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Leveraging The New Equation

Transform your business performance management with PwC via integrated Anaplan solutions

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As a global collaborator of Anaplan, we bring transformational knowledge and the power of enterprise business planning to our clients

With Anaplan we connect your people, plans and data. Our multidisciplinary advisory team with knowledge in customer, finance, workforce and operational transformation, brings a thorough and integrated approach to your business performance management. By considering both business and technical aspects, our team can help to improve the dynamic, collaborative and intelligent nature of your business performance management experience.

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What does connected insights and performance management mean in today’s business landscape?

With Anaplan, PwC can help enable your organization to run virtually any performance management and insight generation process by connecting data, people and plans in every part of a business.

“We view the collaboration with PwC as an opportunity to help deliver business value to our customers. By teaming with PwC, we’re setting the stage for these organizations to achieve transformative value. We’re confident that with its strategy and digital knowledge in helping deliver valuable and high impact solutions, PwC will deliver successful outcomes for our customers.”

Carla Moradi, SVP GPAO, Anaplan

Global enterprise business performance management transformation: PwC + Anaplan solutions

Customer

  • Incentive and rewards
  • Quota modeling
  • Territory planning
  • Sales forecasting
  • Marketing performance
  • Pricing and promotions

Finance

  • Long range planning
  • Revenue and operating expense planning
  • Capital expenditure planning
  • Income statement forecasting
  • Balance sheet and cash flows forecasting

Workforce

  • Talent strategy
  • Workforce planning
  • Compensation modeling

Operations

  • Sales and operations planning
  • Demand planning
  • Supplier collaboration
  • Supply planning

Find the solution that best suits your business needs

Explore our solutions that help you solve your most pressing business challenges and further increase the capabilities of your existing Anaplan implementation.

Customer transformation

Account segmentation and capacity planning

Reimagination of industry leading segmentation process by (1) leveraging historical data to make informed decisions to standardize and balance segmentation selections globally, (2) building workflows that span countries, geographies, regional and worldwide teams, and (3) increasing business intelligence by synchronizing data between all process areas and creating persona based KPI dashboards to inform strategic planning decisions.

Territory and quota planning and management (TQM)

Best in class territory and quota management by (1) building advanced territory model applications to create balanced territories that inform sales planning decisions, (2) automating translation rules from Finance to Sales to initiate the quota deployment process, and (3) using system-assisted quota deployment across all levels of a sales hierarchy to reduce the number of adjustments planners need to make each cycle.

Streamlined incentive compensation management (ICM)

Industry leading ICM by covering key capabilities ranging from payee administration, plan design and release, source data transformation and loading, sales crediting / commission calculations, payroll and downstream reporting / analytics.

Pre deal and post deal analytics

Integrated process to help commercial and analytics teams assess deals by leveraging advanced analytics and modeling to create a 360-degree view of the customer and deal and monitor contract performance on-demand to help identify under-performing accounts and intervene during the contract before its too late to course correct.

Finance transformation

Enterprise integrated business planning

Cross-functional, cross-disciplinary enterprise performance management that enables agile and connected “Plan, Do, Check and Act”, across sales, marketing, supply chain operations, business units, R&D, infrastructure, HR and other back office functions, through shared drivers and smart insights integration, delivering financial results, speed and efficiency.

Integration with advanced finance analytics

Take advantage of the best of both worlds, where a hyperscale cloud computing platform of your choice is integrated into Anaplan to further expand data transformation, AI/ML forecasting, scenario analysis, natural language processing and generation, insights visualization, and storage.

Savings tracking analytics reporting tool

Integrated enterprise-wide cost savings initiatives set-up, tracking, monitoring, benchmarking (PwC Benchmark and Saratoga), analytics and reporting that helps drive visibility and accountability and also links savings plans, forecasts and results into business-as-usual annual, quarterly and monthly enterprise performance management cycles, in order to support enterprise wide cost transformation initiatives such as Fit for Growth.

Gross-to-net top line modeling, analytics and forecasting solution

Plug, tailor and play solution that harmonizes, enhances and integrates gross-to-net processes from forecasting and advanced pricing to revenue recognition and financial close, increasing insights through real-time calculations and scenario modeling, enhancing accuracy through advanced modeling (AI/ML, statistical models) and accelerating close and process speed through automation and data integration.

Enterprise wide environmental, social and governance (ESG)

End-to-end collaborative planning, tracking and reporting solution that helps establish greenhouse gas and emission targets, links internal and external data sources, accumulates environmental impacts from operations, tracks results to targets and objectives, generates insights and actions based on scenario modeling and facilitates compliance reporting.

Workforce transformation

Value added strategic workforce planning

Aligning an organization's business strategy with its workforce strategy, considering both short-term and long-term business goals and the underlying workforce and talent implications. Assess existing skills and capabilities, determine future skill and capability needs, evaluate gaps and develop plans to help address the gaps. Assess costs of build / buy / borrow investments, evaluate succession risks and mitigations, analyze workforce trends, model market scenarios and plan for changes proactively. Establish bi-directional integrations with HR systems and workflows to enable downstream processes.

Integrated headcount and labor cost planning

Enabling integrated views of budgets, headcount and labor costs trends and comparisons of period over period outputs. Perform real-time variance analysis across periods of actuals to forecast and annual budgets. Establish a single source of truth for financial and workforce data (e.g., salaries, location, function, role, level, cost center) that enables dimensionalized views across department, function, region, or other breakouts, while retaining centralized standards and governance. Establish bi-directional integration with HR systems and workflows to enable downstream processes.

Agile compensation planning

Set up bonus and incentive programs, create personalized compensation plans for individual employees, design and manage rewards structures, help facilitate annual year end comp planning processes, enable better compensation budget management. Model and simulate different compensation scenarios (e.g., overnight roll ups, market or workforce changes). Establish bi-directional integrations with HR systems and workflows to enable downstream processes.

Sales force effectiveness planning

Defining sales roles to enable alignment with customer segment requirements; finding the optimal way to deploy the sales force, helping confirm you have the right salespeople, with the right skills, in the right roles with our customized job architecture and career frameworks. We assess the most effective roles for current and potential talent, help set competitive pay levels and support that talent by identifying critical skills needed for success. We help design the KPIs and premium systems in line with strategic and financial targets and determine the right rewards to engage and motivate your sales force. Establish bi-directional integrations with HR systems and workflows to enable downstream processes.

Diversity, equality and inclusion (DEI) planning

Assess current representation and historical trends of women and diverse populations, facilitate setting and tracking of diverse representation goals across various dimensions, assess impacts of location and workforce strategy on diverse representation and develop future projections of diverse representation for future scenarios. Establish bi-directional integrations with HR systems and workflows to enable downstream processes.

Operations transformation

Enhanced demand planning and forecasting

Effective statistical algorithms and enriched predictions upon moment's notice with most up to date information whenever market volatility strikes. The business users benefit from the insights into both unconstrained forecast — indicating the market opportunity / base case sales scenario and also constrained forecast — which accounts for the bottlenecks and limitations of organizations' supply chain.

Dynamic supply planning

Dynamic supply planning solutions facilitate agile point in time decision-making by providing E2E visibility and real time insights into the supply chain. The organization can plan their production, capacity and sourcing activities dynamically, root cause any potential execution issues and perform what-if analysis to find the most effective resolution.

Inventory and supply network optimization and transformation

The platform is transformative in helping businesses meet global demand quickly and profitably. Advanced integrated solution algorithms take into account multiple variables and constraints in order to reduce inventory holding / transportation / production costs while improving customer service level.

Strategic and tactical sales and operations planning (S&OP)

S&OP solution facilitates the strategic and tactical levels of supply and demand planning by supporting the monthly integrated business management process. Integrated business planning helps the business leaders to focus on key supply chain drivers, analyze scenarios, translate them into financials and reach consensus integrated business plans across various functions.

Enhanced supplier collaboration

Enhanced collaboration between the businesses and their suppliers by sharing real- time information (lead times, material availability and pricing etc) and enabling joint planning and delivery activities. Some of the business benefits include increased process efficiency for sourcing and procurement teams, full spend visibility and savings from joint value creation.

PwC has worked with companies around the world on their business planning and enterprise performance management transformations via PwC differentiated, integrated Anaplan solutions.

Here are a few examples of how we’ve helped.

Challenges:

  • General lack of central governance across geographies and business units, due to internal investments and acquisitions that were not integrated well
  • Proliferation of disconnected offline tools, due to insufficient planning capabilities and process standardization
  • Consistently late delivery of sales letters, due to lengthy sales planning processes and inefficiencies

Transformation:

Across segmentation, territory planning, sales force sizing, comp plan creation, account assignment and quota deployment, PwC led design and deployment of a holistic solution that entailed the following:

  • Global standard process, across all geographies and business units
  • Simplified compensation metrics structure, reducing metric library by 50% and setting the foundation for efficient automation
  • User enabled and empowered territory planning, enabling balanced territory planning process, using account and market attributes
  • Streamlined go-to-market and compensation driver framework, driving efficiency, while maintaining focus on strategic initiatives
  • Linkage to finance, incentive compensation management system, and other critical systems further easing the upstream and downstream dependency bottlenecks

Outcome:

  • A single central platform for all business units in target geographies, driving speed, transparency and end to end automation and reducing the annual sales planning cycle time by one full month
  • Improved precision and accuracy through mitigated risk of human mistakes from enabling error trapping logic, improved data integrity by higher quality data feeds, and enhanced tactical coverage modeling using custom rule-based profiles
  • Enhanced user experience by bringing peripheral users into tool that otherwise would be disconnected through manual processes and improved system performance by core platform reconstruction
  • Precision in territory modeling and quota deployment against finance targets

Challenges:

  • Manually intensive planning processes, due to disjointed systems and data
  • Lack of confidence in providing external guidance, based on correct business driver assumptions
  • Inability to drive business accountability into monthly results and monitor interim results for early warning signs and actions.
  • Competitive market pressure on margin and consistent need to manage costs
  • A new strategic direction to help enable product and business unit based segment reporting

Transformation:

Across finance, sales, supply chain operations, HR and R&D, the company and PwC designed and deployed a holistic enterprise performance management solution made up of Anaplan and other best of breed applications:

  • Expanded ERP, consolidation and planning integration architecture, optimizing and automating data flow, granularity and frequency
  • Dynamic, visualized, self-serve product based segment reporting, incorporating both historical and forward looking financial data
  • Integration of S&OP, demand and other operational drivers into average sales price forecasting, P&L forecasting and cash liquidity forecasting
  • Workforce data lineage across R&D planning, headcount planning, operating expense planning
  • Master data management solution, synchronizing financial master data across general ledger, financial consolidation and planning applications
  • Constant currency reporting, for both historical and forward looking financials
  • Harmonized corporate cost allocations, between historical and forward looking financials

Outcome:

A real time, dynamic, collaborative, cross functional enterprise performance management solution suite

  • Timely visibility into financial results and insights at the right level of details, resulting in enhanced business accountability, driving the right business discussions and actions, and thereby improving business managers’ ability to proactively manage and deliver their quarterly earnings targets
  • Reduced monthly financial close and planning cycle time

Challenges:

  • Lengthy, manually intensive efforts, just to gather basic data and report on the savings plans and results
  • Recurring disputes and confusion on versions of cost baseline, savings plans and savings results; difficulties in tracking costs-to-achieve
  • Inability to monitor savings leakages and determine the state of the overall cost reduction program, in order to make informed and prioritized decisions on savings initiative proposals

Transformation:

Across Transformation Management Office (“TMO”, made up of a number of cost savings workstreams), HR and finance, the company and PwC designed and deployed a savings setting, tracking, monitoring, analytics and reporting solution:

  • Automated on-line review and workflow, for savings target and cost-to-achieve proposals
  • Standardized TMO action plan templates, to capture detailed near term savings action plans and costs-to-achieve from the TMO initiative owners
  • Recurring data integration and systematic mechanism, to assess detailed actions against the actual historical general ledger and HR data
  • Single source of truth for aggregating the cost baseline, multi year quarterly savings plan, detail short-term action plans and actual savings results, and costs incurred, by TMO workstreams
  • Workforce data review and validation processes to help establish consistent governance and standards of workforce data
  • Human resources information system and applicant tracking system configuration to enable the capture of required workforce data elements in a systematic and standardized way
  • Online, self-serve, dynamic reports, that accumulates longer term plan, short term actions, actual results and gaps, including drill down capabilities
  • Data outputs for integration into annual, quarterly and monthly enterprise performance management cycle

Outcome:

  • Fundamental shift in TMO discussion from data quality and reconciliation to savings process and addressing savings gaps
  • Enhanced auditability for external disclosure and reporting
  • Ability to make initial and revisit ROI based decisions on individual savings initiatives
  • Reduced overhead for supporting E2E TMO value chain reporting processes
  • Reduction in monthly TMO reporting cycle time

Challenges:

  • Lengthy, manually intensive efforts, just to gather basic data and create accruals and forecasts
  • Extended close timelines with limited data and analytics capabilities, with limited transparency, to determine a reliable net sales number
  • Inconsistent and manual controls supporting the end-to-end forecasting and accrual process

Transformation:

With finance, accounting, the controllership and technology, the company and PwC designed and deployed an accrual management solution:

  • Automation of key datasets from multiple internal source datasets at a granular level to drive transparency
  • Automation of outbound journal entry postings to ERP
  • Recurring data integration and systematic mechanism, to assess source data against the actual historical general ledger
  • Single source of truth, for developing accruals and true-ups across multiple channels as well as supporting mid-range and long-range forecasting
  • Embedded controls to support SOX compliance within the solution
  • Developed scenario based forecasting with flexibility to adjust and compare forecasts
  • Embedded advanced forecasting techniques by leveraging statistical modeling throughout the forecast process
  • Harmonized accrual models across multiple channels and therapeutic areas
  • Online, self-serve, dynamic reports, that leverages transactional data and modeling results to provide real-time updates based on current period modeling and analytics

Outcome:

  • Enhanced GTN process by providing greater transparency and insights into plan vs. actuals and other standardized reporting and analytics
  • Increased data quality and integrity, including aligning on a set of controls to maintain traceability and SOX compliance
  • Automated and integrated GTN solution across accruals and forecasting to support close acceleration
  • Increased forecasting and accruals accuracy through improved data quality and integrated modeling
  • Ability to model assumptions at enhanced level of granularity to help facilitate improved transparency and insights into plan vs. actual
  • Increased time spent on analytics across the gross-to-net forecasting process
  • Accelerated close timelines by reducing manual work and leveraging automation

Challenges:

  • Lack of digital capabilities to model strategic supply chain options and its financial outcomes which drive profitable growth
  • Gap between strategy and operations due to lack of collaborative sales and operations planning solution to drive strategic modeling and reconciliation processes

Transformation:

Across sales and operations planning, the company and PwC designed and deployed a holistic business planning solution that entailed the following:

  • Demand planning and bottom-up integration - defined statistical forecast at consumer and wholesaler level to improve forecast accuracy; incorporated business knowledge around stock-out, supplier cap, marketing, and performed what-if analysis on volumes to gauge multiple scenarios and its impact; calculated impact of out-of-stock and method to allocate volumes to customer groups
  • Supply planning - performed replenishment planning based on calculated needs, automatic calculation of safety stock check and what-if simulation on inventory parameters; evaluated forecasted inventory level and inventory transfers between warehouses
  • Supply chain integration - performed Logistics and Inventory budgeting for efficient operations planning; assessed the impact of supply shortages through simulations; identified slow moving/obsolete inventory

Outcome:

  • Integrated S&OP planning and financial planning with strong system capability enabling financial impact driven decision making
  • Optimized S&OP process like bottom-up demand review and financial reconciliation reviews
  • Fully integrated business planning processes connected with financial planning
  • Migration of SC planning from legacy planning solution to Anaplan and integration with bottom-up financial flow
  • Development of integrated bottom-up planning platform in Anaplan

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Explore further

Customer transformation Finance transformation Operations transformation Workforce transformation

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Muhammad (Mu) Hassan

Muhammad (Mu) Hassan

Digital Core Modernization Principal, PwC US

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Amit Dhir

Amit Dhir

Principal , PwC US

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Hank Woo

Hank Woo

Anaplan Transformation Leader, PwC US

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Andy Vick

Andy Vick

Anaplan Alliance Director, PwC US

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