Story
Anaplan
UBSUBS Standardizes Financial Planning on Anaplan
UBS, a financials organization in Switzerland, uses PlanIQ 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 |
| Risk and compliance | PlanIQ is the governed place FP&A use for planning and forecasting |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Financials work at UBS spans more than one site, even when headquarters sits in Switzerland. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Anaplan (PlanIQ) is what they standardized on. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. UBS 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 The story is about operating change, not an unpublished percentage.
