A Visibility Review is a structured assessment of your Anaplan platform across four critical areas: model integrity, strategic alignment, user adoption, and team capability. Together, these provide a complete picture of how effectively your platform is supporting the business today and where opportunities exist to unlock greater value in the future.

Model integrity focuses on the technical health of your environment. This includes reviewing model architecture, performance, scalability, governance, and adherence to best practices. The aim is to identify areas where complexity may have increased, performance may be affected, or technical debt could create challenges as your planning requirements evolve.

Strategic alignment examines whether the platform is still supporting the outcomes it was designed to achieve. Business priorities change, operating models evolve, and new challenges emerge. A Visibility Review assesses whether your Anaplan environment is keeping pace with those changes and helping decision-makers answer the questions that matter most to the organisation.

User adoption looks beyond the technology to understand how people interact with the platform. It considers user experience, engagement levels, planning workflows, reporting needs, and the challenges users face in their day-to-day activities. High-performing platforms are not just technically sound; they are actively used, trusted, and embedded within business processes.

Team capability assesses the skills, knowledge, and operating model behind the platform. It evaluates whether the organisation has the expertise required to manage, maintain, and develop Anaplan effectively, while identifying opportunities to strengthen internal capabilities and reduce reliance on external support.
By bringing these four areas together, a Visibility Review moves beyond a traditional health check. It reveals not only how the platform is performing, but why it is performing that way and what should happen next.

The output is more than a list of findings. It provides a clear understanding of your current state, highlights opportunities for improvement, benchmarks performance against best practice, and delivers a practical roadmap for increasing the value, impact, and longevity of your Anaplan investment. Ultimately, it gives organisations the visibility they need to make informed decisions, prioritise investment, and ensure their planning platform continues to support business success.

A Visibility Review delivers benefits that are easy to measure and benefits that are harder to quantify, but often far more valuable.

On a practical level, organisations typically see stronger ROI from their Anaplan investment, better-performing models, improved governance, higher user satisfaction, and reduced operational risk. The review helps identify inefficiencies, surface optimisation opportunities, and ensure that the platform is being used in a way that supports both current requirements and future growth.

It can also help build a more capable internal team. By understanding how the platform is being used, where knowledge gaps exist, and which skills need strengthening, organisations can improve self-sufficiency and reduce reliance on external support over time.

But the biggest benefit is often less tangible, most organisations know they could be getting more from their platform, what they don’t know is exactly where the opportunities are, how significant they might be, or where to start.

Over time, assumptions begin to creep in. Teams assume certain processes can’t be improved. They assume existing limitations are simply part of the platform. They assume they’re already using Anaplan as effectively as possible because the system is functioning and users are engaged.

A Visibility Review examines the people, processes, and technology behind your planning environment to understand whether your Anaplan platform is delivering the value it should.

At the platform level, the review looks at model performance, architecture, scalability, integration points, governance, and technical best practices. This helps identify areas where complexity has increased, performance may be suffering, or technical debt could limit future growth.

Beyond the technology, the review explores how the platform is being used across the business. It assesses adoption, user experience, planning processes, collaboration between teams, and whether users have the tools and information they need to make decisions effectively.

The review also considers the strategic picture. As organisations evolve, planning requirements change. A platform that was fit for purpose two years ago may no longer support current priorities, growth plans, or new business challenges. The review evaluates whether the platform is aligned with today’s objectives and capable of supporting tomorrow’s ambitions.

A Visibility Review works best when it touches every layer of your platform. That usually means model builders, end users, the platform owner, and senior leadership. Each group sees something the others can’t.

• Model builders understand the technical reality of the platform. They know where complexity has crept in, where processes have become difficult to maintain, and which workarounds are being used behind the scenes to keep things running.
• End users experience the platform day to day. They can highlight friction points, reporting gaps, manual processes, and areas where planning takes longer than it should. These are often the issues that have the biggest impact on adoption and productivity.
• Platform owners have the broadest operational view. They understand governance, demand for change, support requirements, and whether the platform is evolving in a controlled and sustainable way.
• Senior leaders bring the strategic perspective. They can assess whether the platform is still aligned to business priorities and whether it is delivering the outcomes that justified the investment in the first place.

Looking at only one of these perspectives creates blind spots. A model may be technically efficient but frustrating for users. Users may be happy with the experience, but leadership may not be seeing the business value they expected. By combining feedback from every level, a Visibility Review creates a complete picture of how the platform is performing, where value is being created, and where the biggest opportunities for improvement exist.

That’s why the most useful insights are often found in the gaps between what different groups see. When technical, operational, and strategic perspectives are brought together, organisations gain a much clearer understanding of what needs to happen next and where investment will have the greatest impact.

A performance report, a benchmarking analysis, and a roadmap. Together, they provide three things every organisation needs to improve planning performance.

The performance report gives you the evidence. It highlights what’s working, where inefficiencies exist, and which areas are limiting the value you’re getting from Anaplan today.

The benchmarking analysis provides context. It compares your platform, processes, and ways of working against other organisations, helping you understand where you’re leading, where you’re lagging, and where the biggest opportunities for improvement lie.

The roadmap turns insight into action. Rather than a list of recommendations, it provides a prioritised sequence of improvements, showing what to tackle first, what will deliver the greatest impact, and how to move towards your future planning goals.