Discover how we optimized our client`s Anaplan models, improving loading times by 47% and reducing data size by 62%, for faster, more accurate financial planning.
As a world leader in stationery and consumer products, our client’s FP&A team encountered growing challenges with their Anaplan models. The models had become more complex, leading to inefficiencies in calculations and delayed reporting during critical periods such as month-end and year-end. The company recognized the need for a comprehensive optimization to boost speed, accuracy, and scalability across their financial planning processes.
The Challenge
Our client’s FP&A team noticed something was off — financial reports from their Anaplan model weren’t adding up, likely due to data integration and calculation issues. But that wasn’t the only problem. As the model became more critical to their processes, its performance took a hit, especially during those high-pressure times like month-end or year-end closing.
The team identified that inefficient formulas, overwhelming data volumes, and overly complex calculations were bogging down the system. Beyond the slowdown, the model was struggling to keep up with new business demands like integrating additional data sources and offering more detailed forecasting capabilities. It was clear the model needed a comprehensive quality check to bring it back to speed, making flexibility and scalability top priorities.
The Solution
B EYE’s Anaplan experts conducted a thorough Anaplan Model Quality Assessment of the FP&A model, diving deep into its architecture, performance, sustainability, and how closely it adhered to Anaplan’s best practices. The assessment uncovered some key inefficiencies, including redundant calculations, overly complicated formulas, and unnecessary data loads. Our team worked to streamline the model’s structure and clean up those bottlenecks.
The result? A faster, more efficient model that offered a smoother user experience and required less manual intervention. Now, the FP&A team could finally shift their focus from firefighting to strategic analysis—exactly where they wanted to be.
The Results
The improvements were a game-changer. The newly optimized model delivered:
- 12-second model loading time (down from 23 seconds)
- 18% faster planning cycles, cutting down time spent on financial processes
- 62% space optimization—reducing data size from 115GB to 43GB
- 25% increase in automation, simplifying workflows
- 85% of users confirmed the streamlined structure boosted performance and overall experience
But that’s not all. The enhanced model also facilitated two new system integrations, making the FP&A process more dynamic and future-ready.
Value Delivered
These optimizations didn’t just result in faster and more accurate reporting; they also paved the way for greater business agility. By removing the friction from daily workflows, our client’s FP&A team can now spend more time driving insights and less time on troubleshooting.
Looking Ahead
With a scalable, flexible FP&A model now in place, the client can take on more data, more complexity, and deliver faster insights to support better decision-making at the executive level.
