Our clients were suffering from error-prone, manual, and time-consuming limitations of managing their finance and performance management processes using Excel. They wanted to move to a best-in-class solution but were struggling with where to begin and envisioning how such a solution might look.

We started the engagements by providing our clients with out-of-the-box, best practice, standard methodologies for operating expense, workforce, and capital expense planning. Together, we then iteratively refined this starting point and designed and built the revenue models they needed. Anaplan's real-time aggregation across dimensions enabled income statement, cash flow, and balance sheet reporting along with variance and trend analyses. Throughout the engagement, we led our approach with enabling client team members.