Anaplan fan
December 14, 2023

Anaplan fan

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

Overall Satisfaction with Anaplan

We use Anaplan as tool to help our clients to optimize their business process. Our projects overs a lot of areas including supply chain management, FP&A process, Tax provision, BEPS etc. Our clients always want a solution that could consolidate the data from different external systems, track the edit history and manage the business workflow, and Anaplan could easily realize that. At the same time, Anaplan implementation is very flexible, so if the business environment changes after solution go-live, COE team can help to update the logic with less efforts compare to traditional systems.
  • Multiple native features (Pivot, filter etc.) in dashboard page to help end user customize their analysis.
  • Single source of truth for data, and real-time calculation
  • Flexible for future maintenance
  • Diagram to visualize the whole workflow process.
  • A summary to show like saved view is used in which action, module or saved view is published in which NUX page etc... More efficient for technical leader to review and refine the implementation.
  • Save efforts to management the overall workflow.
  • Reduce the communication between different teams due to offline files.
  • Help to structure the data, so get prepared for future needs
Anaplan is using hyper block, so calculation is faster. The implementation of Anaplan is also very straightforward, so COE team can quickly catchup on the solution. If additional functions are required after go-live, COE can also support the implementation by themselves. However, Tagetik can provide a diagram to summarize the overall workflow which is very helpful. Hope Anaplan could have similar function in future as well

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

In FP&A area, Anaplan can help to realize the various forecasting and budgeting activities. End users can add adjustment and all the edit record can be trackable. They can also perform what-if analysis based on different drivers. It supports multiple versions for Actual, forecasting and budgeting, and the actual numbers can be switch-overed with simple set-up. Our FP&A clients also wants to integrate the data from external systems, and Anaplan provide multiple options to support the data integration (incl. upstream system to Anaplan, Anaplan to downstream system).

Anaplan Feature Ratings

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