Use Cases

• Planning and budgeting

• Workforce planning

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• Zero-based budgeting

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• Activity-based costing

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• Tax modeling

Challenges

• Tedious nine-month planning cycle with a spreadsheet-based process

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• Siloed, functional fragmentation across the company

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• Product proliferation at a high cost

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• Issues with data quality; e.g., spending significantly more time cleaning data rather than providing insight to key stakeholders throughout the business

Solution

• Implemented connected planning on the Anaplan platform in just five weeks

• Rapidly replaced onerous spreadsheet-based processes for financial planning, expense planning, and workforce planning in contact centers

Results at a Glance

• Reduced complex planning process from nine to five months, with planned reduction to three months • Workforce planning team, experienced a 50 percent improvement in productivity

• Provided improved decision support to business users

• Better planning that improves both customer service and financial results

• Business ownership of connected plans, instead of just finance ownership