欧特克设计并制造了一个有远见的互联规划和预测环境

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That bold proclamation from Autodesk is reflected in its design and make software applications that are used to transform how things are made in countless industries, empowering innovators everywhere. That same pioneering philosophy extends to Autodesk’s internal finance functions. “Our vision is to be the most insightful, innovative, digital, and admired finance team in the technology industry,” says Hayli Hay, Senior Manager of Autodesk’s Anaplan Forecast and Planning team.

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With leadership direction to “connect, optimize, and automate,” the team at Autodesk that works on Anaplan is driving the future of finance as a partner to the business while creating financial career paths that embrace new technologies to provide real-time insights and financial reporting. Since 2015, the company has used Anaplan within several internal functions; go-to-market finance, financial planning and analysis (FP&A), treasury, and global revenue operations lead its Connected Planning and forecasting environment, which is continuously evolving and improving, building success upon success.

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For example, one early sales planning use case was leveraged to enable Autodesk’s changeover from perpetual to subscription licensing. It’s no small feat to move a multi-billion-dollar company from a revenue-based plan to one built on multiple metrics, such as annual recurring revenue (ARR) and annual contract value (ACV). The need to forecast sales along multiple lines—including license type, local currency, geography, and product—added further complexity. The result was dramatic: The Anaplan-based process cut forecast roll-up time by 80%, even though the process itself was much more complicated.

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That’s just one success story from Autodesk’s years of innovation and transformation. As a result of the investments Autodesk is making with Anaplan and the hard work across the finance teams, the Anaplan footprint is increasing – and that means progress toward the “Future of Finance.” In August 2021, Autodesk migrated the entire resource planning process into Anaplan with the launch of the Spend Forecast Model. The result of cross-functional effort across multiple teams, Spend Forecast is Autodesk’s largest and most impactful Anaplan model to date, built completely using Anaplan’s new UX and leveraging cutting-edge HyperModel functionality. It builds on Autodesk’s workforce planning model to automate monthly spend forecasting and approvals for over 70 end users in FP&A, eliminating outdated legacy tools and minimizing exposure to workflows built on spreadsheets and email. (To learn more about Autodesk’s Future of Finance initiative, download the full story.)
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The environment today—but don’t blink

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The Anaplan Forecast and Planning team at Autodesk consists of individuals Hay calls “finance engineers” who have a deep understanding of both finance and the technology that supports financial processes. They built and operate 18 Anaplan models and three Data Hubs in four categories across go-to-market finance, FP&A, and treasury:

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“我们不相信等待进步，我们相信创造进步。”

欧特克的大胆宣言反映在其设计和制造软件应用程序中，这些应用程序用于改变无数行业的制造方式，为各地的创新者提供支持。同样的开拓理念延伸到欧特克的内部财务职能。欧特克anplan预测和规划团队高级经理Hayli Hay表示:“我们的愿景是成为科技行业最具洞察力、最具创新性、最数字化、最受尊敬的财务团队。”

在领导“连接、优化和自动化”的指导下，致力于anplan的欧特克团队正在推动金融的未来，作为业务的合作伙伴，同时创造金融职业道路，采用新技术提供实时见解和财务报告。自2015年以来，该公司在几个内部职能部门使用了anplan;上市融资、财务规划和分析(FP&A)、司库和全球营收业务引领其互联规划和预测环境，该环境不断发展和改进，不断取得成功。

例如，一个早期的销售计划用例被用来实现Autodesk从永久许可到订阅许可的转换。将一家价值数十亿美元的公司从基于收入的计划转变为基于多种指标(如年度经常性收入(ARR)和年度合同价值(ACV))的计划，这绝非易事。需要根据多个方面(包括许可证类型、当地货币、地理位置和产品)预测销售，这进一步增加了复杂性。结果是戏剧性的:基于ananplan的流程将预测卷积时间缩短了80%，尽管流程本身要复杂得多。

这只是欧特克多年来创新和转型的一个成功案例。由于欧特克对anplan的投资和财务团队的辛勤工作，anplan的足迹正在增加——这意味着迈向“金融的未来”。2021年8月，Autodesk将整个资源规划流程迁移到anplan中，推出了支出预测模型。Spend Forecast是多个团队跨职能努力的结果，是Autodesk迄今为止最大、最具影响力的Anaplan模型，完全使用Anaplan的新用户体验和利用尖端的HyperModel功能构建。它建立在Autodesk的劳动力规划模型的基础上，为70多个FP&A最终用户自动化每月支出预测和审批，消除了过时的遗留工具，并最大限度地减少了建立在电子表格和电子邮件上的工作流。(欲了解更多有关欧特克金融未来计划的信息，下载全文)。

今天的环境，但不要眨眼

欧特克的anplan预测和规划团队由Hay称之为“财务工程师”的个人组成，他们对财务和支持财务流程的技术都有深刻的理解。他们建立并运营了18个anplan模型和3个数据中心，涉及上市融资、FP&A和财务四个类别:

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欧特克的预测和规划模型

In Autodesk’s Global Revenue Operations, eight Anaplan models enable teams worldwide to set sales quotas, build portfolios, evaluate deals, generate forecasting models, and more. “With Anaplan, we are delivering on the promise of turning data into insights,” says Damian O’Farrill, Director of Data Science and Revenue Analytics. “We’ve leveraged the native capabilities of Anaplan and augmented them with machine learning, allowing us to deliver a better customer experience using data science.”
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Highlights of those models include:

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在欧特克的全球收入运营中，八个anplan模型使全球团队能够设置销售配额、构建投资组合、评估交易、生成预测模型等。数据科学与收益分析总监达米安•奥法里尔(Damian O’farrill)表示:“通过anplan，我们实现了将数据转化为洞察力的承诺。”“我们利用了anplan的原生功能，并通过机器学习增强了它们，使我们能够使用数据科学提供更好的客户体验。”

这些模型的亮点包括:

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欧特克的全球收入运营模型

The use case list and honeycombs above represent a snapshot in time because the Anaplan environment at Autodesk is constantly evolving and growing. (To learn more about how Autodesk created an Anaplan solution that easily accommodates changes, download the full story.)  This continuous improvement is supported by an Anaplan Center of Excellence and several Master Anaplanners who provide governance, ensure that all models share a similar user experience, and that the overall environment drives business process alignment, workplace efficiency, and informed decision-making.

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As a result of this smart, strategic operation, Autodesk’s Anaplan experts have become industry leaders. They’re active presenters at Anaplan webinars and events, and valued participants in early access programs for new Anaplan features.
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Amazing agility replaces urgency

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The teams’ vision and focus have produced an Anaplan environment that is agile and powerful without being burdened by complexity. The thoughtfully crafted architecture enables the company to make large-scale changes in finance and sales processes easily. “With Anaplan, we were able to implement an entirely new company compensation strategy in the workforce model with simple changes to the master data in various lists and a source system integration query change,” Hay recalls.

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Another example of this agility—one that many companies can relate to—arose when Autodesk needed to make substantial pandemic-driven strategy shifts just weeks after annual planning was completed in early 2020. As it became clear that COVID-19’s effects on the business would be felt for an extended time, scenario planners using Anaplan were able to adjust the assumptions underlying the completed annual plan. “As we began navigating the new COVID environment, we were able to treat it like another forecast, as opposed to a massive, disruptive fire drill,” recalls Matt Chapman, Senior Director in Finance at Autodesk. “With Anaplan, we rebuilt the financial plan without significantly disrupting the business. It was pretty amazing.”

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Hay agrees that Anaplan has enabled the finance team to adapt to change in an agile way, even to the point of anticipating and addressing challenges before they arise. “Our goal is to reduce pain, uncertainty, and doubt for employees because we already have a solution,” Hay says. “We’re able to do that with Anaplan.”

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Improved agility is just part of the story. Multi-dimensional models in Anaplan accommodate the growing scale and complexity of Autodesk’s business, and Anaplan’s modern, secure architecture satisfies both the needs of business users and their IT colleagues. The ability to apply statistical algorithms to historical data and external datasets, along with support for artificial intelligence (AI) and machine learning (ML) initiatives, results in timely, accurate, and reliable forecasts. It also means that the data that underlies Autodesk’s plans is more detailed and granular. The result is less noise, greater trust in data, and an enhanced ability for decision-makers to focus on meaningful work. “Anaplan enables people to have insightful conversations around the business and customer needs, as opposed to debating the numbers,” Chapman says.

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This creates an environment that generates greater satisfaction for Autodesk employees and customers—and supports business growth. As Hay states, “By automating disjointed, manual, and repetitive tasks with Anaplan, employees can focus on higher-value, more meaningful work. This contributes to employee satisfaction and retention and ultimately drives creativity and innovation at Autodesk.”

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上面的用例列表和蜂窝状图代表了一个时间快照，因为Autodesk的anplan环境在不断发展和成长。(要了解有关Autodesk如何创建易于适应更改的anplan解决方案的更多信息，下载全文)。这种持续的改进由anplan卓越中心和几个提供治理的Master anplanner提供支持，确保所有模型共享相似的用户体验，并确保整个环境驱动业务流程一致性、工作场所效率和明智的决策。manbetx电脑版登录

由于这种明智的战略操作，欧特克的anplan专家已成为行业领导者。他们是anplan网络研讨会和活动的活跃演讲者，也是anplan新功能早期访问计划的重要参与者。

惊人的敏捷性取代了紧迫性

团队的愿景和重点已经产生了一个既敏捷又强大，又没有复杂性负担的Anaplan环境。精心设计的架构使公司能够轻松地对财务和销售流程进行大规模更改。Hay回忆道:“使用anplan，我们能够在劳动力模型中实现一个全新的公司薪酬策略，只需对各种列表中的主数据进行简单的更改，并对源系统集成查询进行更改。”

这种灵活性的另一个例子——许多公司都可以与之相关——是在欧特克(Autodesk)在2020年初完成年度规划仅几周后，就需要做出重大的疫情驱动战略转变。由于很明显，COVID-19对业务的影响将持续很长一段时间，使用anplan的情景规划者能够调整已完成年度计划的假设。Autodesk高级财务总监Matt Chapman回忆说:“当我们开始应对新的COVID环境时，我们能够将其视为另一种预测，而不是大规模的破坏性消防演习。”“有了anplan，我们在没有严重扰乱业务的情况下重建了财务计划。这真是太神奇了。”

Hay也认为，anplan使财务团队能够以敏捷的方式适应变化，甚至可以在挑战出现之前预测并解决挑战。海伊说:“我们的目标是减少员工的痛苦、不确定性和疑虑，因为我们已经有了解决方案。”“我们可以用anplan做到这一点。”

提高敏捷性只是故事的一部分。anplan中的多维模型适应了欧特克业务不断增长的规模和复杂性，anplan的现代安全架构满足了业务用户及其IT同事的需求。将统计算法应用于历史数据和外部数据集的能力，以及对人工智能(AI)和机器学习(ML)计划的支持，可以实现及时、准确和可靠的预测。这也意味着欧特克计划的基础数据更加详细和细化。其结果是减少噪音，提高对数据的信任，并增强决策者专注于有意义工作的能力。查普曼说:“anplan使人们能够围绕业务和客户需求进行有见地的对话，而不是争论数字。

这为欧特克员工和客户创造了一个更满意的环境，并支持业务增长。正如海所言，“通过使用anplan将脱节的、手动的和重复的任务自动化，员工可以专注于更高价值、更有意义的工作。这有助于提高员工满意度和保留率，并最终推动欧特克的创造力和创新。”