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 Fidelity – Managing quotas and capacity models across stakeholders in google sheets which led to version confusion
Solution
- 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
Impact
- 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
