Story
Anaplan
SoFiSoFi Brings Financial Planning onto Anaplan
SoFi, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Anaplan Workflow is the governed place FP&A use for planning and forecasting |
Story
Financials work at SoFi spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting 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. SoFi uses it as the system of record for financial planning, with FP&A 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 The story is about operating change, not an unpublished percentage.
