Box通过anplan平台构建了一个协同财务规划流程

I am Andrew Chapello. I am a Product Manager of Business Applications with Box. Box is a content collaboration software platform. I product manage all of our financial applications. I have ownership over process improvements that we need to make within our financial and operations functions and the day-to-day maintenance of the applications.

\r\n

We had an ancient Excel® financial model that was sort of like Dr. Frankenstein’s monster. It was very large, took a few minutes to open. There were a couple hundred different versions sitting all over the place. One of our objectives was to eliminate the usage of that massive Excel file from our day-to-day business operations.

\r\n

We first needed a cloud-based tool. Being able to get all users to collaborate in one version of a plan, at once, was really important. Then, as we were going through evaluating providers, one of the key differentiators for Anaplan was its in-memory computing.

\r\n

We were able to do the implementation within about a month. We brought along Anaplanners in the entire implementation so they were building alongside everyone else. That joint implementations process where everyone understood what was going on—we were being thoughtful about what we were building and how we are building it—was really important.

\r\n

And then for all the other users who maybe were not a part of the build in the beginning, we made sure to develop training materials, have a Q&A, have an open-door policy around being able to ask questions around things, but really, we found that adoption drove itself.

\r\n

On a month-to-month basis, we are saving days and being able to consolidate our financial forecasting compared with their actuals. So there is an operational improvement there. Also, the alignment between our finance and accounting teams has been astronomical.

\r\n

The most surprising thing that happened to me post-implementation was I had users coming to me and asking, “Can I use Anaplan for other things? I have this use case that I think would fit in with the tool, is that something that we can roll out?” That was something that you don’t see a whole lot in other tools. Having a product that users are excited about and want to be more integrated into their day-to-day jobs was really exciting.

\r\n

We are going to look at two major areas for growth. One is growth and one is depth. In terms of growth horizontally, I think we are going to move into more sales planning and being able to link that with finance. And then in terms of depth, we would really like to get into deeper FP&A use cases to be able to model some of the more predictable cost.

\r\n

My name is Andrew Chapello. Box is powered by Anaplan.

\r\n

 

\r\n"}}" id="text-f7a7e6ab9e" class="cmp-text">

我是Andrew Chapello。我是Box的商业应用产品经理。Box是一个内容协作软件平台。我负责产品管理我们所有的金融应用程序。我对我们需要在财务和运营功能以及应用程序的日常维护中进行的流程改进拥有所有权。

我们有一个古老的Excel®财务模型，有点像弗兰肯斯坦博士的怪物。它很大，花了几分钟才打开。这里有几百个不同的版本。我们的目标之一是在日常业务操作中不再使用庞大的Excel文件。

我们首先需要一个基于云的工具。能够让所有用户在一个版本的计划中进行协作，这一点非常重要。然后，当我们在评估供应商时，anplan的关键区别之一是它的内存计算。

我们能够在大约一个月内完成实施。我们在整个执行过程中都带了一个规划师，所以他们和其他人一起构建。在联合实现过程中，每个人都了解正在发生的事情——我们正在考虑我们正在构建什么以及我们如何构建它——这真的很重要。

然后，对于所有在一开始可能没有参与构建的其他用户，我们确保开发培训材料，有问答，有一个开放的政策，可以就事情提出问题，但实际上，我们发现采用是自发的。

在逐月的基础上，我们节省了时间，并且能够将我们的财务预测与实际情况相比较。所以这是一个操作上的改进。此外，我们的财务和会计团队之间的协调也是天文数字。

在实现之后发生在我身上的最令人惊讶的事情是，有用户来问我:“我可以用anplan做其他事情吗?”我有这个用例，我认为它适合这个工具，这是我们可以推出的吗?”这是你在其他工具中看不到的。拥有一款让用户感到兴奋的产品，并希望将其融入到他们的日常工作中，这真的很令人兴奋。

我们将着眼于两个主要的增长领域。一个是增长，一个是深度。就横向增长而言，我认为我们将更多地进入销售计划，并能够将其与财务联系起来。然后就深度而言，我们真的希望进入更深层次的FP&A用例，以便能够对一些更可预测的成本进行建模。

我叫Andrew Chapello。Box由anplan提供动力。