Copyright 2015, Impetus Consulting Group, All Rights Reserved www.impetusconsultinggroup.com 1

Part 2: Activity Resource Drivers

ACHIEVE TRANSPARENCY AND FLEXIBILITY WITH THE ACTIVITY BASED

SHARED SERVICES CHARGEBACK ANAPLAN MODEL FROM IMPETUS

Key Features & Functionality

• Quickly setup and customize your Shared Services Chargeback model

• Attain insights into the Unit Cost of each Activity and Service

• Enable users to add Activities along with Resource and Activity Drivers dynamically

• Leverage both target and assignment based drivers when allocating Activity Costs

• Trace Shared Service cost to and from target and source cost centers

• Clearly differentiate between direct and shared services support costs

• Leverage Reciprocal Allocation out of the box

• Analyze impact of each cycle within the reciprocal allocation process

• Instantly see results of changing drivers and what-if analysis

Rapidly deployed and flexibly maintained The Activity Based Costing Shared Services Anaplan model enables your organization to rapidly deploy an Activity Based approach to Shared Services Chargeback. Add activities and drivers dynamically, update driver volumes and get insights into how shared services costs are allocated

across your organization.

Model Overview

Part 1: Activity Based Costing

Start with Total Direct Expenses by Department and Account.

Choose a resource driver to assign costs to activities for the cost

center expenses. This example uses Percent of Time. Enter the

percentages and the costs are immediately spread between activities.

For each activity performed by the cost center, choose an allocation driver:

Get Started Now

This app is available on the Anaplan app hub at: anaplan.com

Email us: info@impetusconsultinggroup.com

Copyright 2015, Impetus Consulting Group, All Rights Reserved www.impetusconsultinggroup.com 2

Part 4 : Reciprocal Allocations

Part 3 : Shared Services Charge back

Model Overview, cont.

• Supports all industries—Shared Service Chargeback is required across all industries

• Fully Loaded Profitability—Achieve actionable multi-dimensional profitability analytical power through accurate allocation of cost

• Tax Transfer Pricing—Manage tax exposure while enabling transparency and traceability

• Unit Cost and Price Rationalization– Price your products and services effectively by knowing their fully loaded costs

Where this model fits into your business..

VISUAL ANALYTICS PROVIDE FOR EASY COST INSIGHT

Review and analyze shared service costs allocated to both front office business unit as well as other shared service area.

Gain insight and transparency into the source and target of shared service costs Differentiate between direct and shared service areas while tracing the inter-dependencies through reciprocal allocations

As a direct or shared service provider, gain a clear understanding of direct vs. indirect expenses to provide greater transparency to the

consumers of your services.