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© 2017 ISCA
Next Generation Finance
- Integrated Business Planning
Moving from traditional FP&A to Integrated Business Planning
Re Emergence of Zero Based Budgeting
© 2017 ISCA
Agenda
About Anaplan
PBF – The Finance Challenge
Connected Planning
ZBB Remerges
Summary & Next Steps
Q&A
Speaker
David Padgett
RVP APAC
Anaplan
20 years in Business Solutions
Focused on ERP, BI, EPM
16 years in Asia
3 years at Anaplan
Located at APAC HQ, Singapore
Integrated Business Planning
(Connected Planning)
© 2017 ISCA
Anaplanmomentum
2011commercial launch
16 offices
in 12 countries
75%+ FY17
subscription revenue growth(FYE January)
$120M FY17
total revenue
650 employees
in 15 countries
700+ customers
in over 40 countries
52industries
200+apps
Patentedin-memory data engine
Innovation Morgan Stanley Award
Anaplan Story
© 2017 ISCA
Global Clients
© 2017 ISCA
2016 CTO Award for Innovation
2017 LEADER
Sales Performance Management Magic Quadrant
2016 VISIONARY
Strategic Corporate Performance Management Magic Quadrant
2016 HYPE CYCLE
Human Capital Management Software, Workforce Planning & Modeling
LATEST MARKET GUIDE
Trade Promotion Management and Optimization
Anaplan Recognition
© 2017 ISCA
Aligning the terminologyCar Analogy – ERP, BI & EPM
Chassis & Engine = ERP/CRM/SCM/HRMMove the car along System of record
Rear View Mirror = Business IntelligenceWhat/How did we do? Reporting & Insights
Controls & Sat Nav = EPM/CPM (PBF)Where do we need to go? How do we best get there?
When will we arrive?
© 2017 ISCA
PBF – The Finance Challenge
© 2017 ISCA
External factors impact company strategies…
Marketvolatility
Government regulations
Customer demands
Digital disruption
© 2017 ISCA
…creating pressure to react quickly
Requires more efficient allocation
of capital
More frequent budget
adjustments
Closer collaboration
with the business
Finance
© 2017 ISCA
Traditional planning challenges persist
Spreadsheet hell
Rapidly changing business environment
Financial surprises
Non-standard schema, varying measures
and metrics
Disparate data
Managing plugs
© 2017 ISCA
Limited Scale & Collaboration
No Audit & Controls
Resource IntensiveMisaligned Plans
No Trust in Data
Siloed Operations
Global vs.Regional
Rigid
MARKETING
SALES
FINANCE
HR
IT
PRODUCTOPERATIONS
© 2017 ISCA
P
P P P
P
SCREENSHOT
LEGACY APPS
SLIDES
SPREADSHEETSEXCEL
P
PBF - A broken process
© 2017 ISCA
Connected Planning for Finance
© 2017 ISCA
Plan Act Optimize
Customers
Partners
SuppliersDistributors
In real-time, with confidence
© 2017 ISCA
Data: Single, secure source of planning data
People: Greater collaboration, deeper insights, and faster alignment
Plans: Analyze and refine plans dynamically in one area or across the business
New Age of Connected Planning
© 2017 ISCA
Manage volume, complexity
and collaboration
FINANCE
HR
MARKETING
SALES
SUPPLY
CHAIN
IT
HCM FINANCIALS OTHERCRMERP
CONNECTED,
DATA-DRIVEN PLANS
Connected Planning across the enterprise
© 2017 ISCA
IT
Security
Partnership
Governance
Individual
More impact
Higher-value work
Better decisions
Architecture
aligned to
strategy
Management
Speed
Productivity
Accuracy
Plans
aligned to
strategy
Center of
excellence
Meeting different User needs
© 2017 ISCA
Finance will lead Connected Planning
“…from an office of finance focused control effort to one that is more integrated with operational plans.”
—Gartner
9
6
12
3
Informed Decisions | Speed | Productivity
Performance
Connected Planning
Q4 Q1
Q3 Q2
Aggregated | Periodic | Rigid
Control
Traditional Planning
© 2017 ISCA
Connected Planning in Finance
DASHBOARDS
& KPIS
FINANCIAL
REPORTING
STATUTORY
REPORTING
BOARD
REPORTING
MANAGEMENT
REPORTING
TAX PLANNING
& REPORTING
CURRENCY
PLANNING
TRANSFER
PRICING
CASH FLOW
PLANNING &
FORECASTING
INTERCOMPANY
RECONCILIATION
JOURNALS &
ELIMINATIONS
CURRENCY
TRANSLATION
LONG RANGE
PLANNING
SCENARIO
ANALYSIS
INITIATIVE & GOAL
MGT
CAPEX PLANNING
REVENUE
PLANNING
HEADCOUNT
PLANNING
ACTIVITY BASED
COSTING
OPEX
PLANNING
FINANCE
REPORTING & ANALYSIS
STRATEGIC
PLANNING
TAX &
TREASURY
FINANCIAL
CONSOLIDATION
BUDGETING,
PLANNING &
FORECASTING
© 2017 ISCA
Connected Data for Finance
Integrate any data source
Centrally manage common elements
Make changes in one place
© 2017 ISCA
Connected People for Finance
© 2017 ISCA
Connected Plans for Finance
© 2017 ISCA
Finance customers start with PBF
© 2017 ISCA
Connected Planning journeys vary by
customer
© 2017 ISCA
Sources: Forrester TEI study, AirAsia Expedia, Del Monte
Finance customers benefit from
Connected Planning
© 2017 ISCA
Productivity savings, higher-value work
Traditional Planning Connected Planning
Tim
e s
pent
Model
Analyze, collaborate, and decide
Aggregate and normalize data
Analyze and decide
© 2017 ISCA
CPA View point – Sesh Iyer
Anaplan – Principal Business Partner
• Standards Change & Coverage –
– IFRS 10, IAS 28, IAS 27, ASC 606, etc
– IFRS 16 and FASB ASC 842 - Lease accounting – Impact analysis (by PWC)
– IAS 39 - FX hedging & Hedge accounting – Financial instruments: Recognition and Measurement
– IAS 8 and IAS 11 - Construction Contract accounting
• Transparency & Granularity – Drill down for Management reporting
• Integration & Accuracy – Data administration -> More time on Analysis/Advisory
• Simulation Engine – What if Scenarios, Driver based planning & Variance Analysis
• Real time reporting – Single Version of Truth , Role based security & Audit Trail
• Ownership – Within the Business, don’t rely on IT or external consultants
© 2017 ISCA
…….ZBB is back!
Connected Planning
for Finance
© 2017 ISCA
Going deep on ZBB
Deployment
Best Practices What’s Next?Benefits
Data & Excel
P&L
B/S
C/F
Tools/Platform?Why ZBB?
© 2017 ISCA
Key Points
• Scope - North America
• Duration - 10 week project
• Decision August
• Go Live mid October
• Users - almost 500 (in NA)
• Partner – McKinsey
• Savings - $150-180m annually
• Additional rollouts
• EU – live in April
• LA/AP – July
• What next?
• Replacing SAP BPC
• Replacing 3 Hyperion Systems
• Using Anaplan for global FP&A
• Video uploaded to You Tube• https://www.youtube.com/watch?v=84-RFiUT5wc
© 2017 ISCA
Hot topic with the SI/Consultants!
Plenty of reading available;
• Whitepapers
• Case Studies
• Partner Articles
• Industry Insights
© 2017 ISCA
…...Connected Planning
Summary & Next Steps
© 2017 ISCA
Strategic Role of Finance
Gartner, The Office of Finance Must
Embrace New Planning Frameworks to
Link Strategy and Execution
“The CFO and office of finance must re-examine
new opportunities for orchestrating financial
performance, in order to address traditional
performance management shortcomings and
support new digital business models.
© 2017 ISCA
Speed
Productivity
Accuracy
Strategic
Business Plans
Analyze
Performance
Financial
Budgets &
Forecasts
Operational
Plans
Strategic Business Plans
• Long range scenario plans
• Risk analysis
• Top-down growth initiatives
Analyze Performance
• KPI’s
• Dashboards
• What-if analysis
Operational Plans
• Sales (Territory, Quota, Capacity)
• Marketing (Campaigns, Events)
• Workforce (Headcount, Capacity)
• Supply chain (Supply & Demand)
• IT (Projects, Capital)
Financial Budgets & Forecasts
• Initiative plans
• Zero-based budgets
• Rolling forecasts
• Activity costing
• Statistical forecasting
Connected planning & performance management
© 2017 ISCA
Workforce
Supply Chain
Marketing
Finance
Sales
IT
Connect every
area of your
business
Territory and Quota Planning
Sales Forecasting
Incentive Compensation
Marketing Performance Management
Trade and Promotion Planning
Sales and
Operations Planning
Demand Planning
Supply Planning
Workforce Planning
Workforce Optimization
Agile Implementation
Planning, Budgeting, and Forecasting Revenue Modeling
Corporate Strategic Planning
Project Management
Financial ConsolidationsPeopleReal-time visibility
with personalized
views
PlansIntegrated business
plans with instant
updates across
billions of cells
PerformanceAligned goals,
measures, drivers,
and data elements
Connected planning & performance management
© 2017 ISCA
Anaplan.com – great content, demos & videos
© 2017 ISCA
Anaplan.com – great content, demos & videos
• 3-4 minute videos
• Narrated demos
• Each LoB covered
© 2017 ISCA
App Hub – pre built Enterprise Planning Apps
© 2017 ISCA
Connected Planning – Key Take Aways
• Planning Change – evolution or revolution?
• Holistic Finance – single platform (PBF, Consol, Reporting)
• Improve Control – workflow, versions, audit & governance
• Take Ownership – keep it in the business
• Connected Planning – after finance, where next? HR, Sales, Ops?
• Timing – planning or performance mgt?
• Leadership – who is the Champion?
© 2017 ISCA
Next Steps - Awareness
Reading – review subject Whitepapers
(FP&A, ZBB, Consolidation, IBP)
Expertise – talk to your consulting partners
(Accenture, Deloitte, PWC, KPMG, E&Y, McK, Bain, BCG)
Events/Webinars – join regular sessions
Meetings – happy to talk directly & show Anaplan
Next Steps - Education
Training - Introduction to Anaplan
Date - 26th May, 09.00-17.00
Location - Suntec
Register in advance to attend – limited places
If sufficient interest from members, we could arrange an ISCA specific event