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Anaplan - First Use Case
Updated August 01, 2020

Anaplan - First Use Case

Jacob Edds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

Currently we are in the initial implementation of phase 1 for Unum. This phase includes moving the following processes out of excel and essbase: financial planning process, monthly management reporting, risk based capital management, and expense reporting. Phase 2 will consist of bringing on our capital planning processes.
  • Anaplan's dynamic features make this application a huge win over essbase (no calculating, everything is almost instant).
  • User experience is great and intuitive.
  • Business owned solution
  • Size constraints (130 gigs per workspace is terrible).
  • The blue toast note that stops model building progress is an absolute time killer during development.
  • Anaplan has allowed UNUM to take a three month budgeting cycle, with little to no scenario modeling, and turn that around to one month with the ability to perform some scenario modeling.
  • IBM
[Anaplan is] Easier to use and easier to maintain.
Anaplan is great for planning purposes and but not so great for reporting purposes.

Anaplan Feature Ratings

8.8
Long-term financial planning
Not Rated
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
5
5.5
Financial data consolidation
7
Journal entries and reports
2
Local and consolidated reporting
5
Detailed Audit Trails
8
4.3
Financial Statement Reporting
5
Management Reporting
5
Excel-based Reporting
3
7.8
Personalized dashboards
10
Color-coded scorecards
5
Cost and profitability analysis
10
Key Performance Indicator setting
6
10.0
Flat file integration
10
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated
5.0
Customizable dashboards
5
Ad-hoc Reporting ()
Not Rated
3.0
Publish to PDF
3
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated

Anaplan Support

The customer success team has always gone above and beyond.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes. Our initial build pushed the early versions of Anaplan to its limits.