5 ways successful CFOs will drive planning and performance in 2015
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Transcript of 5 ways successful CFOs will drive planning and performance in 2015
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
Five Ways Successful CFOs Will Drive
Planning and Performance in 2015
Presentation slides from the webinar published by CFO.com
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© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
Introductions
• Steve Player
• Managing Partner, The Player Group
• Christopher Schmidt
• Editor, CFO
• Folia Grace
• VP Product Marketing, Anaplan
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What current concerns do CFOs have
about planning and performance?
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• Increasing financial market pressure
• Uncertain economic times
• Changing regulations
• Rapidly evolving technology
• Complex global footprints
• Unpredictable competition
Navigating change
SHIFT
Happens
Requires greater planning agility and coordination Anaplan.com
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
CFO webinar audience poll
How predictable is your current business environment as it relates to planning?
0%
10%
20%
30%
40%
50%
60%
Highly predictable Predictable Unpredictable Highlyunpredictable
I don't know
1.7%
55.4%
34.7%
5%3.3%
Series1
Responses received: 121
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
How can CFOs, transition from traditional
budgets and still drive performance?
or
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• What ship do we need?
• What projects and initiatives are needed to transform?
• How do we continue performing while we change?
Transformation
©BBRT NA 2014 7Anaplan.com
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
1. Strategic plans
2. Financial plans
3. Rolling forecasts
4. Integrated sales plans
5. Connected operational plans
5 Ways planning can drive better performance
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What is different about planning today?
Next
generation
integrated
business
planning
Plan
Execute
Measure
Analy
ze
Sales
Channel
Mgmt.HR
R&D
Plan
Execute
Measure
Analy
ze
Plan
Execute
Measure
Analy
ze
Plan
Execute
Measure
Analy
ze
Plan
Execute
Measure
Analy
ze
Plan
Execute
Measure
Analy
ze
Finance
Supply
Chain
Customer
Support
Plan
Execute
Measure
Analy
ze
Marketing
Plan
Execute
Measure
Analy
ze
Next generation integrated business planning
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“Historically, we’ve done
this through a
sophisticated spreadsheet
process that was rigid in
terms of the instant
ability to see alternative
views on the data. With
Anaplan we get an
automatic, total view of
our trade plans accounts
across all customers.
David Butcher, Britvic’s Director,
Customer Change
INTEGRATED BUSINESS PLANNING
”
PROFILE
Leading European soft
drinks company
$2b in annual revenues
Produces and sells
PepsiCo’s soft drink brands
Operations in Great
Britain, Ireland and
France
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CFO webinar audience poll
What kind of system does your organization use for planning, budgeting or forecasting?
0%
5%
10%
15%
20%
25%
30%
35%
40%
ERP/GL embeddedplanning module
Purpose-builtplanning tool
Spreadsheets Applications andspreadsheets
None/no system
15.3%
10.7%
38.2%
32.1%
3.8%
Series1
Responses received: 131
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
How can a CFO own performance in such
an uncertain operating environment?
T E C H N O L O G Y
D R I V E R - B A S E D
A S S U M P T I O N S
MODEL & SCENARIO
P L A NC H A N G EMEASUREC H A N G EM O D E LC H A N G EP L A NC H A N G E
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Get where you need to goPlan. Change course. Adapt.
THEN NOW
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FINANCIAL PLANNING
PROFILE
$900M Revenue
250M registered users
6B Stations created
“ Anaplan is great –
really responsive,
customer oriented with
a deep background in
planning. They
understand the
challenges we’re facing
and are able to marry
that with their
technology to solve
them.
”Jared Waterman, Pandora
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
Audience response to polling question
How open is your organization to considering advanced planning approaches?
Responses received: 131
0%
5%
10%
15%
20%
25%
30%
35%
40%
Very open; we'vebegun
Very open but wehaven't begun
Still evaluating Concerned aboutfinance basics
Not sure
17.4%
22.3%
36.4%
9.1%
14.9% Series1
© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
How is cloud computing disrupting the
economics of systems costs?
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Why should Finance organizations
embrace advanced planning approaches?
FINANCE
HRIT
SALESOPERATIONS
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“ Through using
Anaplan we have a
more agile and
efficient planning
process.
Darren Craddock, Director
of Planning and Forecasting
”FINANCIAL PLANNING
PROFILE
UK’s largest general
insurance provider
27K+ employees
30M+ customers
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04/03/2015 19© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information
ANAPLAN: THE PLANNING CLOUD
FINANCEHR
WORKDAYSAPSALESFORCE ORACLE NETSUITE OTHER
IT
MARKETING SALES
OPERATIONS
• What-if Analysis • In-Memory Processing
• Model to Model Integration
• Role-Based Access
• Single Source of Planning TruthAnaplan.com
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Account
Reconciliation
Budgeting
Deal Desk
Trade & Promotion
Planning
Cost & Profitability
Analytics
SKU Level
Forecasting
Incentive Comp
Commissions &
Crediting
Territory and Quota
Planning & Mgmt.
Sales & Operations
Planning
Financial
Consolidation
OPERATIONS
FINANCE
HR
Integrated Business
Planning
Strategic Workforce
Planning Project Resource
Planning
SALES
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