Customer Stories

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Live Project: FP&A Subscription Revenue, Group Consolidation and Expense Planning

Mission Statement:

Full Migration of the End-to-End Financial Planning Process into Anaplan. Anaplan will streamline and simplify our Budgeting Process by integrating 7 of our Business Unit Revenue Models and Overhead Models to create a real time Consolidated View of the Business.

Use Cases:

Payroll Planning

Revenue Modelling

Automated Allocations Model

IFRS16

Financial Consolidation

P&L, Balance Sheet and Cashflow

Sales Commissions Model

Scenario Planning and Sensitivity Analysis

Connected Anaplan Eco-System

FP&A Anaplan Transformation Programme

Mission Statement:

Full Migration of the End-to-End Financial Planning Process into Anaplan. Anaplan should enable Connected Planning so that any change in different Business Areas can be fed into our Consolidated P&L automatically. This will allow us to plan more proactively with Anaplan empowering Finance, Underwriting, Pricing, Marketing and HR to understand the impact of change real time.

Use Cases:

HR Expense Planning

Revenue Models for each Channel

Allocations Model

Call Centre Planning

Financial Consolidation

Underwriting

Scenario Planning and Sensitivity Analysis

Connected Anaplan Eco-System

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S&OP and Finance

Mission Statement:

To improve upon and replace the current Margin reporting process, eliminating manual rework, and leveraging the integration with pre-existing SOP model. To follow this with an integrated Stock Forecasting Model which will be system generated based on pre-existing Anaplan model Data, further reducing manual work.

 

Delivered:

Replaced single use spreadsheet Sales and Costing Forms with an Anaplan dashboard allowing for single point of entry (no rework) and for cross contract, customer, product reporting.

Generated suite of dashboards and reports replacing multiple excel files and linking the Costing data with Operations planning model reducing need for manual inputs.

Ability to generate forecasts and/or budget based on historic or pre-determined assumption values.

Integration of a Stock Forecasting Model, replacing a manual spreadsheet, this is integrated with the Operations planning and Finance Models delivering very efficient forecasting tool.

GrowQ also designed a suite of dashboards using the new UX, enhancing the user experience.

Digitally Connected Operationalised Environment

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FP&A Modelling

Mission Statement:

Replicate and improve the process to prepare calculations and outputs associated with forecasting Billed Debt and cost of Bad Debt, to align reporting with the Finance system and reduce the effort involved in reporting and forecasting.

Delivered:

Automation of the debt forecasting optimization, which was very time consuming, manually intensive and iterative

Enhanced forecasting of early/mid/late-stage collection/correction using weekly actuals 

Ability to create alternative scenarios/sensitivities more efficiently

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"Anaplan has streamlined logic across the business creating synergies by automating a significant number of tasks during forecasting cycles"