Anaplan Extensibility And Data Integration Options

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Anaplan extensibility anddata integration optionsAchieve open platform connectivity for optimized plans across the enterpriseExecutive summaryWith data dispersed across the enterprise by function anddisparate integration tools, it can be difficult to executeinformed plans with the most up-to-date information.Disconnected systems and data create a complex,tedious process for business leaders and stakeholdersto access and incorporate meaningful and relevant datainto their plans. Teams across different departmentsleveraging an array of third-party integrations must findcommon ground and leverage a single source of truth inorder to unlock true Connected Planning.Anaplan extensibility options simplify integration withbuilt-in and third-party extensions, allowing businessleaders to access enterprise-wide data on a unifiedplatform. This open platform approach for connectivityenables teams to easily and quickly share the mostimportant information, so stakeholders can uncoverdeeper insights and unlock more impactful businessplans. Anaplan provides flexible extensibility andinteroperability options that meet the unique needs ofevery organization to empower better decision-making.

Anaplan extensibility:3 key componentsThe goal of extensibility is to create interoperability withother enterprise systems. True extensibility creates anopen platform for data integration and exchange withthird-party sources and systems.Anaplan delivers the ability to bring in data for planningpurposes as well extract data to external systems, with athree-pronged approach: Connectors Integrations Web scripts, tools, and application programminginterfaces (APIs)By leveraging these three components, enterprisescan smoothly aggregate data across systems, executeplans that rely on a single source of truth, and extendthe reach of industry-leading tools. Anaplan’s extensivepartner ecosystem with purpose-built integrations helpsdeliver on the promise of true interoperability.WORKFORCE AND SALESProactive, automatic incentivecompensationZillow was challenged with late incentivepayments that arrived two weeks post payperiod and was struggling to integrate HRand compensation systems. Anaplan enabledstronger data integration, empowering HRand sales with data updates every 20 minutesand integrating HR data automatically withcompensation plans.“Because employees now have data at theirfingertips, they’re spending more of theirvaluable time doing what they do best:selling our products.”―Karen Han, Senior Manager of Sales Finance

Connectors: Simple and fastAnaplan connectors link to trusted third-party servicesthat can automate and schedule Anaplan data importsand exports using simplified user interfaces. Theydeliver simple self-service and fast access to the datastakeholders need most.Simple self-service capabilities empower businessleaders to get the information to answer key planningquestions without much reliance on IT, so they canaccelerate integrations and time to value. Anaplan offersconnectors to both extract, transform, load (ETL) andenterprise service bus (ESB) tools, providing a variety ofoptions for enterprises.Anaplan Connector for MuleSoft. Seamlessly integrateAnaplan with other applications and products fast withMuleSoft. The Anaplan Connector for MuleSoft allowsteams to reduce deployment times and save timeby eliminating complicated integration projects. Thecentralized web interface helps users analyze, manage,and monitor APIs and integrations all in a unified location.ETL and ESB connectorsAnaplan connectors for leading third-party ETL toolsprovide integrations that schedule, transform, anddeliver data to and from the Anaplan platform.Anaplan Connector for Informatica Cloud. The AnaplanConnector for Informatica Cloud provides seamlessintegration with Informatica’s enterprise-class softwareas-a-service integration platform. Users can automateand schedule integrations with Informatica Cloudstraight from the Anaplan UI, eliminating the need foradditional point products. In addition, users can accesshundreds of pre-built, bi-directional connectors viaInformatica Cloud to Salesforce, Workday, NetSuite,Oracle, and SAP.SALES AND FINANCEHigh-volume data integration for planningwithout IT workService now needed to leverage SAP BPCand SAP HANA data when planning, andalready had MuleSoft and SAP PO integrationplatforms in place. The Anaplan Connectorfor MuleSoft enabled imports of over a dozenjobs (up to 1.5 million records per job) fromSAP BPC and SAP HANA via MuleSoft toAnaplan during daily, monthly, and quarterlyrefreshes, giving users greater visibility andaccess to the data they need most.“Anaplan’s intuitive dashboards enable usersto parse data in any way they require forfaster, better decision-making.”―Lokesh Nandula, Business Systems Analyst, FP&A

Anaplan Connector for Dell Boomi. With DellBoomi, users can design cloud-based integrationprocesses and transfer data between cloud and onpremise applications. The Anaplan Connector for DellBoomi helps teams achieve complete end-to-endcapabilities including application integrations, dataquality governance, API management, and workflowautomation. With pre-built integration processes anda robust connector library, users can easily import andexport data.Anaplan Connector for SnapLogic. Connect datafrom enterprise applications to Anaplan and supportread-write access to Anaplan workspaces and modelswith the Anaplan Connector for SnapLogic. Teams canleverage SnapLogic to ingest data from on-premiseswithout requiring security changes, speeding time toproof-of-concepts and market. It all comes ready-to-usewith instant access to applications such as Salesforce,Workday, and SAP.Anaplan Connector for OneCloud. OneCloud providesintuitive integration, data transformation, and automationfor a wide range of business-critical applicationsboth on-premises and in the cloud. With the AnaplanConnector for OneCloud, users can integrate systemsand automate processes, accelerating their planningexperience without writing a single line of code.Real EstateInvestmentCustomerREAL ESTATE INVESTMENTOneCloud integrates Anaplan withSalesforce, SQL Server, Hyperion FinancialManagementThe Anaplan and OneCloud partnershiphelped this real estate company standardizeon a single integration toolset—integratingdisparate applications to support ConnectedPlanning in Anaplan. They were also able tointegrate their legacy Hyperion applicationand exchange bidirectional data withSalesforce.

Purpose-built connectorsAnaplan also provides connectors, which are purposebuilt integrations with other systems-of-record (SOR) orsystems-of-engagement (SOE).Anaplan Connector for DocuSign. The AnaplanConnector for DocuSign enables users to managean iterative document workflow within and outsidethe organization. It connects with external suppliers,partners, and potential candidates to complete atransaction or contract negotiation with speed,accuracy, and precision. Users can easily managereviews and approvals electronically and update plansin real time, speeding collaboration and efficienciesacross and outside the organization.Anaplan Connector for Workiva. Workiva importsplanning, analysis, and reporting data from Anaplanto deliver integrated narrative reporting, compliance,planning, and performance management on the cloud.The Anaplan Connector for Workiva acceleratesreporting by pulling consolidated actuals from Anaplan.It also creates narrative reports with actuals andforecasts for improved reporting accuracy—all whilereducing risks by meeting compliance and regulations.SALESAutomation slashes salesplanning time in halfFINANCEIncreasing efficiency usingthe Workiva connectorWith 750,000 variables in sales plansfor 2,000 sales reps, Vodafone faced aninconsistent planning process that madealigning sales targets nearly impossible.The Anaplan Connector for DocuSignhelped the sales team achieve a 90%automated target-setting and 50% fastersales planning processes.HQ Capital had just merged three separatecompanies, resulting in disparate manualdata sets and technical environments thattook half a day to update just one model.The Anaplan Connector for Workiva helpedthem reduce the number of reforecastingmodels from 70 to five and created asingle market report across all properties,streamlining efficiencies.“Anaplan helps us to see what’s possiblewith collaborative planning—within sales,and across Vodafone.”―Kerry Small, Commercial and Operations Director“With Anaplan, we have improved the efficiencyof our planning and reporting processes.”―Simon Preston, Director, Digital Strategyand Operations

Anaplan Connector for Tableau. The AnaplanConnector for Tableau delivers compelling datavisualizations, helping users discover new insights.Tableau’s analytics solution allows users to understandchanges in the market or business priorities and drawinsights from them. This powerful Anaplan and Tableauintegration can provide businesses with measurablecompetitive advantage to unlock faster decisions andtake ownership over the data they use.Anaplan Connector for Microsoft Power BI. Nativelyintegrate data into Power BI to align on plans andreports based on the most recent data. The AnaplanConnector for Power BI enables self-service capabilities,so users can create and share reports without involvingIT or technical support. In addition, users can enhancetheir existing Anaplan data by leveraging highly visualreporting from Power BI and integrated analytics withAzure cloud. This offering is currently in early access.General availability is scheduled for October 2020.USE CASE SPOTLIGHTAnaplan Connector for Power BIDecision-makers can struggle to executeholistic reporting, especially when all of thedata they need does not reside in Anaplan.Users often rely on business intelligence (BI)tools, such as Microsoft Power BI, that enablecross-system reporting and analysis andwant to combine the powerful capabilitiesof both platforms.Anaplan Connector for Power BI enablesdecision-makers with quick and easy accessto Anaplan data for BI reporting. Simple touse, it empowers users to synthesize insightsand drive timely, informed decisions acrossthe organization.

Integrations: Interoperableand intuitiveAnaplan integrations enable users to interoperateand seamlessly combine data from multiple sources—including from on-premises, SaaS, and cloud—into theAnaplan platform. This allows teams to use larger datasets to create more informed plans. These integrationsare also simple and intuitive to configure and use,democratizing more business users to access data tospeed decisions.Anaplan HyperConnectAnaplan HyperConnect powered by Informatica is asolution that leverages the technology of Informatica Cloudto integrate both on-premises and cloud applicationswith Anaplan. HyperConnect seamlessly integrates datafrom any source in just a few clicks, expediting enterpriseplanning. Business users can access Informatica Cloudat a fraction of the cost to connect and integrate data toand from Anaplan. Easily leverage this integration solutionthrough a single point of contact, reducing the need for ITinvolvement to get started.Anaplan CloudWorks Anaplan CloudWorks makes planning more intelligentand agile. It orchestrates integrations with bothexternal sources, such as cloud-based data and serviceproviders, as well as with internal sources, such asAnaplan models. It uses an intuitive application userinterface that empowers business users to easilyconfigure, manage, and run integrations. CloudWorksalso makes it easy to schedule and automate triggerbased event processing, workflows, processes andimport/export integrations, and will deliver futurecapabilities for seamless integrations with third-partyAI services. This offering is currently in early access.USE CASE SPOTLIGHTAnaplan CloudWorksSales and revenue planning can struggle withaccurately forecasting when deal commitswill convert to sales. Reliance on complex andoutdated data across multiple dimensionsoften fails to provide accurate, reliable results.With CloudWorks, teams can achieve greateraccuracy predicting sales with a greater setof dimensions such as product, geography,and segment. Predictions are automaticallyupdated every week, providing the latest datafor better predictions.

Web scripts, tools, and APIs:Efficient and extensiveAnaplan also provides additional integration options atmultiple levels, including via a web UI, Anaplan Connect,and APIs to extend the reach of an organization’sAnaplan capabilities and help users gain insights abouttheir data. This set of services further drives efficienciesacross the organization by delivering fast, simple accessto data.Web toolsWeb tools make it easy for users to import and exportflat files straight from the Anaplan UI. Teams have theoption of leveraging web tools in either the classic orNew UX to quickly extract and share the files they need.Web tools support import and export capabilities frommultiple file formats including .txt., .csv, and .xlsx.Anaplan ConnectAnaplan Connect is an on-premises integration tool thatautomates and runs integration scripts for imports andexports. Users can install it on a dedicated computeror server behind their network firewall and begin towrite and execute integration scripts. These scripts canbe scheduled using either a user’s primary operatingsystem or a third-party system.Anaplan APIsAnaplan REST APIs help teams get better visibility intoactions and services to support Anaplan Connect, ETLconnectors, and custom integrations. REST APIs supportdata imports, exports, deletion, and file downloadsand allow users to gather more information about theirworkspaces and models. Users can configure import andexport actions within Anaplan and act via public API calls.Anaplan’s new set of Transactional APIs enable simpleintegrations and help teams deliver on requirementsquickly. Users can easily configure TransactionalAPIs, requiring with minimal preparation and technicalexpertise, so they can extend Anaplan capabilitiesthrough rich integrations to glean greater insights fromAnaplan data. In addition, users can better understandworkspaces and models with enhanced usagemonitoring, reporting, and analytics. TransactionalAPIs support multiple file formats, such as CSV andJSON, and allow for deeper visibility into their models,ultimately helping teams discover new use cases.USE CASE SPOTLIGHTAnaplan Transactional APIsCloud-basedSystemHTTPSFlat fileAnaplan ConnectOn-premises SystemWhen it comes to administration andreporting, both model builders andadministrators are looking for automated andscripted ways to understand workspace andmodel usage for expanding the use cases,which can sometimes be a time consumingprocess.However, with Transactional APIs, teams canquickly understand how their workspaces arebeing used. They can get information aboutthe number of models, size of models, andspace consumed by all of their models. Thisempowers model builders to easily respondto requests and speed decision-making.

ConclusionAnaplan’s broad range of extensibility and dataintegration options help to extend Connected Planninginto every area of an enterprise. Not only do Anaplanconnectors, integrations, and APIs create an openplatform for connectivity, but they help to democratizecritical data access to more stakeholders. When teamsacross a variety of business units can share data with aflexible suite of integrations, teams can perform betteranalysis, creating more informed plans and forecasts.About AnaplanAnaplan, Inc. (NYSE: PLAN) is a cloud-native enterprise SaaS company helping global enterprisesorchestrate business performance. Leaders across industries rely on our platform—powered by ourproprietary Hyperblock technology—to connect teams, systems, and insights from across theirorganizations to continuously adapt to change, transform how they operate, and reinvent valuecreation. Based in San Francisco, Anaplan has over 20 offices globally, 175 partners andapproximately 1,600 customers worldwide.To learn more, visit anaplan.com

Informatica Cloud to Salesforce, Workday, NetSuite, Oracle, and SAP. Anaplan Connector for MuleSoft. Seamlessly integrate Anaplan with other applications and products fast with MuleSoft. The Anaplan Connector for MuleSoft allows teams to reduce deployment times and save time by eliminating complicated integration projects. The centralized web .