The increasing complexity and uncertainty of the business environment forces managers to rapidly update financial plans and seek effective and efficient forecasting and budgeting programs enabling quick responses and accurate business decisions.
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Anaplan integrates financial and operational planning processes within the organisation
Planning involves operationalizing goals into specific tasks that employees must complete to achieve those goals. If we aim to increase revenue by 10%, sales, marketing, and logistics areas must understand their roles in achieving this growth. Moreover, with the dynamic changes in the business environment, planning should provide sufficient flexibility in scenario analysis to meet challenges and indicate courses of action.
This requires an optimal planning process, and primarily, a tool that ensures effective communication with individuals responsible for executing business processes and directly influencing the value drivers. Anaplan is precisely such a tool.
The proper implementation of Anaplan enables the use of the platform for planning all company operations, effectively supporting the CFO in building reliable management information.
Anaplan connects processes, people, and data. It ensures transparency, flexibility, and enables the finance area to signal risks and opportunities in advance in order to take the actions necessary to achieve the strategic goals of the organisation.
A transparent view of the key operational factors impacting financial results enables the quick identification of growth sources, optimisation, increased efficiency, and ensures business continuity.
Financial planning using the cloud-based Anaplan application offers:
shortened planning cycle
flexibility
ransparency and information flow between departments
alignment of strategy with operational activities
scalability
data visualisation on built-in interactive dashboards
dynamic adjustment of plans to current situation
quick analysis
data export to external Business Intelligence systems
Advantages of Anaplan
Anaplan integrates planning, forecasting, and budgeting in finance departments with operational and specialised planning in one tool.
- Cloud-based SaaS solution
- Modern technology
- Single source of planning data
- Simultaneous collaboration of planners from different teams
- Platform created by business users for business users
Cloud-based SaaS solution
Anaplan is a cloud-based SaaS platform that integrates data from ERP, CRM, and other systems, supporting planning processes across the entire organisation. It enables decision-making based on transparent, comprehensive data available in real time. The platform eliminates the need for regular updates and downtime, minimising the involvement of the IT department.
Modern technology
The Anaplan platform is based on patented Hyperblock technology, which combines flexibility, scalability, and quick analysis. This allows Anaplan to enable real-time planning, even within exceptionally complex capital structures.
Single source of planning data
All planners use the same unified data, ensuring transparency in planning processes and greater trust in data across the organisation.
Simultaneous collaboration of planners from different teams
The platform facilitates dynamic data insights and flexible analysis, accelerating responses to market and internal changes.
Platform created by business users for business users
In case of changes, there is no need to involve IT specialists, the business itself can control and make adjustments to logic and dashboards. It is easy for users to understand how Anaplan works, unlike the "black boxes" of other systems.
Financial planning must deviate from spreadsheets
We assist in changing the approach to the financial planning - closed in silos and based on local spreadsheets to a single, integrated, centrally managed tool enabling collaboration and access to data for different teams simultaneously, providing transparency between the plans of various departments.
Using Anaplan, we can prepare plans and forecasts simultaneously for different areas, optimising their engagement. The integration of financial and operational applications ensures synergy between planning and execution. Leveraging the Connected Planning concept, Anaplan supports and links applications that address the needs of the following business areas:
Using the Connected Planning concept, Anaplan supports and links applications addressing the needs of the following business areas: Sales, Finance, Supply Chain, Human Resources, Marketing, and IT
Cloud-based solution
Easy integration, anytime access, quick implementation
Built-in intelligence
Foundations for modelling and planning, hierarchy management, version control, workflow management, and audit trail
Integrated planning centre
A data centre providing integrated planning across the organisation, as well as central view of plans, budgets, and forecasts
In-memory calculation engine
Real-time multidimensional analysis down to the transactional data level
Similarity to a spreadsheet
Modifications and maintenance of applications can be done without IT support. Automatic creation of “what-if” scenarios
Ready-made applications
Easy start with over 100 ready-made applications, also available on mobile devices (iOS, Android, Windows)
Experienced PwC experts support end-to-end implementations. We combine financial experience with IT expertise. Our team includes practitioners from the controlling domain and Anaplan Certified Model Builders. With a practical understanding of planning processes, we diagnose issues and design implementations using agile methodologies to deliver results and added value to users as soon as possible. We conduct the implementation collaboratively, continuously sharing knowledge and training client finance representatives to ensure they can flexibly adapt the planning process to meet business and organisational expectations after the implementation.
How can we assist during Anaplan implementation?
We provide support to companies throughout every stage of the Anaplan application implementation process:
Review, optimisation, and adjustment of existing processes (process redesign)
Designing future processes, defining KPIs, and specifying functional business requirements for the Anaplan application.
Building planning models on the Anaplan platform
Together with the client, we create planning process algorithms adapted to business needs, using agile methodology.
Implementation of the Anaplan platform in the organisation
We implement individual components of the application during the modelling phase, providing time for proper testing and adjustments.
Employee Training
Conducting training for future application users using the Train the Trainer method
Why start Anaplan implementation with PwC?
PwC has been a global implementation partner for Anaplan solutions since 2015. In Europe, we collaborate in countries such as England, Germany, France, Belgium, Switzerland, and, since 2021, Poland. We possess extensive practical experience in optimising planning processes and building financial planning models in Anaplan, adapted to the specific business needs of our clients.
Our partnership with Anaplan combines practical experience in transforming planning and budgeting processes with the latest technology. We support CFOs and heads of controlling departments in designing planning processes based on technological solutions that can potentially deliver a return on investment (ROI) of up to 303%
303% of potential return on investment (ROI)
Forrester report on the Total Economic Impact™ (TEI) of AnaplanSchedule an Anaplan demonstration
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