Use Cases for the Extensions

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• Vision
• Business needs
• User types
• Jobs to be done
• Example scenarios
• Facilitate decision making
• Finance analyst
• Management team

Vision

The Extensions are part of the User Experience.

They help our customers analyse data, report and make decisions​, by enabling all users to work and collaborate efficiently with Anaplan data in their familiar productivity tools

Read more about our Extensions family.

Business needs

User types

Jobs to be done

Analyst, model builder, decision maker, contributor, planner
	Excel Add-in	PowerPoint Add-in	Google Sheets Add-on
Work offline and access my data anywhere	√	√	√*
Distribute a report in a specific format	√	√	√
Consume Anaplan data but don't have access	√	√	√
Work in my familiar tool	√	√	√
Do some ad-hoc analysis	√		√
Create highly-formatted reports	√		√
Integrate data that is not yet in Anaplan	√		√
Send data to Anaplan from my spreadsheet	√		√
Collaborate on a report			√

* Offline extension

Example scenarios

You can read customers stories in those blog posts.

Facilitate decision making

Finance analyst

As a Finance Analyst, I need to create a P&L report every month for my management team. I need to create this report efficiently and trust the data is accurate, so I can spend time analyzing the figures and providing some insights and recommendations.

Usually, I spend a lot of time copying and pasting data into Excel, doing some data validation, sending the file to colleagues, before I can finally spend the little time remaining to do some value-add work of analysis.

My management team also gets upset when the report is not ready on time or some values are off.

Management team

As a Decision Maker, I want to get my weekly PowerPoint deck with the latest Anaplan data. Not only the data should be up-to-date but my analysts should have provided an analysis of the situation and provided recommendations.

My leadership team is used to a specific slide format which we are familiar with so the flexibility is key.

I am also asking my analyst to integrate some ad-hoc pieces of analysis to deep dive into some specific areas of the business, and they have to provide me with this on time for my Monday morning business review.