Services → Advisory

Advisory services for connected planning & transformation

Uncover gaps, define a clear roadmap, and elevate your planning maturity with our structured advisory and assessment approach.
360º

View of planning
landscape

Plan smarter together

To succeed with connected planning, businesses must go beyond tools - they must achieve alignment between people, processes, and technology. Our advisory services help you get there - faster, smarter, and with purpose.

Assessments & advisory

A full 360º view of your current planning landscape.
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Evaluate your informational maturity across systems, teams, and processes.
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Advise leadership on connected planning considerations and enterprise-wide planning needs.
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Identify challenges in your current environment, across features
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Deliver targeted recommendations to resolve inefficiencies and set the foundation for scalability.

Roadmap definitions

Turn insights into a strategic execution plan.
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Explore your business objectives, current processes, methodologies, and technologies.
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Efficiently conduct gap analyses and maturity assessments.
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Define a phased project roadmap aligned with your strategic goals.
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Outline technical architecture, timeline, cost, and benefits for each stage of the transformation.

Who we help

01

Finance & Strategy Teams

CFOs, FP&A teams, and finance transformation leaders seeking to modernize forecasting, consolidation, and performance reporting.

02

Supply Chain & Operation Teams

Leaders aiming to improve demand planning, inventory optimization, and S&OP alignment.

03

HR & Workforce Planning Teams

Professionals managing headcount, skills, and workforce costs in dynamic environments.

04

Sales & Commercial Teams

Revenue operations and sales leaders aligning targets, territories, and incentive planning with execution.

Our results in numbers

100%

Successful anaplan project implementation

16+

Certified Master
Anaplanners

10+

Years of Partnership
with Anaplan

200+

Customers

Get in touch today

Have questions about our EPM solutions? Our team is ready to help you find the right approach for your business.

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Thank you

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