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
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
- Tableau Desktop and Jedox
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.