Professional and business services

Deliver service excellence. Improve profitability.

AI-infused scenario planning, analysis and reporting solutions for professional and business services.

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4/5 top professional and business services companies plan with Anaplan

Anaplan

Proof is in the numbers

3

of the top four consulting firms plan with Anaplan

Up to 40%

increase in planning team productivity

Up to 20%

greater financial forecast accuracy

Empower your team to drive business growth and client success

Siloed processes and decision-making limit your ability to react quickly to change, leading to missed revenue and unfavorable margins. Enable agile, collaborative planning across your business to boost profitability while delivering exceptional service and value to clients.

Find out how

From finance and workforce to sales and marketing, our solutions have you covered and connected

Eliminate silos across your critical business functions to elevate service and increase profitability.

Financial planning and analysis (FP&A)

Unify your finance teams on a single platform to align strategic, financial, and operational drivers and drive incremental revenue.

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Revenue planning

Accelerate planning and forecasting for project fees, service revenue, and other income across service lines and client segments at a granular level, ensuring a clear connection to business needs and macroeconomic drivers.

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Operating expense (OpEx) planning

Plan and forecast G&A expenses, T&E, and other OpEx expenses based on the revenue plan to ensure optimal allocation of resources and support cost savings.

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Project profitability

Analyze and forecast revenue and costs associated with individual projects to determine their contribution to overall profitability.

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Headcount planning

Estimate and monitor headcount expenses to ensure alignment with income and expense plans, while evaluating headcount decisions effectively.

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Long-range planning

Develop strategic plans that assess financial impacts under evolving scenarios, ensuring alignment with income, expense, and workforce planning.

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Margin analysis

Optimize profitability by enabling real-time insights into revenue and costs and evaluate multiple scenarios to maximize client-level margins.

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Financial consolidation and reporting

Transform your regulatory processes, consolidation, and financial reporting with our scalable, purpose-built platform designed for business users.

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Financial consolidation

Streamline processes, ensure precise consolidation, and eliminate manual errors for confidence and trust.

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Disclosure management

Ensure compliance, simplify financial and narrative reporting, and produce accurate and timely disclosures.

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Financial reporting

Take Excel to another level with Anaplan XL Reporting for fast, flexible, intuitive technology designed for business users.

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Sales and marketing

Create a modern and connected sales team to enable effective go-to-market planning and execution.

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Incentive compensation management

Quickly create and optimize incentive compensation plans – including variable incentives and employee bonuses – that drive growth and align with your corporate goals.

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Sales planning

Optimize quotas, territories, and market segments by aligning sales, marketing, and customer success teams to drive sustainable growth.

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Sales forecasting

Strengthen pipeline health and revenue reliability with accurate forecasts that keep your team focused on impactful opportunities.

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Marketing performance management

Maximize your impact by strategically aligning your budget with real-time revenue insights and audience engagement metrics to drive stronger marketing performance.

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HR and workforce

Gain insights into your workforce dynamics and costs, enabling you to optimize your workforce for both current needs and future growth.

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Capacity planning and utilization

Optimize resource allocation by assessing capacity and priority across functions, teams, roles, and levels. Increase revenue by maximizing utilization by role, project, and region.

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Operational workforce planning

Align your plan to hire process with finance budgets and growth projections, ensuring flexibility for each business unit while minimizing budget variance.

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Strategic workforce planning

Align your workforce with your long-term business strategies, including AI and automation. Identify future talent gaps and assess costs and changes to your talent strategies and programs.

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Compensation modeling

Create compensation plans to motivate the right behaviors and drive actions aligned with your company values, culture, and strategy.

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Why leading professional and business services firms choose Anaplan?

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Six-quarter rolling forecast built on connected, globally consistent data
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Deloitte Germany accelerates finance and capacity planning to support growth
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Improved collaboration between planning teams accelerates trendspotting
ServiceSource

Operating expenses driven down by 15%

Drive finance modernization with S&P Global

The power of Anaplan to drive organizational transformation with Thomson Reuters

Featured resources

Best practices and valuable insights to help you optimize decision-making, improve margins, and deliver superior client service.

On-demand session

Finance as a strategic business partner to drive strategic results and better business outcomes
Kathleen De Brabander

News

Deloitte Belgium’s CFO says Anaplan plays a major role in her strategic vision

eBook

Dialing in success: Closing your contact center workforce gaps with modern capacity planning and forecasting

On-demand session

Navigating the future: AI-driven planning strategies
Anaplan

eBook

The partnership between finance and HR to manage the talent imbalance

Discover the platform business leaders trust.
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Leading professional and business services firms rely on Anaplan to build a modern, connected enterprise. Shouldn’t you?

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