Anaplan Implementation Specialist
November 28, 2021

Anaplan Implementation Specialist

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

I implement Anaplan for a number of different use cases across financial services. Some of the more common uses are Fund outcome modeling, carry & co-invest forecasting, asset forecasting, workforce planning, and compensation forecasting.
  • Allows you to save time in forecasting
  • Bring data from multiple source system together quickly and autonomously
  • Reduce errors in models and ensure alignment across the business
  • Versions are often not adequate so version lists must be used instead
  • Reporting is improving but still often requires extracting data to other systems
  • Ease and speed of use
  • Scalability
  • Ability to create something bespoke every time
  • Generally customers see a large return in the form of time saved
  • The ability to run multiple scenarios and gain greater insight
Anaplan is able to handle much larger and more complex models than excel which is often what it is tasked with replacing, it doesn't allow quick ad hoc analysis in the same way as excel so will never truly replace it fully but for structured reports and forecasts, it is not comparable.

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

It is very well suited to repeatable processes which require a lot of manual effort or are large and span multiple excel workbooks. It is also very well suited to forecasting with many user inputs that need to be compiled by a central team from across the business. It isn't suited for quick analysis [of unstructured] data

Anaplan Feature Ratings

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