Date post: | 06-May-2015 |
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About Anaplan
Milestones
2013BelgiumLondonParisStockholmSingapore
Commercial Launch2011
2007Founded
Disrupting the world of business modeling and planning
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Our Conversation Today
What has changed for Finance in the last
few years?
How can Finance drive connected operational
plans?
"Oracle Hyperion has been a leader in this category for decades, but the user experience is falling behind others now, its analytics are not as easy to use as others, and integration of the various components needs streamlining.”
Rob Kugel, VP Research Director, Ventana Research
How can my organization reduce
the load on IT?
Where does Hyperion fit?
Predictions for the future of Finance and
Planning?
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McAfee: Unifying Sales and FinanceJeff Brobst, VP Financial Planning & Analysis at McAfee
Activision: Achieving Reliable Retail ExecutionPatrick O’Brien, Senior Finance Manager at Activision
Roundtable Discussion
Live Audience Questions
The Agenda
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McAfee: Unifying Sales and FinanceJeff Brobst, VP Financial Planning & Analysis
Connecting the Enterprise
New Mission: Transition away from Hyperion
2011 2012 Today
Territory Alignment
Optimize coverage to accounts and reps
Align with quotas
Target Setting
Allocate goals across business, geo’s, units and products
Quota Management
Real time planning and management with auditing
Continuous management to align goals with reality
FP&A
Governance of accurate data across enterprise
More visibility into P&L for more accurate budgeting and investment prioritization
Commissions Calculation Traceable crediting rules Timely and accurate payments Proactive rate management
Deal Desk
Reduce suboptimal discounting
Accelerate decision process
Problems with Current Legacy System One Size Doesn’t Fit All
IT-centric administration
Nuanced business rules & customizations
lost in translation
Manual data consolidation
Expensive upgrades
“In larger corporations every group does their modeling, planning, and forecasting a little bit differently…the traditional planning tools,
Hyperion included, don’t truly cater to that reality.”
A Unified System to Deliver Better Margins
“People have always talked about ‘integrated business planning’ and the ‘connected enterprise, but with Anaplan, for the first time,
we’re actually doing it.”
• Model building by the business end user- Everyone is on the same page
• Central data repository- Uncover trends and provide better analysis
• Multi-dimensional planning- In-memory calculations – no more waiting for a job to run
• Secure- Everyone is in one platform and on the same page
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Activision: Achieving Reliable Retail ExecutionPatrick O’Brien, Senior Finance Manager
• Worlds largest videogame publisher
Background
• 7000+ employees worldwide
Organization
• $4.5B+ Annual Revenue
Sales
• 2013 split from parent company
Changes
New Goals for Activision
Mission:One Global Platform for
Retail Execution
2012 2013 Today
Q1 2012 Tool Failure. Unable to Transmit
Crucial Data at Quarter Close.
Announce Split from Vivendi
Limited Data, Human Error, and Miscommunication
Field SalesCustomer
Activity
Retail Marketing
Program Spend
FinanceCapture and
Verify
AccountingClose and
Invoice
Retail Execution Business Challenges
A Reliable Retail Execution Platform
Anaplan Delivered:• Immediate view of all deals• Collaborative planning and execution• Real-time consistency across plans• Data on-demand manipulation• 50% gain in productivity
“Anaplan changes our idea of what’s possible.”
FinanceSales Accounting
Greater visibility into P&L for more accurate budgeting and investment prioritization
Continuous improvement
Measurable Plan that is easily tracked and adjusted
Manage on-going risks and opportunities
Margin expansion
Retail Marketing Results driven
growth possible with real-time retail data
Increase customer life time value
Visibility into level of dimensions below chart of accounts
Backend execution and payment reconciliation
One unified platform for all
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Roundtable Discussion with Jeff and Patrick
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Live Audience Questions
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Happy as an Anaplanner
Production Planning
Target setting territory management
quota planning
Credit & commission
Volume planningpromotion planning
ROI analysis
FP&A
Site & plot planning/forecasting.
CF, BS.
FP&A
Forecasting, budgeting, long-range planning
Sales & operations planning
Group annual planning (treasury, capital and
expense management)
OPEX Planning
FP&A
Sales forecasting, rolling forecasts,
long-range planning
Complete sales planning, credit
commissions & FP&A
FP&A FP&A
Global FP&A
Sales forecasting, store planning, merchandising
Project tracking and profitability
Long-range planning, business financials
FP&A
Promotion planning and optimization
Monthly product forecast & long-range
planning.
Store level revenue management &
workforce planning
Revenue & sales commission planning
Commissions calculation, quota planning, sales
forecasting
FP&A
FP&A
Quota Planning, Sales Capacity Planning and Sales Forecasting
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www.anaplan.com | [email protected] | 415.742.8199
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Connect with us
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