This document discusses the need for connected planning across organizations and functions. It outlines how planning has become exponentially more complex with increased supply chain networks and digital disruption. Traditional planning tools like spreadsheets struggle to provide connected, dynamic planning capabilities. The document introduces Anaplan as a platform to develop integrated, real-time plans and provide visibility, speed, and flexibility compared to traditional fragmented planning approaches. Anaplan allows organizations to connect planning from strategy to execution across all business functions on a single platform.
3. Exponential Supply Chain Complexity
Pre 1970s
1970s
1990s
2000s
• Ship & Rail
• Inventory Mgmt
• “Push”
• MRP & spreadsheets
Invented
• First WMS & DC
• Truck and Air Freight
• ERP Invented
• Outsourcing
• Large MOQ
• Co-planning
• SCOR
• Information flow
• SC Services
• Demand Driven
networks
• Function-specific
Tools
• Small MOQ
• Design and Service
• Digital, Omnichannel
4. Collaboration Across The Network
Raw
Material
Suppliers
Contracted
Producers
3rd Party
Logistics
Distribution
Center
Warehouse Customer
Channel
Customers
Production
Facilities
3rd Party
Logistics
Channel
Partners
6. Typical S&OP / IBP “Solution”
ERP System
MES System
Transportation Management System
Warehouse Management System
MRP System
HCM Tool
Ad-hoc reporting and
planning tools
Financial Planning system
CRM Tool
S&OP
Management
Reports
DC / WMI
Inv Mgmt
MPS
Forecasting
Tool
Strategic
Pricing
Supplier
Collaboration
Platform
Order
Fulfillment
ATP
7. Business Decisions Increasingly Made Outside
‘Planning’ Applications
ERP CRM HCM Marketing WMS Mfg.
Transactional
Systems
BW Essbase MDM BOBJ Tableau
Data & Analytics
Tools
JDA APO Hyperion
Planning
Applications
Custom Point
SolutionDecision Support
Day-to-day
operations
Data
Collection
Plan
Systems
of Record
Ongoing
Analysis &
Collaboration
Execute
against plan
Enable
reporting
against plan
Enter the plan
during each
period
Periodic
decisions &
assumptions
Strategy /
Innovation
Marketing Sales
Finance
&
HR/IT/Assets/
Facilities
Supply Chain
and Operations
Decision Makers
8. Lowest Common Denominator is still …
70%of business users still
rely on spreadsheets for
critical portions of
business 1 year after
purchasing tool1
1Deloitte; Spreadsheet Management Not What you Figured
9. Lowest Common Denominator is still …
2Adapted from Rebus; The Real Cost of Manual Analytics in the Supply Chain
88%of spreadsheets contain
formulaic or link errors3
10. 5%of an entire
organization’s available
time is spend on
“updating or using”
advanced supply chain
spreadsheets2
Lowest Common Denominator is still …
3Panko, Raymond R; What We Know about Spreadsheet Errors
11. 5%of an entire
organization’s available
time is spend on
“updating or using”
advanced supply chain
spreadsheets2
Lowest Common Denominator is still …
70%of business users still
rely on spreadsheets for
critical portions of
business 1 yr after
purchasing tool1
1Deloitte; Spreadsheet Management Not What you Figured
2Adapted from Rebus; The Real Cost of Manual Analytics in the Supply Chain
3Panko, Raymond R; What We Know about Spreadsheet Errors
88%of spreadsheets contain
formulaic or link errors3
Despite advances in IT tools, 1% of revenue is spent inefficiently
making decisions with inaccurate data for supply chain
12. How do you spend your time?
70%
Preparing Data4
30%
Making
Decisions
4CrowdFlower – Data Science Report, 2016
13. 13
While there are many planning solutions, many of them struggle to offer a suite of connected planning capabilities
Today’s Planning System Landscape
Significant Investment Requirements
Heavy upfront costs, waterfall approaches, and long lead-times /
effort before getting up and running
Solution to Process Disconnects
Difficult / unintuitive solutions requiring the business to adapt to
the vendor’s way of doing things
Limited Capabilities
Inadequate support for connected planning within and across
business functions and lack of analytics
Sub-Optimal Custom Solutions or XLS
Since they can’t find the perfect solution, many settle for
homegrown point solutions or Excel tools
Processes Are Not Standardized
Point solutions and Excel make it easy for silos to do it their way
and inhibit “leading practice” standardization
Disparate, Fragmented Tools
Connected planning is never attempted, much less achieved, and
myriad of solutions lead to system landscape explosion
Common Challenges
with Packaged Solutions
Common Responses
15. What is connected planning?
The new way
connected planning
A new way to
run your business
Across one
department or area
Across the company
One business process
Single, secure source
of planning and
decision dataData
People
Plans
Greater collaboration,
deeper insights, faster
alignment
Dynamic, continuous
planning for any area
of your business
16. 16
Organizational
Silos
• Lack of visibility of plans across functions
• Legacy kingdoms with limited sharing of data
Flexibility
• Dynamic changes and varying timeframes for product planning
• Difficult to build flexibility to cover different planning levels or diverse categories
Work Flow
• Different planning levels, horizons and cycle times
• Inability to quickly change plans, perform what-ifs, flow changes
Data
• Data availability, inconsistency and quality issues
• Multiple sources of data challenging to reconcile
Technology
• Manually intensive to coordinate, consolidate, and share data
• Multiple purpose built tools that cannot be aligned
Why is Connected Planning So Unattainable?
There are five key barriers that need to be addressed :
17. 17
Connected Planning – Fundamental Differences
Intelligent Capabilities
Flexible Build & Modify
Capabilities
Anaplan
Cloud-based, in-memory engine - real-time planning at scale
Intuitive, role based spreadsheet-like user experience
Automated recommendations to accelerate planning process
User-friendly management and in-module scenario planning
Packaged Solutions
Slow technologies that do not always reflect real-time
changes across business units
Modifications are often lost or lead to duplicated,
inaccurate information
Limited advanced and predictive analytics capabilities
Limited dashboards and exception management logic
Standard
Reports
All reports update in real-time based on changes
made within planning modules
Easy-to-develop ad hoc reports complement standard reports
Reporting is limited or non-existent in the solution
Reporting is ad hoc / individualized
Tendency to drop into xls to marry multiple data sets,
driving effort and degrading trust
Connected
Solution
Models and reports can be modified specific to each BU /
division / geography without disconnecting plans
Aggregation can be done across multiple plans and dimensions
(like account, category, and product attributes)
Platforms are disparate and/or business unit-specific,
limiting cross-team integration
Tendency for many to still do heavy lifting in Excel or
copy/paste into the solution
18. 18
Mobile
Collaborative
Cloud-based
Scalable
Processing power
FINANCIALS OTHER
HRCRMERP
PLM
Real-time
User driven
Connected across the
enterprise
Modeling &
Predictive Capabilities
FINANCE
WORKFORCE
MARKETING
SALES
SUPPLY CHAIN
MERCHANDISING
Integrate and connect multiple dynamic
data sources in real-time
Infuse analytical capabilities to drive
better planning that matches demand
Collaborate within and across
channels and business functions
Connect single version of the truth for plans across
functions and to which the Company is executing
Dynamically connect, reconcile, and track plans
(e.g., top down and bottom up)
Reduce or eliminate multiple planning solutions
and offline spreadsheets
AlignedandLinked
Connected Planning Benefits
19. Proven Benefits of Connected Planning
Speed Agility Visibility
Uncovered $15M in
“missing” inventory
High Tech Manufacturer
Reduced Planning Cycle
Time 80%(2 wk to 2 d)
Food & Beverage Manufacturer
Increased OM capacity by
150% in 8 weeks
High Tech Manufacturer
Reduced functional FTE
requirement for impacted
processes by 40%
High Tech Manufacturer
Reduced Order Processing
Time 55% from 7 to 2 Days
High Tech Manufacturer
Effectively Planned 55%
incremental demand via
new bundles
High Tech Manufacturer
Enabled SKU-level, cross
SKU bundles, planning
High Tech Manufacturer
1.5% sustained increase in
Net Income
Global Apparel Manufacturer
20. Connect - Streamline Decision Making
ERP CRM HCM Marketing WMS Mfg.
Transactional
Systems
Business Warehouse
Master
Data
Mgmt
BOBJ Tableau
Data & Analytics
Tools
JDA APO Hyperion
Planning
Applications
Day-to-day
operations
Data
Collection
Plan
Systems
of Record
Ongoing
Analysis &
Collaboration
Execute
against plan
Combine
analytics &
decision making
Complement
or replace
legacy tools
Ongoing analysis
and decision making
Data People Plans
Strategy /
Innovation
Marketing Sales
Finance
&
HR/IT/Assets/
Facilities
Supply Chain
and Operations
Decision Makers
21. How could you spend your time?
70%
Making Decisions
4CrowdFlower – Data Science Report, 2016
30%
Preparing Data
23. 23
An end-to-end process and solution to connect across all dimensions and between all functions
Financial
Plans
Strategy &
Hindsight
Category
Plans
Account
Plans
Demand
Forecasts
PLM
Assortment
Plans /
PD Lines
Plans
POs
Size / Pack
Promo &
MD Plans
Buy Plan
Sourcing
Space
Plans
Supply
Chain
Plans
Allocations
Financial
Targets
Marketing
Plans
Master
Data
Illustrative
Footprint
OTB
Replenish
ment
Pre-Season In-Season
Clearance
Anaplan EnabledProcess Input Linked SystemMultiple Connections
Connected Planning Footprint
24. Fast
Focused around short,
quick releases delivering
rapid value
Iterative
Foundations take form
early, allowing for
iterative refinement
Collaborative
Focused on customer
enablement throughout
the journey
What does an Anaplan implementation look like?
26. Accelerating Success
App
App App App App App App
Single Use Case
Multiple Independent
Use Cases
Multiple Connected
Use Cases
Customer
LeadingAnaplan / SI Support
Anaplan
Journey
Delivery
Model
Evolution
1. Establish 2. Operationalize 3. Scale
• Deploy 1st project successfully
• Identify key roles - Executive Sponsor, COE
Lead, Anaplan Architect, Business Lead
• Form delivery team
• Establish Sprint Cadence
• Establish Data Governance
• Identify functional and regional business
owners
• Designate overall Solution Architect /
Technical Owner
• Identify and train model builders – business
or IT
• Define demand management process for
new model requests
• Define COE career path and goals
• Adjust centralized vs regional model builder
capacity
• Drive Anaplan adoption by identifying
appropriate use cases
• Invest in additional Anaplan training for key
COE resources
HUB HUB
27. 27
3. Stay connected . . .
How to be good at change . . .
Speed
Flexibility
Visibility
Ability to experiment
28. Source: HBR survey, 2016
75%
Expect they will
need to plan
more frequently
81%
Agree – plans change
during execution
5%
Strongly agree they
are effective at
ongoing course-
corrections
29. Anaplan Centre of Excellence Model
Move to self sufficiency
Drive improvements in capability
Ensure resilience
Maintain Consistency & Governance
Data & Meta Data
Model design
Processes
User experience
Share learning
Empower organic growth of the business to expand the connections
Create a ‘service’ for the business to become more efficient
30. The Centre of Excellence Model
Self-Sufficiency
Data governance
and integration
Direction
and governance
An Anaplan
‘savvy’
Access to
support
Access to Knowledge
and Best Practices
An implementation
approach
Skills and
expertise
Change
management
31. Anaplan recognition
2016 CTO Award for Innovation
2017 LEADER
Sales Performance
Management
Magic Quadrant
2016 VISIONARY
Strategic Corporate
Performance
Management
Magic Quadrant
2016 HYPE CYCLE
Human Capital
Management
Software, Workforce
Planning & Modeling
LATEST MARKET GUIDE
Trade Promotion
Management and
Optimization
LATEST MARKET GUIDE
Sales and
Operations
Planning
32. Sales & Operations
Planning
End to End Supply Chain
Planning
Supply Planning
Operations
Demand Planning
Trade Promotion
Merchandise Planning
33. 33
A connected planning approach results in better, more
collaboratively created plans that are resilient in the face
of change
Anaplan is a unique platform to develop, integrate,
reconcile, refine, and manage plans
Anaplan capabilities can be implemented quickly using
agile processes
Anaplan is highly scalable and supports very complex,
financial, product and supply chain planning models
Key takeaways Questions
Why Anaplan is ideal for supply chain – it connect right data, with right people, at right time, to update the right plan – for the entire network – only once?
If you think of all of the things that can happen in the real world of business….the list is almost endless....from fickle demand to demand volatility to natural calamities like our recent hurricanes.
Traditiionally, what a business has been equipped with to deal with these real world issues, is a series of execution systems.....order management to purchasing to scheduling systems. Everything that is designed to run the business every day. These systems are designed to be inflexible. They are supposed to enforce a consistant process that gives you predictability unless you run your process on a daily basis.
So, what is there to bridge these two worlds? Traditionally, software providers have come in with legacy solutions like SAP and Oracle, to allow you to try to plan for some of this and push down into the execution systems and more recently Cloud solutions like Netsuite, Salesforce and Workday have also tried to bridge that gap....but let’s not forget about the most popular tool of all time....Microsoft Excel. They have all tried to bridge this gap. The problem is not none of these tools were designed originally to be planning tools. They were either designed to be ERP or prodution tools or CRM, or in the case of Excel, a personal productivity tool that was never intended to be an enterprise-wide solution.
That’s were Anaplan fits in. Anaplan was built from the ground up to be an Enterprise Planning Solution, that’s both Scalable and Secure, to handle the entire business, as well as flexible enough to model all of these real world scenarios that are ineveitably going to impact your business. Anaplan comes packaged with all of the data integration that you will need to communicate with the Execution systems listed on the bottom.
Bringing Value to the organization like no other single platform planning tool can do.
Incorporate other enterprise point solutions?
Nowadays, most companies have 5-7 ERPs and 3-5 APS installed – plus 1-2 CRM tools, at least 2 finance tools, plus Tableau/Qlik
Decision making is broken in most organizations resulting in siloed, rigid, time consuming processes. This slide shows the typical application landscape at. Large organization. This is before you consider multiple instances of some of these applications across regions or business units. In spite of heavy investments in ‘planning’ tools most decision makers rely on offline mechanisms like Excel or other point applications to review performance an make decisions that change the future course of the business. These large, complex planning applications slowly devolved into ‘plan repositories’ and the actual collaboration and decision making to come up with the plan has moved outside of these systems. The main reason for this is the rigidity of these systems. This fragmented decision making puts companies at a disadvantage when they are expected to be nimble and quickly react to market events.
Supply chains have changed tremendously over the past several decades – but the underlying concepts and struggles are unchanged.
Supply chains have changed tremendously over the past several decades – but the underlying concepts and struggles are unchanged.
Supply chains have changed tremendously over the past several decades – but the underlying concepts and struggles are unchanged.
Supply chains have changed tremendously over the past several decades – but the underlying concepts and struggles are unchanged.
Traditional approach to becoming more efficient has always been …
Change data source
Improve Forecast
Fix Excel model
Add business governance
These are marginal solutions – at best they yield 5-10% change.
Anaplan CP for SC - We want to – and can - fundamentally invert the pyramid. Our platform connects and pulls together disparate, spreadsheet sourced processes that can be accessed anywhere, anytime.
Connected Planning is the belief that:
The more you connect the things on the left
In the areas in the middle
You get the benefits on the right.
But how do you do that?
Anaplan is primarily a decision making platform – by bringing together data, people and plans across the enterprise, Anaplan enables quick, collaborative decision making and enables decision maker to assess the impact of their decisions on other parts of the business. Therefor Anaplan acts as a day-to-day performance management and collaboration platform for decision makers.
Once leaders evaluate options and decide on the course of action, Anaplan can then feed those business decisions to transactional systems where they become a set of rules or constraints that guide day to day execution. Anaplan can help drive additional value by complementing existing legacy planning applications, or in some cases can replace certain point planning solutions.
What are the benefits of using Anaplan? We provide a complete solution for each department for each region. You get ROI quickly and that’s sustainable overtime. It’s self-service for the business so it doesn’t require many support resources. It’s a single cloud environment, not dozen’s of systems and countless spreadsheets. Data integration is centralized for planning and is no longer required for sharing plans. It’s secure and supports your compliance needs.
Traditional approach to becoming more efficient has always been …
Change data source
Improve Forecast
Fix Excel model
Add business governance
These are marginal solutions – at best they yield 5-10% change.
Anaplan CP for SC - We want to – and can - fundamentally invert the pyramid. Our platform connects and pulls together disparate, spreadsheet sourced processes that can be accessed anywhere, anytime.
Skills and Expertise
Functional Subject Matter Experts (SMEs)
Solution design & architecting skills
Technical model building skills
Project management capabilities
On-demand eLearning or classroom
An Implementation Approach
A known and understood approach to delivering and evolving solutions with Anaplan
Exploiting the benefits of Agile
Collaboration
Iteration
Visualization
Big Bang vs. Initial Pilot and phased Roll-out
Direction and Governance
A Governance framework to steer and prioritize the Anaplan roadmap and drive ROI
Identified Steering Committee
Identified Exec Sponsors and Sign-off approach
Office of the PMO
Data Governance and Integration
Utilization of the ‘Data Hub’ concept
Single source of the truth
Adherence to conventions and policies
Adherence to corporate definitions
Access to Knowledge and Best Practices
Functional Use Case Best Practices
Technical Model Building Best Practices
Leveraging internal Anaplan community
Sharing and pooling practical knowledge
An Anaplan ‘Savvy’
An awareness of the ‘power of the platform’
A practical understanding of the App Hub and how Apps can be leveraged for rapid prototyping and deployment
Access to Support
24/7 Customer Support desk
‘Guru-station’ provides customized support
Change Management
Embedded within the Business
Functional-specific training
Clear and appropriate Communications to drive and support user adoption
Alignment of upstream and downstream business processes
As companies move beyond their first use case with Anaplan, they must look to evolve the delivery model from Anaplan / SI delivered projects to internally owned and sustained initiatives. This also helps lower implementation costs and improves adoption.
The COE can similarly evolve over time as Anaplan usage grows, leading to natural evolution of skills, ownership and process maturity.
According to an Harvard Business Review Survey on the subject of planning:
81% agreed that plans change during execution
75% of respondents agree that their organization needs to create business plans more frequently today than it did three years ago.
But only 5% strongly agreed that their organization is extremely effective at analyzing performance and making necessary changes/course corrections to plans on an ongoing basis.
Skills and Expertise
Functional Subject Matter Experts (SMEs)
Solution design & architecting skills
Technical model building skills
Project management capabilities
On-demand eLearning or classroom
An Implementation Approach
A known and understood approach to delivering and evolving solutions with Anaplan
Exploiting the benefits of Agile
Collaboration
Iteration
Visualization
Big Bang vs. Initial Pilot and phased Roll-out
Direction and Governance
A Governance framework to steer and prioritize the Anaplan roadmap and drive ROI
Identified Steering Committee
Identified Exec Sponsors and Sign-off approach
Office of the PMO
Data Governance and Integration
Utilization of the ‘Data Hub’ concept
Single source of the truth
Adherence to conventions and policies
Adherence to corporate definitions
Access to Knowledge and Best Practices
Functional Use Case Best Practices
Technical Model Building Best Practices
Leveraging internal Anaplan community
Sharing and pooling practical knowledge
An Anaplan ‘Savvy’
An awareness of the ‘power of the platform’
A practical understanding of the App Hub and how Apps can be leveraged for rapid prototyping and deployment
Access to Support
24/7 Customer Support desk
‘Guru-station’ provides customized support
Change Management
Embedded within the Business
Functional-specific training
Clear and appropriate Communications to drive and support user adoption
Alignment of upstream and downstream business processes
We are the only single platform recognized in 5 planning & performance management markets: Sales Performance Management, Strategic CPM (Finance), Workforce Planning, Supply Chain and Operations and Trade Promotion Planning & Optimization.