Story
Anaplan
BrexBrex Uses Anaplan Workflow for Core Processing
Brex, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support banking operations for operations and product.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because core processing has a clear owner |
| Productivity | Handoffs in banking operations sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how banking operations actually runs |
Story
Financials work at Brex spans more than one site, even when headquarters sits in the United States. Core processing was splitting across regional habits. Operations and product asked for a shared way to run banking operations without freezing local judgment.
Anaplan (Anaplan Workflow) is what they standardized on. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Brex uses it as the system of record for core processing, with operations and product as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
