CoAction: Anaplan FP&A Forecasting Case Study

Click here to learn more! Coaction Specialty Insurance is a full specialty underwriter with over $1 billion in premiums across five major product verticals: property, casualty, entertainment, executive liability, and multi-line. Business Challenges Manual Forecasting – current legacy FP&A processes & reinsurance processes are time-consuming and disconnected, not allowing for a holistic overview of business […]

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 […]

Integrated Anaplan Solution Allows for Improved Efficiency and Performance in Sales Forecasting

Business Challenges Lack of Sales Planning Platform – Disjointed organization of bottoms up sales planning to drive forecasts and targets Functional Disconnect – Various planning platforms made for inefficient data transfer within different verticals of the business Siloed Excel Planning – Numerous spreadsheets failed to effectively compile FP&A forecasts, re-forecasts, and budgets. Therefore, the planning […]

Anaplan Modeling and Planning Solution Enables Better Decision Making at Global Insurance Company

Business Challenges Siloed Business Processes – Knowledge of forecasting methodologies siloed and not consistent across the enterprise Poor User Experience – Difficulties with user experience in current solutions and prior firm built solution that was not flexible and scalable Manually Intensive and Time Consuming – Data sources were not consistent across entities & required offline […]

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