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 […]
Anaplan Solution Transforms Long Range Financial Planning at Leading Aluminum Manufacturer
Business Challenges Agility – The Long Range Plan was an error prone, resource intensive process that limited their ability to see and react to the constantly changing economic forces on their business. Versioning – Tapping the limits of Excel, their offline process created a headache any time an update to data or forecasts were needed […]
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 […]