Services

Deloitte and Anaplan Alliance

Optimized business planning

Together we help our clients enhance business planning and execution for sales, operations, and finance.

About our alliance

Our alliance combines the wisdom of Deloitte’s strategic planning capabilities and our seasoned industry professionals with disruptive technology from Anaplan. Together, we’re taking real-time planning and forecasting to an entirely new level.

With Deloitte and Anaplan, today’s businesses can utilize modern technology to sift through massive amounts of data in real-time. The results can be used to drive better, more informed business decisions, as well as a faster response to changing market dynamics.

Deloitte and Anaplan industry solutions

Deloitte has several go-to-market industry solutions that leverage Anaplan. We currently have solutions for the following areas:

Sales operations: Providing 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.

Digital Assortment Solution

Deloitte’s Digital 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.

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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.