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Helping our clients manage the impact of COVID-19 with connected planning – Anaplan

C O V I D - 1 9 R a p i d R e s p o n s e


Contents

01 COVID-19’s impact on enterprise planning and decision-making

02 What is connected planning?

03 A connected planning journey

03 COVID Connected Planning offerings

3

Businesses in every industry lack visibility and control to forecast and manage outcomes across nearly every point in the value chain

▪ Supplier shortages

▪ Plant shutdowns

▪ Transportation and logistics constraints

▪ Inventory stockouts

▪ Revenue losses

▪ Missed financial targets

Supply chain

▪ Lost sales

▪ Missed sales targets

▪ Inaccurate sales forecasts

▪ Instantaneous irrelevance

Sales and marketing

▪ Revenue leakage

▪ Prolonged OTC

▪ Cash shortages

▪ Immutable fixed costs

▪ Higher debt ratios

▪ Increased debt service

▪ Decreased profitability

▪ Updated or inability to provide – guidance

▪ Loss in shareholder value

▪ Delayed consolidation

Finance

▪ Workforce planning

▪ Headcount reductions

▪ Remote workforce

Human resources

▪ Residence in place

▪ Mandatory curfews

Government

▪ Plummeting consumer demand

▪ Business cycle slowdown

▪ Rampant unemployment

▪ Industry contractions

▪ Recessionary forces

Economic impacts

It is akin to flying without instruments

through a storm

▪ Cash management

▪ Cost reduction

▪ Debt restructuring

▪ Employee layoffs

▪ Facility closings

Survival tactics



The business process of enterprise-wide planning has not changed in 50 years…

1. Data collection

▪ Locating

▪ Validating

▪ Scrubbing and workarounds

2. Analysis

▪ Re-validating

▪ Negotiating

▪ Assumptions and caveats

4. Decision/Execution

▪ Hierarchical

▪ Commit changes to SoRs

▪ Repeat

3. Insights

▪ Statistical modeling

▪ New questions and hypotheses

▪ Conclusions

4

1

2

3

A decades-old challenge was already bad to begin with, now only to be exacerbated by COVID-19


In a disconnected point solution environment, connected planning is the only way

Sales/Marketing Finance Supply chain HRDecision makers

Insight and decision tools

Data warehouse, reporting, visualization (OBIEE, Tableau, Power BI)

Traditional planning applications (BPC, Hyperion, Kinaxis)

Plan systems of

record

Data Collection

Day-to-dayoperations

Periodic decisions

and assumptions

Enter the plan each

period

Enable reporting

against plan

Tools of job

Execute against planTransactional systems (ERP, CRM, HCM, martech tools)


Connected planning provides visibility and collaboration across the enterprise

▪ Moving to connected planning requires a steady and balanced advancement across the four cornerstones

▪ Key steps in the journey are:

• Understand current state

• Develop target operating model

• Implement first-use cases

• Establish center of excellence and enterprise rollout

Achieve value in weeks, not years

Supply planning

Marketing

Supply chain

Sales

Finance

CapExplanning

Long range planning

Talentstrategy

Revenue and OpEx

planning

Balancesheet and cash

flow

Income statement

forecasting

Workforce planning

Connected planning

Incentives and rewards

Sales and operations planning

Compensation modeling

Sales forecasting

Quotamodeling

Supplier collaboration

Demand planning

Territory planning

Marketing performance

Pricing and promotions

Human resources

Anaplan connects processes across a company


Anaplan brings in a new dimension, replacing the older system, which created hiccups at various levelsThe Anaplan platform comes fully prepared with dynamically customizable modules for various business needs

Sales/Marketing Finance Supply chain Human resourcesDecision makers

Transactional systems (ERP, CRM, HCM, martech tools)

Data warehouse, reporting, visualization (OBIEE, Tableau, Power BI)

Other planning applications (BPC, Hyperion, Kinaxis)

Plan systems of

record

Data collection

Day-to-dayoperations

Ongoing analysis and

decision-making

Complement or replace

legacy tools

Combine analytics and

decision-making

Ongoing analysis and collaboration

Execute against plan

▪ One platform

▪ Unlimited use

▪ Enterprise scale

Data People Plans


Connected planning leveraging AnaplanConnected planning refers to the unified enablement of an organization’s plan through enterprise models and collaborative workflow. Anaplan enables a single convergence of truth with real-time scenario analysis and data insights for well understood decisions

Current situation

Liquidity planning

System models not built for these disruptions, stimulus, or response

Supply chain disruptionsReduced output for distancing;

distribution channels slowed

Workforce availabilityLocal area lockdowns,

employees impeded by illness

Sales forecastsDemand disappear or skyrocket; need to update pipeline for intent

Connected planning engagement approach

Outcomes

Improved time-to-insights (80%)

Forecast accuracy +10–30%

Real-time monitoring

Single source of truth +2.5X visibility

Improved decisions (+515% profit)

Improved utilization (~10%)

▪ Deployed model updates: 2–5 weeks

▪ Use case deployments:3–12 weeks

▪ COE support (base and flex):perpetual

Engagement offerings

Phases of Rapid Connected Journey

1. Update existing Anaplan models if applicable

2. Stand up rapid point models

3. Develop new models for connected vision

4. Support COE with base and flex capacity

Response options

Cash-flow models

Update current Anaplan models or build supplement tools for

inventory, workforce, CapEx, stimulus, rates, and AR/AP

Pipeline optimization

Recast sales pipeline for 2020 intent to buy rather than fit and

remap accounts leveraging Anaplan AI/ML

Supply planningQuickly enable supplier

collaboration for resilience planning leading to connected

Anaplan demand models

Workforce planning

Rapidly deploy Anaplan workforce planning models with staff skills

matrix and contact recording


COVID-19’s impact on demand and supply

What’s going on?

▪ Demand disappearing or skyrocketing?

▪ Supply chain disrupted?

▪ Workforce potentially unavailable?

What do you need to do?

▪ Project cash position

▪ Provide financial guidance

▪ Ensure business continuity

What’s going on?

▪ Payment terms (like 60 days and 150 days)

▪ Rates and cash (like notes and hedges)

▪ Workforce (like adjustments)

▪ Inventory (like finished and raw materials)

▪ CapEx projects (like timing and pace)

What can we do together now?

▪ Implement Anaplan models for:

• What-if FP&A

• Workforce BCP

• Supply chain collaboration

▪ Ensure models work beyond COVID-19 crisis


COVID-19 connected planning offerings – sales forecasting

Anaplan model that accelerates rapid scenario-planning in sales revenue forecasting

▪ Disparate systems across CRM, marketing automation, ERP, and spreadsheets do not provide single source of truth needed to develop accurate revenue forecasts

▪ Estimation of sales order timing and close probabilities make revenue and cash planning difficult

▪ Inaccurate forecasts do not provide the needed visibility to scale resources to meet the needs of the business

▪ Collaborative workspace with high-configurable user access for security and sensitivity

▪ Single source of truth across CRM and other sales SoRs and point solutions drives reliability of forecasts

▪ Improved revenue planning based on more reliable timing and probability of sales order forecasting

Design

Build

Deploy

Interview stakeholders to refine requirements and data

Tailor Anaplan model to support users

Stand up model and train users

2–3 weeks

Situation Rapid response implementation approach Quick outcome


COVID-19 connected planning offerings – workforce planning

Anaplan model that will allow increased, rapid scenario planning for understanding workforce availability, cost, and output, leading to better business decisions

▪ Need to rapidly staff to fill sudden demand

▪ Unsure of ‘new normal’ and need to estimate various future staff options

▪ Need to manage cash, but understand impact when they need to rehire/retrain

▪ Require input from numerous people and parts of the enterprise

▪ Beneficial to have models that scale across the enterprise

Situation

Design

Build

Deploy



Standup model and train users

2–3 weeks

Rapid response implementation approach

▪ Collaborative workspace with high-configurable user access for security and sensitivity

▪ Sandbox to evaluate scenarios for estimates of:

• Workforce size and roles

• Cash-flow timing

▪ Staff skill tracking and cross train planning

▪ Track hiring and onboarding of contractors and team members and assignments

Quick outcome


COVID-19 connected planning offerings – cash-flow management

Anaplan model that accelerates rapid scenario planning in cash-flow management

▪ Increased DPO due to revised payment terms with suppliers

▪ Change logistic costs, alternative vendors because of limited supplies with varied payment models

▪ Increased DSO due to changed payment terms with customers

▪ Statutory commitments not impacted by the situation

▪ Increased e-commerce sales with lower lead time to cash

▪ Deflated investments and liquidity challenges

▪ More rapid planning cycle leads to agile decision-making – monthly forecast versus daily/weekly

▪ Elimination of spreadsheets improves accuracy and reliability of forecast

▪ Real-time view of actual cash position and projections across the organization

▪ Ubiquitous cloud platform enabling enterprise-wide collaboration, planning, and decision governance

Design

Build

Deploy



Stand up model and train users

2–3 weeks



COVID-19 connected planning offerings – supplier health

Implement an Anaplan lite model to collaborate and provide selective visibility to report and collaborate over the supplier health and supply chain risk


▪ Because of COVID-19 markets suppliers are in a highly dynamic world

▪ Supplier health needs to be understood to improve your own Supply chain, resilience and risk

▪ Need a central place to collaborate about sensitive supplierinformation and aggregate for analysis and reporting

▪ Need analytics engine for trends and correlations

▪ Know which suppliers are secure and can provide additional product

▪ Know which suppliers are at risk and decide how to support them

▪ Quantitatively understand potential supply chain impact and your own company performance

▪ System that provides a high level of sensitivity and user security

▪ Access to detailed analytics engines

Design

Build

Deploy



Standup model and train users

2–4 weeks


Anaplan integration options

Multiple options to serve a varied set of integration needs as required

User-driven integration

Anaplan connect

JDBCETL tools

REST API

Volume Low-Med Low-High Low-Med High High

Frequency Low-High Low-High Med-High Low-Med High

Direction In & Out In & Out In & Out In & Out In & Out

Description

User-initiated data manipulation via the Anaplan UI

(security controlled)

Scheduled or event-driven exports

(flat file)

Point-to-point application integrations (full model)

ETL-based imports using Hyperconnect

other connectors available

Used when Anaplan needs to integrate

with client software to execute business

processes


About Genpact

Genpact (NYSE: G) is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally enabled intelligent operations for our clients, guided by our experience running thousands of processes primarily for Global Fortune 500 companies. From New York to New Delhi and more than 30 countries in between, we connect every dot, reimagine every process, and reinvent companies’ ways of working. Transformation happens here.

© 2020 Copyright Genpact. All Rights Reserved.

http://www.genpact.com/


Recognitions and accolades received by Anaplan

helping our clients manage the impact of covid-19 with … › downloadable-content › insight ›...

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