Connected Planning at its best!
Updated December 23, 2024

Connected Planning at its best!

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

Overall Satisfaction with Anaplan

We use Anaplan to deliver solutions in the financial services area. We have used Anaplan to solve and improve existing solutions in Real Estate Management, Fund Management, FP&A, Workforce Planning. It is a cloud-based platform that allows connected planning to remove the risk of using disparate excel models.

Pros

  • Secure as its a cloud based platform
  • ALM - to prevent untested changes into the live environment
  • Enables multiple users to make changes

Cons

  • Current model period to update automatically
  • Allow version functionality for other model lists
  • Application Lifecycle Management
  • Versatile in various use cases
  • Connected Planning
  • Positive Impact

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?

I wasn't involved with the selection/purchase process

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Anaplan is very versatile and can be used in many different scenarios. Anaplan is suited to organizations that are heavily reliant on Excel and require performing analysis on large data sets. Anaplan avoids the risk of disparate, potentially out-of-date Excel models being used in reporting and forecasting.

Anaplan Feature Ratings

9.4
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
7
7.5
Financial data consolidation
9
Journal entries and reports
6
Local and consolidated reporting
8
Detailed Audit Trails
7
7.3
Financial Statement Reporting
8
Management Reporting
9
Excel-based Reporting
5
8.0
Personalized dashboards
7
Color-coded scorecards
7
Cost and profitability analysis
9
Key Performance Indicator setting
9
7.0
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
5
7.0
Customizable dashboards
7
Ad-hoc Reporting ()
Not Rated
9.0
Publish to PDF
10
Report Versioning
8
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
6.0
Responsive Design for Web Access
6
Mobile Application
6
Dashboard / Report / Visualization Interactivity on Mobile
6

Using Anaplan

ProsCons
Like to use
Relatively simple
Well integrated
Consistent
Convenient
Feel confident using
Difficult to use
Requires technical support
Slow to learn
Lots to learn
  • UX Dashboards
  • Processes
  • Sum and Lookup
  • Understanding of dimensionality
  • Data validations
Yes, but I don't use it

Comments

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