Plan It Forward! A Live Finance Conversation with McAfee and Activision

© 2013 All Rights Reserved 2 04/11/2023

About Anaplan

Milestones

2013BelgiumLondonParisStockholmSingapore

Commercial Launch2011

2007Founded

Disrupting the world of business modeling and planning


Our Conversation Today

What has changed for Finance in the last

few years?

How can Finance drive connected operational

plans?

"Oracle Hyperion has been a leader in this category for decades, but the user experience is falling behind others now, its analytics are not as easy to use as others, and integration of the various components needs streamlining.”

Rob Kugel, VP Research Director, Ventana Research

How can my organization reduce

the load on IT?

Where does Hyperion fit?

Predictions for the future of Finance and

Planning?


McAfee: Unifying Sales and FinanceJeff Brobst, VP Financial Planning & Analysis at McAfee

Activision: Achieving Reliable Retail ExecutionPatrick O’Brien, Senior Finance Manager at Activision

Roundtable Discussion

Live Audience Questions

The Agenda


McAfee: Unifying Sales and FinanceJeff Brobst, VP Financial Planning & Analysis

Connecting the Enterprise

New Mission: Transition away from Hyperion

2011 2012 Today

Territory Alignment

Optimize coverage to accounts and reps

Align with quotas

Target Setting

Allocate goals across business, geo’s, units and products

Quota Management

Real time planning and management with auditing

Continuous management to align goals with reality

FP&A

Governance of accurate data across enterprise

More visibility into P&L for more accurate budgeting and investment prioritization

Commissions Calculation Traceable crediting rules Timely and accurate payments Proactive rate management

Deal Desk

Reduce suboptimal discounting

Accelerate decision process

Problems with Current Legacy System One Size Doesn’t Fit All

IT-centric administration

Nuanced business rules & customizations

lost in translation

Manual data consolidation

Expensive upgrades

“In larger corporations every group does their modeling, planning, and forecasting a little bit differently…the traditional planning tools,

Hyperion included, don’t truly cater to that reality.”

A Unified System to Deliver Better Margins

“People have always talked about ‘integrated business planning’ and the ‘connected enterprise, but with Anaplan, for the first time,

we’re actually doing it.”

• Model building by the business end user- Everyone is on the same page

• Central data repository- Uncover trends and provide better analysis

• Multi-dimensional planning- In-memory calculations – no more waiting for a job to run

• Secure- Everyone is in one platform and on the same page


Activision: Achieving Reliable Retail ExecutionPatrick O’Brien, Senior Finance Manager

• Worlds largest videogame publisher

Background

• 7000+ employees worldwide

Organization

• $4.5B+ Annual Revenue

Sales

• 2013 split from parent company

Changes

New Goals for Activision

Mission:One Global Platform for

Retail Execution

2012 2013 Today

Q1 2012 Tool Failure. Unable to Transmit

Crucial Data at Quarter Close.

Announce Split from Vivendi

Limited Data, Human Error, and Miscommunication

Field SalesCustomer

Activity

Retail Marketing

Program Spend

FinanceCapture and

Verify

AccountingClose and

Invoice

Retail Execution Business Challenges

A Reliable Retail Execution Platform

Anaplan Delivered:• Immediate view of all deals• Collaborative planning and execution• Real-time consistency across plans• Data on-demand manipulation• 50% gain in productivity

“Anaplan changes our idea of what’s possible.”

FinanceSales Accounting

Greater visibility into P&L for more accurate budgeting and investment prioritization

Continuous improvement

Measurable Plan that is easily tracked and adjusted

Manage on-going risks and opportunities

Margin expansion

Retail Marketing Results driven

growth possible with real-time retail data

Increase customer life time value

Visibility into level of dimensions below chart of accounts

Backend execution and payment reconciliation

One unified platform for all


Roundtable Discussion with Jeff and Patrick


Live Audience Questions


Happy as an Anaplanner

Production Planning

Target setting territory management

quota planning

Credit & commission

Volume planningpromotion planning

ROI analysis

FP&A

Site & plot planning/forecasting.

CF, BS.

FP&A

Forecasting, budgeting, long-range planning

Sales & operations planning

Group annual planning (treasury, capital and

expense management)

OPEX Planning

FP&A

Sales forecasting, rolling forecasts,

long-range planning

Complete sales planning, credit

commissions & FP&A

FP&A FP&A

Global FP&A

Sales forecasting, store planning, merchandising

Project tracking and profitability

Long-range planning, business financials

FP&A

Promotion planning and optimization

Monthly product forecast & long-range

planning.

Store level revenue management &

workforce planning

Revenue & sales commission planning

Commissions calculation, quota planning, sales

forecasting

FP&A

FP&A

Quota Planning, Sales Capacity Planning and Sales Forecasting


www.anaplan.com | [email protected] | 415.742.8199

Thank You

Connect with us

@anaplan

linkedin.com/company/anaplan-incfacebook.com/anaplan

Technology

Plan It Forward! A Live Finance Conversation with McAfee and Activision