Great system to help automate processes across your whole business, from front to back-office!
Updated November 19, 2022
Great system to help automate processes across your whole business, from front to back-office!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Anaplan
We leverage Anaplan for various workstreams (automating data collection, forecasting, portfolio tracking, investor reporting, various fee and promot[ing] calculations, etc...). Being that Anaplan is extremely flexible, we can customize models for our specific business use cases, allowing us to standardize processes while providing users with a simplified user interface to navigate.
Pros
- Eases the navigation of large datasets
- Enables us to enforce controls around sensitive calculations
- Allows us to scale our business processes
- Checks are in place to prevent a user from building incorrect formulas
Cons
- Easier administration of workspace access (they are working to improve this)
- Easier access to model related data (they are working to improve this)
- User controls (Model Selective Access / Workspace Access)
- Application lifecycle management
- Audit history
- Standardized many processes across the firm
- More efficient processes, freeing up the team to become more analytical
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 Feature Ratings
Using Anaplan
800 - Finance and Accounting are our main user group, followed by middle-office Operations.
30 - Understanding product functionality is key to assessing where Anaplan can be utilized and most beneficial to end users. Product understanding is also complimented by technical skills and the ability to develop models that will streamline processes and calculations for the business users. Lastly, although it is not necessary to build, it is helpful to have business knowledge surrounding the use case so that you can also propose enhancements to the use case and call out potential efficiencies provided through Anaplan functionality.
- Data aggregation and standardization
- Forecasting
- Transaction transformation and tracking
- Ability to create a full subledger
- Ability to calculate complex waterfalls (although not recommended)
- Continue to expand forecasting use cases
- Continue to enhance HR tracking and compensation management
Comments
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