How Anaplan can provide you an easier life
November 05, 2020

How Anaplan can provide you an easier life

Wenwei Liu | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

I helped Aesop for their FP&A using Anaplan. It's been used by financial department mainly. It helps the client to build a very flexible planning tool which collaborates historical data, revenue & COGS planning and expense planning including an independent model for workforce. It provides various views for management reporting and easily for end users to follow the process in their own area to complete the financial planning process.
  • End user friendly dashboarding.
  • Easy to import/export flat files.
  • Easy to maintain.
  • Integration with other databases can be improved.
  • The dashboarding customisation is not enough.
  • Excel add-on for importing/reporting.
  • Reduce the time for FP&A process.
  • Provide more accurate scenario analysis.
  • Provide flexible versioning.
Anaplan logic and formula is easier to understand by end users so they can be more independent when they started to use the tool. Also the self training courses are detailed and practical enough to give end users a better understanding of the functions and what they can achieve by using Anaplan.
It's very recommended to use Anaplan when the company wants to have an integrated planning tool for planning, reporting and analysis across different department. It's easy in Anaplan to set up dynamic access or user roles to secure data visibility. Also, Anaplan provides good self training path to client to educate themselves.

Anaplan Feature Ratings

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