Best Cloud solution for Planning...
September 29, 2022

Best Cloud solution for Planning...

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

I am a Business Solution Consultant, working for a Anaplan Silver partner 'Voiant'. My primary responsibility is to assist our client by modelling and supporting their Anaplan Models. Currently, I am working on a Sales Performance management use case for our Software client where we build a Anaplan model for Territory and Quota Planning. We helped our client in scoring the accounts, assigning it to correct Territories and setting up quota in more smooth and integrated fashion. this provided them a more integrated platform on cloud which requires less technical knowledge for the business person and helped them with better visibility using Anaplan Apps.
  • Business person can work easily without a lot of Technical (Anaplan backend) knowledge.
  • Creating reports for the Leadership
  • Smooth Integration with various systems.
  • I would definitely wish to see a better formula editor for new model building experience
  • Ability to reorder content selectors, I had a hard time trying to figure out the logic.
  • Ability to open the source module directly from the NUX when user clicks on Source Model
  • User friendly UX
  • Real time What if analysis
  • Historical analysis for business Decision making
  • Time, efforts, and resources consumed in quota planning could be enormous and still organisation may not be able to set up the appropriate Quotas, Anaplan drastically reduces the efforts and provide great ROI
  • What-if analysis in Anaplan is another great feature which adds to the ROI. You have the visibility of future state before actually submitting the targets
Apart from Anaplan, I have only used Microsoft Excel and Anaplan has a huge cloud advantage over excel. Input providers can fill out the assumptions fields directly in the master version, making Excel input sheets sent per email and manual consolidation redundant. However, Anaplan provides a single, real time source of truth as its connectors and import functions ensure that parameters are always up-to-date. Anaplan also provides better Security and access to correct Content based on the Roles.

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

Based on my experience, I have seen Anaplan doing really well for integrated Planning and Budgeting. it's really a great tool for Territory and quota planning, Financial Planning and Budgeting.

Anaplan Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
8
Financial data consolidation
8
Journal entries and reports
8
Local and consolidated reporting
8
Detailed Audit Trails
7
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
8
Personalized dashboards
9
Color-coded scorecards
10
Cost and profitability analysis
9
Key Performance Indicator setting
9
Flat file integration
9
Excel data integration
7
Direct links to 3rd-party data sources
9
Customizable dashboards
9
Publish to PDF
8
Report Versioning
9
Role-Based Security Model
10
Responsive Design for Web Access
9
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
8