Agility and Democratized Data with Anaplan
September 27, 2022

Agility and Democratized Data with Anaplan

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

Overall Satisfaction with Anaplan

Our organization uses Anaplan for a variety of Sales Operations functions. From Territory Management and Quota Planning, to Sales and Finance Forecasting, to Account Management and Assignment, to Headcount and Resource Planning. Our application of Anaplan spans multiple markets with a user base through all levels of management. We have a hybrid centralized/federated model of governance that allows for centrality of data security while allowing teams to build to the needs of their customers.

Pros

  • Multi-dimensional calculations
  • Governance and security
  • User management
  • Management reporting

Cons

  • Using images in dashboards
  • High barrier to entry as a model builder
  • Navigating model history
  • Cloud application
  • Development agility
  • Increasing ROI as additional use cases are built out
  • Increasing ROI with additional use cases
  • Democratizing data
  • Able to develop and scale more quickly

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?

I wasn't involved with the implementation phase

Would you buy Anaplan again?

Yes

Anaplan works well as a cloud platform where multiple data sources need to be integrated, calculated upon, and results viewed in near-real time across a very wide user base. The agility of the platform with respect to building models suits it well to use-cases where a minimum viable product can be delivered and then iterated upon.

Anaplan may not the most appropriate tool for robust data visualization, but can still serve as the data source behind the calculations to be delivered to another BI tool.

Anaplan Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
9.3
Financial data consolidation
10
Journal entries and reports
10
Local and consolidated reporting
10
Detailed Audit Trails
7
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
8.8
Personalized dashboards
7
Color-coded scorecards
8
Cost and profitability analysis
10
Key Performance Indicator setting
10
9.3
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
8
7.0
Customizable dashboards
7
Ad-hoc Reporting ()
Not Rated
8.5
Publish to PDF
10
Report Versioning
7
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
9.3
Responsive Design for Web Access
8
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10

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