality such as payroll FTE/headcount reporting, cost allocations, and FX scenario modeling. The subscription model allows the forecast of volumes and consequently subscriptions revenue and costs by using high-level assumptions, for example, renewal rates based on the subscription type.

I consult using the Anaplan platform, with project implementations ranging from incentive compensation to supply chain management. Prior to consulting I was an Anaplan end user that leveraged the platform for budgeting and forecasting in the FP&A space. Each case helped address disparate connectedness, inconsistency, or slow planning processes spread across multiple teams.

Anaplan is being leveraged as a consolidation engine to facilitate financial planning and forecasting across our entire finance organization. This allows our corporate FP&A team to capitalize on a leveraged model, gathering inputs from business-aligned Finance teams within a structured environment. This tool helps us to empower collaboration and data integrity and has massive calculation power for large data sets. We had stretched Excel to its capacity so it was critical that we shift to a more robust solution.

Anaplan is evolutional.

In additional to connected planning and scenario analysis, it almost fully automate companies accounting process. It is able to connect to the upstream data source via ETL tools, perform multi-dimensional calculation without the worries of excel crushing, and send the result back to the same or downstream data source. There are so many cases that Anaplan saved hundreds of professional hours each month.

We help customers implement Anaplan across their organizations. We've really found the tool to be extremely flexible and able to adapt to many use cases.

Anaplan allows faster implementations and therefore allows providing a ready-to-use product in less time. Moreover, Anaplan allows having a single platform and a single source of truth connecting several planning use cases (Connected Planning). Anaplan is capable to support advanced planning needs with real-time calculations and a user-friendly interface.

We've been able to save clients time, money and energy [by eliminating the hassle of] complex spreadsheets [with the help of] Anaplan. The [implementation of Anaplan's platform makes for] straightforward modeling which is auditable [and] logic-driven, with a modern cutting-edge user experience. We've found that processes that were taking our client's days can now be completed [within] minutes, [in] particular facilitating collaboration between departments. The platform goes from strength to strength with every update [along with the] quantity and quality of [both] the user [and] community support. [The] learning material has made our life a breeze [with the ability] to enable and upskill our customers on how to get the best out of their investment. The best thing is that the team listens to what [the] customers, users and partners say and incorporates that into the roadmap. There aren't many systems out there that have the capability and flexibility that Anaplan does, all while being delivered inside a robust [and] secure environment.

We use Anaplan for Financial Planning & Analysis [as well as] Customer Success & Collections. There are 25+ active models addressing different business use cases. To name a few, Capex forecasting, Opex forecasting, Headcount & Personal Spend forecasting, Balance Sheet forecasting, Cash flow forecasting, P&L forecasting, Collections forecasting, Management Reporting, etc.

Prior to Anaplan, the firm has used Excel spreadsheets that had to be cleaned up regularly so that the users were even able to open them. After the data collection and build phase, we are currently in the time-consuming, yet rewarding process, of replacing spreadsheets with Anaplan models. Anaplan helped us with standardizing the forecasting and reporting approach to all asset classes. Thanks to all assets being already in the single standardized framework, we are able to run additional ad-hoc analytics required by the business as well as start expanding the model into additional areas.

We use Anaplan for core Financial Planning & Analysis needs to create annual budgets, quarterly forecasts, as well as intra-quarter projections. We also utilize the tool to plan and forecast position level personnel expense and headcount. I personally oversee the creation and maintenance of the platform for these needs. I was involved in the creation of all 5 models as a model builder, as well as an end user of all models as a Financial Analyst. The tool has been a great asset to our FP&A activities with it's ability to plan and forecast at the most granular of levels and provide a consolidated location for all data. We have reduced our usage of excel and passing spreadsheets back and forth because of Anaplan, which has been a huge time saver and great way to connect all teams.

We use Anaplan to centralize our sales data and hierarchies within our department. This core data is used for Planning and Forecasting across the business.

I have used Anaplan for the following use cases: Workforce Planning (e.g. headcount, compensation, non-compensation) Cost of Goods Sold Distribution Expense Price Mix Analytics Production Planning and Scheduling Inventory Management Statistical Volume Forecasting Anaplan is an ideal planning tool because it allows the creation of a single source of truth. For example, Anaplan's leading practice is to create a Data Hub to maintain all lists and metadata. Rather than having disparate users pull data on their own to generate their forecasts and reports in Excel, end-user can simply reference the Data Hub. Also, Anaplan allows multiple users to view and input forecast assumptions and dynamically see the results of their inputs in real-time.

I am implementing Anaplan at a wide range of different customers. I have done financial planning, financial consolidation, workforce planning, demand planning, supply planning, the list goes on and on.

The product help my customers save time on coming up with the plan, meaning they can spend more time analyzing and coming up with action plans.

As an Anaplan implementation firm, I support businesses in their implementation of the Anaplan software to solve business issues. We support a wide range of business cases, from financial planning and analysis to sales performance management to supply chain and operations planning. The use cases within each can range from standard, which all companies may see in their business, to business-specific. Overall, the flexibility of Anaplan allows each business to standardize when available, yet customize when necessary.

Anaplan adresses HR, Finance, Accounting and Management Controlling business cases. Everyone of those business cases usually involve a few users at first (around 100) and can grow to several hundred of users, for exemple Financial Controllers, Management Controllers, Accountants, Accounting directors, HR Controllers ect...

Use Cases: Reserves Reporting, Forecasting, Cost Management, and planning. For all use cases, we had multiple spreadsheets that no one person fully understood. By implementing Anaplan we have removed duplicate spreadsheets, simplifying reporting processes and ensuring one version of the truth. We have also improved forecasting accuracy and processes leveraging inbuilt version control as well as general controls [functions] such as access controls and model deployment via application lifecycle management.

Anaplan is used for multiple used cases like 1. Financial consolidations 2. FP&A Reports 3. Demand Planning 4. Procurement It helps users avoid wasting time in data collection & use their time in solving business problems efficiently.

Anaplan is a tool we use to build business applications for our clients. It starts as a blank (empty) model that is then developed into a fully-fledged app that meets the needs of a business process. Specific use cases we have recently implemented are: - Budget planning - Meeting complex disclosure requirements (15c, IFRS 16) - Performance management (cost allocation & profitability analysis).

We use Anaplan for a variety of use cases in-house as well as support the implementation of Anaplan at our clients for many other use cases. In-house we use Anaplan to support our Talent organization thinking about resource supply and demand planning as well as recruiting tracking and reporting. For our clients we help implement any use case that Anaplan can support from Agile Development tracking to corporate finance and sales planning.

Anaplan is used as part of sales and financial planning systems. Anaplan makes business decisions easier by making it live for most business users involved in planning and as well the dashboards and pages make it easier for users to navigate thru multiple planning

As an implementation partner I have designed and implemented Anaplan models for clients issues around Integrated ​Financial Planning, Financial Planning & Consolidation, Operation Planning & Budgeting, Incentive Compensation Management, Territory Quota Planning, Account Planning, What-If Scenarios for Quota and Pricing, Workforce planning, Order-to-cash Planning, Demand Planning, Warehouse Management. These solutions have added benefits like Reduction in Planning time, Increase in Accuracy, Reduction in Audit time, Better Visibility into performance, Increase in Productivity of Staff/Managers, and Reduction in manual efforts

As an Anaplan consultant, I have implemented more than 5 use cases on the Anaplan platform ranging from Finance budgeting and planning to Supply Chain including Demand and Supply Planning, Forecasting and inventory optimization. Prior to Anaplan, my clients were using Excel, and the planning process would take long hours just for consolidating multiple versions of the file. By using Anaplan with real-time calculation and multi-dimensional modelling has enabled my clients to make better decisions in a matter of minutes instead of hours and has increased the accuracy in the from the planning process.

Anaplan is used heavily to model new sales go-to-market strategies, determine sales territories and quotas, Sales performance management, and territory and quota planning.

At Okta, we use Anaplan for complex modeling and financial planning (budgeting and forecasting). With the NUX feature, the users can use it comfortably. The FP&A team can plan and forecast very effectively to actual data. We also use Anaplan in sales ops for managing sales commissions and sales representatives' details.

At Aviva we use Anaplan for multiple user cases across FP&A and Asset Management. [The software is used by] Aviva investors to help streamline asset management and enable a collaborative planning experience. Anaplan has [alleviated] a process that used to take up 100+ Microsoft Excel files and [ran a] high risk of errors into one system. Dashboards allow for end-users to see real-time data and manipulate [said] data to serve their needs live in sign-off meetings.