Faster Reporting, Greater Visibility: Medi-Globe’s Finance Transformation with Bedford and Anaplan

The Starting Point

As a dynamic and growing organisation, Medi-Globe continuously seeks to align its financial operations with the highest standards. With multiple entities and a fast-evolving environment, the team placed particular focus on accelerating month-end reporting, enabling frequent forecasting, and ensuring full transparency. To achieve this, Medi-Globe turned to a modern platform and an experienced partner to guide the transformation.

The Solution

Medi-Globe selected Anaplan to bring together budgeting, forecasting, consolidation, and reporting in one integrated platform. Bedford Consulting supported the project with proven frameworks and close collaboration, empowering Medi-Globe’s finance team to lead the implementation with confidence while building long-term expertise.

Industry

MedTech

Region

Europe (HQ: Germany)

Use Cases:

Budgeting, Forecasting, Financial Consolidation, Management Reporting

Key elements of the collaboration included:

• Structured, sprint-based delivery
• Optimised model architecture
• Alignment with planning and reporting requirements
• Coaching and knowledge transfer for team empowerment

Within just three sprints, Medi-Globe went live ahead of schedule with full reporting, budgeting, and forecasting capabilities.

Outcomes & Business Impact

Faster and more efficient reporting

• Month-end reports are now ready within a day of data upload
• Teams gain earlier access to insights for faster decision-making

Agile planning

• Forecasts now run quarterly or on demand
• Models adapt quickly to new structures or requirements

Real-time executive access

• Senior leaders, including the CFO, use mobile dashboards for live P&L and balance sheet views
• A single source of truth underpins all financial discussions

Stronger strategic focus

• Automation frees capacity for high-value analysis
• Finance takes an active role as a strategic business partner

Expanding the Vision

Following the success in finance, Medi-Globe is extending Anaplan into HR reporting and exploring applications in supply chain. Leaders across departments value the platform’s flexibility and intuitive use, driving strong adoption across the business.

“Colleagues see how clean and accessible the data is and immediately want to know how they can use it too. The honeycomb effect is real.”

Bedford Consulting’s Contribution

Throughout the journey, Bedford Consulting played a central role:

• Deep Anaplan expertise and structured delivery methodology
• Coaching, assurance, and best-practice reviews
• Fast implementation through focused sprints
• Ongoing support via Bedford Advantage

“Bedford Advantage is outstanding — we get help in minutes, not days. The team doesn’t just solve issues; they explain them, so we’re always learning. That’s real value.”

The new state of play

Medi-Globe has transitioned from fragmented processes to a unified, dynamic planning platform that empowers faster reporting, sharper insights, and more responsive decision-making. With Anaplan at its core and Bedford Consulting as a trusted partner, Medi-Globe’s finance team is fully equipped to support the company’s continued growth and innovation.

To find out more about how Bedford Consulting is supporting customers to optimise planning processes using Anaplan, click here.