Story
MetLife Standardizes Financial Planning on Anaplan
MetLife, a financials organization in the United States, uses PlanIQ from Anaplan to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through PlanIQ |
Story
Financials work at MetLife spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Anaplan (PlanIQ) is what they standardized on. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. MetLife uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.