Adapting to Client Needs with Ease
December 14, 2023

Adapting to Client Needs with Ease

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

Overall Satisfaction with Anaplan

Within the organization, we use Anaplan to plan our end-to-end business. This includes all workforce planning, incentive compensation, SPM, and FP&A activities. Untangling a web of offline documents used for planning is nearly impossible. Without Anaplan, there's no way plans across the organization could be connected the way they are now. This is specifically applicable within the Sales Performance Management use cases. These use cases often need to be dynamic to the changes in the business and are less structured than Finance use cases. Having a tool like Anaplan, along with a solid COE and model builder team, adjusting to market and organizational changes is quicker and more dynamic. Anaplan also allows analysis and scenario planning to get ahead of and create new positive change within the organization.
  • Flexibility
  • Time to value
  • Scalability
  • Consistency
  • Standardization
  • Workflow
  • User management
  • Integration
  • Proactive planning instead of reactive
  • Reduction in costs
  • Reduction in planning errors
  • Improved forecast accuracy

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 an organization that wants to build and grow a planning-focused company. The tool opens many possibilities, but it requires proper investment in the people and process. Anaplan is not magic, but with the right focus on building a COE and a planning-focused company, the tool can help make significant impacts within the organization. I've found Anaplan to be a great Sales Performance Management solution because it becomes the source of truth for Sales Operations to execute planning. I've worked with several companies that couldn't answer basic cost of sales questions within a reasonable amount of time. By bringing this all into Anaplan, plans across the entire sales organization can be summarized and help provide meaningful insight in a shorter amount of time.

Anaplan Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
7
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
6
Financial Statement Reporting
9
Management Reporting
7
Excel-based Reporting
7
Personalized dashboards
7
Color-coded scorecards
7
Cost and profitability analysis
8
Key Performance Indicator setting
8
Flat file integration
9
Excel data integration
6
Direct links to 3rd-party data sources
Not Rated
Customizable dashboards
8
Publish to PDF
5
Report Versioning
8
Role-Based Security Model
6
Report-Level Access Control
6
Responsive Design for Web Access
8
Mobile Application
7
Dashboard / Report / Visualization Interactivity on Mobile
7