Story
Anaplan
UniCreditAnaplan at UniCredit: Financial Planning
UniCredit, a financials organization in Italy, uses Connected Planning from Anaplan to support planning and forecasting for FP&A.
UniCredit standardized financial planning on Anaplan instead of keeping parallel copies.
“In Italy, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.”
“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 |
|---|---|
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through Connected Planning |
| Capability | FP&A work from the same Connected Planning record for financial planning |
Story
UniCredit did not need another dashboard that nobody opened. It needed planning and forecasting to move. In Italy, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.
Connected Planning from Anaplan is now in that path. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The company treats it as production tooling for planning and forecasting, which is why FP&A live in it rather than exporting from it once a quarter.
UniCredit can show how financial planning is handled today. That is the value: a repeatable way to run planning and forecasting on software the rest of the industry already recognizes.
