Expert Consulting & Anaplan Implementation

Honeycomb design of all the services Anaplan can provide

budget development

Cloud planning for strategic plans, budget justifications, and annual budgets

position budgeting

Plan for headcount at group, role, or individual level to drive the details important to your organization

budget transfers

Split, transfer, and adjust budgets across hierarchies (org units, regions, programs, projects

Instructional costing

Create models to include student level, residency, mode of instruction, enrollment by cohort, retention rates, multiple tuition rates, university fees, department/The client fees, class fees, scholarship and other financial aid, etc.

new funding request

Users can easily create new funding requests using built in work-flow in Anaplan

grants planning

Plan, track and monitor federal, state, and private sources of funding

Commitments management

Create commitments to be budgeted over a period of time such as multi-month and/or multi-year

treasury & debt servicing

Allows for debt management through tracking of debt by separate issue and aggregated by type of debt. With each debt set up, these properties are assigned to the debt tranche so that they can be used for reporting and analysis.

long-range planning

Leverage predictive analytics to turn risk and uncertainty into clear, confident strategie

initiative analysis

Multiple versions for comparison, with centralized control for consistent versioning agency-wide

credit rating cfi

Fully integrated statements to calculate ratios including a proforma Moody’s credit score based on the various financial metrics.

endowment planning

Model projects by asset type, specify funding sources such as cash, debt, grants, endowment, and gifts.

enrollment planning

Modeling by undergrad/grad/professional, schools, academic programs, part/full-time students, and cohorts (for undergrad)

Tuition forecasting

Model differential tuition rates and mandatory and non-mandatory fees, through tuition rate change assumptions

Admissions planning

Enable the University to forecast new students and transfers based on historical actuals trends, as well as current continuing student cohort using retention and graduation rates.

endowment planning

Model projects by asset type, specify funding sources such as cash, debt, grants, endowment, and gifts.

enrollment planning

Modeling by undergrad/grad/professional, schools, academic programs, part/full-time students, and cohorts (for undergrad)

Tuition forecasting

Model differential tuition rates and mandatory and non-mandatory fees, through tuition rate change assumptions

Admissions planning

Enable the University to forecast new students and transfers based on historical actuals trends, as well as current continuing student cohort using retention and graduation rates.

incentive strategy (rcm)

Multi-year RCM model, where models included various drivers to be used in allocations including: courses per student per year, Gross Sq Ft, Tuition Revenue, Sponsored Revenue, FTE.

program unit contribution

Automatically allocate overhead costs using user-defined indirect cost recovery rules

program expansion & reevaluation

Ability to apply top-down dollars or percentage allocations across all or a designated department.

Grant allocations

Users can create reports and graphs to show all allocations and transfers.

student lifecycle cost

Enable the client to forecast new students and transfers based on historical actuals trends, as well as current continuing student cohort using retention and graduation rates.

budget book

Clients can an export any report/dashboards in Anaplan for publishing

management reporting

A variety of publishing features including dashboards, charts, PDF generation, and tightly integrated Excel and PowerPoint plug-ins allows for rapid and easy distribution of results to all users

performance reporting

Create management and performance reports including operational, financial, and narrative reporting.

executive dashboards

Create dashboards easily and quickly without requiring IT or coding skills. All dashboards can be customized for individual users.

How we can help with budgeting:

Budget Development - Cloud planning for strategic plans, budget justifications, and annual budgets
Position budgeting - Plan for headcount at group, role, or individual level to drive the details important to your organization
Budget transfers - Split, transfer, and adjust budgets across hierarchies (org units, regions, programs, projects)
Instructional costing - Create models to include student level (undergraduate vs graduate), residency (including international), mode of instruction (on‐line vs face‐to‐face), enrollment by cohort, retention rates, multiple tuition rates (including per credit hour and flat rate based on specific criteria), university fees, department/The client fees, class fees, scholarship and other financial aid, etc.
New funding request - Users can easily create new funding requests using built in work-flow in Anaplan
Grants planning - Plan, track and monitor federal, state, and private sources of funding
Commitments management - Create commitments to be budgeted over a period of time such as multi-month and/or multi-year

How we can help with planning:

Treasury & Debt Servicing - allows for debt management through tracking of debt by separate issue and aggregated by type of debt. With each debt set up, these properties are assigned to the debt tranche so that they can be used for reporting and analysis.
Long-Range Planning - leverage predictive analytics to turn risk and uncertainty into clear, confident strategies
Initiative Analysis - Multiple versions for comparison, with centralized control for consistent versioning agency-wide
Credit Rating CFI - Fully integrated statements to calculate ratios including a proforma Moody’s credit score based on the various financial metrics

How we can help with revenue forecasting:

Endowment Planning- model projects by asset type, specify funding sources such as cash, debt, grants, endowment, and gifts.
Enrollment Planning- modeling by undergrad/grad/professional, schools, academic programs, part/full-time students, and cohorts (for undergrad)
Tuition Forecasting- model differential tuition rates and mandatory and non-mandatory fees, through tuition rate change assumptions
Admission planning- enable the University to forecast new students and transfers based on historical actuals trends, as well as current continuing student cohort using retention and graduation rates

How we can help with capital & facilities:

Facilities Management - view and analyze budget data at all levels of the hierarchy whether it is at the consolidated total, department, or facility location
Deferred maintenance - users can request various project types by task/sub task and cost elements.
Space usage efficiency - of capital plans across budget formulation and execution cycles
Capital planning - model projects by asset type, specify funding sources such as cash, debt, grants, endowment, and gifts real-time impact

How we can help with allocations:

Incentive Strategy (RCM) - multi-year RCM model, where models included various drivers to be used in allocations including: courses per student per year, Gross Sq Ft, Tuition Revenue, Sponsored Revenue, FTE.‍
Program Unit Contribution - Automatically allocate overhead costs using user-defined indirect cost recovery rules

Program Expansion and Evaluation - ability to apply top-down dollars or percentage allocations across all or a designated department.
Grant Allocations - users can create reports and graphs to show all allocations and transfers.
Student lifecycle cost - enable the client to forecast new students and transfers based on historical actuals trends, as well as current continuing student cohort using retention and graduation rates.

How we can help with reporting & analytics:

Budget book - Clients can an export any report/dashboards in Anaplan for publishing
GASB Statement - Anaplan provides pre-built, integrated GASB-based financial statements that can be developed at any level.
Management Reporting - A variety of publishing features including dashboards, charts, PDF generation, and tightly integrated Excel and PowerPoint plug-ins allows for rapid and easy distribution of results to all users.
Performance Reporting - create management and performance reports including operational, financial, and narrative reporting.
Executive Dashboards - Create dashboards easily and quickly without requiring IT or coding skills. All dashboards can be customized for individual users.

#1 Partner

Anaplan Higher Education, North America

Anaplan Implementation
for Higher Education

Harness the power of connected data to make better decisions for your college or university. We bring decades of experience working with community colleges, liberal arts colleges, and large public and private universities to implement Anaplan and support your staff through consulting and training. We can help with:

Tuition and enrollment modeling

Academic program costing

Capital planning

Operational, multiyear, and incentive-based budgeting

Grants management

Strategic financial planning

Treasury management

How we can help with finances:

Fee Setting - Plan fee generation for any agency and connect all other revenue-generation areas to create more accurate financial plans and forecasts
Long range planning - leverage predictive analytics to turn risk and uncertainty into clear, confident strategies

FEMA Aid - Expense Tracking Model for FEMA reimbursement process
Budget Execution - Real time impact on programs and results within an agency or across multiple programs department-wide.

Budget Development - Role-based, secure access for relevant budget entry, accountability, and auditing

Narrative Budgeting - Add supplemental documents to justifies each budget item
Grants Planning - plan, track and monitor federal, state, and private sources of funding
KPI - include an unlimited about of elements, including overall/departmental/position/personnel budgets and actual activity, balance sheets, cash flow, standard financial statements, and KPI's in both summary and detail format
Budget Scenarios - Multiple versions for comparison, with centralized control for consistent versioning agency-wide
Contingency Modeling - quickly evaluate scenarios and contingency plans.
Cash flow - accounts receivable and accounts payable balances, manage your workflow, and understand how specific actions improve your working capital and impact your cash flow.

How we can help with HR:

Salary Budgeting - Automate key calculations, benefits, and salaries for fast, accurate, consistent projections and execution

Workforce Planning - enables users to efficiently perform annual position budgeting by importing current salary/FTE information from HR systems, applying salary raises either globally or by employee class/grade/step, and making other adjustments as needed
Succession Planning - Assess your current workforce to meet the future needs of the business based on factors that include skills, talent, performance, readiness for promotion or transfer, and retention risk.

How we can help with revenue supply chain & operations:

Supply Chain Planning - make well-informed decisions through real-time visibility with supply planning performance management systems
Operations Planning - Increase accuracy and target achievement with driver-based models, real-time calculations, and automatic rollup across plans and reports
Supplier Collaboration - Drive collaborative “big picture’’ with connected plans across finance, sales, operations, and HR

100+

Public sector organizations have adopted Anaplan since 2021

Anaplan Implementation
for Public Sector Agencies

Accelerate your planning and use the power of connected data to improve performance even in the face of change. We bring public-sector expertise and proven methodology in working with local and state municipalities and utilities to implement Anaplan and train your staff.

Service fee and program modeling

Program costing

Capital planning

Operational, multiyear, and incentive-based budgeting

Grants management

Strategic financial planning

Treasury management

100%

Project Success Rate

Anaplan Implementation

Unlock the power of Anaplan to transform your planning, budgeting, forecasting—and decision-making. Anaplan is a cloud-based, secure, and scalable platform that connects data, people, and plans across your organization, with the flexibility to adapt to institutions of all sizes. Anaplan enables:

Expedited planning, budgeting, and forecasting

Flexible modeling

Granular insights with real-time data and metrics

Views into plans across your organization at aggregate and detailed levels

Predictive analytics and what-if scenario analysis

Streamlined data integration

Elimination of spreadsheets and consolidation of planning systems

Consultation and
Pre-Planning

Plan for success with our in-depth knowledge of higher education and public sector challenges and opportunities. We work with you to understand your organization’s specific needs and customize our approach and Anaplan templates to your goals. Our process includes:

Initial discovery meeting

Stakeholder meeting

Comprehensive project plan

Weekly progress meetings

Change management

Staff Training & Augmentation

Empower your staff with easier planning, budgeting, and forecasting—and the confidence to make better decisions for your organization. We provide hands-on training, guidance, and mentorship to ensure all users take full advantage of the Anaplan platform.

Implementation and training plan

Anaplan training workshops

Ongoing Anaplan support

Co-create models