Item: Anaplan
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

I help other companies implement Anaplan, mostly for use cases in the alternative investment space. These use cases vary by client, but typically involve carry calculations, carry allocations, fund modeling, or portfolio monitoring. I have also worked on a few valuations use cases recently. Anaplan's flexible, multi-dimensional platform allows you to create unique models that meet the client's specific needs.

Pros and Cons

Versioning
What-If Analysis
Scenario Planning

workflow management
predictive insights
ALM for dashboards

Return on Investment

Helps clients go through quarterly close process much faster
Better visibility into calculations
Better audit trails

Key Insights

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?

Yes

Would you buy Anaplan again?

Yes

Likelihood to Recommend

Anaplan is best suited for use cases where there is already some level of standardization. Obviously, Anaplan can account for one off overrides, but to have a model that is user friendly, you want to account for about 90% of your key functionality. Any one offs would be solved using an override. If you have a process or use case that is unique every time, this product is not for you.

Anaplan - Flexible Model Building Platform

Overall Satisfaction with Anaplan