Flexible tool that when mastered can be a powerful addition to your FP&A ecosystem
November 02, 2021

Flexible tool that when mastered can be a powerful addition to your FP&A ecosystem

Scott Eckman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

We use Anaplan internally to manage our company finances and for resource management across projects. We allocate employees to projects, assess project health and budgets, and manage project timelines. We also focus primarily on implementing Anaplan at customers. In primary use cases, we see our Financial Planning and Analysis implementations, Balance Sheet and Cash Flow Management, Financial Forecasting, and Sales Operations.
  • Processes large amounts of data quickly
  • Brings all users into a singular cloud based platform
  • Streamlines processes across the organization
  • The time to scale can be lengthy depending on the organization
  • Management of a model takes effort over time and resources need to be allocated accordingly.
  • Change management protocols can be challenging given users current workstream
  • Multi-Dimensionality
  • Robust User Security/Access
  • Hyperblock data processing
  • Allowed users to focus more on decision making rather than report generation
  • Enabled visibility into KPIs to shift business goals
  • Brings versioning of budgets into one area
We selected Anaplan for its intuitive design and our desire to get away from excel. It also enabled us a sandbox of usability to tailor the experience directly to our needs. Other systems compartmentalized areas into one format and did not allow us as much customization.

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

Yes

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Anaplan is well suited in an organization with many users that currently exchanges data offline. It also excels in process management and adding a better flow of data throughout the business.

Anaplan Feature Ratings

Long-term financial planning
8
Financial budgeting
8
Forecasting
9
Scenario modeling
7
Management reporting
8
Financial data consolidation
7
Journal entries and reports
7
Local and consolidated reporting
8
Detailed Audit Trails
5
Financial Statement Reporting
9
Management Reporting
8
Excel-based Reporting
6
Personalized dashboards
8
Color-coded scorecards
10
Cost and profitability analysis
7
Key Performance Indicator setting
9
Flat file integration
10
Excel data integration
8
Direct links to 3rd-party data sources
9
Customizable dashboards
10
Publish to PDF
7
Report Versioning
8
Role-Based Security Model
10
Responsive Design for Web Access
8
Mobile Application
6
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated