Enterprise planning
Enterprise planning that connects finance and operations
We design, build and extend Anaplan planning across finance, workforce, supply chain and commercial teams, co-built with your team so you own it.
- Anaplan partner
- Rising Star Partner of the Year Anaplan, FY26
- 500+ Anaplan models delivered by our team
- 100+ Clients served by our team
- Master Anaplanners and Certified Solution Architects
One connected plan, not five spreadsheets
Every operational plan changes the financials. We connect them, so a change in headcount, quota, volume or capital shows up in the P&L, balance sheet and cash the same day. Select a plan to see what it decides and how it flows.
- Decisions it supports
- Budgets, forecasts, where to invest and where to hold back
- What it tracks
- Revenue, gross margin, opex, cash
- How it connects
- Every operational plan rolls up here, so the P&L, balance sheet and cash flow move when the business does.
Financial plan
- Decisions it supports
- How many people, with which skills, where and when
- What it tracks
- Headcount, cost per FTE, capacity, attrition
- How it connects
- Hiring plans and compensation flow into opex and the cash forecast.
Workforce
- Decisions it supports
- How much to make, buy and hold, and where
- What it tracks
- Forecast accuracy, service level, inventory days
- How it connects
- Volumes drive revenue and cost of goods; inventory drives working capital.
Supply chain and S&OP
- Decisions it supports
- Which projects to fund, and how to phase them
- What it tracks
- Return, capex against plan, project margin
- How it connects
- Capex lands on the balance sheet and in cash; depreciation reaches the P&L.
Capital and projects
- Decisions it supports
- Where to grow, at what targets, with what coverage
- What it tracks
- Revenue forecast, quota coverage, pipeline conversion
- How it connects
- Revenue forecasts and targets feed the financial plan; sales capacity feeds the hiring plan.
Commercial
How we deliver
Senior practitioners lead
Every engagement is led by experienced Anaplan architects who understand the finance and operational processes behind the model, not just the platform.
Designed around your process
We start from the decisions your teams make and the measures they run on, so the model fits how your business actually plans.
Your team owns it
We co-build with your people. The most successful clients become their own model builders, with us on call for architecture.
Support after launch
Our Center of Excellence (COE) handles changes, new requirements and new use cases as your plan evolves.
Connected to the systems you run: ERP, HCM and CRM, and data platforms such as Databricks, Snowflake and Microsoft Fabric.
Discuss your planning project
Tell us what you plan today and what you need it to do. We'll talk through scope, approach and how quickly you can be live.