Eyecare Retailer: Anaplan for FP&A Merchandise Planning & Supply Chain Planning

Rapidly growing American eyecare retailer for prescription glasses, contact lenses and sunglasses with online and physical retail stores across the U.S. and Canada.

Business Challenges

  • Tremendous growth being supported manually – the organization was experiencing rapid growth while the existing processes were manually intensive, lacked integration, and each department was leveraging different technologies to complete their planning for FP&A, Merchandise Planning and Supply Chain
  • Anaplan foundation helped but not optimized – they embarked on an Anaplan journey that started in 2019 to support the vision for a fully integrated and connected business planning approach, it was an improvement over the manual processes previously in place but incomplete in execution
  • Process Optimize Data Feeds – Anaplan Supply Chain planning models were impacted by a new ERP system necessitating a data & hierarchy restructure of significant number of data sources and planning feeds
  • Difficult Conversions – One of the biggest challenges with getting live was completing the data conversions from their legacy systems


  • Assess existing Anaplan solution and Leverage foundation – Peloton was brought in to replace previous implementation partner in 2022 to help the organization re-imagine a connected planning vision. Peloton was committed to resuscitating existing models as a time and cost saving measure while adding the necessary functionality to optimize their environment
  • New roadmap was developed – holistic design approach leveraged existing work where possible, but ultimately drove best practices with thorough documentation to enhance the models and make their process more dynamic. Scope included: Delivered Demand & Inventory Replenishment Planning Model, Long Range Tops Down Forecast, Open to Buy, New Product Development Forecast Model, Retail Store Forecast, Allocation Model, and In Season Inventory Management Report


  • Single Source of Truth via Seamless Integration & Process Automation –Integrated financial and operational data, encompassing all key business functions which allows resources to focus on value-add analysis
  • Seamless Integration & Process Automation – Leading to optimal inventory positioning & spend, but also facilitates full transparency to the full team to understand and document methodologies being used to drive the forecast

Complimentary Discovery Briefing

What are you interested in?
This field is for validation purposes and should be left unchanged.