Global Insurer: Anaplan for Finance

Click here to learn more! Prominent property and casualty insurer operating in 29 countries and economies around the globe with insurance product and services offerings for commercial and consumers. Business Challenges Siloed Business Processes – Knowledge of forecasting methodologies siloed and not consistent across the enterprise Poor User Experience – Difficulties with user experience in […]

Eyecare Retailer: Anaplan for FP&A Merchandise Planning & Supply Chain Planning

Click here to learn more! Rapidly growing American eyecare retailer for prescription glasses, contact lenses and sunglasses with online and physical retail stores across the U.S. and Canada. Business Challenges Tremendous growth being supported manually – the organization was experiencing rapid growth while the existing processes were manually intensive, lacked integration, and each department was […]

Brotherhood Mutual: Anaplan FP&A Forecasting

Click here to learn more! Brotherhood Mutual is a robust insurance company offering property and liability coverages for more than 65,000 religious organizations and related ministries. Its insurance and risk management resources are utilized in 47 states across Continental USA. Business Challenges Offline Insurance & Reinsurance Forecasting – The legacy budgeting solution provided little visibility […]

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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