Story
Anaplan
FactSetFactSet Runs Planning and Forecasting with Anaplan
FactSet, a financials organization in the United States, uses Connected Planning from Anaplan to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Risk and compliance | Connected Planning is the governed place FP&A use for planning and forecasting |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
FactSet grew financial planning faster than the local tools around it. From the United States, 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. FactSet 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.
