Problem Statement
The client is a global IT observability and infrastructure management software company serving 300,000+ customers across 190+ countries. Following its 2024 private equity acquisition, the GCC needed to modernize its legacy Anaplan estate, reduce manual overhead, improve FP&A usability, and maximize ROI from planning technology.
Key Challenges
- 10+ year-old Anaplan estate had barely changed in 6–7 years.
- Workspace size limits were blocking new implementations.
- Legacy dashboards had limited interactivity and forced Excel/Python workarounds.
- Data from NetSuite, Greenhouse, and Coupa was manually uploaded into Anaplan.
- FP&A needed faster, cleaner, and more scalable planning workflows.
- Sales Ops still operated outside Anaplan using Excel and Tableau.
Architecting with the Best Tech Stack
Solution Implemented
- Model Optimization: Rebuilt inefficient Anaplan architecture using best practices.
- Emergency Relief: Freed 15GB in 1–2 days to unblock urgent implementation.
- Full Optimization: Freed 35–37GB storage and created headroom for future development.
- UX Modernization: Started migration from legacy dashboards to the new Anaplan UX.
- Data Integration Roadmap: Planned Workato-led integration for NetSuite, Coupa, and Greenhouse.
- Expansion Planning: Scoped Sales Ops migration and 6–7 additional Anaplan projects.
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