Introduction to

Anaplan
Driving a new age of Connected planning
‘Integrated Business Planning’ is the way ahead

The process of creating measurable organizational value

Understand the Define outcome Set targets

Embed Report results Realign
vision/strategy metrics & drivers And goals

EY integrated business planning solution

Performance measurement

Planning, budgeting & forecasting

Business Performance Reporting

What does it do?

It provides the mechanism to

It focuses on the key elements It enables leadership to make
motivate, incentivize and It communicates to
that drive the activities and informed decisions and take
reward operational excellence leadership and external
enable it to execute its appropriate actions or
and successful strategy execution stakeholders.
strategy remediation

Organizations that develop an integrated business planning framework as a strategic capability will have a sustainable competitive advantage

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Enterprise planning today…

Key IBP Challenges:

Planning is inconsistent across divisions/groups

Decoupled from strategy

Disparate data, time intensive, person dependent

Manual spreadsheets

Non-standard schema, varying measures & metrics

Financial surprises with little decision-making insight

Way Forward
► Integrate strategy, planning & performance management with a common set of Drivers
► View planning as a continuous, iterative process to guide business decision-making and other decision support tools
► Develop a "common business language” for performance management - all dimensions, drivers, outputs are defined, understood and used by all
► Integrate planning across multiple outcomes, including market share, income statement, balance sheet, cash flow, and shareholder value
► Improved communication to external customers, stakeholders and shareholders

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Anaplan enables Integrated Business Planning (IBP)

IT Operations

Sales
Marketing

 Connect your data

 Build & maintain models Finance
HR  Run business processes
 What-IFS and analytics
 Collaborate & execute

Salesforce SAP Workday Oracle Netsuite Other

In-memory Built-in Spreadsheet-like Apps &

Cloud Delivery
Data engine Intelligence Immediacy Accelerators

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Connected planning with pre-built apps
Use them as is, modify them to suit your special needs, or create your own

Finance
 Planning, Budgeting, and Forecasting

 Corporate Strategic Planning

 Zero Based Budgeting

Sales  Revenue Modelling
 Territory and Quota Planning  Financial Consolidations
 Incentive Compensation  Product Profitability Analysis
 Sales Forecasting

IT  Account Segmentation Scoring

 Agile Implementation
 Project Management
 Shared Services Allocation
Supply chain
Plan for any area of  Demand & Supply Planning

your business  Sales and Operations Planning

 Inventory Optimization

 Production Capacity Planning

Marketing
 Marketing Performance Management

 Trade and Promotion Planning

Workforce
 Workforce Planning

 Workforce Optimization

 Predictive Labour Modelling

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Anaplan recognition

2017 LEADER 2017 LEADER 2017 NICHE 2016 NICHE 2016 HYPE CYCLE LATEST MARKET GUIDE

Sales Performance Strategic Corporate Financial Corporate Sales and Operations Human Capital Trade Promotion
Management Performance Performance Planning Systems of Management Management and
Magic Quadrant Management Management Magic Differentiation Magic Software, Workforce Optimization
Magic Quadrant Quadrant Quadrant Planning & Modeling

2016 CTO Award for Innovation

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Key Anaplan customers by line of business

Finance Sales Supply Chain Workforce, Marketing, IT, etc.

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Key EY differentiators

► Global Anaplan Strategic Partner with Deep Anaplan knowledge and skills with extensive experience in architecting Anaplan Planning solutions for
large, complex multi-national organizations
Anaplan Capabilities
► Mature practice with multiple successful project experience & end-to-end delivery capabilities Pool of 25+ Trained and Certified resources with end
to end delivery capabilities

► Rich experience and in-depth understanding of Anaplan fitment across Industry. Leveraging industry specific leading practices for Integrated
Business Planning implementations
Industry Knowledge
► Tailored pragmatic approach combining our experience of what has worked elsewhere coupled with intimate knowledge of client’s business

► Experience in helping the world’s largest, most complex organizations define and deploy scaled and simplified Anaplan solutions across
Global Anaplan geographies
Expertise ► Extensive experience in architecting Anaplan solutions for large, complex multi-national organizations
► EY India is part of larger pool of EY Global Anaplan practice
► Prebuilt EY apps for common use cases which can be can be modified to suit client specific needs enabling them to get started quickly.
Benefit Realization ► We propose an accelerated engagement start; increased process efficiencies, reduced risk of project delays & cost overruns with a scalable and
simplified global solution

► Our offerings combine EY’s business knowledge and implementation capabilities with Anaplan's disruptive technology to help our clients enhance
Meeting your business planning and execution across Finance and Operations
tomorrow
► Robust change management methodology that focuses on enabling end user adoption with minimal disruption

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Thank you
For further information contact

Sibjyoti Basu Prashant Garg

AIBD & Growth Markets Leader Partner, Analytics
Sibjyoti.basu@in.ey.com prashant.garg@in.ey.com

Sachin Kataria Anupam S Bhatnagar

Associate Partner, Analytics Director, Analytics
Sachin2.kataria@in.ey.com Anupam.bhatnagar@in.ey.com