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The Sales Planning with Account Level Potential app allows you to calculate the potential sales by product from your customers and prospects and immediately leverage this information to improve your sales force effectiveness. The concept of Account Level Potential is underutilized, and therefore, those organizations that truly leverage this data have an edge against their competitors.         Previous Next Information Size 15.3 MB Language English Terms & Conditions App stats Modules 43 Roles 2 Formulas 50 Reports 6 Complexity Intermediate     You might also like + MARKETING BROCHURE   + VIDEO LINK   Features Potential Calculation The Sales Planning app uses a potentialization methodology based on defining industry and product based cohorts and using frontier analysis to come up with potential sales values for each of your accounts by product. Additionally, if you want to source your potential sales data externally, or use a more complex regression based potentialization methodology, these values can be directly overridden within the model in place of the standard calculation. Account Segmentation Segments can be defined based on total company revenue, employee count, or total IT spend. After the initial segmentation process, the original designation for any account can be manually overridden where appropriate. With the final segmentation complete, you can now assess how your potential is distributed across all of your customer segments and possibly identify opportunities where potential is concentrated. Sales Fore Sizing With account level potential and coverage assumptions, you can estimate the required headcount for each of your regions. Using these values as a proxy, you can create a comparison against with your actual current deployment levels to highlight variances and subsequently adjust these deployment decisions in the model. Territory Alignment Territories can be balanced by creating an index based on measures of historical sales, workload, and potential. The Sales Planning app allows you to easily create this index, set weightings for each factor, isolate heavy and light territories, and address them by reassigning their accounts. A disruption report will summarize the impact of any changes that you make. Account Planning Account planning allows you to define your account level potential at a more granular level, indicating from a dollar perspective, how your potential is segmented between retention, increased share of wallet, cross-sell, and new customer acquisition. Additionally, your cross-sell potential can be specifically delineated by identifying which of your products have cross-sell potential with other products in your line. Quota Setting The Sales Planning app allows you to incorporate account level potential into the quota setting process, by allocating your organizational quota to each of your territories on the basis of historical sales and the amount of potential each territory covers. The weightings between historical sales and potential, used to determine the allocation, can be adjusted depending on the type of reps you are trying to incentivize. ZS ZS is one of the world's largest business services firms specializing in transforming sales and marketing from an art to a science. We help clients gain market share at lower cost. We do so by creating data-driven strategies that they can implement rapidly and by taking on sales and marketing operations to make them more competitive. With 21 offices around the world, we have worked with more than 1,200 companies in 70 countries across consumer products, energy, high-tech, insurance, medical products and services, pharmaceuticals and other industries. Website https://www.zs.com/ Address 1800 Sherman Ave. Evanston, Illinois 60201 United States Email zs.anaplan@zsassociates.com ... View more

Crossbow Cloud is a proprietary ZS forecast model optimized for the pharmaceutical industry. The model leverages the Anaplan platform to facilitate a collaborative forecasting process and produce real time roll-ups of forecasts across brands and markets. The Anaplan foundation also allows for a high degree of flexibility both in terms of forecast structure and input values taken, enabling end users to perform extensive customization. The output metrics of Crossbow Cloud are designed to deliver the most impactful and relevant business insights surrounding the forecasting process.           Previous Next Information Size 181.2 MB Language English Terms & Conditions App stats Modules 17 Roles 3 Formulas 85 Reports 8 Complexity Intermediate     You might also like + MARKETING BROCHURE   + VIDEO   Features Forecasting Collaboration Crossbow Cloud allows users to simultaneously interact and share information within a single model, all while complying with clearly defined user access rights and restrictions. Changes to model inputs, assumptions, and outputs can be seen in real-time, eliminating the need for file transfer and version control. Flexible Forecast Structure Forecast calculations in Crossbow Cloud are linked to Anaplan’s dynamic list and line item structure. Therefore, making significant foundational changes to the model, such as adding products, events, customer segments, or calculation logic, can all be quickly incorporated into the model. Scenario Analysis Crossbow Cloud utilizes Anaplan’s “Versions” functionality to create different forecast scenarios and compare them against one another. Scenarios can be defined by any set of inputs included in the model as well as any events that might affect it. Base, upside, and downside scenarios are all built into the tool; these scenarios can be renamed and additional scenarios can be added. Event Management Forecast events can be simulated in Crossbow Cloud by defining the event impact on specific inputs, either as an absolute change or as a percentage of the original value. Additionally, events affecting market share values of multiple products will have their share percentages automatically re-distributed via an interactive allocation table. Dynamic Summary Chart and Audit Table The audit table shows all inputs and key outputs that reflect overall forecast calculation flow. Selecting any item in the audit table will update the summary chart, allowing you to drill down into a view of that metric over time. Waterfall Comparison The waterfall chart provides a visual representation of the impact of both events and time on a selected key metric. Years, ranged inputs, and scenarios can be altered to analyze output changes under different circumstances. ZS ZS is one of the world's largest business services firms specializing in transforming sales and marketing from an art to a science. We help clients gain market share at lower cost. We do so by creating data-driven strategies that they can implement rapidly and by taking on sales and marketing operations to make them more competitive. With 21 offices around the world, we have worked with more than 1,200 companies in 70 countries across consumer products, energy, high-tech, insurance, medical products and services, pharmaceuticals and other industries. Website https://www.zs.com/ Address 1800 Sherman Ave. Evanston, Illinois 60201 United States Email zs.anaplan@zsassociates.com ... View more

This version of the Marketing Resource Management app contains the same functionality as the standard version, and in addition, connects to the Data Hub v1.0.0 and the other Data Hub connected apps. Download the Data Hub v1.0.0 to review the full list of features. The standard version of Marketing Resource Management is available here: https://apphub.anaplan.com/marketing-resource-management.html Information Size 93.6 MB Language English Connects to Data Hub, Data Hub - PBF, Data Hub - WFP Terms & Conditions App stats Modules 114 Roles 3 Formulas 395 Reports 22 Complexity Advanced       Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

The ZS Channel Management Budgeting Tool allows you to dynamically set your channel program thresholds and evaluate your annual budgets based on your programmatic commitments to partners. Budgets are broken down by product category, region, and partner tier segments, and split out by operating expenses and contra revenue. Additionally, the tool incorporates performance management functionality to track the performance of partners relative to forecasts. Ultimately, this tool will provide a powerfully centralized view of your channel performance and budget and will enable a more effective channel planning process.           Previous Next Information Size 133.5 MB Language English Terms & Conditions App stats Modules 35 Roles 4 Formulas 100 Reports 7 Complexity Intermediate     You might also like + MARKETING BROCHURE Channel Management Budgeting Tool + VIDEO Channel Analytics, Data Quality, and Channel Growth in 2016 Features Set Tiering Criteria The Channel Management Budgeting Tool uses a tiering methodology based on a flexible combination of revenue, competencies, and service attach rates. You can alter these thresholds for the respective tiers (e.g. platinum, diamond, and gold) within each region and then view the impact of adjusting thresholds in dynamic charts that show the number of partners and total sales within each tier based on your set criteria. Manage Tier Exceptions In addition to being able to programmatically assign partners to tiers based on the specified thresholds and historic performance, there may be unique cases where tiers should be manually adjusted. The tool enables a user to request tier overrides for partners and receive subsequent approval or rejection by the appropriate manager(s). Set Plan Growth Rates Planned growth rates are differentiated by product category, tier and region. Based on these inputs, you can visually compare current year projected sales to respective prior year actual sales by market type and region. Set Co-Op & MDF Assumptions Co-op earn rates and estimated MDF allocation per partner along with planned percent claim rates can be specified by tier and region; these assumptions apply across all products. Based on historic account and corporate policies, the split between contra and opex can be varied discretely by region for both co-op and MDF. Plan Rebates This feature provides you with the flexibility to model out various rebate scenarios and allows you to evaluate the projected cost given the planned growth of your channel. The app enables you to vary rebate rates and thresholds relative to targets based on partner tier, product category and region. You can then alter the target attainment assumptions for their partners allowing you to project rebate exposure for each region and product category. Review Business Unit & Regional Budget After all the planning assumptions have been entered into the app, you can review the budget summary from either a business unit or regional perspective and evaluate the culminating impact of your planning assumption on output metrics such as projected sales, operating expenses, and contra revenue. This visibility enables you to make data driven decisions while planning channel partner program budgets for forthcoming years. ZS ZS is one of the world's largest business services firms specializing in transforming sales and marketing from an art to a science. We help clients gain market share at lower cost. We do so by creating data-driven strategies that they can implement rapidly and by taking on sales and marketing operations to make them more competitive. With 21 offices around the world, we have worked with more than 1,200 companies in 70 countries across consumer products, energy, high-tech, insurance, medical products and services, pharmaceuticals and other industries. Website https://www.zs.com/ Address 1800 Sherman Ave. Evanston, Illinois 60201 United States Email zs.anaplan@zsassociates.com ... View more

Zero Based Budgeting (ZBB) is an approach that is focused on taking costs out of areas with little impact and spending in areas that drive growth. The Accenture ZBB App leverages our closed loop methodology which enables deep visibility to identify, eliminate, and prevent unproductive expenses on an ongoing basis. Budget templates to plan costs by cost category through the input and calculation of cost drivers Workflow management and security functionality to provide details of the ZBB state at any level within the company Control & Monitoring functionality for the review of policy adherence and spending that triggers actions to ensure the realization of savings Multiple views of the budget, such as by Function or Cost Category, to support different planning and reporting roles Previous Next Information Size 105 MB Language English Terms & Conditions App stats Modules 79 Roles 17 Formulas 278 Reports 33 Complexity Advanced     You might also like + MARKETING BROCHURE Fueling Growth Through Zero-Based Budgeting + VIDEO Getting Ahead by Cutting Back: Using Zero-Based Budgeting to Fuel Growth Features Zero Based Budgeting (ZBB) Methodology that starts from a “zero base” to provide full visibility into overhead spending across the enterprise, which enables clear accountability between Budget and Cost owners to eliminate unproductive expenses. Control & Monitoring Feature that leverages financial results, internal/external benchmarks, and compliance metrics in order to track and monitor variances to plan, ownership as well as actions to address spend behaviors. Policies & Compliance Central repository that enforces the compliance of defined policies and price lists, which allow for the alignment, consistency, and separation of consumption and price drivers when developing the Budget. Role Support Individuals at various levels of an organization, from cost centers owners to top management, are classified into an “authorization matrix,” which enables spending control and organizational efficiencies. Accenture Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. We develop and implement technology solutions to improve our clients’ productivity and efficiency—and may run parts of their operations on their behalf. Ultimately, we enable our clients to become high-performance businesses and governments. Website https://www.accenture.com/us-en Address Email ... View more

Integrating with the Anaplan Budgeting and Financial Planning Model and SFDC data, this Service Revenue Forecasting model collects financial forecasts and capacity requirements from the delivery and sales team. These inputs produce a live revenue forecast which is reported against the top down revenue plan, giving your organization a live view of forecast vs target. The forecast may then be output back to the Budgeting and Financial Planning Model and also the Capacity information is available for use in the OpenSymmetry Capacity Planning model, which enables the business to plan the organization resources against the revenue expectations set by the delivery and sales teams.         Previous Next Information Business Function Finance Project Planning Strategic Planning Planning, Budgeting and Forecasting Supply Chain Planning Sales Forecasting Workforce Planning Profitability Analysis Industry Professional Services Size 10 MB Language English Terms & Conditions App stats Modules Contact Provider Roles Contact Provider Formulas Contact Provider Reports Contact Provider Complexity Contact Provider     Features Integration Simple integration with the Anaplan Budgeting and Financial Planning app to collect top-down revenue targets. Integrate SFDC pipeline data to forecast based on services backlog, pipeline, and whitespace revenue (or “go-get”). Further outbounds available to expand the app to include capacity planning functionality. Collaborative Forecasting Financial forecasting within the professional services organization requires timely input from multiple stakeholders, this app provides a platform to enable the organization to plan in real time using current financial data. All inputs are available to the full team in real time. Detailed Forecasting and Reporting Provides an account level of view of resource requirements and forecast based on the inputs from both delivery and sales, gives finance a full view of the forecast and provides credibility and evidence to support the financial forecast. Capacity Planning If you include both the financial forecasting and capacity planning app, the app will provide a view of the projected revenue based on full capacity which can be used to further inform the financial forecasting. OpenSymmetry OpenSymmetry is a trusted leader and global advisor that delivers Sales, HR and Finance solutions that drive accelerated business performance. With a leading success rate across more than 20 industries, you can count on OpenSymmetry to deliver the comprehensive solutions you need for a proven path to rapid results -- from Strategy-to-Success. Website http://www.opensymmetry.com/ Address 106 E. Sixth Street Suite 900 Austin, Texas 78701 United States Email os_info@opensymmetry.com ... View more

The Profit & Loss (P&L) is a planning model that provides flexibility in top down or bottoms up planning across all revenues and expenses. The model also includes reporting dashboards that provide key insight and analysis to the Income Statement. The P&L landing dashboard summarizes each step of the model in the Profit & Loss waterfall chart. Users can navigate easily throughout the model on this landing page. The Profit & Loss Summary enables users with more insight into EBITDA and compare various account trends across different scenarios. The Variance Analysis includes gross sales variance by project along with a chart highlighting the variance by sub-brand. The Net Sales Summary allows the user to analyze the monthly trend of discounts and the monthly trend based on the account selected. The List Price Planning Summary provides the user with a summary view of the list price planning along with a chart showing the price trends based on the different planning approaches. Previous Next Information Size 1 GB Language English Terms & Conditions App stats Modules 62 Roles 3 Formulas 230 Reports 20 Complexity Advanced     Features List Price Planning List Price Planning provides the flexibility to select a top down approach that provides input for a percentage increase / decrease at sub-brand level or a bottom up approach that provides input at SKU level. Sales Volume Planning Sales Volume Planning calculates gross sales on either top down or bottom up approaches. When gross sales has been adjusted by amount, sales volumes will be recalculated assuming list prices are constant. The recalculated item is represented by sales volume final. Net Sales Reporting Net Sales Reporting provides reports and dashboards dedicated to net sales analysis. Net Sales are calculated as final gross sales minus all the discount lines planned. COGS Planning COGS Planning is completed through a bottom up approach by inputting unit rate at SKU level of detail. An additional COGS account line is also available in order to store the variance in comparison to standard costs in actual data. Variance Analysis Reporting Variance Analysis Reporting provides comparison across budget and forecast scenarios. Reporting is also enabled across volume, price, and mix. Cost Planning Cost Planning provides unique planning approaches across different cost categories. Transportation costs are planned using a driver based approach, Sales and Marketing costs are planned using a distribution matrix approach, and R&D and G&A costs are planned using a top down approach. P&L Landing Dashboard P&L Landing Dashboard enables users to easily navigate within the model through the Profit & Loss summary waterfall chart. Accenture Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. We develop and implement technology solutions to improve our clients’ productivity and efficiency—and may run parts of their operations on their behalf. Ultimately, we enable our clients to become high-performance businesses and governments. Website https://www.accenture.com/us-en Address Email ... View more

The Academic Calendar is a core system for Higher Education Institutions because it connects the operating activities of most departments within the institution. A perfect example is how the Finance department relies on constant updates of the Academic Calendar from the Academic Services department to forecast revenue and plan for expense budgets.   However, as these departments function independently, there is no common platform for them to coordinate and manage the system efficiently. The Finance department is often faced with situations where information received requires unnecessary tweaks or is outdated for planning, thereby creating process lags.   The Semester Planning model addresses this issue by enabling users to cooperate and be agile in coordinating and managing the Academic Calendar. This platform looks to align the processes of the Academic Services and Finance departments as it allows users to update the Academic Calendar and receive information on the fly. General overview of the Semester Planning model and summarizes processes accessible to users for ease of navigation. Users are given the option to import the academic calendar into the model as well as manage the intakes and semesters. This dashboard analyses and reviews the academic calendars for overlaps in semesters and excessive gap days between semesters. This provides users with the flexibility to coordinate and implement academic programs according to demands for higher education courses. This allows users to plan and manage the academic plans with the existing resources available. Previous Next Information App Last Updated September 29th, 2017 Size 7.2 MB Language English Terms & Conditions App stats Modules Contact Provider Roles Contact Provider Formulas Contact Provider Reports Contact Provider Complexity Contact Provider     Features Detailed Analysis Identify excessive gap days between consecutive semesters and overlaps in days between semesters Construct different versions of the Academic Calendar for comparison purposes without affecting the actual Perform what-if scenario analysis on forecast tuition fee and student intake by schools/programs Perform what-if scenario analysis on income amortization Strategic Planning Create amortization schedule based on actual revenue received from tuition fees by desired period (i.e. month/day) Override start and end dates of each semester and assess its impact on cash inflow and income amortization Plan and manage number of student intake according to schools/programs/specialization Forecast revenue based on the information corroborated from different departments on an integrated platform Accessibility of Updates Allows users from various department to coordinate and update the Academic Calendar Flexibility to add or remove semesters/programs in the Academic Calendar View information updates to the Academic Calendar in real-time Flexible accessibility Input data into the model according to user access level Admin users will be able to track the model's history by versions, scenarios, models and user activities Level of accessibility can be set based on hierarchy and roles to ensure clear accountability for all users Data integration with other systems Quick and easy loading of data through Excel and CSV files Leverage on Microsoft Excel and PowerPoint add-ins for seamless analyzing and planning processes Direct connection to third-party solutions such as MuleSoft, Boomi, SnapLogic, Informatica or Tableau Manually input data in Excel, in which the data can be seamlessly imported into Anaplan with a click of the mouse Cloud-IoT Cloud-IoT is a boutique management consulting firm focusing in the area of Advanced Analytics and Big Data. We help our clients develop Advanced Analytics strategies and derive competitive advantage from their current data assets.   Deliverables are achieved with revolutionary and innovative cloud-based platforms, such as Anaplan and Tableau, for lower cost of ownership and faster deployment, meaning more efficient return on investment. We apply the Science-to-Business (“S2B”) approach by developing structured and successful models for our clients.   Our team of consultants possesses the expertise to equip organizations with capabilities to build and manage the Centre of Excellence for Advanced Analytics and implement strategies by constantly improving operational processes via change management, called “Results Delivery”.   Website http://www.cloud-iot.net/ Address B-03-01, CoPlace 2, 2260, Jalan Usahawan 1 Cyberjaya 63000 Selangor, Malaysia Email ramesh@cloud-iot.net ... View more

The predictive scorecard utilizes real life performance data from the top 100 ATP ranked tennis players to predict the outcome of the 2017 Men Wimbledon Championship The Overall Winner dashboard displays statistics for two players and a prediction of which of the two players would win in a match against each other, based on their weighted stats. The in-depth analysis dashboard allows you to analyze the player statistics in more detail. Information App Last Updated July 14th, 2017 Size 1.5 MB Language English Terms & Conditions App stats Modules 11 Roles 1 Formulas 114 Reports 2 Complexity Beginner     Features Head-to-Head Pit professional players against one another using the player selectors to predict live match outcomes based on real life performance data in the run up to Wimbledon 2016. In-Depth Analysis Review the key performance metrics across a variety of scenarios such as court type, deciding sets, dominance ratio, service ratios, return points, etc. Bedford Consulting Bedford Consulting is an Anaplan Business Partner, specialising in software implementation and provision of world class Anaplan consultants. With offices in London, Belfast and most recently in Dublin, we offer consulting services incorporating the entire Anaplan software suite. Our mission is to make Business Analytics easy for our clients, reducing time spent on data preparation and collation and increasing time spent on analysis and decision making. At Bedford we believe that IT is simply an enabler for business success.   Our experience in implementing the Anaplan toolset across many private and public sector organizations has placed us in the unique position of being able to sit on both sides of the fence. We understand the difficulties and challenges of a successful Anaplan implementation from an IT Director's point of view, but we can also empathize with the Finance Manager who has been frustrated by the provision of an unsuitable financial planning and monitoring system. Website http://www.bedfordconsulting.co.uk/ Address 78 York Street London, W1H 1DP Great Britain Phone: +44207 692 1715 Email info@bedfordconsulting.co.uk ... View more

The MeltOne Advisory "Assortment Planning & Control" App provides an easy way for collection responsible to create generic materials, and decline them in variants and prepacks. Then, the assortment responsible are able to easily create store clusters and assign products to them to create assortments. Finally, planners can define purchasing budget, sales targets and pre-season allocations (initial fix, variable and put away) at all required levels (clusters and article hierarchy). Manage your collection Create clusters Create assortments Manage suppliers Select best offer Set cluster targets Set hierarchy targets   Previous Next Information App Last Updated July 11th, 2017 Size 7.2 MB Language English Terms & Conditions App stats Modules 23 Roles 6 Formulas 126 Reports 5 Complexity Intermediate     Features Collection Management Create articles (Generics and variants) Define prepacks (variant composition) Purchases Management Create suppliers Define purchase prices Select best offer at any organizational level (down to the store) Assortment Management Create clusters Create assortments Assign stores to clusters Assign articles to clusters (variants & prepacks) Planning & Control Set clusters targets Target value Target units Set hierarchy sales forecast MeltOne Advisory MeltOne Advisory is a consulting firm whose aim is to enable organizations to successfully run their financial transformation (Planning, consolidation, .. ) and accompanying them into their digital transformation Website http://www.meltone-advisory.com Address 28 rue de Berri Paris, France 75008 Email contact@meltone-advisory.com ... View more

SKU Optimization is never easy for any company. Usually, it is only considered when Supply Chain succumbs to the weight of a bloated portfolio, and then it often requires a large “spring cleaning” event. The best organizations routinely review their portfolios and reach consensus with input from all stakeholders. This app handles the calculations and provides the forum to review the quantitative SKU performance with the qualitative insights from Marketing, Supply Chain, Sales, and the Independent Distributors. By showing the right stakeholders the right metrics on each SKU, recommendations can be made in less time and with more confidence. This allows organizations to make final decisions with all stakeholders included. The resulting decisions can be a simple retain/retire or this app enables a regionalization approach to SKU optimization/retirement. Watch this for a demo on how this app coordinates optimization decisions effectively. Monitor how your portfolio’s top metrics would be impacted as each SKU is selected to be reviewed. See how final decisions effect each region’s performance and how close each region is to meeting the “Tail Analysis” goal. Export key results to PowerPoint to send to upper management. Decide whether or not to review a SKU with all the information you need in one page. Model set up with standardized reason codes to document and clarify each decision. Consolidate key information, with controlled access, to review before submitting their recommendations for only the “SKUs Under Review” in a clearly-defined interface. Throughout the process, review all your SKUs to find any outliers by using conditional formatting across KPIs and metrics. Select the bottom percent of overall volume to consider as the “tail” and set a goal for how many SKUs should be left in it after the process is complete. Visualize how the portfolio’s volume “tail” would change as each decision to review is made. Previous Next   Features “Review and Recommend” Workflow Enabled Stakeholders can be assigned to specific roles, products, or responsibilities driving their tasks and interface within the app. Metrics can be automatically filtered down to what matters most to them. This facilitates their informed recommendation with expediency. Teams can include different roles and functions, such as overall supply chain teams, regional sales teams, specialized distributors, and more. Usability User interface design focuses on providing the correct amount of information on each screen and exact instructions for users to quickly understand and complete deliverables. Color-coded formatting alerts users whenever a section still needs to be filled out. Dashboards can be easily adjusted to show the metrics that are important to specific organizations and teams. Uploaded data can be further analyzed to show KPIs, trends, and performance categories so stakeholders can see the right amount of insights before recommending to retain or to retire. Quantitative and Qualitative The model is set up for the easy import of connection to sources providing data for metrics such as volumes, sales, profits, and write-offs. These are then used to calculate the SKUs relative performance and portfolio impact analysis. At each stage the contributing stakeholder will provide their voice and reasons for the decisions to retain or retire. Flag Process for Final Decision Confirmation After decisions are made, an optional process can be initiated to see if any stakeholders need to flag a decision because of major concerns in their area. Structured Workflow for Entire SKU Identification Process The SKU Optimization Identification app is set up to facilitate the process of selecting underperforming SKUs to review, showing these SKUs to key stakeholders, getting their input, making final decisions based on their input, and allowing for teams to flag final decisions that would create serious problems within their domain. Configurable User Access The project manager can create and assign roles to users in different departments and regions for internal and external controlled access. This results in getting information from and sending reports to the right people with security and ease. Information Size 2.3 MB Language English Terms & Conditions App stats Modules 14 Roles 8 Formulas 123 Reports 10 Complexity Intermediate Barkawi Barkawi helps clients improve the performance of their supply chain or aftersales service operations, by addressing four key areas: people, processes, strategies, and technology. Barkawi’s strength lies in our expertise in the systems, data analytics and science of supply chain functions combined with our strategic partnerships with best-in-class solutions providers. In addition to technology transformations, Barkawi also delivers a range of programs focused on driving operational excellence. With headquarters in Munich, Germany and offices in North America, Europe and Asia, Barkawi can support small tactical projects to large scale initiatives. Website http://www.barkawi.com/ Address Barkawi 100 Galleria Pkwy SE #1500 Atlanta, GA 30339 United States (678) 213-2940 Email eric.mcbride@barkawi.com ... View more

Anaplan's Operations Labor Planning app connects HR, operations, and finance by viewing the impact of your retail's forecasted POS txns, labor hours, and expense down to the daily level leveraging historical actuals and statistical forecasting methods. Gain greater accuracy into your forecast by analyzing past holiday volumes to automatically create custom holiday profiles for use in weeks where applicable. Create new locations within the tool to view the impacts of a growing business, as well as phasing other locations out to view the repercussions of your overall POS txns. View your POS Txns forecast for your retail store down to the daily level using historical actuals, forecasting methods, and automatic holiday profiles. Make your forecast more accurate by using holiday profile seasonalities on holiday weeks. Create new stores easily and then transfer that store to your current list to view the impact it would have on your overall business. Forecast out POS Txns, hours, and labor expenses by retail store, by role, by day to gain insight of your business at a granular level. Create and compare what-if scenarios to your labor assumptions. Easily transfer these what-if scenarios into your current plan. Gain a holistic view of how your your historical and forecasted POS Txns. View certain weeks who's POS Txns were outside of a set threshold to dig deeper on why these anomalies happened. Previous Next Information App Last Updated June 28th, 2017 Size 658 MB Language English Terms & Conditions App stats Modules 110 Roles 3 Formulas 737 Reports 24 Complexity Advanced     Features Daily Statistical Forecasting Forecast out your POS Txns, hours, and labor expense using 17 different statistical forecasting methods. Best method is automatically selected based on historical best fit analysis with ability to override and adjust. Scenario Planning Create custom seasonality profiles at the retail level, as well as the individual job role level to fine-tune your forecast for a specific week. Cross functional Plan Reconciliation Multi-step workflow needed to override a value on a forecasted plan for POS Txns, labor hours, and labor expenses. Holiday Planning Analyze past holiday business to automatically recommend adjusted volumes compared to typical days. New Location Forecasting Create new locations with ease and base the seasonality off of current stores to see the impact to your overall business. End of Life Location Planning Phase out locations and view its' impact in real-time. Labor Rate Planning Forecast out POS Txns, labor hours, and labor expenses by role, by day to establish an accurate bottoms-up forecasting approach. Productivity Analysis Set target POS Txns and labor expense per hour assumptions to view the financial impact of these changes. Connect Finance, HR, and Operations to Make Decisions Leverage the connected planning of Anaplan by changing assumptions of your workforce down to the most granular level and view the financial repercussions downstream. Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

Anaplan's Operations Labor Planning - Restaurant app connects HR, operations, and finance by viewing the impact of your restaurant's forecasted covers, labor hours, and expense down to the daily level leveraging historical actuals and statistical forecasting methods. Gain greater accuracy into your forecast by analyzing past holiday volumes to automatically create custom holiday profiles for use in weeks where applicable. Create new locations within the tool to view the impacts of a growing business, as well as phasing other locations out to view the repercussions of your overall covers. View your covers forecast for your restaurant down to the daily level using historical actuals, forecasting methods, and automatic holiday profiles. Make your forecast more accurate by using holiday profile seasonalities on holiday weeks. Create new stores easily and then transfer that store to your current list to view the impact it would have on your overall business. Gain a holistic view of how your your historical and forecasted covers. View certain weeks who's covers were outside of a set threshold to dig deeper on why these anomalies happened. Create and compare what-if scenarios to your labor assumptions. Easily transfer these what-if scenarios into your current plan. Forecast out covers, hours, and labor expenses by restaurant, by role, by day to gain insight of your business at a granular level. Previous Next Information App Last Updated June 19th, 2017 Size 658 MB Language English Terms & Conditions App stats Modules 110 Roles 3 Formulas 737 Reports 24 Complexity Advanced     Features Daily Statistical Forecasting Forecast out your covers, hours, and labor expense using 17 different statistical forecasting methods. Best method is automatically selected based on historical best fit analysis with ability to override and adjust. Scenario Planning Create custom seasonality profiles at the restaurant level, as well as the individual job role level to fine-tune your forecast for a specific week. Cross functional Plan Reconciliation Multi-step workflow needed to override a value on a forecasted plan for covers, labor hours, and labor expenses. Holiday Planning Analyze past holiday business to automatically recommend adjusted volumes compared to typical days. New Location Forecasting Create new locations with ease and base the seasonality off of current stores to see the impact to your overall business. Labor Gap Analysis View labor gaps based on the forecasted productivity per role and your current workforce. Labor Rate Planning Forecast out covers, labor hours, and labor expenses by role, by day to establish an accurate bottoms-up forecasting approach. Productivity Analysis Set target covers and labor expense per hour assumptions to view the financial impact of these changes. Connect Finance, HR, and Operations to Make Decisions Leverage the connected planning of Anaplan by changing assumptions of your workforce down to the most granular level and view the financial repercussions downstream. Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

Manage your innovation stream with ownership and accountability. Tracking the status and driving to deadlines through the innovation cycle is always a challenge. Utilizing stages and gates is a best practice. This model allows the user to track individual projects as well as the entire portfolio from conception to launch.   The model has a built-in configuration engineer to enable the admin to choose steps within the stage to fit your process. These can be customized into standard workflows, e.g., a completely new innovation or a simple model extension. Throughout the NPI process, the model helps track and document critical decisions and drive accountability to a timeline. Additionally, this model can be integrated with other models such as innovation forecasting. See the status of the entire innovation portfolio and drill down into specific products for greater detail. Follow the workflow of the project seeing ownership and stage relationship. Provides link to task dashboards. The model has specific task dashboards for each stage. These can be simple dashboards to track progress and record significant for future reference. File links can be made to your data repository. Besides linking to other models; more in-depth modules can be built to capture specific needs of the stage directly in the NPI - Stages and Gates model. Previous Next Information App Last Updated June 5th, 2017 Size 3.1 MB Language English Terms & Conditions App stats Modules 43 Roles 8 Formulas 46 Reports 36 Complexity Advanced     Features Executive dashboard In a single view, the user can see the status of all of the projects under their purview. Product innovation dashboard A specific product dashboard shows the critical criteria to each stage. Built-in and customizable stages, gates, and tasks Out-of-the-box, the model has predefined stages, gates, and tasks. These can all be modified, deleted, or new ones added. A task configurator allows the administrator to quickly select and start a project based on predefined stage and task requirements for the type of NPI project (e.g., new innovation or product extension.) Task modules and dashboards Built-in modules and dashboards covering 29 critical stage tasks are included (examples: Define Customer Pain, Assess Overall Market Opportunity, Finalize Business Case, Finalize Logistics Plan). The task dashboards facilitate required analytics, tracking, and accountability. They can be linked to additional more in-depth models such as Innovation Forecasting. Accountability Owners are assigned to each task and stage along with auto-calculated completion dates. This can be used to drive alerts and accountability. The swim lane view of the Tasks and Stages shows the department ownership. Repository and historian The modules are built to capture and report critical decision criteria creating a record for future reference. Links can be included to client data warehouses for presentations, spreadsheets, and other files user will need. Configurable user access Control to information by field or module can be set by the administrator. Integration to other models Each of the Task Dashboards can be linked to more in-depth modules such as Innovation Forecasting. Barkawi Barkawi helps clients improve the performance of their supply chain or aftersales service operations, by addressing four key areas: people, processes, strategies, and technology. Barkawi’s strength lies in our expertise in the systems, data analytics and science of supply chain functions combined with our strategic partnerships with best-in-class solutions providers. In addition to technology transformations, Barkawi also delivers a range of programs focused on driving operational excellence. With headquarters in Munich, Germany and offices in North America, Europe and Asia, Barkawi can support small tactical projects to large scale initiatives. Website www.barkawi.com Address 100 Galleria Pkwy SE #1500   Atlanta GA, 30339 United States Email eric.mcbride@barkawi.com ... View more

The Supply Planning app assists manufacturing organizations to visualize and plan their supply chains from Distribution Operations back to Production Planning. Manage your supply chain by inventory, order shortage, and capacity exceptions. Use the calculated suggested order quantities by week or manually override to proactively account for high demand or supply shortages. Manage your supply chain by exception to prioritize and focus on problem locations and products Analyze demand, netted requirements, and inventory by distribution center and finished good Inventory safety stock calculated from parameters such as customer service level, forecast error (MAPE), production yield, and more... View historical order fulfillment metrics at any hierarchy for distribution centers, finished goods, and customers Analyze production requirements at the plant and production line level, pull requirements forward to level load production, as well as adjust production line calendar to add/remove available hours Previous Next Information App Last Updated June 2nd, 2017 Size 2.98 GBs Language English Terms & Conditions App stats Modules 118 Roles 3 Formulas 542 Reports 11 Complexity Advanced     Features Exception Management DC Inventory Exceptions: below safety stock; greater then max inventory DC Capacity Exceptions Production Capacity Exceptions Order Shortage Exceptions Distribution Center Demand Sales Orders: Open customer order quantities Forecast: Statistical forecast quantities by product and DC Distribution: Units ordered from one DC to another Dependent: Requirements needed to assemble specified finished goods within a DC DC Operations/Netting Suggested weekly order requirements for each DC by finished good based on netting logic Ability to override system suggestion manually Days of Supply tracking Override safety inventory days manually View order shortages and expired inventory quantities over time DC Capacity Analysis Analyze total DC capacity and DC required capacity based on pallet count Manually increase capacity to account for over capacity periods Inventory Optimization Analysis Set safety stock levels based on multiple parameters: customer service level, MAPE, Lead Time, Production Yield %, etc... Run a What-If Analysis view the safety stock impact by overriding parameters Production Planning Netted DC requirements dropped to supplying production plant and offset by transit lead time Product requirements disaggregated to appropriate production line Total production hours required calculated per item/work center run rates Work center weekly calendar with available hours and override capability Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

Deloitte has been providing a service platform for Supply Chain Planning and Supply Chain Optimization solutions.The Anaplan application is supply chain planning solution developed with the goal of integrating IoT, AI and Analytics on a digital platform.The application includes Sales Planning, Multi-Location PSI, Dashboard and Data Hub functionalities which can drive timely implementation of S&OP.This application can support corporations with complex global supply chain networks as well as corporations requiring the development of a global, multi-location PSI. Dashboard to confirm market size and share Demand Planning Dashboard to confirm actual trends and plan Input sales plan per segment (e.g. channel, location, product). Automatic sales forecast aggregation/disaggregation Inventory Analysis Dashbord ( vs standard Inventory, vs previous Inventory plan) Key parts and production capacity rough calculation based on required product quantity Data Hub implementation to link master and transaction data Previous Next Information App Last Updated May 31st, 2017 Size 1.2 GB Language English Terms & Conditions App stats Modules 107 Roles 11 Formulas 556 Reports 19 Complexity Advanced     Features Sales Planning Function to support sales planning Input sales plan per segment (e.g. channel, location, product) Automatic sales forecast aggregation/disaggregation Multi-Location PSI Creation Function to generate multi-location PSI based on inventory level Required product quantity calculation based on inventory level Key parts and production capacity rough calculation based on required product quantity Transportation lead-time, time fence are taken into account Inventory Level Calculation Function to calculate inventory level Inventory level calculation given demand forecast accuracy, service level and fixed lead-time Demand Forecast Function to generate statistical forecast Automatic selection of demand forecasting logic Aligned with AI-driven demand forecast Allocation Function to suggest inventory allocation plan Fill-rate (future stock) based allocation Demand priority based allocation Supply Chain Dashboard Standard report linked with Tableau Major KPI / Leading indicator dashboard Sales, inventory, cost evaluation report Data Hub / Linkage with Other Solutions Data Hub implementation to import/export master and transaction data from/to external system Data Hub implementation to optimize data capacity AI embedded environment to drive advanced forecast e.g. optimization Big data linked environment to enable data utilization for IoT / Analytics Common Function Versioning Work Flow Alert Authorization 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 http://www2.deloitte.com/us/en.html Address Deloitte United States 30 Rockefeller Plaza New York, NY 10112-0015 United States Website: https://www2.deloitte.com/us/en.html -------------   Deloitte Japan Marunouchi Building, 2-4-1 Marunouchi Chiyoda-ku, Tokyo 100-6390 Japan Website: https://www2.deloitte.com/jp/ja/pages/about-deloitte/articles/dtc/dtc.html   -------------   Deloitte Brussels Gateway, Luchthaven Nationaal 1 J, 1930 Zaventem, Belgium Website: http://www.deloitte.com -------------   Deloitte Australia 225 George St Sydney, New South Wales 2000 Australia Website: http://www.deloitte.com.au   Email ... View more

An easy-to-understand example of creating and managing numbered lists in a hierarchy within Anaplan Create your hierarchy within Anaplan by simply importing in your flat file of transactional data and running a process. Add SKUs to customers systematically by selecting a boolean and running a process. End users can delete SKUs from the hierarchy by selecting which ones, and running a simple process. Previous Next Information App Last Updated May 8th, 2017 Size 6.1 MB Language English Terms & Conditions App stats Modules 14 Roles 1 Formulas 128 Reports 3 Complexity Intermediate     Features Create Hierarchy Based on Flat File Upload Import in a flat data set and have Anaplan create your hierarchy automatically. Hierarchy Management Add SKUs to numbered list hierarchies systematically using processes. Easy End-User Deletion of Hierarchies Remove items within a hierarchy using processes. Leverage Saved Views Show how saved views are set up and utilized in actions so that processes can be run to automatically populate your hierarchy and any changes that take place. Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

The MeltOne Advisory Cockpit Interco App enables the reconciliation of your Intercompany declaration at an transaction level           Previous Next Information App Last Updated May 2nd, 2017 Size 124MB Language English Terms & Conditions App stats Modules 20 Roles 3 Formulas 160 Reports 11 Complexity Advanced     Features Reconciliation Automatization Automate population of data in pre-packaged reconciliation templates Visual Reporting to quickly identify P&L unmatched Interco. Detail level of reconciliation Each company controller visualize Interco transaction declared against and declared by its company at transaction level (for instance invoice ...). You can also post adjustments manually or by interface. Currency translation gap The App highlights the currency translation gap, manage currency conversion, transaction currency in order to identify an unmatched Interco due to currency translation. Global Interco overview Allow Central Finance team to have a global view of account reconciliation by group of account and see the gap between each entity. Master Data Management This app enables the central team to enter different currency rates, enter different level of reconciliation tolerance, manage consolidation accounts. Reconciliation Graphical Dashboard This app also provides Graphical KPI to follow activities. MeltOne Advisory MeltOne Advisory is a consulting firm whose aim is to enable organizations to successfully run their financial transformation (Planning, consolidation, .. ) and accompanying them into their digital transformation Website http://www.meltone-advisory.com Address 28 rue de Berri Paris, France 75008 Email contact@meltone-advisory.com ... View more

QUNIE CORPORATION has provided value-added SCM and S&OP consulting services to Japanese customers. This supply chain planning app was developed based on Japanese manufacturing and high-tech companies' major requirements and QUNIE knowledge. Sales planning, PSI charts, supply constraints simulation and any other standard charts and functions are build-in as dashboards. It enables you to implement shortly and to support your operation smoothly. Summary Dashboard Sales Plan and Sales PSI Production Line Capacity Simulation and Supply Allocation Parts Shortage Simulation and Supply Allocation Previous Next Information App Last Updated May 2nd, 2017 Size 1.4 GB Language English Terms & Conditions App stats Modules 58 Roles 3 Formulas 682 Reports 15 Complexity Advanced     Features PSI calculation View PSI charts (e.g., Sales, Finished goods and Parts, etc.) by monthly bucket and weekly bucket Calculate safety inventory management based on multiple options Calculate purchase planning based on MOQ, Lot size, transportation modes variability and planning time fence Sales planning Plan by channel Disaggregate monthly bucket planning to daily bucket planning automatically by considering rounding error Supply Allocation Provide built-in dashboard as demand and supply gaps adjustment operations Calculate supply planning by considering transportation modes, and lead times Supply constraints simulation Simulate production line capacities and parts shortages based on latest purchase planning requests from sales site Dashboards, reporting, and analytics Built-in dashboard, reporting, and analytics capabilities with data visualization components (e.g., charts, graphs, etc.) QUNIE CORPORATION QUNIE CORPORATION provides value-added consulting services to our Japanese and international clients to support them. Website http://www.qunie.com/ Address AKASAKA K-TOWER 8F, 1-2-7 Motoakasaka, Minato-ku Tokyo 107-0051 Japan   +81357852292 Email fujikuram@qunie.com ... View more

In this app multiple statistical estimator can be found, which all have another origin and based on different assumptions, but they all have the purpose to estimate any variable (product revenue, personnel cost, liabilities and so on) based on historical data. Many firms could benefit from using this app. By optimizing forecast number with accurate estimators, firm costs will decrease heavily. With more accurate forecast numbers, labour can be deployed much more efficient. Firms do have to keep in mind that this app only uses historical data for its estimations and provide no information about any possible future events that can induce any positive / negative shock in any time series. Combining the inside knowledge within the firm with an associated possible future expectations and an optimal statistical predictor are the keys to successfully predicting any forecast data with a certain accurately. Data check if actual or forecast data is (partly) missing or outliers are present. A confident interval is a range of values (with a upper and lower bound) where the estimation will fall into with a certain probability. The linear regression approach provides a straight line while minimize the squared sum of all the deviations from the actual data (CIs included). Selecting type of Moving Average Estimation and choosing values of the parameters, which will influence the forecast line and associated performance. Selecting type of Exponential Smoothing Estimation and choosing values of the parameters, which will influence the forecast line and associated performance. Optimal parameters for all three types of Exponential Smoothing with corresponding performance, which are used in previous screenshot. Previous Next Information App Last Updated April 30th, 2017 Size 934.6 MB Language English Terms & Conditions App stats Modules 28 Roles 1 Formulas 350 Reports 15 Complexity Advanced     You might also like + Videos   Features Data Check Prior data check to make sure that the data can be used to forecast. An overview of the checks can be viewed and if needed data points can be overridden. Confident Interval Analysis A confident interval is a range of values (with a upper and lower bound) where the estimation will fall into with a certain probability. In this method, a whole interval of acceptable values for the parameter is given instead of a single value, together with a likelihood that the real (unknown) value of the parameter will be within the interval / range. Datapoint outside this CI will considered to be outliers. Linear Regression Analysis Simply said the linear regression approach provides a straight line while minimize the squared sum of all the deviations from the actual data. There are three types of Linear Regression. Historical Average Analysis The Historical Average Estimation is the average of all known historical values. The historical Average Estimator has a nice smoothing effect. For decades, econometrists are trying to develop valid estimations to perform out the historical average estimation on estimating stock prices, since it is a quite solid measure in that particular field. Moving Average Analysis Moving Average is simply the average or weighted average of a fixed number of most recent past data. We distinguish three types of moving average estimation: unweighted moving average, weighted linear / exponential average, where on different ways the more recent data points get more value within the calculation. Also, optimal parameters for maximizing performance are calculated. Exponential Smoothing Analysis Exponential Smoothing is a technique for smoothing, set a trend and correct for seasonality within time series. We distinguish three types of exponential smoothing: simple, double and triple. Also, optimal parameters for maximizing performance are calculated. Performance For all estimators, the performance (R^2) is calculated for any parameter set. This an universal performance measure, which indicates the percentage of variance of the product revenue that can be explained by the estimator. This way, performance of the estimators can simply be compared. Normally, it is between 0 and 1. Ideally, the R^2 is close to one. When it gives a negative value, a horizontal line is even a better estimator than the current one. 1-step estimation vs. h-step estimation I also distinguish 2 different cases for all estimators: in the first one I assume that the actuals are known, but the forecast is unknown. In the second case I assume that the actuals and the forecast data to the point-of-estimation is known. I use the two approaches, since one estimator is better suited for 1-step estimation and another one is better suited for the n-step estimation. Finext Finext is a family of consultancy companies with in-depth knowledge of industries, themes and technologies. Our philosophy is to create trust, establish links and amaze our clients in order to give ample scope to craftsmanship. This helps to take concrete action and improve the financial department of your organization. Website http://www.finext.nl/ Address Binckhorstlaan 36 Den Haag 2516 BE Zuid-Holland Netherlands   +31 70 300 3000 Email jort.cuperus@finext.nl ... View more

As of January 2019, the IFRS 16 standard imposes a single lessee accounting model, requiring lessees to ensure a permanent lease inventory, recognize assets and liabilities in their balance sheet and publish additional disclosures.   REPORTWISE IFRS 16 app allows organizations to meet the requirements of the new standard by providing all required features out of the box. In addition, the flexibility of Anaplan allows a cost effective customization of the solution to perfectly match your specific requirements.                 Previous Next Information App Last Updated April 28th, 2017 Size 150 MB Language English Terms & Conditions App stats Modules 45 Roles 3 Formulas 900 Reports 30 Complexity Master Why Anaplan for IFRS 16? Be up to speed in a few days Customize easily the standard app Evaluate initial impact and assess transition options The app is ready-to-use and is compliant with the new standard. No heavy customization or technical environment is required. All you need is an internet connection and a browser. If you want to manage specific type of leases, the lease contract structure can be adapted to meet your unique requirements - without compromising the calculation logic. IFRS 16 standard might have a significant impact on your ratios. Use Anaplan to easily collect information on leases and decide on transition options.   The app is ready-to-use and is compliant with the new standard. No heavy customization or technical environment is required. All you need is an internet connection and a browser.If you want to manage specific type of leases, the lease contract structure can be adapted to meet your unique requirements - without compromising the calculation logic. ... View more

Forecasting income & value of investment properties , calculation of payback period, internal rate of return & scenario planning reflecting changes in equity. Landing dashboard allows to navigate through different tabs on the app Driver assumptions allows to estimate the potential rental income from the property & maintain the percentages for estimate Increase in rental across the holding period of the property Scenario analysis allows to calculate changes in cash flow & changes in equity across the holding period of the property Mortgage/Borrowings calculate present value for payments of the loan amount & mortgage amount taking into account present value of future cashflow Projected cash flow allows to derive at before tax cash flow & cash flow after tax & depreciation Property disposition allows to forecast the value of property & calculate after tax equity reversion for the property across the holding period Discounted cash flow allows to calculate equity investment made & internal rate of return on the property Previous Next Information App Last Updated April 18th, 2017 Size 4.5 MB Language English Terms & Conditions App stats Modules 25 Roles 3 Formulas 286 Reports 10 Complexity Intermediate     Features Mortgage/Borrowing on Property Calculation Define parameters relating to borrowings & calculate Interest paid, monthly debt, mortgage balance across the holding period of the property Equity Reversion & Tax liability on Property Disposition Forecast the selling price of the property & equity reversion across estimated holding period Discounted Cash Flow Calculate initial equity invested in the property & internal rate of return based of net present values across estimated holding period Risk Assessment on Property Calculate payback period for the amount invested in the property Scenario Planning Calculate cash flow based on different scenarios defined that have an impact on the cash flow & derives the changes in equity based on different scenarios Forecasting Income from Property Forecast net operating income from the property Scanomi Scanomi - Solutions for "Growing Enterprises to Run Better"   Scanomi is your dedicated partner for providing business consulting and advisory services that allow clients to realize their enterprise-wide business planning and analytical goals. Based in Singapore, we strive to maximize the returns of your investment on enterprise planning software.   With world-class business consultants based in Singapore, we make sure you leverage on the best and the next practices of enterprise planning to bring your business to new heights being truly numbers-driven.   Our consultants have planning expertise in different business processes in the areas of finance, sales, supply chain planning, manpower planning, and IT planning across various verticals such as CPG, Hospitality, and Technology sectors. Website http://www.scanomi.com Address Centennial Tower- Stamford, Level 21   3 Temasek Avenue   Singapore, 039190   Email info@scanomi.com ... View more

The Satriun Group SAP FC connector to Anaplan APP allows you to easily import data collected in SAP Business Objects Financial Consolidation (BFC) (i.e. Actual), transfer it into Anaplan for modelling your latest Budget/Plan/Forecast estimates and optionally push the data back to your SAP BFC application for reporting. The connector speeds up your data transfers and ensures that you spend most of your time on modelling and analysing your data rather than transferring it between tools. Watch this video to learn how you can integrate Anaplan and SAP BFC and plan with confidence. We set current actual period in Anaplan as August ’15. Our target country is Germany. Connect to your source system SAP BFC, then go to Task Lists, find FC2Anaplan task, right click on it and Start. Press F5 and the export is done. Without any extra work of worksheets in Excel, go to Anaplan model and select “Data” then “Import”, you’ll be asked to Select a Source, our source name is „FC Anaplan Link”. The system recognizes the structure immediately so click Run Import button. We are ready to model the forecast using current year average trends, then, if your centralized reporting platform is SAP BFC, just push the button and export your Latest Estimates. Previous Next Information Industry All Industries App Last Updated April 18th, 2017 Language English Terms & Conditions App stats Complexity Intermediate     Features General features Spend time on planning, not on data integration Add one of the best planning tools on top of one of the best consolidation tools Bidirectional integration in case unified reporting is done in SAP SatriunConnect is free, installs fast and with minimal consulting days Connectivity to your SAP BFC application Direct link, no need to do additional work through excel. The SAP FC connector to Anaplan App is easy to navigate through and use. Transfer needed SAP BFC data to Anaplan Anaplan will recognize the structure and import the data. Plan in Anaplan with confidence in your Actual data from SAP Push modeled data from Anaplan back to SAP BFC Just push the button and Anaplan will export your data directly into your SAP BFC application. Satriun We implement Corporate Performance Management (“CPM”) solutions.   Being able to successfully implement a CPM solution is not just dependent on having the right understanding of information technology. It is also about the right understanding of financial management and the corporate centre’s needs when it comes to financial consolidation & reporting, budgeting & planning, disclosure management, and the organizational processes required to facilitate this. Furthermore, it is also about understanding the external regulators, their expectations, their regulatory roadmap and the implications for individual industries. Finally, it is also about the right understanding how to manage behavioural change within the corporation.   Satriun Group brings together the necessary expertise for Financial Management, Regulatory Support, CPM Solutions and Change Management, maximizing the success and value added of our customer’s CPM projects.     Website http://www.satriungroup.com/ Address Satriun Group Switzerland Route de Pré-Bois 29 1215 Geneva, Switzerland ---------- Satriun Group Netherlands Barbara Strozzilaan 101 1083 HN Amsterdam, The Netherlands ---------- Satriun Group France Rue Pasquier 18 75008 Paris, France ---------- Satriun Group Germany Theresienhöhe 28 80339 München, Germany ---------- Satriun Group Romania Bd. Dimitrie Pompeiu 5-7 020335 Bucharest, Romania   Email Info@satriungroup.com ... View more

The Reporting Tips & Tricks app is designed to provide examples of methods used to enhance reporting in Anaplan.           Previous Next Information App Last Updated April 10th, 2017 Size 162.1 MB Language English Terms & Conditions App stats Modules 20 Roles 1 Formulas 184 Reports 15 Complexity Intermediate     Features Enhancing Variance Analysis Trend reports with user-defined variance periods for Month over Month and Quarter over Quarter views. Dynamic Reporting Define the time period for the dashboard with either a global (all reports) selection or specific dynamic selections. Effective Commentary Adding variance commentary can be done through standard text fields or using drop-down lists. Using Modules for Navigation View and filter modules with page selectors or by utilizing the synchronization of modules. Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more

The main purpose of the HR Management app is an effective budgeting automation and improvement of the human resource managing within the company or department framework. This app facilitates both bottom-up and top-down approaches to plan each division employees number.   Logical structure of dashboards allows to visualize all information you need in the form of clear and easy-to-understand reports using different levels of drilldown.   The HR admin is the main user of this model by default. Administrator defines the structure of company and its settings, approve and disapprove any other employees suggestions and use the reportings to analyse and improve company's performance in HR management.   The responsibility of Department Manager, as a Head of Department, is to request HR Admin for change of employee's number and salary. Manager can set up vacations and trainings schedule as well as Department Employee. Starting APP Menu with a number of functional dashboards and workflow status. Standard templates which could be automatically converted into Company Org structure and all needed for App lists. Some HR model Settings. Costs of HR subjects, grades to compensations mappings, Tax rates etc. Workflow interface for Depts requests approvals. Analyze market research average numbers and trends, Highlight Risks&Opps, Put direct recommendation on changes Some visualizations of HR P&L numbers Setup HR Payment calendar parameters and review your HR CashFlow Previous Next Information App Last Updated March 28th, 2017 Size 14 MB Language English Terms & Conditions App stats Modules 46 Roles 4 Formulas 580 Reports 15 Complexity Advanced     Features General structure settings Export and auto generate company structure data Export employee information from HR system Setup Visual interface for company structure representation in Dashboards General Entities settings Deep detailed calendar settings: Holidays, Shifts, number of working days, hours etc. Setup Recruitment resources Setup Trainings Setup Internal Corporate Events Salary, Bonuses, Extra payments settings Annual and Q bonuses rates for grades Harmful and Territory Extras Night, Overtime, Holidays and Weekends etc. Tax parameters Non-Material compensations setup Insurance program cost and grades setup Transport, Fitness, Mobile compensations Car and fuel allowance Corporate events Bottom-up dept review and planning Each dept can manage and request changes in their HR budget: Employee list and positions number Fire and hire Salary Changes Employees holidays Training requests HR Approval Workflow Special alerts and workflow dashboars for HR specialists where they can: Approve or decline departments' suggested changes in employees number, their salaries and details of new employees Look through each suggestion on external trainings for employees and approve/disapprove them. Detailed HR P&L, Cash Flow calculation App calculates automatically ~25 HR P&L Lines detailed start on each employee to overall HR company budget. Cash Flow settings(salary and tax calendar) auto converts your P&L into payment calendar Market benchmarks Very useful and connected to App data comparison Dashboards. Overview of your company's salaries by positions and the average ones on the labour market. You can identify Risks&Opps in you compensation policy and make top-down recommendation directly to depts based on data. Analytical Reporting A lot of predefined HR analytics reports with drill-down capabilities. HR P&L Waterfalls Payments calendar HR Markers(avg rates, salaries, dinamics ets.) HR budget completeness status Depts benchmarks Market Benchmarks Advanced Analytix Advanced Analytix is consultancy company which is focused on Anaplan solutions since 2013. We have successfully done many projects in wide range of companies and functional areas. Especially experienced in FMCG, S&OP, Finance, HR solutions.   As founded in Russia we made most projects in Russia but successfully work on international rollout projects in about 20 countries in close cooperations with Anaplan Customer Success team. Website http://advancedanalytix.com Address Krasnopresnenskaya nab. 12   Moscow, Russian Federation   111395     Phone: +79265609373 Email fmatveev@advancedx.ru ... View more

Utilize this app to help your Restaurants/Store(s) plan sales growth for the year, OpEx for the year, Cost of Sales for the year, and Optimize your workforce to plan around your high and low traffic times. In detail, you will be able to plan on how many employees you will need at each time of the day based on historical data and sales growth. Landing page when a user downloads the app. Reporting to view current year and prior year P&L breakdown Projection efficiency and comparing actuals vs. predictions. Override current transactions amount if needed or see how many transactions are currently predicted based on previously uploaded data. Prediction of employees based on the number of transactions predicted. Sales goal setting - top-down/bottom-up OpEx and COS Goal Setting - top-down/bottom-up Previous Next Information App Last Updated March 28th, 2017 Size 1.3 GB Language English Terms & Conditions App stats Modules 78 Roles 4 Formulas 500 Reports 44 Complexity Advanced     You might also like + Restaurants Planning Webinar: Anaplan & Spaulding Ridge   + ROI - Restaurants Planning App Overview Features Reporting - Current Year and Prior Year You will be able to see a breakdown of your P&L from your top level to the lowest level. You can see breakdown your Sales, COS, and OpEx for current year and prior year. Sales Planning Top/Down and Bottom-up(Corporate Goal Setting, Regional Adjustments, and Individual Store Adjustments) OpEx and Cost of Sales Planning Top-down/ and Bottom-up(Corporate Goal Setting, Regional Adjustments, and Individual Store Adjustments) Daily Sales Planning - GM Monthly Sales Planning to be brought down to the day level to make smart scheduling decisions and reach monthly goals on sales. Driver-based Planning efficiently plan number of employees needed by time of day(Breakfast, Lunch, Snack, Dinner, Late Night) from using historical data. Store Planning: Projection Efficiency Start checking the efficiency numbers of the uploaded data of previous weeks based on the prebuilt dashboards. Estimate how well the predictor is estimating the number of transactions based on historical data. Synchronizing paging is turned off currently so that you can see previous data and make real-time predictions for 2. and 3. based on Projection Efficiency Chart. Store Planning: Store Planning: Transaction Prediction Amount - Override Override currently predicted numbers. If you believe that the prediction numbers are wrong for a specific day, you can adjust them. This is for both numbers of transactions and number of employees needed. If you update the number of transactions, it will auto update the number of employees needed based on the numbers inputted in the employee planning table. Spaulding Ridge Spaulding Ridge offers executive-level, practical advice to scale your business. Whether it’s defining your company’s strategic plan, developing growth strategies, or unlocking innovation through cloud investments, Spaulding Ridge helps our clients navigate through their most challenging and critical decisions. We leverage our expertise across industry, finance, and technology to deliver tailored solutions and exceptional outcomes.   Website http://www.spauldingridge.com Address Chicago, IL Email jay@spauldingridge.com ... View more

Unpredictable changes in the marketplace require companies to frame strategies and align resources based on a deeper understanding of their customers. This means having their fingers on the pulse and a heightened awareness of customer behavior. However, as their customer base grows, most organizations lack tools and processes that can help them see these shifting trends. The paradox though is that, most often the data that is necessary to discover these shifts lies unused in their own custody for the want of tools that present this information in a way that facilitates analysis and decision making. Valizant’s Customer Segmentation and Strategy app offers a solution to this problem.   This app lets you clearly define data driven criteria to segregate customers into three categories – Focus group, Strategic group and Other. Each group of customers may require different plan of execution. As an example, customers in the “Focus” group may require prioritized services, while those falling under “Strategic” may need more investments matching risks, and the “Others” may be safely planned as a group with-out material impact to revenue plans. The app is even more useful because it helps you do this analysis quickly based on the data that you already have. Another great value that you derive from this app is archival. Through archival, older analysis can be saved and compared with later ones to see how your assumptions changed over time. Such comparisons offers insight into the endurance of business strategies related to your customers.   The Customer Segmentation and Strategy app helps you frame, execute and validate your customer strategy making use of real marketplace data gathered over several years. Review segmentation at global level. Compare revenue contribution and customer population for each segment. Drill down to region level and review revenue contribution and customer count per segment. Compare current segmentation analysis with prior segmentation analysis. Observe category shifts in customer base. Drill down and compare how customers have shifted segments over periods. Validate your strategy at regional level. Override the current segmentation proposed by the application based on strategic or tactical reasons. Previous Next Information App Last Updated March 27th, 2017 Size 3.6 MB Language English Terms & Conditions App stats Modules 21 Roles 2 Formulas 91 Reports 9 Complexity Advanced Why Anaplan for Customer Segmentation ? Create clear customer strategy based on business data Recognize behavioral shifts in your customer base Realign plan and action with customer strategy Review segments periodically using an app driven process Use organization’s business data to segment customers based on their revenue contributions and strategic fit. Frame appropriate execution strategies for different group of customers. Create a plan focused on fewer customer accounts that are most likely to drive business objectives. Increase awareness of changing customer behavior using business data collected and analyzed over multiple periods. Observe revenue contribution pattern for each customer segment over the years. Recognize shifts and trends in customers’ behavior and use this information to plan better. Question your current assumptions and customer segmentation strategy in the light of business outcomes. If your customer strategy is not getting you the desired results, revisit your strategy and re-plan execution. Overrule segmentation suggestions based on expert judgement if necessary. Simplify your customer segmentation review process using Valizant’s production grade, ready to plug-in and easy to use app. Create formal review cycles concluding in a final approval step. Archive each version of segmentation policy for future reference and retrospective analysis.   Use organization’s business data to segment customers based on their revenue contributions and strategic fit. Frame appropriate execution strategies for different group of customers. Create a plan focused on fewer customer accounts that are most likely to drive business objectives.Increase awareness of changing customer behavior using business data collected and analyzed over multiple periods. Observe revenue contribution pattern for each customer segment over the years. Recognize shifts and trends in customers’ behavior and use this information to plan better. ... View more

This Theoretical Waterfall model for private equity funds takes a feed of investor contributions and distributions (from source systems Investran, FrontInvest or equivalent) and calculates a distribution waterfall. The waterfall is made up of return of capital, preferred return, GP/LP catch-up and carried interest. This model can be extended to the Investment level as well. Scenario modeling includes flexes on preferred return rate, catch-up and carry splits, as well as a holdback provision on investor distributions, in cash or percentage terms. The theoretical waterfall calculates preferred return, GP catch-up, LP catch-up, GP carried interest and LP carried interest according to flexible return rates and splits. Limited partners' returns are broken down into preferred return, catch-up and carried interest, while general partners' returns are broken down into catch-up and carried interest. All of these can be further split up by fund or by investor. Limited partners' returns are broken down into preferred return, catch-up and carried interest, while general partners' returns are broken down into catch-up and carried interest. All of these can be further split up by fund or by investor. Each fund manager has a homepage showing the performance of their fund(s), including returns to limited partners and general partners. Each investor has a homepage showing their exposure to the various funds and the returns generated by each. Previous Next Information App Last Updated March 24th, 2017 Size 19.1 MB Language English Terms & Conditions App stats Modules 25 Roles 3 Formulas 121 Reports 8 Complexity Intermediate     You might also like + Lionpoint Group - Anaplan Services for Private Equity   + Lionpoint Group - Anaplan Services for Commercial Real Estate   Features Theoretical Waterfall Easily model waterfall structures at the fund level with an unlimited number of tiers Investment-Level Waterfall Additional waterfall layers can be added for investment-level promote structures with partners Co-Invest The model can be extended to incorporate co-invest structures and other typical nuances Transparency Easily demonstrate the calculations to GPs or LPs with full data traceability to support increasing demands for model audibility Lionpoint Group Lionpoint Group is a global advisory firm with a unique focus on managers of and investors in alternative investments. Lionpoint's Corporate Performance Management (CPM) practice focuses on private capital markets, including private equity and debt, real estate, and infrastructure. Our business model combines the talents of industry leaders with experts in service delivery to assist clients in transforming front and back office operations through operating model restructure, process improvements, and the implementation of enabling technologies. From our offices in New York, Geneva and London, our model is to work as an extension of your team and transfer knowledge and expertise at every stage of the engagement. Website http://www.lionpointgroup.com Address 7-10 Adam Street   London, United Kingdom   WC2N 6AA     Phone: +44-20 7520 9099 Email anaplan@lionpointgroup.com ... View more

Creating demand forecasts for large product mix is an onerous task. Organizations, that plan demand for a large number of products across multiple customer locations, find it difficult to focus their efforts on a few product-customer combinations that truly require collaboration. In reality, not all products require Plan Collaboration. There are products that have steady coherence to statistical forecasts and their forecasts can simply be trusted. Then there are products that are slow moving or low margin where spending precious collaboration time is unnecessary. The challenge however is to identify these products quickly and put them into separate policy buckets.   This is where a Demand Policy based Product Segmentation comes to rescue and helps you generate more impact for the efforts invested on collaboration. This Demand Policy app by Valizant helps you to classify your product mix into three segments and assign an appropriate planning policy to each set of items. The segments are: 1. Collaboration - Items with high demand volatility and high revenue impact. 2. Forecast - Items with consistent demand pattern and high revenue impact. 3. Stock - Items that are either inexpensive or slow moving or low revenue.     It is important to review product mix periodically since demand patterns and market conditions change over time. Since the rules of segmentation are configurable and reclassification can be performed by the click of a button, this app becomes a very convenient tool for demand planners and product managers who own a very large product mix. Define a clear product segmentation policy based on revenue, cost, demand volatility and product lifecycle. Run Demand Policy on product mix and review item count, cost and revenue proportions for each segment. Override the planning group determined by demand policy based on strategic insight, competitive requirements or product lifecycle stages. Review cost and revenue contributions of items in different planning segments by market regions. Previous Next Information App Last Updated March 24th, 2017 Size 18.1 MB Language English Terms & Conditions App stats Modules 20 Roles 1 Formulas 105 Reports 5 Complexity Intermediate Why Anaplan for Product Segmentation and Demand Policy? Spend precious collaboration time on fewer, high impact items Incorporate Strategic and Tactical inputs in your policy Configure a comprehensive product segmentation policy Use the app to review and realign mix periodically Take charge of your Demand Plan. Narrow down the list of collaboration planning items and direct everyone’s efforts on those few items. Generate more impact for the efforts invested on collaboration. Simplify the planning process by reducing unnecessary review meetings. New product introductions, market expansion goals and competitive strategy play a big role in Demand Planning apart from Revenue and Margins. Incorporate the parameters that are significant to your business in a comprehensive demand policy that is also highly executable. Set ground rules for classifying all your catalog items into collaborative planning, forecast driven planning and stocking policy based planning. Use Demand Volatility, Revenue, Cost, and Lifecycle stage as parameters to determine appropriate policy. Make the policy visible to Planners. Review your product mix quarterly or once in every 6 months, to factor in changing market conditions. This simple to configure and easy to use app will make it possible for you to refresh and realign even very large product catalogs.   Take charge of your Demand Plan. Narrow down the list of collaboration planning items and direct everyone’s efforts on those few items. Generate more impact for the efforts invested on collaboration. Simplify the planning process by reducing unnecessary review meetings.New product introductions, market expansion goals and competitive strategy play a big role in Demand Planning apart from Revenue and Margins. Incorporate the parameters that are significant to your business in a comprehensive demand policy that is also highly executable. ... View more

Anaplan's Weekly Generic Statistical Forecasting App for multiple use cases allows you to upload a customized hierarchy from a flat CSV file, load historical data, and generate forecasts using various statistical algorithms. The app includes 17 of these algorithms across 4 different overarching forecasting methods: Basic and Intermittent Demand, Curve Fit, Smoothing, and Seasonal Smoothing.   Not only does this model generate statistical forecasts based on historical data but it also analyzes which algorithm would have best fit that data. This approach provides you with a suggestion of which method may be the most accurate to use for future periods. Clear sample hierarchy and historical data, download templates to enter your data, then upload those files as CSVs to statistically forecast. View each item's history and suggested, best-fit forecast. Analyze the forecast and historical forecast accuracy for multiple statistical algorithms against each lowest level item. View upper and lower bounds by standard deviation or inter-quartile range and the resulting outlier values. Previous Next Information App Last Updated March 16th, 2017 Size 324.2 MB Language English Terms & Conditions App stats Modules 81 Roles 3 Formulas 533 Reports 15 Complexity Master     Features Customized Hierarchy Upload Upload any customized hierarchy with ease using downloadable templates embedded in the app itself. Historical Data Upload Upload historical data for each item to be forecasted from your hierarchy also with the help of a downloadable template. Best Fit Statistical Forecasting 17 different statistical algorithms including simple exponential smoothing, multiplicative decomposition, and winter’s additive. Interactive forecasting dashboard that allows for customizing forecast algorithms and assumptions. Seasonality Options Multiple Seasonality selection options that include find each product’s unique seasonality, a brand level composite seasonality, and custom user defined options. Outlier Identification Outlier identification and exclusion based on user defined parameters such as standard deviation or the Inter-Quartile Range (IQR). Forecast Accuracy Forecast accuracy measurement with techniques such as Mean Absolute Percent Error (MAPE). Anaplan Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. Website http://www.anaplan.com Address 625 2nd St. Suite 101 San Francisco, CA 94107 Email contact@anaplan.com ... View more