Software Company: Anaplan for Finance & Sales Planning Case Study

Publicly held and rapidly growing Software-as-a-Service (SaaS) leader in team collaboration and workforce management supporting over 100,000 customers globally.

Business Challenges

  • Scalable Planning & Reporting – Thriving organization had outgrown the capabilities of prior planning systems (Planful) and needed a tool with the flexibility to model future organizational changes
  • Business Vertical Alignment  – Difficulty in keeping sales planning aligned with the financial forecast due to difficulty in connecting various software platforms
  • Managing Sensitive Data – Time-consuming manual security measures taken to secure data in legacy spreadsheets
  • Version FidelityManaging quotas and capacity models across stakeholders in google sheets which led to version confusion


  • Revamped Reporting  – Creation of Financial Statement forecasting including ability to plan by region in local currency and convert to USD for aggregate reporting; ability to forecast out P&L, Balance Sheet and Cash Flow
  • Software Integration – Consolidated automation of integrated software across Workday, SFDC, among others
  • End User Guardrails – Utilized end user roles (selective access) to manage employee access to sensitive data
  • Versioning – Utilized Anaplan native functionality to allow for “what-if” and various other planning versions for finance and sales verticals


  • Long-Range Planning – Able to rely on consistent methodologies in order to confidently plan on a long-term basis
  • Streamlined Reporting Capabilities – Connected, integrated, and automated processes produce consistent, accurate reports for various business departments
  • Improved Workforce Planning – Strategic workforce planning to model headcount planning at higher level to model changes to Headcount Plan
  • Flexible Sales Planning – Ability to adjust quotas, sales organization, and sufficient staffing to meet increasing demand

Complimentary Discovery Briefing

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