Overall Satisfaction with Anaplan
We have two Anaplan instances. Sales Ops uses it to manage headcount and for capacity planning. They have users and viewers of their headcount reporting.
I manage the FP&A instance which is used to plan headcount, expenses, capex, and COGS. We also use it for reporting for various cuts of the P&L, headcount, and balance sheet. This instance is only being used by FP&A, but we hope to role it out to business partners later in the year.
I manage the FP&A instance which is used to plan headcount, expenses, capex, and COGS. We also use it for reporting for various cuts of the P&L, headcount, and balance sheet. This instance is only being used by FP&A, but we hope to role it out to business partners later in the year.
- 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
- I'd like to see a back button. While there is restore from backup, it is a long process that only Admins can perform. And all users lose changes of course.
- As an Admin, my #1 request is: why can't we select multiple list members with check boxes? For example, if I have a list of depts., and want to see HR + Recruiting (two list members). Yes, I can build a line item that does that. But every combination of list members must be custom built.
- Another one that I get asked for are hierarchies for line items. For example, if I have a List on pages, there will be "+" to group items. For example, I might have Finance, HR, and Recruiting, all in "G&A" which I could then open the "+" to expand and collapse (G&A) to show the detail. If I am pivoted on a Line Item on pages, this isn't possible.
- Another big one I get asked for, is "why can't I save views?!" Of course Admins can, but I think users would really appreciate it this one. Please consider it!
I've used Anaplan, Host Analytics, and Adaptive Insights. Anaplan is by far the superior tool. Anaplan has much more flexibility, a slicker UI, is light years faster, and is much more user friendly.