One Stop Shop for all your planning needs
Updated September 25, 2024

One Stop Shop for all your planning needs

Rebecca Pfender | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

Internally, Anaplan is used for planning forecasts in regard to staffing. Each employee enters a forecast of allocated time to projects which are tracked against budgets. Actuals are sourced in from another source system. This provides management insight to budget vs actuals, staffing needs, and forecasting capabilities. Project managers have visibility into the project budget overtime.

Pros

  • UX Capabilities
  • One stop shop for reporting
  • Real time updates

Cons

  • Integration capabilities
  • Downloads can be wonky
  • Size constraints
  • Mobile friendly
  • Security features
  • Real-time data feeds
  • Ability to plan staffing
  • Ability to hit targets
  • Ability to manage timelines

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Anaplan can really address any planning needed within an organization. People can start to see the value when there is reports already available that users can slice and dice to their liking. I think Anaplan wouldn't fit a company that is resistant to change and would not be able to support ongoing enhancements or troubleshoot issues.

Anaplan Feature Ratings

9.6
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
10.0
Financial data consolidation
10
Journal entries and reports
10
Local and consolidated reporting
10
Detailed Audit Trails
10
8.3
Financial Statement Reporting
10
Management Reporting
8
Excel-based Reporting
7
8.3
Personalized dashboards
10
Color-coded scorecards
3
Cost and profitability analysis
10
Key Performance Indicator setting
10
10.0
Flat file integration
10
Direct links to 3rd-party data sources
10
10.0
Customizable dashboards
10
Ad-hoc Reporting ()
Not Rated
7.5
Publish to PDF
5
Report Versioning
10
Data Discovery and Visualization ()
Not Rated
10.0
Role-Based Security Model
10
Report-Level Access Control
10
10.0
Responsive Design for Web Access
10
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10

Using Anaplan

300 - Within our organization, most of the employees use Anaplan. They are forecasting projects, reviewing budgets, managing resources, and making hiring decisions. These employees range from the Managing Director level down to the individual consultant. They represent finance, HR, accounting, and compliance.
6 - These skills range from data integration, model administrators, Master Anaplanners and model builders.
  • Resource Management
  • Revenue Planning
  • Operational Planning
  • Budgeting
  • Connect Netsuite data
  • Automate reminder emails
  • Replace PowerBI reporting
  • Workforce Planning
  • Vendor Opex Planning
We are committed to using the tool. It has provided insights that you would have to source from multiple data sources all in one place.

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