Professional Services Company Goes Live with Financial Planning & Analysis Solution in 12 Weeks

Business Challenges

  • Limited Critical Analysis – Legacy excel files unable to provide actionable revenue, operations or workforce insights
  • Lack of Data Fidelity – Multiple business units utilize consolidated models leading to reconciliation and reporting risks; lack of version control across end user spectrum
  • Global Growth Stagnating – Inability to effectively scale internationally; different currencies lead to duplication of data templates and inaccurate financial data


  • Anaplan – Replaced legacy excel-centric system with a holistically connected cloud platform
  • Data Harmonization – Built a Data Hub model to standardize source information from 5 repositories
  • Administrative Guardrails – Implemented Anaplan’s selective access feature based on user roles
  • Debt Facility Planning – Planned tranched debt facility and used week-to-month conversion logic to forecast interest payments on monthly basis


  • Confluent Accessibility – 23 users across 7 business units in 2 continents able to plan and analyze asynchronously
  • Proactive Business Process – Simplified user interface allows for quicker response time, increased leadership confidence and hands-on adaptation
  • Granular Insight – Integration of three software platforms allows for headcount-level information and employee-level analysis
  • Scalability – Able to service 700,000+ active users

Complimentary Discovery Briefing

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