Anaplan - Time to Automate!
Updated November 12, 2024

Anaplan - Time to Automate!

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

Overall Satisfaction with Anaplan

Anaplan is evolutional. In additional to connected planning and scenario analysis, it almost fully automate companies accounting process. It is able to connect to the upstream data source via ETL tools, perform multi-dimensional calculation without the worries of excel crushing, and send the result back to the same or downstream data source. There are so many cases that Anaplan saved hundreds of professional hours each month.

Pros

  • connected planning
  • multi-dimensional modeling
  • easy to learn
  • full UX experience

Cons

  • expand more features
  • cost
  • UX: reporting ability
  • processing time is very fast.
  • connectivity
  • save hundreds of professional hours
Anaplan is very user friendly and highly customizable
compared to OneStream, Anaplan is more flexible, user friendly and easily customizable

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 for FP&A, Accounting monthly closing, complex calculation Less appropriate for procedure not connected to other information source. Anaplan is an expensive choice

Anaplan Feature Ratings

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

Using Anaplan

1000 - FP&A
15 - FP&A functional, Anaplan Solution Architect
  • FP&A
  • Capital Modeling
  • workforce planning
  • not really
  • expense planning
  • predictive

Evaluating Anaplan and Competitors

Yes - excel
  • Integration with Other Systems
  • Ease of Use
nothing to change

Anaplan Implementation

  • Third-party professional services
Yes
Change management was a major issue with the implementation
  • change management

Anaplan Training

  • Online Training
  • In-Person Training
the training is great. I achieved master Anaplanner and on a consulting career path all through Anaplan forum. The training is very easy to follow and there are a lot of people who will help you on the forrum if you are stucked real simulation without the need to go to anaplan for some training
Rating the online training for Anaplan can be somewhat subjective and may vary based on individual experiences and learning preferences. However, based on general feedback and available resources, the online training for Anaplan would rate around 8 out of 10. on-line training is again free and very integrative! Highly recommended

Configuring Anaplan

Anaplan is highly configurable, and on a scale of 1-10, it would rate around 9. Here are some key points that highlight its configurability:Model Building: Anaplan allows users to build models tailored to specific business needs. You can create custom modules, lists, and dashboards to suit various planning and forecasting requirements.Flexible Data Integration: It supports integration with various data sources through APIs, Anaplan Connect, and third-party tools, making it easy to import and export data.Customizable Dashboards: Users can design dashboards with custom views, charts, and KPIs, providing a personalized user experience.User Roles and Permissions: Anaplan offers detailed user role management, allowing administrators to configure access and permissions at a granular level.Calculation Engine: The platform's calculation engine is highly flexible, enabling complex formulas and multi-dimensional analysis.Workflow Management: Anaplan supports custom workflows, approvals, and notifications, which can be configured to match business processes.Scalability: It can scale to handle large data sets and complex models, making it suitable for organizations of various sizes.Extensibility: Anaplan's platform can be extended with custom applications and integrations, providing additional functionality as needed.User Interface Customization: The user interface can be tailored to meet the specific needs of different user groups, enhancing usability and efficiency.While Anaplan is highly configurable, it requires a good understanding of its modeling and formula syntax to fully leverage its capabilities. Therefore, proper training and expertise are essential to maximize its potential.
yes, Anaplan has best practices as part of the training
Yes - we have customized the interface extensively - it was very easy to do so
Yes - we have added extensive custom code - yes

Anaplan Support

highly responsive
ProsCons
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response
Yes - yes, my platform refuses to open. support was quick
onetime my model was not open. Anaplan resolved this issue in less than 4 hours

Using Anaplan

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
Requires technical support
Inconsistent
Cumbersome
Lots to learn
  • formula drill down
  • workflow
  • creating a new item
  • run actions
Yes

Anaplan Reliability

correct
on computer, mobile. very seldom outage

Integrating Anaplan

  • SAP
  • Snowflake
  • Azure
  • workday
  • File import/export
  • API (e.g. SOAP or REST)
  • ETL tools
ADO is great!

Relationship with Anaplan

Upgrading Anaplan

Comments

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