Anaplan · Advisory & Delivery

Anaplan advisory & delivery.

Model design, integration architecture, and migration support for connected planning across finance, sales, supply chain, and workforce.

What we deliver
Connected planning model design — financial, sales, supply chain, and workforce models built to share data natively
Integration architecture connecting Anaplan to your ERP, CRM, and HR systems of record
Migration support for organisations consolidating multiple planning spreadsheets or point tools into one model
Model documentation and handover, so your team can extend the model independently after go-live
What we deliver

Services across the Anaplan model.

Financial Planning Model Build

Driver-based budgeting, rolling forecasts, and scenario models designed on Anaplan's calculation engine and built to extend without re-platforming.

Sales & Supply Chain Model Design

Territory planning, incentive compensation, demand and supply planning, and S&OP models connected to the same underlying data as the financial plan.

Workforce Planning Build

Headcount, compensation, and organisational design models connected to financial and operational plans on the same platform.

Integration Architecture

Anaplan connected to your ERP, CRM, and HR systems of record, with data flows designed to stay in sync as source systems change.

Migration & Consolidation

Multiple departmental spreadsheets or point tools consolidated into one connected model with shared assumptions and a single source of truth.

Model Governance & Handover

Documentation, architecture review, and training so business users can maintain the model, while structural changes stay protected.

How we work

A clear process. No surprises.

01

Scope the engagement

We review which functions actually need to plan on a shared model today, and which are better added later — scope follows real need, not the platform's full breadth.

02

Design the architecture

Lists, hierarchies, and calculation logic designed up front so the model extends cleanly as planning scope grows, rather than requiring rework each time a new function joins.

03

Deliver and hand over

Build, testing, and reconciliation evidence against your prior process, with full documentation and a planning team trained to extend the model independently.

Model architecture matters more in Anaplan than in many platforms, precisely because its flexibility makes it easy to build something that works today and becomes unmaintainable the moment scope expands — getting lists and hierarchies right at the start is the highest-leverage decision in the whole engagement. Our architects bring the same standard across Anaplan, Workday Adaptive Planning, OneStream, and Oracle EPM Cloud work.

Frequently asked questions
Can you replace multiple departmental spreadsheets or point tools with one Anaplan model?

Yes — this is one of the most common engagements we run. Separate sales, supply chain, and finance planning spreadsheets get consolidated into one connected model with shared assumptions and a single source of truth, removing the manual reconciliation that happens today when those numbers disagree.

Does an Anaplan model need a specialist to maintain after handover?

Business users can be trained to handle routine changes independently. Structural changes — new modules, restructured hierarchies — go more smoothly with someone who understands the original design, which is exactly why we document the architecture thoroughly at build time, not just the workflow steps.

Where does AI fit into an Anaplan engagement?

We start by configuring and validating what Anaplan already provides natively for forecasting and scenario modelling, against your actual data, before recommending anything custom. Model architecture comes first — AI does not fix a model with weak driver logic — and custom build only happens where a specific need genuinely isn't covered natively.

Related services

Ready to scope your Anaplan engagement?

Talk to our team →

Let’s talk about your Anaplan environment.

We’ll assess your planning scope and give you a clear, architecture-led view of what to build and how.