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Connected Planning: A Framework for Enterprise Collaboration

An increasing number of organizations today are using more accurate, real-time data and encouraging cross-functional collaboration—ultimately driving better-informed decisions about the workforce, investments, and company growth.

In this webinar, Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP, will share the benefits of Deloitte’s Connected Planning framework. Currently used by Global 1000 companies, the framework:

-Helps analysts, managers, and executives gain deeper insight into various business functions, including finance, sales, marketing, HR, supply chain, and IT

-Empowers users to connect planning across the organization to drive performance improvements and gain competitive advantage

-Enables true collaboration across the business, globally, with a central data hub
Recorded Nov 13 2018 46 mins
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Presented by
Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP
Presentation preview: Connected Planning: A Framework for Enterprise Collaboration

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  • A digital approach to Zero-based budgeting Recorded: Apr 2 2019 62 mins
    Danielle Dahlstrom, Anaplan | Omar Aguilar, Deloitte | Michael Puleo, Deloitte | Ed Majors, Deloitte | Ron Dimon, Deloitte
    Zero-based budgeting is an approach to achieving sustainable cost management by developing a bottom-up budget directly aligned with the organization’s strategic objectives. In theory, this forces decision makers to continuously look at the organization’s resource allocations with fresh eyes, free from the limitations of past assumptions.

    How well does this theory translate into practice? In this webcast, we’ll discuss:
    •How to determine if your organization is a good candidate for ZBB, where to start, and how to promote organizational acceptance and avoid technology challenges
    •Why a digital approach to ZBB can make the process faster, easier, and more effective
    •How Deloitte’s Anaplan-based “ZBB-in-a-box” solution can be deployed to quickly identify, deliver, and sustain cost savings

    Speakers
    Danielle has worked in the finance and planning technology industry for over 18 years. Danielle joined Anaplan in 2018 and works with customers in finance as they look to drive differentiation for their organizations leveraging the Anaplan platform.
    Omar is the global leader of the Strategic Cost Transformation service offering for Deloitte Consulting LLP, focused on supporting and serving multinationals and local clients across the globe.
    Michael is a Managing Director focusing on Strategic Cost Transformation leading more than 20 cost reduction engagements. He has been with Deloitte over 20 years, supporting engagements in manufacturing, consumer products, life sciences, media.
    Ed is a Principal in Deloitte’s Enterprise Operations practice. Ed has 20+ years of experience working with companies to design and implement world-class business processes, organizational models, and technology solutions that increase their revenues and profitability
    Ron has been designing and implementing EPM and Connected Planning solutions for 18 years. Ron helps clients improve their strategic, financial, and operational performance through better planning, analytics, and decision-making.
  • Three keys to business planning success in 2019 Recorded: Mar 25 2019 58 mins
    Simon Tucker, Anaplan | Ron Dimon, Deloitte Consulting | Chandana Gopal, IDC | Jeff Brobst, Seagate
    Business planning is a simple idea in concept but in reality, it’s a complex activity woven of data, people, process, and plans. We surveyed 1000+ planning professionals across 45 countries and 18 industries to shed light onto how organizations are accelerating business value through Connected Planning.
    In this webinar, we will discuss the key findings and ask our panel of experts for their predictions on how organizations should plan their way to success in 2019 and beyond.

    In this webinar, our panel will:
    •Share their business planning predictions for 2019
    •Discuss the most intriguing data from the survey
    •Provide tips on turning Connected Planning into a competitive advantage

    About the speakers:
    Simon brings over 15 years of experience in EPM and BI to Anaplan. Prior to Anaplan, Simon was head of product marketing for Adaytum until the acquisition by Cognos in 2003.

    Ron Dimon has been designing and implementing EPM and Connected Planning solutions for 18 years. The author of “Enterprise Performance Management Done Right” (Wiley, 2013) and the forthcoming “Connected Planning: A Playbook for Agile Decision Making” (Wiley, Dec. 2018), Ron helps clients improve their strategic, financial, and operational performance through better planning, analytics, and decision-making.

    Chandana Gopal is Research Manager for IDC Business Analytics software responsible for the advanced and predictive analytics practice. Ms. Gopal’s core research coverage includes the vendor and buyer research in BI and predictive analytics.

    Jeff Brobst is responsible for driving optimal financial results through the implementation and management of world-class processes and systems in addition to developing high performance teams. His expertise not only relates to financial planning processes and systems implementations but also accounting & business process management.
  • Preparing for new IFRS 16 regulations with Anaplan Recorded: Dec 27 2018 33 mins
    Anaplan
    IFRS 16 is an International Financial Reporting Standard that sets out a comprehensive model for the identification of lease arrangements and their treatment in the financial statements of both lessees and lessors.



    The new rules, which will take effect on 1st January 2019, will require companies to transfer the values of leases onto their balance sheets as liabilities.



    Even though time is winding down on the IFRS 16 deadline, businesses still have an opportunity to implement a solution that can quickly fulfill its requirements—and many are turning to cloud-based, Connected Planning solutions.

    Join us for this 40-minute webinar, where we will share how Anaplan can help ease the transition to IFRS 16 to keep your company competitive and in compliance.
  • 5 tips for leveraging scenario planning in 2019 Recorded: Dec 6 2018 60 mins
    Steve Player, Founder and Managing Director Live Future Ready and Tony Levy, Global Head of Finance Solutions, Anaplan
    For finance teams using traditional budgeting processes and methodologies, keeping up with the pace of today’s dynamic business environment in the middle of the budgeting season can make this year’s “annual struggle” particularly daunting.

    Join us as Steve Player, of the Beyond Budgeting Round Table, and Tony Levy, of Anaplan, review techniques such as scenario planning and “what-if” analysis that can help businesses prepare for the future and make choices inthe face of increasing uncertainty.

    By understanding the implications of growth strategies, reorganizations, or hotly debated business decisions, you and your finance team can share valuable insight throughout the organization. After this webinar, you will be able to:
     State five best practices for developing an actionable scenario-planning process
     Recognize how to use scenario planning to evaluate potential business opportunities and risks
     Identify technology that can enable scenario-planning best practices in the 2019 budgeting season

    About the speakers:
    Steve Player is the founder of Live Future Ready, a member-based community of practice that implements more effective ways to plan and control operations. These approaches focus on creating lean, agile organizations that consistently deliver above-average performance. In addition to speaking and training, Player works directly with member companies to implement advanced approaches to continuous planning and performance management.

    Tony is the Global Head of Finance Solutions with Anaplan. He has a passion for helping clients drive business performance through the strategic application of corporate performance management software. He has more than 20 years of experience with enterprise solutions within the Global 2000 in operations and finance.
  • How finance can unlock the keys to insightful decision-making Recorded: Dec 6 2018 61 mins
    Gary Simon, Chief Executive Officer, FSN and Chris Stevenson, Senior Product Marketing Manager of Finance Solutions, Anaplan
    The office of finance is no stranger to disruption. Today’s “Holy Grail” of finance transformation requires that financial planning and analysis (FP&A) teams turn evolving demographics, business models, and technologies into opportunities for uncovering greater insights.

    Join us as Gary Simon, of FSN, and Chris Stevenson, of Anaplan, discuss the results of a 2018 FSN research report. In this webinar, you will learn:
     How innovation, when applied within processes and technology, can help FP&A teams power ahead toward transformation
     Improve business performance by identifying and implementing FP&A best practices that can strengthen your internal partnerships.
     FSN’s most recent research reveals key findings, including the adoption of innovation across finance organizations.

    The FSN Innovation Showcase reveals that a staggering 85 percent of CFOs and finance executives believe that innovation is the key to more insightful decision making. Learn more and register today.

    About the speakers:
    Gary Simon is the Chief Executive of FSN and the leader of the FSN Modern Finance Forum on LinkedIn, with a membership of more than 52,000 senior finance professionals. He is a highly sought-after lecturer and trusted provider of thought leadership and analysis about the development of the modern finance function for CFOs around the world.

    Chris Stevenson is Anaplan’s Senior Product Marketing Manager of Finance Solutions. Chris has worked in corporate finance, analytics, technology, and marketing. He sees the emergence of artificial intelligence, robotics, and cognitive computing applied to finance and operations as an exciting frontier. Chris enjoys learning how clients leverage analytics, both within and beyond the office of finance.
  • The future of sales: How big shifts will impact your sales organization Recorded: Nov 27 2018 43 mins
    Brandon Kulik, Principal, Sales Force Effectiveness Practice, Deloitte; Simmi Mehta, Senior Manager, Sales Force Effectivenes
    The sales planning process is constantly changing, with new technologies emerging every day to enhance how we meet business goals.However, sales leaders are struggling to understand the implications of artificial intelligence (AI), data and analytics, digital platforms, and robotics, as well as their impact on the business.

    Anaplan and Deloitte invite you to join this on-demand webinar to learn how these key technology disruptors are impacting the sales organization.

    After the webinar, you will know:
    -How to use macro trends to differentiate yourself from competitors
    -What sales and channel operations teams can do to understand and harness new capabilities
    -The leadership skills and cultural attitudes needed to adopt changes in a sales organization
  • Next Generation Sales and Business Alignment: Driving Past Legacy Integration Recorded: Nov 23 2018 37 mins
    Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at Anaplan
    In many organizations, sales metrics are typically driven by a sales-only view that can diverge from the company’s overall business plan at the detail level. This is the result of legacy approaches that have limited integration between sales and business operations metrics.In today’s hyper-competitive landscape, successful digital businesses can no longer afford to operate this way.

    Building truly connected sales plans and strategies that are tightly linked to enterprise performance management, CRM, and other critical business data ensures that every part of the organization is working together.

    Watch this webcast to gain key insights into incentives and best practices for true sales and business alignment.
  • Creating Motivating and Personalized Sales Incentive Plans Recorded: Nov 20 2018 49 mins
    Steve Marley, principal at ZS Associates
    Discover the changing world of incentive compensation. Would a psychologist agree with how we design incentive plans?

    Sales compensation plans are traditionally designed around sales roles, and they assume every individual has the same motivations—which psychologists would disagree with. One of the great visions for sales compensation is to provide a level of personalization to sales comp plans to maximize the motivation of individual sales representatives. As a result, more and more companies are tailoring their incentive plans to increase motivation in their sales reps and encourage desired sales behaviors.

    Join Steve Marley, co-author of The Future of Sales Compensation, in this webinar as he discusses how companies are enabling personalized incentives to benefit both the individual and the company.

    This webinar is brought to you by Anaplan and its partner ZS Associates.
  • Conducting the Symphony: How to Coordinate Your Sales Planning Initiatives Recorded: Nov 16 2018 60 mins
    Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, Tibco
    Learn to keep the elements of your go-to-market strategy working in harmony.

    Your product and services define what you bring to the market, but your go-to-market is your secret sauce. It’s the strategy that you’re constantly developing to approach, target, and dominate, and it includes how you orchestrate your territory plans, quotas, account segments, incentives, staffing, and KPIs. But how do you tune your go-to-market strategy to strike the perfect note? In this webinar, learn to keep the elements of your go-to-market strategy working in harmony, including:

    -How to unify the components of your sales planning process
    -Understanding how Anaplan customers gain competitive advantages through improved sales planning
    -Ways to align sales territories and quotas to increase the bottom line
  • Connected Planning: A Framework for Enterprise Collaboration Recorded: Nov 13 2018 46 mins
    Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP
    An increasing number of organizations today are using more accurate, real-time data and encouraging cross-functional collaboration—ultimately driving better-informed decisions about the workforce, investments, and company growth.

    In this webinar, Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP, will share the benefits of Deloitte’s Connected Planning framework. Currently used by Global 1000 companies, the framework:

    -Helps analysts, managers, and executives gain deeper insight into various business functions, including finance, sales, marketing, HR, supply chain, and IT

    -Empowers users to connect planning across the organization to drive performance improvements and gain competitive advantage

    -Enables true collaboration across the business, globally, with a central data hub
  • Bridging the Gap: Connecting Strategy & Execution Through Better Sales Planning Recorded: Nov 9 2018 54 mins
    Steve Silver, Sales Operations Senior Research Director at SiriusDecisions; Jason Loh, Global Head of Sales Solutions at Anap
    Business leaders and C-suite executives are charged with devising the strategies that chart the future of their organizations. For those strategies to be effective, they need to be executed in the field. What’s the bridge that connects boardroom strategy and field execution? Sales Planning.

    Join Steve Silver, Sales Operations Senior Research Director at SiriusDecisions, and Jason Loh, Global Head of Sales Solutions at Anaplan, as they provide a repeatable process and best practices for improving sales planning and transforms high-level strategy into business success.

    You’ll learn how:

    -Successful sales planning helps you segment your market and align your sales team

    -High-performing companies leverage their sales planning processes for better execution

    -Best-in-class technology can enhance sales planning by incorporating inputs from across the organization
  • The Big Lie of Strategic Planning Recorded: Sep 21 2018 60 mins
    Roger Martin, former dean of the Rotman School of Management at the University of Toronto
    All executives know that strategy is important. But they fear developing a strategy that involves placing bets and making hard choices. As a result, they engage in the more comfortable process of preparing a comprehensive plan—with goals, initiatives, and budgets. This planning process is a terrible way to create strategy.

    That’s the view of Roger Martin, former dean of the Rotman School of Management at the University of Toronto and one of the world’s leading thinkers on strategy. Martin argues that managers and companies fall into comfort traps when developing strategy. In this webinar he discusses

    -the problems with most strategic planning processes and clear rules for avoiding bad strategy;

    -how to focus on cost-based thinking, which makes decisions based on costs and resources, not customers, opportunities, or true strategy; and

    -the use of standard frameworks that prevent organizations from making good strategy choices.

    Producing better business results starts with a better way of developing strategy. To learn what’s wrong with today’s strategic planning processes and to chart a new, better course for strategy development, watch this on-demand webinar with Roger Martin and HBR

    *Note - this is a recorded webcast; any reference to upcoming live activities might not be relevant anymore
Accelerating Decision Making with Connected Planning
Anaplan is the category-defining leader in Connected Planning, which connects people, data, and plans to enable real-time decision-making critical for today’s rapidly changing business environments. Our platform, powered by our proprietary HyperblockTM technology, is purpose-built to enable large global enterprises to do dynamic, collaborative, and intelligent planning to accelerate business value. Based in San Francisco, we are a privately-held growth company with 18 offices globally, 175 partners, and more than 900 customers worldwide.
Connected Planning helps businesses turn response time to real time. Connected Planning joins people together with data and plans to accelerate business value.

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  • Live at: Nov 13 2018 10:00 am
  • Presented by: Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP
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