Deloitte and Anaplan Alliance

Connected planning for a complex world

Together, Deloitte and Anaplan can help clients enhance business planning and execution for sales, operations, and finance using cloud-based connected planning.

About our alliance

What if planning could improve both your top and bottom line? Leveraging the native capabilities of Anaplan's platform and Deloitte's breadth of industry experience and unique transformational capabilities, we can get you there.

With the power of connected planning combined with cognitive capabilities and predictive analytics, we can help transform how your business makes strategic operational and financial decisions. Increase visibility across your organization, connect siloed data, and take your real-time planning and forecasting to an entirely new level.

Deloitte's industry-leading solutions, powered by the cloud-based planning software of Anaplan, can help connect your people to your data, enabling you to navigate an ever-changing market so you can make more informed decisions, drive revenue, and accelerate profitability.

2020 Global Partner of the Year

For the sixth year in a row, Deloitte was awarded Anaplan's Global Partner of the Year award in recognition of our contribution to helping our joint clients use connected planning to drive profitable revenue growth, improve operational efficiency, and generate new insights into improving enterprise value.

Global partner of the year award

Deloitte and Anaplan industry solutions

Deloitte has several go-to-market industry solutions that leverage Anaplan's cloud-based business planning software. We currently have solutions for the following areas:

Sales operations: Providing cloud-based tools to enhance sales planning and forecasting tasks such as quota planning, territory planning, pricing and quoting, commissions calculation, sales forecasting, and sales capacity planning.

Finance planning and analysis: Helping clients find more effective ways to execute tasks such as financial consolidation, profitability analysis, balance sheet and cash planning, budgeting, forecasting and reporting, strategic planning, and workforce planning.

Trade promotion management: Providing consumer packaged goods companies sophisticated models to better manage trade promotions so they can balance revenue across channels and increase overall revenue and profitability.

Tax planning: Providing tools for transfer pricing and tax optimization to help clients more effectively manage their tax liabilities.

Retail: Providing tools to help clients manage the increasingly complex end-to-end assortment planning process across digital and brick-and-mortar retail environments.

Insurance planning and compliance: Providing connected capabilities to help insurers manage the increasingly complex regulatory environment, including IFRS17. Adding value by making compliance part of the end-to-end planning and financial reporting cycle.

Achieving commercial planning success at a world-renowned brewing company

Leveraging the Anaplan platform, Deloitte built a commercial planning solution to help a large, multinational brewing company address key challenges that the organization was facing—including significant process complexity, administrative burden, inadequate controls, and mounting competitive pressure in the market.

Case study: SEEK finds a faster way to grow with connected planning

Learn how Deloitte Australia and Anaplan helped a global technology company streamline financial consolidation, business planning, and reporting across business units and borders.


StrategyAccelerator is a strategy planning and implementation asset built on Anaplan’s connected planning platform that supports client and Deloitte teams through strategic initiative definition, detailed planning, financial modeling, day-to-day execution, and performance tracking. The tool leverages direct data feed integration and cloud platform for real-time collaboration and reporting.  

Discover how StrategyAccelerator can help enable your strategy lifecycle and execute transformation vision


Learn how Deloitte’s PrecisionView solution can help your business respond to COVID-19 challenged by enabling accelerated finance modeling capabilities to rapidly shift focus from analysis to action. 

You can also read our blog post about how scenario-based forecasting can help you address the financial impact of COVID-19.

Commercial planning

Learn how Deloitte’s commercial planning solution, which runs on Anaplan’s connected planning platform, is designed to help companies drive more effective collaboration in the development and in-year management of commercial plans.


Teams from across Deloitte have come together to pre-build a set of end-to-end integrations designed to pass data between best-in-class cloud-based sales planning, pay, and execution platforms. Learn about how this powerful combination of cloud applications and integrations—powered by Anaplan and Salesforce—can help transform the way organizations plan and execute their sales strategies.

Marketing planning

Deloitte’s Marketing Planning solution, powered by Anaplan, brings together closed loop financial planning with advanced marketing performance optimization tools. Learn about how we can help transform how your organization makes strategic and operational marketing decisions.

Connected assortment solution

Deloitte’s Connected assortment solution is powered by the cloud-based platform Anaplan for fast implementation and rapid scaling across a company’s planning functions. Embedded in it are many industry leading practices that help increase speed to value, including consistent approaches to assortment calculations, techniques for stratifying purchasing quantities against anticipated sales, and the ability to perform roll-ups and reporting.

Watch the video

Budgeting for higher education

Deloitte’s higher education Anaplan model enables various process owners such as Central Budget and Finance, Department Chairs, and Institutional Research groups to maintain a real-time, connected planning model that can work seamlessly in all of these environments.

Digital workforce planning

Deloitte’s digital workforce planning solution is designed to harness the power of underutilized workforce data to give leaders an edge against market and internal forces. The Planning solution utilizes predictive workforce analytics to help leaders expect the unexpected within their talent pool to increase or ramp-down their hiring needs.

Downstream oil & gas

Deloitte’s Downstream oil & gas model is a planning model that breaks down functional and geographic silos that hamper many organizations.

Predictive Analytics Quota Setting

Science and art of quota setting

Deloitte’s Predictive Analytics Quota Setting Methodology focuses on three key pillars to improve accuracy, equitability, attainability, and time release of quotas.

Upstream Oil & Gas

Deloitte’s Upstream Oil & Gas Model is a planning model that breaks down geographic and functional barriers that prohibit the sharing of information in the planning and forecasting process for upstream oil and gas companies. The model centralizes inputs from many processes throughout the organization, from production forecasting to commodity pricing and forecasting, tax, HR planning, AFE, and many more.

Zero-Based Budgeting In a Box

Deloitte’s Zero-Based Budgeting In a Box application addresses the common cost towers applicable to all organizations regardless of industry. Powered by Anaplan’s connected planning platform which enables fast implementation and rapid scaling across your company’s planning functions, the solution addresses industry agnostic G&A expenses with leading practices that help increase speed to value, including consistent approaches to department budget planning with a base of zero, techniques for reducing expenses, and the ability to perform roll-ups and reporting. 

Watch the webinar.

IFRS17—Insurance contracts

Deloitte’s IFRS17 solution helps insurers comply with the new standard and also unlocks additional business value with a comprehensive set of functionalities to address contract service margin calculations, planning, budgeting, cost allocations, management information, reporting, and disclosures. It allows Anaplan users to run sensitivity analyses and simulations, scenario modelling, and IFRS17 impact assessments of any material changes in the business. These models, combined with Deloitte’s unified data and disclosure management platforms, deliver a cost effective—and value adding—end-to-end IFRS17 solution.

See the full catalog of Deloitte’s Anaplan apps and connected planning softwares.

For more information about how Deloitte and Anaplan can help your organization achieve business planning and execution goals, please contact:

Ed Majors, lead Alliance partner, Deloitte Consulting LLP

Chris Albrecht, Alliance manager, Deloitte Consulting LLP

Get in touch

Timothy Ho

Timothy Ho

SEA CFO Program Leader

Timothy is a Partner and the Finance Transformation Lead in SEA. He has more than 17 years of experience driving various finance transformation programs and initiatives for consumer business, life sci... More

Terence Foo

Terence Foo

SEA Supply Chain and Network Operations Leader

Terence leads the Supply Chain and Network Operations team in Southeast Asia. He brings over 25 years of consulting experience, specialising in implementing large scale supply chain transformation sol... More