Driving a new age ofConnected Planning

Connected PlanningWhat? / Why? / How?

Planning is

Trying to quantify what may happen

in the future.

CEO’s Strategy

Method or plan to bring about a desired outcome

Example desired outcomes:• Increase shareholder value• Become number 1 in a market• Enter a new market

Increase ToplineRevenue by 10%

Increase Prices

In order to increase revenue by 10%

We could simply increase our prices by 10%

Increase Topline Revenue by 10%

But most customers would not accept that and it could have the opposite affect.

Connected Planning

In order to increase revenue by 10%

We could increaseoutput by 10%

If we do this, it may impact our operations in:

• Marketing• Supply Chain• Sales

Increase Topline Revenue by 10%

Marketing

In order to increase revenue by 10%

We need to sell more product

To sell more product, we may need to promote it.

Promoting a product usually means selling it for a discount.

This means that:• rather than increasing our

output by 10%

Increase Topline Revenue by 10%

• we’ll need to increase our output by more than 10%

Factory Capacity

Machine Hours?Overtime?Extra Shifts?New Machinery?New Factory?

Logistics Capacity

More trucks?Ships?Extra routes?Extra drivers?DIFOT considerations

Warehouse Capacity

Storage of materials?Storage of finished goods?Location of Warehouse and Customers

Supply Chain Impact Increase Topline Revenue by 10%

If we need to increase our output by more than 10%, what does this mean for:

An increase in quantity presents its own challenges:

Sales Capacity Increase Topline Revenue by 10%

Salespeople aren’t productive as soon as they are hired

• Sales Capacity• New markets?• Higher sales targets?• Extra sales people?

• Ramping means learning about:• The company• The product• The market• The competition

If extra staff is being hired, we need to ensure we have sufficient…

Connected Planning

Office space Computers HR capacityfor onboarding

Increase Topline Revenue by 10%

Connected PlanningIncrease Topline Revenue by 10%

May require > 10% increase

in output

Will mean lots of complex changes –

capital impact?

Long lead time required

CONNECTED PLANNING

Compensation Modeling

Incentives & Rewards

Sales & Operations Planning

SupplyPlanning

Supplier Collaboration

DemandPlanning

Sales Forecasting

Quota Modeling

Territory Planning

MarketingPerformance

Pricing &Promotions

Balance Sheet & Cash Flow

Income Statement Forecasting

Zero Based Budgeting

Workforce Planning

TalentStrategy

Long Range Planning

Revenue, OPEX & CapExPlanning

The Honeycomb Effectof Connected Planning…across the enterprise forfaster, better decision making

Sales

Marketing

Human Resources

Finance

Supply Chain

• We surveyed 1000 businesses

• Across 48 Industries

• 90% of Executives cite planning as critically important to the business

www.Anaplan.com/SoCP

Planning is critical…but too slow for many

82% of executives report that their organization needs to plan more frequently than five years ago.

But only 23% can incorporate market changes into their plans within a few days.

Research from The State of Connected Planning. Anaplan.com/SoCP

82%

23%

For businesses looking to capitalize on market trends, this delay can be the difference between success and failure.

…and Execution is still a struggle

Research from The State of Connected Planning. Anaplan.com/SoCP

But only 15% of companies execute on

all of their plans

And 86% face limitations to collaboration when planning

92% of companies believe that better planning

technology products better business outcomes

The State of Planning Technology

Research from The State of Connected Planning. Anaplan.com/SoCP

IT teams that use spreadsheets for

planning

Sales teams that use spreadsheets

for planning

Supply Chain teams that use

spreadsheets for planning

Executives who use on-premise tools

for planning

Business functions still rely on manual tools and legacy applications

The Disconnected Legacy Environment

ERP CRM HCMClaim s A dmin

Po licy Ad min

Rat ing System

Transact ionalSystems

BW Essbase MDM BOBJ Tab leauDat a & A nalyt icsTools

BPC APO HyperionPlanningAp p licat ions

Day-to -day

operat ions

Dat a Co llect io

n

Plan Systems

of Record

Ongoing Analysis &

Collaborat ion

Execute against plan

Enable report ing

against plan

Enter t he p lan dur ing each

period

Decision Makers

Cust omPoint

So lut ion

Decision SupportPeriodic

decisions & assumpt ions

Dist ribut ion Product Market ing Finance Risk Human Resources IT

Anaplan Advantages

• Data Agnostic

• Single Platform

• Clicks Not Code

• In-memory Calculation

• Highly Customizable

• Enterprise Security

• 100% Cloud

The Anaplan platform makes agile change possibleBU

SIN

ESS

FUN

CTIO

NS

Sales FinanceMarketing Service HR IT

PLATFO

RM

OF

CAPA

BIL

ITIE

S

CollaborationWorkflowField-LevelAccess Rights

DataVisualization

What-IfAnalysis

ForecastingData Hub

INTEG

RATIO

N

LAYER

DATA

SO

URCES

Systems of RecordProductERP CRM HR 3rd PartyCore

Driving Connected Planning success in Finance organizations worldwide

FOOD & BEVERAGE

50% productivity improvement in

workforce planning

INSURANCE TRAVEL & HOSPITALITY

Saving 1.5-2 months for financial budgeting

and forecasting

Operational scorecards delivered weekly rather

monthly

Key metrics and assumptions available

in real time

CONSUMER GOODS INSURANCE

400 users collaborating on 17 use cases with

minimal training

Went from 2 weeks to 2 days for supply chain

finance planning

CONSUMER GOODS

Reduced FP&A data analysis from a week’s time down to minutes

HEALTHCARE

Long-term planning cycle cut

by two-thirds

CONSULTING

Streamlining costs with Connected Planning across HR & Finance

FINANCIAL SERVICESRETAIL

Planning and budgeting time cut by more than

a month

Recognized as THEConnected Planning pioneer

https://www.anaplan.com/papers/anaplan-named-leader-gartner-cfp&as-magic-quadrant-2019/

Thank you!