Customizable Planning to a Tee
December 28, 2024

Customizable Planning to a Tee

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

Overall Satisfaction with Anaplan

I work for an Anaplan implementation consultancy. We use Anaplan at a variety of clients throughout different industries and functions to revolutionize their planning process. Anaplan allows our clients to have a more connected and dynamic view of their planning process across their greater organization. Especially with as common as it is for our clients to have primarily relied on excel the improvement is massive.

Pros

  • Calculation Speed
  • Customizability
  • Simple Dashboarding

Cons

  • Workflow
  • Data Storage
  • Management Reporting
  • Massively reduce time to plan
  • Increased forecast accuracy
  • Minimize errors
Anaplan is very simple from a users perspective. Many of the features within Dashboards are standard across each grid making the learning curve relatively flat. Although becoming a technical effort takes time there are great free resources available that anyone can follow and get up to speed in no time.

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

Anaplan is great when trying to work dynamically within/across a team. It can handle large complicated calculations and allows for simple what-if analysis. I consider Anaplan an extremely customizable tool that has a bit of everything. Especially as Anaplan increases its workflow capabilities it will continue to set itself apart within the EPM space.

Anaplan Feature Ratings

8.0
Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
10
Management reporting
4
5.0
Financial data consolidation
3
Journal entries and reports
4
Local and consolidated reporting
3
Detailed Audit Trails
10
7.0
Financial Statement Reporting
10
Management Reporting
5
Excel-based Reporting
6
10.0
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
6.0
Flat file integration
5
Excel data integration
7
Direct links to 3rd-party data sources
6
10.0
Customizable dashboards
10
Ad-hoc Reporting ()
Not Rated
7.0
Publish to PDF
4
Report Versioning
10
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
Report-Level Access Control
10
8.0
Responsive Design for Web Access
9
Mobile Application
7
Dashboard / Report / Visualization Interactivity on Mobile
8

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