Anaplan Webinar | Connected planning with Deloitte

16
Ron Dimon Managing Director of Planning and Analytics at Deloitte Consulting LLP

Transcript of Anaplan Webinar | Connected planning with Deloitte

Page 1: Anaplan Webinar | Connected planning with Deloitte

Ron DimonManaging Director of Planning and Analytics at Deloitte Consulting LLP

Page 2: Anaplan Webinar | Connected planning with Deloitte

Connected Planning

VALUE

MODELS

Debate

F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

F OF O

EXECUTION

F O

Page 3: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Connected Planning

Page 4: Anaplan Webinar | Connected planning with Deloitte

HireDiscontinue

Product Line

M+A

Connected Planning

VALUE

Targets

EXECUTION

MODELS

Debate

F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

F OF O

PLANSF O

Who, What, When

Page 5: Anaplan Webinar | Connected planning with Deloitte

Geography

ProductCategory

BusinessUnits

HireDiscontinue

Product Line

M+A

Connected Planning

PLANS

VALUE

Targets

EXECUTION

MODELS

Debate

F O F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

F OF O

Who, What, When

Page 6: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Connected Planning

Page 7: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Number of Users

Business Value

Connected Planning

Page 8: Anaplan Webinar | Connected planning with Deloitte

Geography

ProductCategory

BusinessUnits

HireDiscontinue

Product Line

M+A

Connected Planning

PLANS

VALUE

Targets

Constraints

EXECUTION

MODELS

Debate

F O F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

Assumption

F O

Who, What, When

Page 9: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Number of Users

Business Value

Connected Planning

Page 10: Anaplan Webinar | Connected planning with Deloitte

Geography

ProductCategory

BusinessUnits

HireDiscontinue

Product Line

M+A

Connected Planning

PLANS

VALUE

Targets

Constraints

EXECUTION

REPORTS&

DASHBOARDS

MODELS

Debate

F O F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

Assumption

F OF O

Transform Data and Gather it up

Who, What, When

Visualize

Statutory Reporting

• Adjustments• CTA..

Page 11: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Number of Users

Business Value

Connected Planning

Page 12: Anaplan Webinar | Connected planning with Deloitte

Who, What, When

Visualize

Statutory Reporting

Geography

ProductCategory

BusinessUnits

HireDiscontinue

Product Line

M+A

ANALYTICS

Connected Planning

PLANS

VALUE

Targets

Constraints

EXECUTION

REPORTS&

DASHBOARDS

MODELS

Debate

Drill

F O F O

What’s Possible?

• Drivers• Historical• External

• Revenue Growth• Operations• Assets• Workforce

Assumption

• Adjustments• CTA..

F O• Trends• Benchmarks• Root Causes

Understand

FocusTransform Data and

Gather it up F O

InsightPredictive Analytics

CONNECT• Data• Users• Rules• Workflow

Page 13: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Number of Users

Business Values

Connected Planning

Page 14: Anaplan Webinar | Connected planning with Deloitte

Sales andMarketing

SupplyChain HR Finance

Drivers Volume, Pricing, Channel, Efficiency

On time delivery, inventory levels

Workforce, Headcount, What’s the time to hire

Revenue, Cost, Profit, and Working Capital

Plans Sales forecast, Territory & quota plan

Demand or inventory plan

Workforce plan and cross training or succession plan

Annual operating plan (revenue & expense)

Dimensions Customer Product Employee or Team By legal entity or accounts

Data CRM, Contract Data SCM, PLM HRIS ERP

Reports Variance, Quota, Coverage On time delivery Labor cost changes,

VariableManagement Reporting (P&L and Balance)

Ease toImplement

Business Values

Connected Planning

Page 15: Anaplan Webinar | Connected planning with Deloitte

Statutory Reporting

Geography

ProductCategory

BusinessUnits

HireDiscontinue

Product Line

M+A

ANALYTICS

PLANS

VALUE

Targets

Constraints

EXECUTION

REPORTS& xx

DASHBOARDS

MODELS

Debate

Drill

F O F O

What’s Possible?

• Revenue Growth

• Operations• Assets• Workforce

Assumption

• Adjustments• CTA

• Trends• Benchmarks• Root Causes

Understand

FocusTransform Data and

Gather it up

InsightPredictive Analytics

CONNECT• Data• Users• Rules• Workflow

Visualize

Connected PlanningVendors, Customers, Channels, Other Partners, External Workforce

Who, What, When

Page 16: Anaplan Webinar | Connected planning with Deloitte

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