Ready for AI clinic

Ready for AI clinic · 20 minutes · No cost

If an AI agent changed your forecast tonight, would your planning team know by morning?

AI agents are arriving in Anaplan planning. Spend 20 minutes with a Bedford expert and see where the governance gaps sit in your setup, before a decision slips through one.

Plan of record · change log
Illustration
02:14
Q4 revenue forecast updated
Changed by: AI agent
Decision owner
Not defined
How the number was reached
Not recorded
Allowed to change, or recommend only
Not defined
Reviewed before it reached the plan
No
In the clinic, we look at how your setup would fill in these blanks.

The question isn't whether AI can deliver value. It's whether your guardrails keep pace.

The opportunity for AI in planning is significant. To scale it with confidence, you need the right controls, accountability and oversight in place first.

AI speeds up decisions. The wrong governance speeds up the wrong ones.

What we cover

Five questions to answer before agents arrive in your planning

1
Who owns a decision when an agent has helped make it?
Accountability
2
Can you explain how the number was reached, to the board or an auditor?
Explainability
3
What is an agent allowed to change, and what can it only recommend?
Permissions
4
Is the data it works from good enough to trust what comes out?
Data quality
5
Would you see a wrong decision before it reaches the plan of record?
Oversight

If any of these took more than a few seconds to answer, that's what the 20 minutes are for.

How the clinic works

20 minutes, one expert and a clear view of where to look first.

For CFOs, finance and planning leaders, and the people who own the Anaplan platform.

BEFORE THE CALL

Tell us what you plan in Anaplan

A few lines on the booking form: which planning processes you run, and where you expect AI to show up first.

ON THE CALL

Walk the five questions

A Bedford expert works through ownership, explainability, permissions, data and oversight against how you plan today.

AFTERWARDS

Know where the gaps are

You leave with a plain view of where the risks sit and which to close first. It's yours to use, whatever you do next.

Foundations first

Three things to have in place before AI changes anything

Anaplan is bringing AI agents into planning. That rewards the organisations that put the foundations in first.

Across 1,100+ projects and 700+ use cases, we've found the biggest risk is never the maths. It's whether people trust and act on the output.

Data quality

AI cannot improve a model built on bad data.

Governance

Clear rules for what an agent can change, what it can only recommend, and who checks it.

Operating model

Who owns what, who explains what, who decides.

Anaplan embeds AI into decision-making. Bedford provides the human intelligence, governance and operating discipline that ensures those AI-driven decisions are trusted, explainable and actionable in the real world.

Anaplan-only since 2011. One of 12 Anaplan preferred AI partners.