Fidelity Investments: Managed Services Case Study
Click here to learn more! Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of other financial services. Their diverse businesses and independence give them insight into the entire market and the stability needed to think and act for the long term as they deliver […]
BoJangles: Oracle EPM Cloud Case Study
Click here to learn more! Bojangles Inc. is a growing restaurant operator and franchisor dedicated to serving customers food made from Southern recipes. First franchised in 1978, Bojangles’ has more than 690 locations throughout the United States, as well as an international location in Honduras, and each of them has a deep appreciation for the […]
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 […]
Aterian: 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 […]
Sheppard Pratt: ERP & EPM Cloud Case Study
Click here to learn more! Sheppard Pratt Health Systems is one of the oldest private psychiatric hospitals in the nation. As a non-profit organization that specializes in mental health treatment it is Sheppard Pratt’s goal to better the life of individuals and families by compassionately serving their mental health, addiction, special education, and community support […]
Enstar: Anaplan for Finance P&L, Workforce Planning, & Shared Cost Allocations
Click here to learn more! Enstar Group Limited (NASDAQ: ESGR) is a leading global (re) insurance group that provides innovative insurance solutions through their network group of over 115+ acquisition companies across Bermuda, the U.S., London, Continental Europe and Australia. Business Challenges Disconnected P&L and Workforce Planning (M&A) – Planning was a decentralized process with […]
Materials & Medical Device Manufacturer: Anaplan Demand Planning Model
Click here to learn more! Global materials manufacturer with a wide range of healthcare & life sciences, mobile electronics, industrial & manufacturing, automotive, apparel & textiles, consumer products, aerospace, and environmental protection technologies. Business Challenges Absence of Cohesive Demand Planning Method – Multiple business groups without a best practice-based demand planning process. Data Disconnect – […]
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 […]