Anaplan Fan
May 09, 2017

Anaplan Fan

Dan Ossmann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

Beginning with financial planning and analysis 3 years ago, we retired a legacy program coupled with spreadsheets. Our main audience remains finance though we have a few models that help us generate business activity that feeds our finance model.
  • Multiple users working on similar tasks for different parts of the company. No shared spreadsheets or unexpected deleted cells.
  • Creates a discussion platform for project managers who need to bid for internal resources. Our IT department can only do so much and managers can get a feel for the total demand and timing of demand thru our capacity model.
  • Business wide expense drivers can be updated centrally. FICA limit change. Medical benefits change. Cost per inquiry change. It takes some forethought, but doesn't everything?
  • Restore history. This feature sounds pretty good for normal operations but we have found interesting and novel ways to meet customer requests that are made easy with this feature.
  • User interface could use some improvement, particularly navigation that sometimes requires both the mouse and the keyboard to get to the place you need to be.
  • Undo button. the current process can restate a model back to any (and I mean any) point in time. this is great except when you just want to go back one or two changes. then it is kind of cumbersome.
  • configurable data defaults. when I add an employee to my compensation module, there are 2 or 3 defaults I would like to have set so that I only have to pay attention to the exceptions.
Our sense was that Anaplan provided technology that was well beyond our requirements but still gave us independence from our IT department.
Anaplan is good in places there are lots of detail items that can change frequently. A product list is an example. New products being added, old ones retired, two products being merged into one, and the company restructuring how the products are grouped from one year to the next. Our management wants to see history on a pro forma basis no matter what the current organization looks like.

Anaplan Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
9
Management reporting
7
Financial data consolidation
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Management Reporting
Not Rated
Excel-based Reporting
7
Personalized dashboards
9
Color-coded scorecards
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Flat file integration
9
Excel data integration
7
Direct links to 3rd-party data sources
Not Rated