Aterian: Anaplan FP&A Forecasting & Supply Planning Case Study

Click here to learn more! Aterian (NASDAQ: ATER) is a technology-enabled consumer products platform that builds, acquires and partners with e-commerce brands. They operate in over 12 countries and support over 2,000 products with annual revenue over $200MM. Business Challenges Lacking Scalability – Current business process became unsustainable. Google Sheet workbooks caused a bottleneck in […]

Sporting Good Manufacturer: Anaplan for Demand Planning, Supply Planning & Reporting Case Study

Click here to learn more! Rapidly growing American sporting goods manufacturer with a global portfolio of leading category brand names focused on protection, performance and recovery. Business Challenges Antiquated S&OP process lacked scalability – the organization has grown quickly through organic growth and M&A, the planning SKUs have the potential to triple in the next […]

Everest: Anaplan Workforce Planning & Allocation Modeling Case Study

Click here to learn more! Everest is a publicly traded global leader in reinsurance with over 40 years of experience and nearly $17B in market capitalization. Business Challenges Disconnected HR System [WF] – Manual legacy processes of separated Workforce planning was time-consuming, manual and carried inherent risk International Scaling [Allocation] – Current processes do not […]

BioTechnology Company: Anaplan for Finance & Sales Case Study

Click here to learn more! Rapidly-growing, publicly-held American biotechnology company advancing human health and pioneering the future by harnessing technology. 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 […]

Pico: Oracle Cloud ERP Case Study

Click here to learn more! Pico Quantitative Trading (Pico) is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Business Challenges Poor First Implementation – The partner who implemented ERP Cloud for Pico […]

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 […]

Acme United Corporation: Oracle Cloud EPM Case Study

Click here to learn more! ACME United Corporation is a leading worldwide manufacturer of cutting, measuring and safety products for school, home, office, hardware, sporting goods and industrial markets. Its leading brands include First Aid Only, Physicians Care, Pac-Kit, Spill Magic, Clauss and DMT. Business Challenges Manual Process – The client’s monthly consolidation process included leveraging several manual […]

EPIC Insurance: Oracle EPM Cloud Case Study

Click here to learn more! EPIC Brokers is one of largest privately held U.S. Insurance brokerage and consulting firms with more than 53,000 clients. EPIC Consultants have a depth of industry expertise across key lines of insurance, including commercial property, employee benefits, unique specialty program insurance and private client services.  Business Challenges Disconnected Excel-Based Planning […]

Leading Global Health & Wellness Digital Platform Provider: Anaplan for Finance Case Study

Click here to learn more! Leading organization that designs technology platforms designed to create daily habits and sustainable behavior change to empower people to lead happier and healthier lives. Their health and wellbeing platform, benefits navigation, care management and coaching programs impact over 100 million people across 190 countries. Business Challenges Disconnected Forecasting & Reporting […]

Software Company: Anaplan for Finance & Sales Planning Case Study

Click here to learn more! 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 […]

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