Anaplan for Professional Services
Anaplan is an ideal option for professional services organisations, giving businesses a clear view into resource requirements based on sales plans and real-time business inputs.
The world of professional services has changed, with many believing that the industry will be radically different in the coming 10 years.
For any professional services firm, it is critical to not only meet but exceed customer service levels, while achieving revenue goals. The professional services industry has always been competitive, but current trading conditions have only made things more challenging.
With Anaplan, the data is updated in real-time, you are able run instant forecasts or reforecasts within meetings and make instant, data-driven decisions.
Proactive planning
Use real-time, easily accessible data to uncover hidden efficiencies and opportunities while streamlining resource requests and project allocations, capacity planning and tracking skills and certifications. Easily set benchmarks within projects to ensure they remain within planned budget.
Accurate forecasting
The ability to forecast and optimise resource capacity across client projects, service teams and geographical regions is key to ensuring that resources can be assigned to projects, supplemented by contractors, or identified as having space capacity to support other teams.
Identify efficiencies
The key to success will be to get a single source of truth across your entire operation, to uncover hidden efficiencies and opportunities while streamlining resource requests and project allocations, capacity planning and tracking skills and certifications. Connect plans across multiple departments to enable enterprise-wide planning and decisions.
Optimise utilisation
Leaders can also adjust hiring using on real-time business inputs optimised against sales and service forecasts, based on contractor availability and planned hiring across client projects or even geographical regions. Keep track of bookings by individual person by day, see how they are tracking against internal YTD targets and reallocate any white space to client work or internal business development tasks.
Technology has accelerated the pace of change and enabled faster, more flexible service delivery across the professional services industry.
With Anaplan, you can contextualise real-time performance, and forecast future outcomes for faster decision-making. Read our product sheet to learn more about Anaplan for Professional Services companies.
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Bedford Consulting is an Anaplan Solution Advisory and Delivery Partner
With certified expertise across all eight functional and industry specialisations, our consultants are considered world-leading experts. This certification recognises our ability to drive high-value transformation and deliver exceptional customer success. We have been recognised as Anaplan EMEA Partner of the Year every year since its inception in 2015.
