Story
Anaplan
TruistTruist Brings Financial Planning onto Anaplan
Truist, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support planning and forecasting for FP&A.
Anaplan is how Truist keeps financial planning visible to people who have to act on it.
“Inside Truist, planning and forecasting used to depend on whoever still had the latest file.”
“FP&A needed a system that would still make sense after the original project team moved on.”
Independent write-up. Figures come from public sources or are illustrative.
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 Anaplan Workflow |
Story
Inside Truist, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
Truist uses Anaplan Workflow from Anaplan as the working layer for financial planning. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The practical change is simple: planning and forecasting has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Truist gets from Anaplan is a durable place to run planning and forecasting and a way for FP&A to see the same financial planning at the same time.
