Story
Anaplan
T. Rowe PriceAnaplan at T. Rowe Price: Financial Planning
T. Rowe Price, a financials organization in the United States, uses Connected Planning from Anaplan to support planning and forecasting for FP&A.
Shared Connected Planning workspaces help T. Rowe Price keep planning and forecasting honest across teams.
“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Connected Planning is the governed place FP&A use for planning and forecasting |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
T. Rowe Price grew financial planning faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. FP&A were the ones stitching the picture together by hand.
Rolling out Connected Planning put planning and forecasting on Anaplan. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. T. Rowe Price keeps the product in the path where work already happens, so FP&A do not context-switch into a graveyard system used only for audits.
The visible result is steadier planning and forecasting. Financial planning is easier to inspect, and adjacent groups can join FP&A without a guided tour of someone's desktop.
