Straightforward, Flexible Planning Tool That Can Be Managed by Anyone
December 19, 2021

Straightforward, Flexible Planning Tool That Can Be Managed by Anyone

Angela Breard-Chen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

I have implemented Anaplan for clients across several industries for headcount planning, sales forecasting, [and] supply chain (demand planning, promotion planning, inventory, and shipment planning). I am also a user that uses Anaplan for headcount planning, project management, and project financial reporting. The implementations I have worked on have been for user groups ranging from 5-300 end users.

Pros

  • Centralizes planning methods and structures across a business
  • Real time calculation updates
  • Business-friendly development language, doesn't need to be owned by IT

Cons

  • Model performance slows as you try to build more complex models that include multiple forecasting methods
  • Model to model integration isn't real time
  • Calendar/time settings are restricted to a single type
  • Development language is easy to understand and easy to learn
  • Master lists and hierarchies can be maintained by end users
  • End users can drill down into calculation details from dashboards
  • Has reduced a lot of time spent on manual excel work
  • Reduces avoidable errors (overwriting data, deleting rows, conflicting inputs between users)
  • Supports more collaboration across different parts of the organization

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 great for allowing businesses that are currently operating at the limits of excel to expand beyond what excel can do. It helps automate a lot of simple data management problems such as having a central hierarchy and allows time-intensive and manual reporting (such as pivots) to be updated in real-time as planning is ongoing. Anaplan starts to be difficult to use when planning is done at a very granular level of time, anything more granular than [a] day, partially because it causes model size to be very big and calculation time to slow a bit.

Anaplan Feature Ratings

9.4
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
9
Management reporting
8
8.3
Financial data consolidation
8
Journal entries and reports
8
Local and consolidated reporting
9
Detailed Audit Trails
8
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
9.3
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
8
Key Performance Indicator setting
9
9.3
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
8
9.0
Customizable dashboards
9
Ad-hoc Reporting ()
Not Rated
9.0
Publish to PDF
10
Report Versioning
8
Data Discovery and Visualization ()
Not Rated
9.0
Role-Based Security Model
9
8.0
Responsive Design for Web Access
9
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
7

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