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Anaplan@Moody's

Moody's Modernizes Financial Planning with Anaplan

Moody's, a financials organization in the United States, uses Anaplan from Anaplan to support planning and forecasting for FP&A.

Value results

CategoryValue result
ProductivityFewer stalled items because financial planning has a clear owner
ProductivityHandoffs in planning and forecasting sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how planning and forecasting actually runs

Story

Moody's 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 Anaplan put planning and forecasting on Anaplan. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Moody's 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.

Relationship map

Moody's uses Anaplan, Confluent, Workday, SAS, Fiserv, Smartsheet, Sage, HubSpot, Temenos, SS&C. Shared with ABN AMRO, Afterpay, Airwallex, American Express, Apollo Global Management. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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