anaplan-logo-w-borderAs an Anaplan partner, Cervello leverages our extensive planning, modeling and Salesforce experience to help bridge the gap between finance, sales, and operations enabling these teams to plan more accurately and collaboratively. Our services for Anaplan include solution design, implementation, and integration.

We saw a need to create an accelerator application to facilitate efficient processes and insights between project financials at the proposal stage and actual performance. We’re pleased to have this app created, tested, completed and approved prior to Anaplan Hub16 in San Francisco!

Our Project Estimation and Tracking App helps drive profitability by making Gross Margin transparent during estimation, resourcing, and project delivery. This app benefits three main business functions; Finance, Sales and Human Resources. It assists Finance in the areas of planning, budgeting and forecasting, and profitability analysis. It helps Sales in the areas of forecasting, configuration, pricing and quoting and aids Human Resources organizations with workforce planning.

Estimate Summary View

There are three sequential phases to the app; estimation, staffing and timing, and review of actuals complete with an executive dashboard. The workflow begins with building up a sales opportunity using your company’s roles, rates and costs to generate proposed financials that reveal Sold-in Gross Margin. When the opportunity is won, the app converts the estimate to a project and allows for named resourcing against the proposed roles which generates a Staffed Gross Margin and the opportunity to make more profitable resource decisions. Finally, actual billings can be loaded to the app to calculate actual Gross Margin. Our app makes it possible to now track and compare Sold-in, Staffed, and Actual Gross Margin and take a combined look at opportunities and projects for an account in the Portfolio Review Dashboard.

Portfolio View 1

Our app is live on the Anaplan App Hub! If you’re interested in learning about Cervello and our work with Anaplan, please reach out to me at kharrington@mycervello.com for more information.

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Author:

Keith Harrington