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.
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.
