A collaborate web-based tool that allows all users to be on the same page
October 20, 2020

A collaborate web-based tool that allows all users to be on the same page

Scott Eckman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Anaplan

Anaplan is currently being used by certain departments but has been expanding rapidly across the business. It is primarily used for Sales Territory Management, Account Scoring, OpEx Planning, HC Planning, and hierarchical metadata management.
  • Allows the business to link different planning streams into one place
  • Gives users a single source to view data, no more comparing offline templates in excel
  • Intuitive new UX that allows us to be more customizable when tailoring to needs of end-users
  • Integration with other platforms could be expanded/more effective. I.E excel connectors, powerpoint connectors, and others for presentation of data
  • Visualization still lacks behind other software
  • The biggest ROI being time-saved to complete the forecasting process
  • On top of time, we actually see more accurate calculations and reporting each cycle
We needed more robust user-experience in regards to planning, not just data visualization, and we wanted to stray away from working in excel.
Since planning and data is available in real-time, all end-users are able to quickly see changes in the data. This allows for more informed decision making and consensus among the organization as everyone is using the same dataset.
With robust user-access security we can manage exactly what information each user is able to see. By implementing approval processes and different phases of planning we are able to ensure that managers and functional users are able to collaborate within the platform without communicating outside of it.
Its speed and customizability allow Anaplan to be adapted to most scenarios a business could need it for. Viewing end financial reports and making adjustments to forecast being a very common use-case, but it can also be adapted for cases like Clinical Trials. The reporting still requires you to exist in the realm of dimensionality. You lose some of the flexibility that you may have in excel where you can simply pivot the full data set and view data quickly. It can be limited by the constraints of what you build. With that said if the report is already known in advance it can easily be manufactured to fit the need, however ad-hoc reporting is a bit more difficult.

Anaplan Feature Ratings

Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
10
Management reporting
7
Financial data consolidation
8
Journal entries and reports
5
Local and consolidated reporting
6
Detailed Audit Trails
8
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
8
Personalized dashboards
10
Color-coded scorecards
8
Cost and profitability analysis
9
Key Performance Indicator setting
10
Flat file integration
6
Excel data integration
5
Direct links to 3rd-party data sources
6
Customizable dashboards
7
Report Versioning
7
Role-Based Security Model
10
Responsive Design for Web Access
7
Dedicated iOS Application
5
Dedicated Android Application
5
Dashboard / Report / Visualization Interactivity on Mobile
5