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 […]
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 […]
Liberty Energy: ERP Cloud Case Study
Click here to learn more! Liberty Energy is an independent provider of hydraulic fracturing services to onshore oil and natural gas exploration and production companies in North America. They focus on offering safe, efficient and high-quality hydraulic fracturing and engineering services, aiming to become the vendor of choice. Their goal is to provide frac design […]
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 […]
EPM Cloud Migration Delivers Significant Benefits for Professional Services Firm
Business Challenges Outdated Hardware & Software: Hyperion was running an outdated version of Windows OS, causing performance, stability, security issues. The goal was to decrease spending by removing reliance on their on-premise infrastructure Value Identified for Leveraging Cloud Allocation Solution: Current allocation process lacked transparency and was difficult to maintain, which highlighted the value of […]