Finance RFP template

When Finance planning isn’t clearly defined, decisions slow down.

Most organisations don’t struggle with tools, they struggle with alignment. Different functions operate to different assumptions. Forecasts are built in isolation. And by the time the numbers are agreed, the business has already moved on.

This template changes that.

Not by adding more complexity, but by helping you structure your thinking early, so you can define what matters, align stakeholders, and move forward with clarity.

What this is

A practical, structured RFP template designed to accelerate your Finance Planning process.

This isn’t a generic checklist or a fixed framework. It’s a working document to help you define requirements, challenge assumptions, and create a clear foundation for vendor discussions.

Use it to move from fragmented inputs to a more aligned, decision-ready position.

What you’ll find inside

  • A structured framework to define your Finance Planning requirements
  • Key questions to align finance and business stakeholders early
  • Guidance to capture priorities across forecasting, reporting, and scenario planning
  • A clear format to accelerate RFP creation and vendor conversations

What you’ll take away

Clarity

A more defined view of what your Finance Planning solution needs to deliver, before engaging vendors.

Alignment

A shared understanding across finance and the wider business, reducing rework and conflicting assumptions.

Momentum

A faster path from initial requirements to decision, without starting from scratch.

Download the template

Get started with a structured approach to Finance Planning.

Download the RFP template below

Take the next step

Why Bedford Consulting?

  • We’re Anaplan experts – partners since 2011 with certified expertise in all eight specialisations, we are Anaplan’s Preferred Delivery Partner for EMEA. We know Anaplan inside out.

  • Significant project experience – we’ve written many RFPs and business cases across all industries and use cases. We will guide you through the process with our unique checklist.

  • Extensive experience in operational excellence – we’ve delivered implementations across all industries in finance, supply chain, sales and operational planning teams within some of the world’s largest companies.

  • Successful delivery – we partner with your team to implement (or expand) Anaplan using a tried and tested agile methodology and ensure that there is skills transfer at every stage.

  • We deliver results – we implement solutions that are based on industry best practice and align to your overall business strategy and objectives and deliver tangible ROI.

  • Expert knowledge transfer – as a fully certified Solution Advisory & Delivery partner, we have deep domain expertise, knowledge and best practices.

  • We focus on your success – we help you reach your growth and operational potential, collaborate, solve challenges, and empower decision-makers to make agile and data-driven decisions.