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Anaplan for Connected Planning
Updated December 11, 2023

Anaplan for Connected Planning

Michelle Sutherland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Overall Satisfaction with Anaplan

As an independent consultantcy, we have seen Anaplan as a core component of the technology stack that we recommend to the Alternative Investment Industries. The sheer breadth of use cases means that we have seen many companies completely replace excel-based modelling and reporting with Anaplan. Real Estate use cases include Asset Level Budget and Forecasting, Corporate Real Estate, Construction, and Development Appraisals. In Private Markets, we have also seen use cases across, Workforce Planning, Incentive Compensation, FP&A, Fund Modelling, Portfolio Analytics, Valuations and Waterfall calculations.
  • Full integration with source systems providing one source of truth.
  • Real time calculations.
  • Connecting planning across your organisation.
  • Secure and transparent.
  • User friendly.
  • Flexible.
  • Adding the TODAY function
  • Ability to add sub-totals or totals on selections
  • Management Reporting is a great addition but could still be improved
  • Flexibility.
  • Multiple use cases.
  • Connecting people and plans.
  • Time to value.
  • Ability to produce analysis in real time has meant the team can refocus on high value analysis work
  • Ability to model scenarios in real time

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 to all aspects of Financial modelling and in particular in helping establish a fully connected organisation, I have worked on a large number of FP&A, Workforce Planning and more bespoke implementations and have really seen the value add in terms of dealing with large data sets and streamlining planning. It is most suited where there is a robust repeatable process and less suited to ad hoc/one-off modelling.

Anaplan Feature Ratings

9.6
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
10.0
Financial data consolidation
10
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
10
7.7
Financial Statement Reporting
10
Management Reporting
8
Excel-based Reporting
5
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
10.0
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
10
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
8.5
Pixel Perfect reports
7
Customizable dashboards
10
Report Formatting Templates
Not Rated
10.0
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
9.0
Publish to Web
Not Rated
Publish to PDF
8
Report Versioning
10
Report Delivery Scheduling
Not Rated
9.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Predictive Analytics
7
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
8.0
Responsive Design for Web Access
8
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
8