Global Financial Planning Transformation for a Pharmaceutical Leader
Global Financial Planning Transformation for a Pharmaceutical Leader
Driving Standardization and Scenario Agility with Anaplan
Client Profile
A global pharmaceutical company with operations spanning North America, EMEA, and APAC. The company’s decentralized financial planning environment created inefficiencies across regions and business units.
Challenge
The client’s siloed planning processes lacked standardization, data governance, and scalability. Regional teams relied on disconnected spreadsheets, resulting in limited visibility, inconsistent assumptions, and delayed decision-making. Executives had no unified view of financial performance or the ability to test outcomes under varying market conditions.
Solution
Arete EPM delivered a global Anaplan solution focused on financial planning standardization, real-time scenario modeling, and governance enablement. The implementation included:
- Centralized what-if modeling to evaluate impacts across business units and geographies
- Standardized budget and forecast templates aligned to corporate reporting structures
- Embedded data governance rules to ensure accuracy and consistency
- Hypercare support post go-live to guide adoption and reinforce best practices
By aligning finance teams around a common model and enabling dynamic simulations, the solution empowered better-informed decisions and faster responsiveness.
Results
- Strategic clarity: Unified financial view across global markets
- Process efficiency: Reduced manual work and cycle times in budgeting and forecasting
- Scenario agility: Enabled cross-functional planning with trusted, governed data
Conclusion
With Anaplan’s modeling power and Arete EPM’s implementation expertise, the client transitioned from fragmented planning to a centralized, forward-looking platform. The new EPM solution enhances agility, accountability, and enterprise-wide visibility—positioning finance as a true strategic partner.
