5 ways successful CFOs will drive planning and performance in 2015

© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information

Five Ways Successful CFOs Will Drive

Planning and Performance in 2015

Presentation slides from the webinar published by CFO.com

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Introductions

• Steve Player

• Managing Partner, The Player Group

• Christopher Schmidt

• Editor, CFO

• Folia Grace

• VP Product Marketing, Anaplan

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What current concerns do CFOs have

about planning and performance?

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• Increasing financial market pressure

• Uncertain economic times

• Changing regulations

• Rapidly evolving technology

• Complex global footprints

• Unpredictable competition

Navigating change

SHIFT

Happens

Requires greater planning agility and coordination Anaplan.com


CFO webinar audience poll

How predictable is your current business environment as it relates to planning?

0%

10%

20%

30%

40%

50%

60%

Highly predictable Predictable Unpredictable Highlyunpredictable

I don't know

1.7%

55.4%

34.7%

5%3.3%

Series1

Responses received: 121


How can CFOs, transition from traditional

budgets and still drive performance?

or

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• What ship do we need?

• What projects and initiatives are needed to transform?

• How do we continue performing while we change?

Transformation

©BBRT NA 2014 7Anaplan.com


1. Strategic plans

2. Financial plans

3. Rolling forecasts

4. Integrated sales plans

5. Connected operational plans

5 Ways planning can drive better performance

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What is different about planning today?

Next

generation

integrated

business

planning

Plan

Execute

Measure

Analy

ze

Sales

Channel

Mgmt.HR

R&D

Plan

Execute

Measure

Analy

ze

Plan

Execute

Measure

Analy

ze

Plan

Execute

Measure

Analy

ze

Plan

Execute

Measure

Analy

ze

Plan

Execute

Measure

Analy

ze

Finance

Supply

Chain

Customer

Support

Plan

Execute

Measure

Analy

ze

Marketing

Plan

Execute

Measure

Analy

ze

Next generation integrated business planning

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“Historically, we’ve done

this through a

sophisticated spreadsheet

process that was rigid in

terms of the instant

ability to see alternative

views on the data. With

Anaplan we get an

automatic, total view of

our trade plans accounts

across all customers.

David Butcher, Britvic’s Director,

Customer Change

INTEGRATED BUSINESS PLANNING

”

PROFILE

Leading European soft

drinks company

$2b in annual revenues

Produces and sells

PepsiCo’s soft drink brands

Operations in Great

Britain, Ireland and

France

Anaplan.com


CFO webinar audience poll

What kind of system does your organization use for planning, budgeting or forecasting?

0%

5%

10%

15%

20%

25%

30%

35%

40%

ERP/GL embeddedplanning module

Purpose-builtplanning tool

Spreadsheets Applications andspreadsheets

None/no system

15.3%

10.7%

38.2%

32.1%

3.8%

Series1



How can a CFO own performance in such

an uncertain operating environment?

T E C H N O L O G Y

D R I V E R - B A S E D

A S S U M P T I O N S

MODEL & SCENARIO

P L A NC H A N G EMEASUREC H A N G EM O D E LC H A N G EP L A NC H A N G E

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Get where you need to goPlan. Change course. Adapt.

THEN NOW

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FINANCIAL PLANNING

PROFILE

$900M Revenue

250M registered users

6B Stations created

“ Anaplan is great –

really responsive,

customer oriented with

a deep background in

planning. They

understand the

challenges we’re facing

and are able to marry

that with their

technology to solve

them.

”Jared Waterman, Pandora


Audience response to polling question

How open is your organization to considering advanced planning approaches?


0%

5%

10%

15%

20%

25%

30%

35%

40%

Very open; we'vebegun

Very open but wehaven't begun

Still evaluating Concerned aboutfinance basics

Not sure

17.4%

22.3%

36.4%

9.1%

14.9% Series1


How is cloud computing disrupting the

economics of systems costs?

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Why should Finance organizations

embrace advanced planning approaches?

FINANCE

HRIT

SALESOPERATIONS

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“ Through using

Anaplan we have a

more agile and

efficient planning

process.

Darren Craddock, Director

of Planning and Forecasting

”FINANCIAL PLANNING

PROFILE

UK’s largest general

insurance provider

27K+ employees

30M+ customers

Anaplan.com


04/03/2015 19© 2014 Anaplan, Inc. All Rights Reserved. Anaplan Confidential Information

ANAPLAN: THE PLANNING CLOUD

FINANCEHR

WORKDAYSAPSALESFORCE ORACLE NETSUITE OTHER

IT

MARKETING SALES

OPERATIONS

• What-if Analysis • In-Memory Processing

• Model to Model Integration

• Role-Based Access

• Single Source of Planning TruthAnaplan.com


Account

Reconciliation

Budgeting

Deal Desk

Trade & Promotion

Planning

Cost & Profitability

Analytics

SKU Level

Forecasting

Incentive Comp

Commissions &

Crediting

Territory and Quota

Planning & Mgmt.

Sales & Operations

Planning

Financial

Consolidation

OPERATIONS

FINANCE

HR

Integrated Business

Planning

Strategic Workforce

Planning Project Resource

Planning

SALES

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Five ways successful CFOs will drive

planning and performance in 2015

Anaplan.com

Learn more at anaplan.com

Technology

5 ways successful CFOs will drive planning and performance in 2015