计划成为领导者

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To be a leader entails embracing Margaret Thatcher’s direction—“Don’t follow the crowd, let the crowd follow you.” Precisely. The crowd of planning software vendors following Anaplan’s lead is what we see playing out at present in the FP&A solution space. Anaplan’s innovation of finance-driven and enterprise-wide ‘Connected Planning’ has positioned us in two recent and noteworthy market analyst vendor assessments. Several years ago, Anaplan coined the phrase Connected Planning and created the patented technology that turns that concept, i.e., ‘marketing speak,’ into reality with a quantifiable and enriching return on investment for our customers.

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Planning is a highly strategic activity that spans data sources, e.g., ERP, CRM, and HRIS. Planning also crosses organizational functions, e.g., Finance, Sales, and HR. The process of planning is non-standardized, meaning it is unique to each company. Therefore, flexibility in a planning solution is imperative to success. Accounting is guided by applying legal entity consolidation principles to historical results and standardized reporting for static periods. In contrast, FP&A works in a continuous manner aligning with ‘always on’ decision-making and execution. Planning is freeform, and this provides the FP&A professional the opportunity to be creative modeling scenarios and thinking, “What if?”

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The business owned Anaplan platform captures these essentials of planning while at the same time delivering the future of finance to our customers with integrated AI and ML capabilities powered by Anaplan PlanIQ™. Anaplan’s embedded intelligence provides you a window to evaluate an infinite set of potential outcomes for a scenario and conduct constraint-based planning with optimized forecasted results with paths for your organization to follow based on ever changing market conditions.

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The premium value provided to our customers for planning has earned Anaplan market validation twice over. The acknowledgment of our present leadership and visionary viewpoint on the future of planning come packaged in two freshly published papers that we will pair in this dialogue for a unique perspective. Together, let us first glance at Gartner, and then we will take a peek at the IDC MarketScape.

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Anaplan once again positioned as a Leader in the 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

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Global research and advisory firm Gartner published their 2020 Magic Quadrant for Cloud Financial Planning and Analysis Solutions. As guided by the authors, Greg Leiter, Robert Anderson, and John Van Decker, this Magic Quadrant can be paired with complementary Gartner research to pinpoint FP&A vendors that align with their clients’ business and finance-focused needs. An example of this further reading is Gartner “Innovation Insight for Extended Planning and Analysis (xP&A).” In this research, Gartner defines a new trend entitled extended planning and analysis. “The emergence of xP&A heralds a transformation of financial and operational planning by providing a single platform with the integration and support needed for finance and business teams to collaborate. Application leaders must assess the merits of xP&A for integrated planning across organizations.”

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At Anaplan, we’ve been touting this for several years – we call it “Connected Planning,” and have enjoyed watching the crowd follow.

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For the fourth year in a row, Anaplan was named a Leader in the 2020 Gartner Cloud FP&A Magic Quadrant. For this year’s Magic Quadrant itself, it was as insightful as it was comprehensive.

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Relative to the Gartner report, Sara Baxter-Orr, Anaplan’s Global Lead of the CFO Practice, summarized our distinction in this manner:

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Today’s CFOs are relied upon to maintain the company’s financial health and take a significant role in the setting of the strategic direction, extending beyond the realm of traditional FP&A to ensure operations are linked to financial priorities. With Anaplan, CFOs can position finance and operational teams to have intelligence and agility at their fingertips to forecast continuously and model scenarios in real-time. As a result, CFOs can feel confident creating strategic plans that drive company-wide resilience and deliver enterprise financial success.

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At Anaplan, we view ourselves as a pioneer in extended planning and analysis (xP&A). We position ourselves as the enterprise solution for Finance teams looking to maximize financial performance by driving cross-functional collaboration to optimize decision-making across sales, operations, workforce, marketing, and supply chain functions.

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Anaplan named as a Leader in the IDC MarketScape: Worldwide Cloud Enterprise Performance Management (EPM) Software for Planning, Budgeting, and Forecasting 2020 Vendor Assessment

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International Data Corporation (IDC) is recognized as the premier global market intelligence provider and advisory for both the information technology professional and business executive. I leverage their market share data to assess the addressable market, growth rates, and planning solutions opportunities. Along those metric lines, the investment community also leverages IDC data and expert analysis.

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Chandana Gopal is the lead EPM expert and author of the IDC MarketScape: Worldwide Cloud Enterprise Performance Management (EPM) Software for Planning, Budgeting, and Forecasting 2020 Vendor Assessment. Chandana’s perspective across the vendor landscape is valuable and elevates Anaplan’s leadership in orchestrating business performance. She states that “Anaplan is a cloud EPM vendor that approaches this space with the idea that planning encompasses more than just the finance function. Anaplan offers planning and performance management capabilities that span many business functions including financial planning and analysis (FP&A), commercial finance, sales, operations, workforce, and supply chain.”

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The above IDC MarketScape statement affirms our market position as the enterprise solution for Finance teams looking to maximize financial performance by driving cross-functional collaboration to optimize decision-making. The IDC MarketScape noted that “Anaplan is a good platform for enterprises that are willing to invest in having strong business-owned data modeling resources available to help support the application and deliver enterprise financial success.” Although Anaplan is business owned, the platform provides advanced algorithmic forecasting methodologies. The MarketScape affirms our cutting-edge approach to forward-looking analysis:

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Anaplan has many examples of customers using its application in multiple business functions. Anaplan’s Data Hub allows users to build their hierarchies and models from the ground up, with a lot of flexibility to adapt to complex use cases. It offers 30+ statistical algorithms and optimization solutions natively within the software to deliver more accurate forecast or optimized scenario-based planning.

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Anaplan integrates systems, data, and processes to provide FP&A teams a platform for transformation initiatives that yield driver-based insights and operational controls. Accessing those insights is easy as Anaplan offers a highly responsive and secure modern UX that spans devices where users can view KPIs, receive alerts, and make timely changes and updates easily and on-the-fly.

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The Anaplan platform provides a common codebase for uncommon enterprise financial planning and operational execution

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“The very essence of leadership is that you have to have vision. You can’t blow an uncertain trumpet.”—Rev. Theodore M. Hesburgh, C.S.C., president emeritus, University of Notre Dame

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Imagine a Cartesian coordinate system, the x, y coordinates land Anaplan in the upper-right. Aligning to the Gartner criterion across their four quadrants, Anaplan has exhibited both “Completeness of Vision” and an “Ability to Execute.” We believe, scaling both requirements has made us recognized as a Leader in the analyst community’s eyes, and more critically, with our customers.

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Anaplan is not a set of disparate pieces of software. Anaplan is one platform that enables all of your company’s planning and empowers your execution. Unlike EPM vendors that provide basic, ‘out of the box’ budgeting applications, we take on a higher level of difficulty in the problems we solve for our customers. Anaplan solves customer challenges of scale, complexity, and cross-functional financial planning and operational execution. With that, we are the premium solution that drives a significant return on investment for our customers representing all industries and sectors.

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As the economist and social philosopher Ludwig von Mises eloquently pronounced, “The planning businessman cannot help employing data concerning the unknown future; he deals with future prices and future costs of production.” Mises would likely see Gartner’s xP&A construct’s economic value with central finance integrating with functional managers and collaborating with business unit financial planners on the frontlines to drive informed decision-making. Anaplan is the xP&A vanguard emboldening you as the leader to guide your organization to this exciting frontier and the future of finance.

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Gartner, Magic Quadrant for Cloud Financial Planning and Analysis Solutions, Greg Leiter , Robert Anderson , John Van Decker, 06 October 2020

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Gartner, Magic Quadrant for Sales Performance Management, 18 February 2020, Melissa Hilbert

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Gartner Peer Insights reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Gartner or its affiliates.

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Gartner, Magic Quadrant for Sales Performance Management, Melissa Hilbert, 18 February 2020
\nGartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose

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成为一名领导者需要接受玛格丽特•撒切尔(Margaret Thatcher)的指导——“不要随大流，让大众跟随你。”精确。我们目前在FP&A解决方案领域所看到的是，众多计划软件供应商都在跟随anplan的领导。anplan的金融驱动与全企业创新连接计划，这使我们在最近两次值得注意的市场分析师供应商评估中处于有利地位。几年前，anplan创造了“连接规划”一词，并创建了专利技术这就把这个概念，也就是“营销语言”变成了现实，为我们的客户带来了可量化的、丰富的投资回报。

计划是一项高度战略性的活动，它跨越数据源，例如ERP、CRM和HRIS。计划也跨组织职能，如财务、销售和人力资源。计划的过程是非标准化的，这意味着它对每个公司来说都是独一无二的。因此，计划解决方案的灵活性是成功的必要条件。会计的指导原则是将法人实体合并原则应用于历史结果和固定期间的标准化报告。相比之下，FP&A以一种持续的方式与“永远在线”的决策和执行保持一致。计划是自由形式的，这为FP&A专业人员提供了创造性建模场景和思考的机会，“如果?”

企业拥有的anplan平台抓住了这些规划的要点，同时通过集成的AI和ML功能为我们的客户提供金融的未来Anaplan PlanIQ™。anplan的嵌入式智能为您提供了一个窗口，可以评估场景的无限潜在结果集，并根据不断变化的市场条件进行基于约束的规划，优化预测结果，并为您的组织提供遵循的路径。

为我们的客户提供的规划溢价价值赢得了anplan两次市场验证。对我们目前的领导地位和对未来规划的远见卓见的认可，在两篇新发表的论文中得到了体现，我们将在这次对话中以独特的视角对其进行配对。让我们先来看看Gartner，然后再来看看IDC的MarketScape。

anplan再次被定位为2020年Gartner云财务规划和分析解决方案魔力象限的领导者

全球研究和咨询公司Gartner发布了他们的2020年云财务规划和分析解决方案的魔力象限。在作者Greg Leiter、Robert Anderson和John Van Decker的指导下，这个魔力象限可以与补充性的Gartner研究相结合，以确定符合客户业务和财务需求的FP&A供应商。进一步阅读的一个例子是Gartner。扩展计划与分析(xP&A)的创新洞察在这项研究中，Gartner定义了一种名为“扩展规划和分析”的新趋势。“xP&A的出现预示着财务和运营计划的转变，它为财务和业务团队提供了一个整合和支持的单一平台。应用程序领导者必须评估跨组织集成规划的xP&A的优点。”

在anplan，我们多年来一直在宣传这一点——我们称之为“互联规划”，并且很高兴看到人们纷纷效仿。

anplan连续第四年被评为2020年Gartner云计算FP&A魔力象限的领导者。对于今年的魔力象限本身来说，它既深刻又全面。

关于Gartner的报告，anplan首席财务官业务全球主管Sara Baxter-Orr这样总结了我们的区别:

今天的首席财务官被依赖于维持公司的财务健康，并在制定战略方向方面发挥重要作用，超越了传统的FP&A领域，以确保运营与财务优先事项相关联。有了anplan，首席财务官可以让财务和运营团队拥有智能和敏捷性，随时随地进行持续预测和实时建模。因此，首席财务官可以自信地制定战略计划，推动全公司的弹性和实现企业财务成功。

在阿纳普兰，我们视自己为扩展计划和分析(xP&A)的先驱。我们将自己定位为财务团队的企业解决方案，通过推动跨职能协作来优化销售、运营、劳动力、营销和供应链职能的决策，从而最大化财务绩效。

anplan被评为IDC市场领域的领导者:用于规划、预算和预测2020年供应商评估的全球云企业绩效管理(EPM)软件

国际数据公司(IDC)是公认的全球领先的市场情报提供商，为信息技术专业人士和企业高管提供咨询服务。我利用他们的市场份额数据来评估潜在市场、增长率和规划解决方案的机会。根据这些指标，投资界还利用IDC的数据和专家分析。

钱达纳·戈帕尔是首席EPM专家，《IDC市场格局:用于规划、预算和预测2020年供应商评估的全球云企业绩效管理(EPM)软件》一书的作者。Chandana在供应商领域的观点是有价值的，并提升了anplan在协调业务绩效方面的领导地位。她说:“anplan是一家云EPM供应商，它的理念是规划不仅仅包括财务功能。anplan提供计划和绩效管理功能，涵盖许多业务功能，包括财务计划和分析(FP&A)、商业融资、销售、运营、劳动力和供应链。”

上述IDC MarketScape声明肯定了我们作为企业财务团队解决方案的市场地位，这些财务团队希望通过推动跨职能协作来优化决策，从而最大化财务绩效。IDC MarketScape指出，“对于那些愿意投资强大的企业数据建模资源，以帮助支持应用程序并实现企业财务成功的企业来说，anplan是一个很好的平台。”虽然anplan是企业所有，但该平台提供了先进的算法预测方法。MarketScape肯定了我们前瞻性分析的前沿方法:

anplan有许多客户在多个业务功能中使用其应用程序的例子。anplan的Data Hub允许用户从头开始构建层次结构和模型，具有很大的灵活性来适应复杂的用例。它在软件内部提供30多种统计算法和优化解决方案，以提供更准确的预测或优化的基于场景的规划。

anplan集成了系统、数据和流程，为FP&A团队提供了一个转换计划的平台，从而产生基于驱动程序的见解和操作控制。访问这些见解很容易，因为anplan提供了一个高度响应和安全的现代用户体验，跨越设备，用户可以查看kpi，接收警报，并进行及时的更改和更新。

anplan平台为不常见的企业财务规划和运营执行提供了通用的代码库

“领导的本质是你必须有远见。你不能吹一个不确定的小号。Theodore M. Hesburgh, c.s.c.，圣母大学名誉校长

想象一个直角坐标系，x, y坐标在右上方的anplan上。与Gartner的四个象限标准一致，anplan展示了“愿景的完整性”和“执行能力”。我们相信，扩展这两个需求使我们成为分析师社区眼中的领导者，更重要的是，在我们的客户眼中。

anplan并不是一套完全不同的软件。anplan是一个平台，它使你的公司的所有计划和授权你的执行。与提供基本的“开箱即用”预算应用程序的EPM供应商不同，我们在为客户解决问题时承担了更高的难度。anplan解决了客户在规模、复杂性、跨职能财务规划和运营执行方面的挑战。因此，我们是优质的解决方案，为我们代表所有行业和部门的客户带来显著的投资回报。

正如经济学家和社会哲学家路德维希·冯·米塞斯(Ludwig von Mises)雄辩地宣称的那样，“做计划的商人不得不使用有关未知未来的数据;他处理未来的价格和未来的生产成本。”米塞斯可能会看到Gartner的xP&A架构的经济价值，即中央财务与职能经理整合，并与业务单元财务规划人员在一线合作，以推动明智的决策。anplan是xP&A的先锋，鼓励你作为领导者引导你的组织走向这个令人兴奋的前沿和金融的未来。

Gartner，云财务规划和分析解决方案的魔力象限，Greg Leiter, Robert Anderson, John Van Decker, 2020年10月6日

Gartner，《销售绩效管理魔力象限》，2020年2月18日，Melissa Hilbert

Gartner Peer Insights评论构成个人终端用户基于自身经验的主观意见，不代表Gartner或其附属公司的观点。

Gartner，《销售绩效管理魔力象限》，Melissa Hilbert, 2020年2月18日
Gartner不认可其研究出版物中描述的任何供应商、产品或服务，也不建议技术用户只选择那些获得最高评级或其他指定的供应商。Gartner研究出版物由Gartner研究组织的意见组成，不应被解释为事实陈述。Gartner不承担与本研究相关的所有明示或暗示的保证，包括任何适销性或适用于特定目的的保证