Ready for AI clinic · 20 minutes ·

AI agents are arriving in Anaplan planning. In 20 minutes, a Bedford expert shows you where your governance gaps are.

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.

An agent that can change a plan needs the same controls as a person who can: a named owner, and a review before anything reaches the plan of record.

AI speeds up decisions. Weak governance means it speeds up the wrong ones too.

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 an agent works from good enough to act on without a human check?
Data quality
5
Would you see a wrong decision before it reaches the plan of record?
Oversight

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.

Anaplan is building AI into how plans get made. Bedford makes sure every decision it touches has an owner and an audit trail.

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

Request your Ready for AI clinic

20 minutes with a Bedford expert on the five questions to answer before AI agents arrive in your Anaplan planning. Tell us a little about you, and one of our experts will be in touch to arrange a time.