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storyUnited StatesFinancialsProductivityRisk and complianceCapability

Story

Anaplan@Shift4

Shift4 Adopts Anaplan for Planning and Forecasting

Shift4, a financials organization in the United States, uses Anaplan Modeling from Anaplan to support planning and forecasting for FP&A.

Value results

CategoryValue result
ProductivityHandoffs in planning and forecasting sit in a shared queue instead of a mailbox trail
Risk and complianceAnaplan Modeling is the governed place FP&A use for planning and forecasting
CapabilityNew joiners can see how planning and forecasting actually runs

Story

Shift4 did not need another dashboard that nobody opened. It needed planning and forecasting to move. In the United States, 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 Modeling 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.

Shift4 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.

Relationship map

Shift4 uses Anaplan, Fiserv, ServiceNow, IBM, SS&C. Shared with ABN AMRO, Afterpay, Airwallex, American Express, Apollo Global Management. Industry: Financials. Value: Productivity, Risk and compliance, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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