Industry Expertise
Private Equity
Anaplan provides private equity organizations a streamlined way to manage their Revenue Forecasting, FP&A, Workforce Planning, and many other scenario based planning use cases. Through collaboration with our clients, we provided a streamlined methodology of managing their various funds, regardless of the fund type.
Life Sciences & Medical Devices
Anaplan allowed us to create accurate product forecasts based on historical data, market trends, and other relevant factors. We used linear regression modeling to build a statistical forecast of our client's inline product indications. By loading historical sales data, the client was able to select a forecasting methodology based on their specific requirements and generate a demand forecast.
Contract Scenario Planning for Life Sciences
Combining actual prescription and patient lives data with decisions by contract specialists, Anaplan was used to forecast the future prescriptions sales and whether the contract scenario price fell within the allowed Best Price parameters. This is an undertaking in the aggregation of IQVIA, MMIT, and Integrichain data to provide a starting point for all sales related forecasts and financial undertakings.
Territory & Quota Planning for CX
Using Anaplan, we established both territory and sales team hierarchies, allowing the top levels of leadership to downwardly assign quota to their Account Executives. We implemented a validation system so that when quotas were rebalanced between territories, the variance was made aware to the user so they knew where else to make adjustments.