Super Contributor
Deloitte’s Capital Projects Planning & Allocations app enables corporate finance, operations, and strategy teams to assess the viability of potential projects as well as track the performance of ongoing initiatives. The tool is extremely user friendly and flexible allowing for the platform to be easily adopted in to any organization. Designed for rapid time to value, the tool can be integrated to source systems such as a general ledger (i.e. SAP or Oracle) or a CRM (i.e. Salesforce, MS Dynamics). Originally envisioned for an aerospace use case, the app uses historical production data to create benchmarks and projections for accurately predicting revenue and costs associated with a given project. The allocation engine incorporates both driver based logic and user defined inputs to accurately distribute cost to a related project. Ultimately, the ability to quickly view key project metrics and P&Ls gives users streamlined decision making capabilities and an array of scenario comparisons for fully transparent project planning.

 

Features

Project Planning
  • Projects can be added by project type (Capex, Overhead, SaaS) to make it easier to compare similar initiatives and more accurately configure operating assumptions
  • Users have the ability to submit new project requests and follow the workflow; utilizing automated flags for mandatory fields and highlighting recommended additional details
Request/Approval Workflows
  • The app features a multi tier approval process to ensure projections are accurate and requested initiatives are aligned with leaderships goals
  • Interactive dashboards allow users to track the stages of each project in the workflow and then view in-service projects to actively monitor progress and delivery
Revenue Forecasting
  • Historical revenue data can be imported and then users have the opportunity to carry forward that data with assumed growth rates or input overrides and adjustments
  • This portal allows corporate finance & accounting teams to better predict cash flows associated with new projects and create revenue forecasts for key stakeholders
Revenue Attribution
  • After calculating revenue by product or business area end users can create revenue per unit attributions and tweak assumptions for each project type (Capex, Overhead, SaaS)
  • Utilization is adjusted by several variable (scenario, operating department, project type, etc.) to give planners customized metrics and accurate forecasts
Operating Expense Forecasting & Allocations
  • Plan operating expenses by category or down to the GL Account level and allocate final budgets from cost centers to profit centers to assess company profitability
  • The app utilizes Anaplan’s break back and flexible time scales; enabling end users to plan quickly and adjust plans as needed to accomplish targets or goals
Project KPIs/Executive Reporting
  • The application calculates IRR, ROIC, NPV, ROI, and Payback Period for each project and compares each metric across multiple scenarios to aid decision making
  • Users have the ability to view the data in both tabular and visualized form over time to assess the success or decline of a given project
Cash Constraint Planning
  • Users can setup balance thresholds, conversion rates, and apply assumed growth to create benchmarks that align with organizational requirements
  • The tool automatically brings in project cash flows (+/-) and evaluates if there are necessary funds to support all the requested initiatives for any given time period
Ranking/Prioritization
  • Rank, filter, and sort by different criteria for prioritization of projects (i.e. Top Projects by NPV or Top Projects by IRR or Top Projects by Cumulative NOI)
  • Assess effects to the rankings based on market factors, internal constraints, and any other obstructions with the ability to toggle 50+ drivers/assumptions
Workforce Planning
  • Integrated workforce planning to forecast resourcing needed to support operations
  • The app utilizes an abundance of drivers and assumptions to align with an organization HRIS system to ensure more accurate employee related expense planning

Information

Size
-
Language
Terms & Conditions

App stats

Modules
Contact Provider
Roles
Contact Provider
Formulas
Contact Provider
Reports
Contact Provider
Complexity
Contact Provider

You Might Also Like

 

datasheet.png

 

 

 

Click here to open datasheet

 

Deloitte

Deloitte provides industry-leading audit, consulting, tax, and advisory services to many of the world’s most admired brands, including 70% of the Fortune 500. Our people work across more than 20 industry sectors with one purpose: to deliver measurable, lasting results. We help reinforce public trust in our capital markets, inspire clients to make their most challenging business decisions with confidence, and help lead the way toward a stronger economy and a healthy society. As a member firm of Deloitte Touche Tohmatsu Limited, a network of member firms, we are proud to be part of the largest global professional services network, serving our clients in the markets that are most important to them.

Website
https://www2.deloitte.com/us/en.html
Address

Deloitte

30 Rockefeller Plaza

New York, NY 10112-0015

United States

 

Email
aramalingam@DELOITTE.com
This model addresses the planning of global clinical trials and the forecasting of long-range expenses to accurately allocate project resources. It includes a trial management hub, consolidated portfolio analytics, financial and KPI reporting, and
finance
Clinical Trial Forecasting
Peloton’s Contingent Workforce Planning app enables you to quickly track and plan all 3rd party labor requirements while providing what-if scenario insight. Contingent labor planners can face difficult analysis of contract value and expiration of
other
Contingent Workforce Planning
Cloud solution that covers planning for operating expenses including workforce, technology spend and project expense in Anaplan’s latest UX. It combines a driver-based and zero-based budgeting approach and highlights other key functionality of
finance
Digital Cost Management (DCM)
Add-in from version 2.6 to version 3.2 to benefit from: faster performance; the ability to connect to saved views; the use of context selectors; and the use of pivot and filter to orientate and condense your data to one worksheet.
other
Migrate Excel Add-in version 2.6 to version 3.2
For front end sales affiliates, enable PSI control with statistical forecast and inventory plan and communicate global demands to the factories.
finance
S&OP with Multi Layer PSI Control (JP)
Digital Commercial Planning uses advanced analytics & industry leading practices to inform decision making across all steps of commercial planning cycle
supply chain
Digital Commercial Planning
The Anaplan NHS Pathology Planning and Reporting model supports hospitals to plan for their pathology services both locally and as part of the new networks.
finance
NHS - Pathology Planning & Model Hospital Reporting
Launch your finance system into the cloud in as little as 60 days with our proprietary Accelerator.
finance
FP&A Accelerator
Enhance CRM, improve forecast accuracy, and drive revenue with Twelve's proprietary Accelerator.
sales
Sales Forecasting & Analytics Accelerator
Create features, manage change requests, and track project development with Akili's Studio Production Planning App.
other
Studio Production Planning
The app enables organizations to plan for development and growth opportunities, and for total Brand Marketing investments being incurred for such opportunities
sales
Brand Marketing Investment Planning
IT Performance Management - Bridging the gap from the IT point solutions to a fully Connected Planning Experience
it
ITPM Quickstart for Carlyle Portfolio Companies
The Digital Assortment Solution uses advanced analytics and industry leading practices to guide retail merchants through the assortment planning process.
finance
Digital Assortment Solution (DAS)
Easily create projects, assign resources, and track revenues and expenses with the Akili Project Revenue & Expense Planning App
hr
Project Revenue & Expense Planning
The App contains the CSM sub-ledger requirements, accounting rules and the posting engine, reporting and analytics as well as data management capabilities.
finance
IFRS 17 - Life Insurance
Complete income statement, balance sheet, and cashflow planning including allocations, and currency translation.
finance
FP&A Quickstart
Complete income statement, balance sheet, and cashflow planning including allocations, and currency translation for the Carlyle Portfolio Companies.
finance
FP&A Quickstart for Carlyle Portfolio Companies
Daily inventory management and forecasting for core and limited time SKUs and Supplier/DC performance rating
supply chain
Daily Inventory Management
This App puts into practice 'connected planning' concept  in Anaplan linking plans from investors, property and fund managers into one single place.
finance
Property FP&A
Use Waterfall Allocation methodology to redistribute the costs across your organization.
finance
Waterfall Allocation
Allitix's Health System and Physicians Group Planning app addresses the difficulties with managing revenue, physician productivity and compensation.
finance
Health System & Physicians Group Planning
Track your sales opportunities and manage project profitability using PwC's Sales Opportunity Management and Revenue Forecasting app.
finance
Sales Opportunity Management & Revenue Forecast(JP)
Align your workforce plan with your business strategy to effectively manage your organization-wide talent needs with PwC's Workforce Planning app.
hr
Workforce Planning(JP)
Accurately capture your future performance and risk using PwC's app, by cascading ROIC to your key organizational KPIs as well as individual targets.
finance
IBP for ROIC Management(JP)
Streamline your budgeting, forecasting and reporting process, improving visibility of your global business with PwC's budget & Forecasting app.
finance
Budget & Forecasting (JP)