Problem Statement
The client, a Fortune 500 technology leader, struggled with a highly manual and fragmented Annual Operating Plan (AOP) process. Relying on disconnected templates across global geographies and business units, the finance organization faced significant hurdles in data consolidation, accuracy, and decision velocity, hindering efficient capital allocation.
Key Challenges
- Decentralized Processes: AOP managed across 24 disparate financial templates with inconsistent assumptions and limited auditability.
- Manual Consolidation: Multi-entity P&L, revenue, and delivery cost roll-ups required extensive manual intervention, increasing operational risk.
- Extended Planning Timelines: Excessive effort spent on data validation and version reconciliation delayed executive reviews.
- Cost Transparency Gaps: Lack of standardized inter-entity cost allocations and granular cost-center visibility.
- HR insights available only after events (e.g., post-exit attrition visibility)
Architecting with the Best Tech Stack
Solution Implemented
- Standardized Financial Architecture: Deployed 24 harmonized Anaplan input templates to ensure consistent dimensionality and governance.
- Automated Consolidation Engine: Developed real-time P&L roll-up logic to reduce reconciliation effort and accelerate planning cycles.
- Governance & Workflow Controls: Integrated cell-level validations and approval workflows to strengthen data quality and accountability.
- Inter-Entity Allocation Models: Designed driver-based allocation models to distribute shared and cross-entity costs.
- Executive Governance Dashboards: Real-time dashboards to track submission status, progress, and exception management.
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