Story
Anaplan
BarclaysAnaplan at Barclays: Financial Planning
Barclays, a financials organization in the United Kingdom, uses Connected Planning from Anaplan to support planning and forecasting for FP&A.
When financial planning outgrew homegrown tracking, Barclays brought in Anaplan.
“From the United Kingdom, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same Connected Planning record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
Story
Barclays grew financial planning faster than the local tools around it. From the United Kingdom, financials teams still had to serve customers and internal partners who expected a straight answer. FP&A were the ones stitching the picture together by hand.
Rolling out Connected Planning put planning and forecasting on Anaplan. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Barclays keeps the product in the path where work already happens, so FP&A do not context-switch into a graveyard system used only for audits.
The visible result is steadier planning and forecasting. Financial planning is easier to inspect, and adjacent groups can join FP&A without a guided tour of someone's desktop.
