Viji Doraiswamy 0:00:01.0:

Good morning, San Jose! Welcome, on behalf of the entire Anaplan team, I extend a very warm welcome to all of you to Anaplan Connect, our flagship event where inspiration meets innovation. We are thrilled to have all of you here. Our valued customers, our trusted partners, and industry leaders and analysts who have been guiding and challenging us every step of the way. This connect is especially more meaningful to us, because it also serves as a launchpad for our first wave of breakthrough product innovations for 2025. Just last year, Anaplan made a bold announcement of a $500 million commitment to investing in multi-year product innovation journey. And we are proud to say that investment is already delivering. From the launch of our Anaplan data orchestrator, to new applications in finance, workforce, and production planning, and launching our first generative AI assistant, the co-planner. Throughout last year, we've begun laying the foundation for the future of business planning, and several of you have already shared with us that these new applications have allowed you to get a head start in your business planning journey, and also significantly you’ve been able to reduce your TCO. Today, we are excited to be able to accelerate that journey. After serving more than 2,500 customers in nearly every industry possible, for close to two decades, we are proud and thrilled to unveil the next wave of innovation, which has been fueled by your feedback. Grounded in our best practices, and elevated by cutting edge technology that’s turning the world.

 

Viji Doraiswamy 0:01:58.8:

So where else is the better place to launch these innovations than right here in historic San Jose, in the heart of Silicon Valley, where we're surrounded by innovators who inspire us and in the midst of all of you. This morning we have some exciting updates to share across our Anaplan platform. We'll be unveiling four new applications, and for the first time we reveal our next space of AI product vision and roadmap to all of you. These innovations have been designed to allow you to respond to market and business disruptions faster. More importantly to enable you to be prepared and be alerted before even these disruptions begin. So a peek into our morning agenda. Well, we have a star cast lineup of speakers for you this morning, starting with our CMO, Jim Freeze, followed by our CEO product leaders, and of course finally wrapping up with our fearless product leader Adam, and more importantly we have an insightful discussion with one of our market customers from [?Tony's], queued up and delivered by one of our strategic partners, Accenture. Speaking of partners, this event wouldn't be possible without the amazing support of our great lineup of partners that you see here, so please give it up for them. Thank you partners for continuing to collaborate and continuing to build a future along with us. We look forward to working with you. With that, are we ready for some inspiration and action? We are, so if we are, let's please call upon our chief marketing officer, Jim Freeze, to talk about how Anaplan's advancing its product vision and roadmap. Welcome, Jim.

 

Jim Freeze 0:03:53.9:

So I'm going to just set the stage for you today, take a few minutes and set the stage for what you're going to hear today, and I'm going to talk to you about a point of view we have that’s informing what you're going to hear about today. So I checked this morning based on the registrations to see how many different companies were here, and there are 300 different enterprises represented today at this event. Each enterprise today of any size really relies on key SaaS-based systems, foundational systems to run their business. Something like ERP. Everything accounting, everything finance, everything supply chain runs or is based on an ERP system. Everything customer, a CRM system. Everything employee, human capital management system. Many companies have workflow systems, like with ServiceNow. We have a fundamental point of view, and that point of view is that there is a need for a new foundational system, and that’s planning, a planning system. Why do we think that? If you look at all of those other systems I

talked about, there's a characteristic of them. And the characteristic is they maintain significant amounts of historical data. Very important data. Transactional data. But it's history. It's backward-looking. We have a fundamental belief that companies need a system that can activate that data and turn that into a forward-looking view of what's going to happen.

 

Jim Freeze 0:05:31.3:

So that companies can take a step back and say, what if? What if? And make better decisions. That's where Anaplan comes in. This point of view is informing where we're making our investments. Where are we making those investments? Three different areas you're going to hear about today. In the platform itself, to enable AI-enabled planning at scale. You're going to hear about applications, new applications, and a roadmap for additional applications. And you're going to hear about Anaplan Intelligence. Anaplan Intelligence is our characterization of the AI that we're infusing throughout the platform. So let's first talk a little bit about applications. So how do we get to the journey on applications? So if you look three, four years ago, every single deployment was kind of a bespoke deployment for an individual customer. We, over the course of our history, have now deployed 1.5 million models that are in production. It won't surprise you to know that over the course of doing that, we see a lot of commonality between various use cases. So it became clear that we could take that experience and turn that into turnkey applications that would accelerate time to value around those common use cases. So that's exactly what we've done. We entered this year with 10 applications. We'll more than double that by the end of the year. Those applications are out-of-the-box capabilities based on best practices that we've learned through deploying, once again, 1.5 million models. They're configurable to your specific environment and they're upgradable. And they're based on the Anaplan platform and the capabilities we bring to bear. What are the benefits?

 

Jim Freeze 0:07:21.8:

Here's an example of four different customers who deployed our territory and quota application over the course of the past year. What used to take nine to 12 months now is nine to 12 weeks. Significant acceleration in terms of time to value. It's one of the main reasons we're doing applications. And once again, you're going to hear today from all of our COE leads about four new applications that we're launching today, in addition to a roadmap of additional applications we'll be rolling out through the rest of the year. So our journey to applications. Our intention is to roll out more and more of applications leveraging a common data architecture, a common data ontology, if you will, through a product we released called, and you'll hear more about it from Adam, Anaplan Data Orchestrator. The notion behind that is to take that common data ontology and in a common code base in the not too distant future have all of these applications in that code base so you can simply turn them on. So you can go on a journey that might've taken five to six to seven years in the past and really accelerate that. What might that look like? It might look like deploying Anaplan applications, the ones that we're going to develop, the 20, 25 applications that we'll have and continue to roll out over time by the end of this year. We're going to open the platform up so that partners can develop applications as well on our application framework.

 

Jim Freeze 0:09:03.4:

So you can deploy partner applications and as always is the case with Anaplan, you can do custom development as well. So all of those options are going to exist but they're all going to be designed to accelerate time to value. So we're super, super excited about that. We think you're really going to like what you hear on the applications today. The last two areas of innovation, platform and Anaplan Intelligence, you're going to be hearing from our Chief Product and Technology Officer, Adam, a little bit later in this presentation. And I think you're going to be very excited about what you're hearing. What is driving, as I close out and turn it over to our first COE lead, what is driving, what's our strategy behind Anaplan Intelligence, what we're doing with artificial intelligence? Six different pillars are driving how we're thinking about deploying AI, Anaplan Intelligence. First, simplifying the management and use of corporate data. If you think about that opening slide I showed about all that corporate data that's constantly changing, the ability to get that data activated and into the system in a common data ontology to be able to push to models in real time and to leverage it for AI, critically important. So that's one. Scaling the platform to deal with an AI world. AI needs data, lots of it. So scalability really matters. And you'll see that there's been significant investments in the scalability of the platform.

 

Jim Freeze 0:10:31.6:

Deploying AI that is precise, not directionally correct in terms of forecasting, but precise. Directionally correct isn't good enough. It has to be precise. So that's important. Simplifying access to insights. We're big users of Anaplan internally and my ops person who's here, Jen, knows I'm constantly saying, hey, I'm really interested in kind of a different cut on the data. I'm interested in a particular insight because it's going to help us determine what's going on. So I go to Jen and Jen helps me find that data. I'd love it, and I think all of you would love it, to be able to interrogate models, multiple models, and draw out insights conversationally. So that's a really important objective of what we're trying to do. Orchestrating collaboration and autonomous decision-making, critically important. And then finally, explainability and governance, critically important to what we're doing from an artificial intelligence perspective. And you're going to hear from Adam about that. With that, I thank you for your attention. I'm going to turn it back over to Viji. Thank you.

 

Viji Doraiswamy 0:11:42.8:

Thank you. Thank you, Jim. As Jim shared, our applications have been a critical medium to deliver faster business results to our customers and enable them to get on a path to faster, better, smarter decision-making. But we all know in the world of business planning, it always starts with sales. In fact, we wouldn't all be in this room together if our go-to-market strategies are not working to deliver our growth revenues. And Anaplan launched the first application of territory and quota planning almost 18 months ago in this space. And we are already seeing incredible results. But you don't have to take my word for it. Let's bring up someone who's been leading the charge to hear about how our customers have been adopting this application, what has he heard, and more importantly, how this has fueled the momentum for further innovation in the field of go-to-market planning. Please join me in welcoming Dan Koellhofer, our SVP of sales and planning marketing. Dan.

 

Dan Koellhofer 0:12:50.2:

Thank you. Good morning. Good morning. Thank you for the time, Viji. Thank you. Excited to give you a quick update on how the last year has gone with our new applications and their adoption with our customers here. So building on that, we saw 70 per cent of our implementations have taken place in under 100 days. We're super excited about this. Average mean time right now is around 12.8 weeks. This is giving customers much more confidence in terms of how quickly they can use our solutions, how quickly they're getting value within their organizations, and reducing risk for themselves. It's allowing them to accelerate the use of additional use cases as well. As part of that, they're also finding that when you look at territory and quota, you're able to administer that program for your organization with much less resource. Across our organization, based on surveys across our customers, we've seen a reduction of about 65 per cent. One of the big box retailers for the way they handle territories for their industrial customers went from four full-time equivalents to one person six hours a week. So there's massive gains that can come from using Anaplan to administer your go-to-market processes. And then there's also a question of, well, apps aren't going to work for us. We have a huge COE, we have all this domain expertise in-house, we love building bespoke solutions. One of the things that we found is when we meet with our customers, they see the configurability that's built into the application, they see the integrated best practices, and it shows room to grow and adapt as their business change. We've seen 60 per cent of the users for our applications came from existing customers with those established COEs.

 

Dan Koellhofer 0:14:39.8:

So that's going to account for a lot of the folks in this room here. You have those COEs. It lets you take on more use cases with confidence and at scale. But one of the facts that I'm really excited about is how quickly we're able to get territory and targets into the hands of a sales organization. So if we look before these companies were working with Anaplan, it would take them nine weeks from fiscal start to territories and targets in the hands of their sellers. After Anaplan, they're able to do that in the first 1.5 weeks based on average. So think about that. That's an extra 7.5 weeks of an aligned go-to-market organization that knows who they should be selling to and what they should be selling. What are the types of returns that come from that? So first off, there's the kind of the soft ROI that every seller is scratching their head saying, what's going on with this company? Why do they not have their things in alignment here? And it shows that there's some concern. It shows maybe I got an ineffective go-to-market organization and decreases morale. You'll also find that 27 per cent of organizations say their sellers are the most motivated that first month of the fiscal period. Lines up with kick-off, rah-rah, they're pumped up, and you want to be able to give them direction and let them go do their job. But there's also some big substantial impacts from a financial perspective. Harvard Business Review says this is worth between ten and 15 per cent of timely and accurate quotas for your organization and getting those out, right? And we're able to deliver this for our customers.

 

Dan Koellhofer 0:16:07.7:

So super excited to see this come to fruition. And it's important to point out that this solution is being adopted by a range of the biggest, most complex companies in a range of verticals. So this is not built just for tech, FinServ, banking, life sciences. Customers from all these different verticals are seeing the value that comes from Anaplan applications and moving forward. So as I said, we've launched our territory and quota application about 12 months ago, and we've seen a lot of this feedback, these anecdotes come from this. But we also realize that the way you do your territories and quotas, it relies on a couple pieces of foundational data, and there's definitely room for providing optimizations that we can shift left. So the first thing that we want to talk about is a new application we're launching today called Segmentation and Scoring. And this is going to allow you to effectively take the hundreds of thousands of organizations that you have in your database, effectively score them by market size, wallet size, figure out which are the right ones to go after and with which go-to-market motion. And then also go-to-market capacity planning. How do you use the resources that you have today? There's so much uncertainty in the world, macro movements. How do you figure out where those resources should be staffed, what are the right overlays to assign to different types of markets, and effectively service that?

 

Dan Koellhofer 0:17:33.4:

So now we've provided a better view into accounts, better view into the resources, and that can feed in and create better outcomes with territory and quota. So let's take a quick look at a video that's going to highlight how these three applications making up our go-to-market planning suite all work together. Go-to-market strategies fail for one reason, an inability to make fast, precise, and confident investment decisions to stay ahead of the competition. Anaplan's go-to-market planning applications transform how you design, deploy, measure, and adapt your strategies. So you know exactly where to focus, who, when, and what roles to hire, and how to deploy your resources to stay ahead. First, identify where to focus your strategy and investments with segmentation and scoring. Adapt quickly to competitive dynamics and market shifts with instant visibility into market performance. Maximize revenue across existing and new products with scenario planning and analysis, and increase productivity by intelligently identifying high-potential accounts. Market sizing and account potential are your blueprint for deciding who, when, and what roles to hire. Use go-to-market capacity planning to optimize headcount across roles. Simulate growth plans against real-world factors, like role ratios and ramp times, and align headcount investments seamlessly with finance and HR.

 

Dan Koellhofer 0:19:05.5:

Turn your strategic plans into actionable territories and quotas that drive performance. Design equitable territories with human-in-the-loop feedback that matches your best people with high-value accounts, and set achievable quotas using top-down targets and bottom-up account potential. Only Anaplan lets you make the right decisions right now, so you can outpace the market and the competition. Awesome. All right, super excited to be bringing this out to market now. For those of you in the room that are territory and quota customers, you are already 55 per cent of the way towards an implementation for account segmentation and go-to-market capacity planning because these applications all work together, right? That's a huge change for the way Anaplan has been delivered in years past, so we're really going to see a huge increase in velocity and consumption of these applications in helping you with your go-to-market efforts. So if we dig into the capabilities of account segmentation and go-to-market capacity planning, again, both these apps are generally available today now. They bring in some really key, influential, impactful capabilities.

 

Dan Koellhofer 0:20:17.4:

So first is, obviously, being able to take all this data you have on your accounts from your internal databases, from third parties, and be able to calculate things like market size, wallet share, customer sentiment, propensity to buy, and figure out what are the right go-to-market motions to use for each of these companies. How do I effectively sell into them and nurture them to become a long-term, profitable customer for myself? There's also some really key features around alignment and reporting with your market campaigns. So being able to take this information in from market performance management and be able to continuously score these accounts. This is a big change that we're seeing with our customers, is it's not just a one-time scoring event that happens on an annual cadence. Over two-thirds of customers now are doing some form of go-to-market re-pivot refactoring each year. So being able to look at this information and see how accounts are changing and be able to feed that in and figure out maybe I need to use different go-to-market motions for these customers over the year. With go-to-market capacity planning, now we're looking at the resources we're going to use to service these accounts. So first off, I want to point out this is not sales capacity planning.

 

Dan Koellhofer 0:21:36.1:

The view we've taken and worked with our customers, our Lighthouse customers, is to bring a solution that doesn't just focus on sellers, but looks at all the resources that touch that customer over their lifecycle. So this is going to include, obviously, all the overlays, but it's also going to include how do we work with our partner ecosystem? Where are our partners underutilized, overutilized inside of our channel? We're going to look at the services customers, customer success, and as we feed in our forecast data, we can effectively figure out where we need to be ramping up each of these different roles as we bring new customers on to have the maximum impact with customer lifecycle value, lifetime value. So really exciting to hear about some of these capabilities. When we look at the different personas and how we're adding value to them, obviously, with revenue leaders, we're bringing a heck of a lot more confidence in terms of what numbers they're having to commit to and how they can assure delivery. With our operations group, we're giving them new tool sets so that they can be incredibly agile and respond to all these macro and micro market conditions that we're dealing with. How many of you have had to re-pivot with some of the discussions around tariffs? So being able to factor this in with minimal effort and provide those insightful reports on how your business could best serve itself in the condition today.

 

Dan Koellhofer 0:22:53.6:

And then also for the frontline teams, making sure you have the right resources with the right utilization so that people have a chance to blow their number out and service the customer in an effective way, ultimately leading to better impact for the company and for your sellers. So again, this is all available today. This is our go-to-market planning suite. And again, really excited to be bringing this to you all. So what's next, right? Great, this is out there. What are we working on now? So the first thing is, these are applications. These are not accelerators when we talk about this. And Territory and Quota has been out for over 18 months now. So we're launching this summer version two of Territory and Quota. This will be available to all of our existing Territory and Quota customers. In fact, we have our first customer lined up to go live with this in July. So super excited to be bringing this. Two big capabilities that we're adding with version two of Territory and Quota are something called Territory Optimization. This is kind of the magic wand that you can wave at Territory and Quota where it will go ahead and rebalance based on a variety of factors that you want using your data. So for instance, if I say I have these territories that are constructed where there's different revenue potential for each of the accounts, different workloads, propensity to buy, I can feed this all into Territory Optimizer and it will magically balance this out amongst the different territories within that region.

 

Dan Koellhofer 0:24:18.1:

We're also going to be bringing out Anaplan Co-Planner, which we talked about earlier, Anaplan Intelligence, and building that natural language capability so you can interact with your Anaplan models in Territory and Quota directly with Co-Planner. So that's that. We also understand that 80 per cent of our customers for sales and marketing use cases use Salesforce.com. So we really want to enhance the way we integrate with Salesforce. Couple things to point out here. There's going to be a new manage application listed on the AppExchange that's going to focus on streaming bidirectional integration between the Anaplan sales apps and the Salesforce.com platform. This will make it incredibly easy to bring your different Salesforce data objects, native objects, custom objects, and integrate that into Anaplan sales apps. We'll also be bringing native UX components. So think of as your sellers are using Salesforce, they will have the ability to pull Anaplan data or Anaplan services like workflow, be able to embed that in native Salesforce screens. So we're not talking web tab, we're talking about native Salesforce experience.

 

Dan Koellhofer 0:25:30.9:

This is going to launch probably in fall. We will be bringing this out and it will focus on our go-to-market applications at launch, but the roadmap shows that we're going to be bringing this around year-end for all customers. So if you are working with Salesforce.com today with your bespoke implementations, bespoke use cases, we'll be able to help you service this with a tighter integration at year-end. So excited that it's going to be not just for the applications but also for really all use cases here. And then when we look at the apps that we've talked about, it's really focused on go-to-market planning, but planning isn't everything. Might get some dirty looks from folks, but when we talk about sales, there's a lot of doing that happens after the planning. And when we look at the SPM space, it's largely made up of territory and quota but also incentive comp. And when we look at what sellers are dealing with in the office of the CRO, it also includes the execution piece. So this is where you get into sales engagement, sales forecasting, et cetera. So when we look at the space overall, this is called revenue performance management. It's much broader than sales performance management. I'm going to be giving a discussion that kind of highlights what are the big changes with this.

 

Dan Koellhofer 0:26:48.2:

There's a growing swell in the market. Companies, analyst firms like IDC, Gartner are talking about the growing importance of looking and building out your offering around revenue performance management and customer lifetime value. So because of that, we're going to be launching some new applications later this year that are going to help you and build on that success we've had in the go-to-market planning space with incentive compensation and sales forecasting. So again, this team's been doing a fantastic job. We've been working with some really strong customers that are going to bring a world-class market-leading solution when it comes to revenue performance management. So you can hear more about this. So where do we go from here? So you can hear more about the offering that I just highlighted from our customers directly. We have three customers that are going to be talking about sales and operations management later today with Cisco, Cohesity, and Ping Identity. I'll be leading a session with Tim Brennan from my team where we're going to kind of dig in some more on the importance of revenue performance management. And then at four o'clock today, rolling up the sleeves and giving live demonstrations, in-depth detailed demonstrations on how our go-to-market planning suite works together. So that kind of takes care of our go-to-market applications. Thank you for your time. Now I'd like to bring up EJ Tavella to talk about supply chain for Anaplan. EJ.

 

EJ Tavella 0:28:20.9:

Thank you, Dan. That was great. I'm excited to be here. You guys can see I'm the supply chain nerd. Who here's a supply chain nerd? All right, I like it. That looks about like 20 per cent of the audience. I love supply chain. I love working with customers. I love driving value and helping solve hard problems. I don't love red eyes. I had the pleasure of taking a red eye two weeks ago to join a customer for a kick-off event. It was a global account, actually a new adopter for one of our new apps we're going to be talking about today. We got 35 of their best and brightest planners from their global organization. People flew in from London, people flew in from APAC, all over North America, and we sat down, we spent the day talking about what their vision and process was going to look like within Anaplan. The reason I got excited, the reason it was so interesting, not just because we got together and had the buzz of kicking a project off, but where they're using the applications. This was the kick-off meeting. We spent two hours in the application with their data walking through what the process could look like. So it's changing the way that we think about doing implementations. Personally, I've been through 20 or so Anaplan implementations in the last eight years. This was a totally new experience.

 

EJ Tavella 0:29:40.2:

We're sitting down with customers, we're walking through their data in the application, we're talking about how it was designed, why it was designed that way, how do they do it today? So it changes the game, it's not a whiteboard, it's not a tell me what you need or what do you think it should look like, it's a here's what great can look like, here's why we designed it that way. I'll just say that audience came out of that meeting completely pumped, we went and had a quick happy hour afterwards, and they were super excited about seeing what great could look like. And so this is what gets me motivated about applications. Quick note on our supply chain business. It's about it's about 20 per cent of our overall business. It is the fastest growing line of business, and here's the thing, you all think we start in finance and then we move our way into supply chain, not always the case. In fact, we just landed one of our largest deals in history directly in supply chain. This is a huge CPG customer and they're looking at really connecting the dots end to end with supply chain, again from everything from sales forecasting tying in the stuff Dan was talking about, the pipeline, the big deals, as well as their trade promotion planning, all the way through SNOP, and then tying it back also for strategic supply planning. So what is demand going to look like what's supply going to look like?

 

EJ Tavella 0:30:48.4:

How do I manage my mix, my attach rate my capacity across those processes? So Anaplan is a massive player in supply chain. We're actually one of the top seven largest supply chain vendors globally and we'll talk more about some of our customers here. One that I'm super excited about, application customer, is Panasonic. You guys may know Panasonic. They might own one of our competitors. They selected Anaplan for their supply chain. So I love this story. They were going from the legacy tool. They looked at the whole market including the company they own, and they decided to select Anaplan. They first started with supply planning. So that's an interesting take, not every starts with supply, but it was a real big challenge for them. They're making computers electronics, etc. and it's a complex process. They need to be able to manage not only finished goods, but spare parts and component level planning. They started with supply planning, that went so well. It's about a five month, six month implementation, end-to-end, fully ramped up. They moved on to demand application. We're seeing this kind of trend. So it's accelerated growth, accelerated time to value, and accelerated adoption across the overall business. I'll give you one other quick story.

 

EJ Tavella 0:31:55.1:

So this is a CPG customer. If you have kids you've probably heard of it. You probably use their products. They were looking for a tool to help them accelerate their growth. The business is exploding. They're doing acquisitions, they're growing their product portfolio and they needed to be able to manage both the introduction of new products, end of life cycles, as well as the overall demand planning process. Again another very fast implementation about five, five and a half months, great partner, and they've been able to really deliver huge value to the business. Not only reducing the time that it takes for the planners to do their planning, again they were going from manual Excel processes. I continue to be amazed at how many Fortune 500 companies are still using Excel to do a lot of their supply chain planning. And so this was just a great example on that. So with that we're going to jump in and we're going to introduce some of our new applications. So we're going to start with integrated business planning. So this is the application we're launching this week. It is really the cornerstone application across our supply chain planning portfolio. So for those of you that don't know what integrated business planning is sometimes people call it SNOP, sometimes people call it SIOP. If you're in APAC you might call it PSI. This is really collaboration across the end-to-end business. This is bringing together sales, supply chain, marketing, product management and finance to make strategic decisions across the end-to-end business.

 

EJ Tavella 0:33:20.2:

This is the ultimate scenario modelling toolset. So we're bringing together and allowing executives to make decisions and really make sure that they're tracking and have visibility to the impact from a revenue perspective and a margin perspective, and also that they're aligned on what their risks and opportunities are. Okay with that, let's play a quick video. Supply chains face constant disruption, from market shifts to unexpected risk. Disconnected, outdated tools and fragmented processes add to the chaos. So how do you respond and make agile informed decisions? Anaplan's integrated business planning application is built for today's real-world complexities. Use smart analytics to drive better decisions and optimize your product mix. Minimize risk by quickly modelling what-if scenarios in real time so you can act fast when plans change. Standardize workflows with built-in best practices to drive consistency at scale. Breakdown silos and bring stakeholders together so you can keep strategy and execution in lockstep. Bring all your data into one dynamic model. No long implementation times or heavy IT lift. Respond to change with real-time visibility and planning application built for today's most dynamic environments with the speed, trust and confidence you need with the integrated business planning application from Anaplan. Okay, so a couple things that I'll highlight about integrated business planning. This is a use case that fits really any customer. So this is a business process that all industries do and it's something that you could also use on top of existing solutions.

 

EJ Tavella 0:35:07.1:

So great, if you have Anaplan for supply chain, no brainer it natively connects into those solutions that can roll this up and run scenarios. If you have a legacy tools for supply chain, you use a legacy tool for demand planning, inventory planning, supply planning, you've got SAP Oracle tools, whatever they are, great, we sit on top of those tools. Those tools do not do this process very well, let's put it that way. They all like to say they do it but honestly, this is the process that we find the most is happening in PowerPoint and Excel. So Anaplan takes this process and brings together workflow, Polaris for depth of scenario management and modelling, analytics and really business process automation to help make intelligent decisions. So super excited about this. We think this is going to be selling like hotcakes. We already have a line of customers lined up to start the early adopters, and moving forward. So with that we're going to talk about our second application that we're launching this week, which is the merch financial planning application. With that I'd like to introduce Lindsay DiPietro. Welcome Lindsay. Thanks for coming. So Lindsay is joining us as an expert in the retail field and actually as a prior customer spending almost six years using Anaplan and helping to run their planning programs, their analytic programs for a massive retailer. What made you decide to come join Anaplan?

 

Lindsay DiPietro 0:36:36.1:

Yes. Thanks. Thanks for having me everybody. I Spent about 14 years in industry both as a practitioner and also implementing Anaplan and other solutions to help merchants, planners do their jobs better. And having implemented Anaplan, spent six years doing about eight to ten use cases, bespoke solutions, and what I'm most excited for is our app strategy, honestly delivering value quicker. Like imagine doing those eight to ten use cases in two years instead of six. That's huge value. Huge, huge value. So that's what I'm most excited about.

 

EJ Tavella 0:37:16.8:

Awesome. I remember when we first talked about app strategies like, hmm, maybe we should talk. Great, okay, so you just spent the last six months or so working with customers, working with strategic partners to build and design our first truly focused retail application. What are you most excited about with the application?

 

Lindsay DiPietro 0:37:37.3:

Well, other than it's my app and I built it, I'm really excited about that. In all seriousness, so for those that don't know what merch financial planning is, it's a process retailers go through to set their sales margin and inventory targets. It's all about getting the right product in the right place at the right time. That's what retailers set out to do, and just think about it as a giant cash flow. So most merch planners do this in Excel today. It's not very integrated. Reconciling is extremely challenging. So planners go through and have similar pain points. Most of that is around time. They just don't have the time, anybody that's lived in a go-to-market process in retail knows they just don't have time. That's number one, and number two, reconciling and connecting with your finance partners your supply chain partners all of that becomes really challenging when you're trying to do in Excel. So two things that I'm really excited about is one how we've integrated AI into the process, so that you have a smart start and you help planners get ahead really quickly. That's number one, saves them time and time is valuable. Number two, the ability to scenario plan, like how we've leveraged scenario planning in MFP is fantastic. Planners are always asked for, what is your upside plan? What opportunity do you have, or what's the risk? Tariffs are a hot topic, but what is the risk in your plan? What's the risk to the margin? And being able to roll that across different geographies, different channels, globally, that's an incredibly powerful tool, so really excited about it.

 

EJ Tavella 0:39:13.5:

Awesome. Thank you. Lindsay. We're super excited to have you on board. Why don't you take a seat and we'll play the video and she can watch her work in action. Retail success happens in the time between planning and execution. When merchandise and financial plans are out of sync, targets are misaligned, opportunities are missed and valuable time is lost. The outcome? Margin erosion and lost sales. Anaplan's merchandise financial planning application leverages predictive analytics so you can adapt at the speed of changing customer demand. Automate repetitive processes and make better merchandising decisions faster. Align inventory with sales forecasts and demand so your stock is available at the right place and time. Replace guesswork with clarity. Our exception based alerts catch every variance to your plan before any business impact. Model multiple scenarios in real time to quickly turn market disruptions into opportunities and build lasting resilience. Collaborate globally across channels with one trusted view, eliminating data silos and tying decisions to financial outcomes. Transform the time between planning and execution into your competitive edge. Every forecast more accurate, every decision more confident, every opportunity captured faster with the merchandise financial planning application from Anaplan. All right. Great work team. Lindsay hit on I think a lot of the highlights, a couple that I'll call out that we're really excited about. Merch financial planning really is the connectivity point between the financial planning, the long-range planning process, and the execution planning process, right?

 

EJ Tavella 0:41:04.0:

And this ability to do a tops-down plan, drive the overall financial targets and key metrics, tie that to the bottoms-up plan, how's that going to actually resonate at the execution level, and be able to connect those up and down, model that out as Lindsay said, run scenarios to really make sure that we're aligned with the business. But then as we get into execution, how do we manage open to buy? How do we understand how we're tracking to that plan? Are we getting ahead of the plan? Are we behind the plan? Are we hitting our key targets and goals and how do we redirect the business in the right way to stay on track as we go through the cycle? The analytics embedded in it as Lindsay said, our highlight, we have the ability to seed the plan. You don't have to start from scratch. This is something that lots of customers are doing manually. Now you can start to use historical analytics, historical forecasting to seed the plan going forward with a realistic starting point. Breaks down the analysis, connects the dots again from the tops and the bottoms down, etc. So we're getting huge excitement, we've already got a couple of early adopter customers that are very large brand-name customers we're excited to be launching this with. So if you're interested, let's talk more this afternoon. We will hit on one just customer highlight, and I think the reason we call this out is for those of you that aren't retail folks, understanding the value that we can drive with customers and retail is super important.

 

EJ Tavella 0:42:19.4:

And again, it's this connectivity between merch financial planning, assortment planning, what's the mix going to look like, all the way down to store level replenishment, and then tying it back to the demand and supply planning processes. Carter's really runs this entire cycle in Anaplan and they've shown phenomenal results. They're saving tens of millions of dollars a year from an inventory planning perspective. They've got huge reduction in excess and obsolete, so products they have to write down or sell at the discount stores, etc. And they're going so far as connecting MFP to execution where they're actually now collaborating with suppliers on key raw materials; how many zippers should we buy, how much raw material of this type versus that type? This is the kind of really truly integrated planning, supply chain planning that we're talking about. So with that what's coming next? We hit on where we are today, so we've got demand planning, we've got supply planning slash inventory planning. We've got production planning. What do you actually want to produce, how much capacity do you have, capacity planning across the overall business, and we've got a very advanced statistical forecasting analytic workbench that can also tie in Plan IQ. So you've got this best-in-class analytic model tying into it. All of these apps are built on Polaris, we've got optimization built into them, and now we're launching our first retail planning app with merch financial planning, and we're launching integrated business planning which will sit on top of all of those. So what's next? We've got four exciting applications coming. A couple more that will round out really our delivery solution for retail, so the assortment planning from MFP.

 

EJ Tavella 0:43:50.6:

What is the mix? What's that assortment going to look like? How do I have the right mix? What's my clustering, my sizing? Managing that connectivity between strategic planning down to execution planning. And then we have Inventory replenishment planning 2.0. This is a second version of application that really will bake out much more advanced analytics around inventory across the end-to-end network, manage constrained inventory, rebalancing, etc., across the overall cycle. We're also jumping into a couple new spaces. So procurement planning, again this is a great finance connected planning process, procurement, how do we take all these demand signals we've been working through and how do we manage direct material planning? What's the pricing? What's the costing? This is something that a ton of our customers are doing and they're using specifically to think through how do I manage tariffs as part of that overall process. And then last but not least we've got an app that's going to be connecting into revenue management, which is trade promotion planning. This is a very connected - well, this should be a very connected process in any company that's running trade. What are you spending your marketing dollars on, what are you spending your pricing and your markdown dollars on and how is that going to impact demand?

 

EJ Tavella 0:44:56.8:

Do you have available inventory and supply to actually fulfil that? So we're going to be managing that process, both the execution of trade promotion planning, as well as the optimization of that spend. So super excited about these applications. If you're interested in more information, again, come see our sessions this afternoon or see us out at the booth. Like Dan said we have a number of sessions going on today from a deep dive session with a partner on tariffs and tariff modelling, it's the hottest topic and it is the epitome of scenario planning. This is exactly what we talk about every single day. We're going to hear from a couple customers today and real-life stories of them implementing applications and also bespoke solutions. We're going to talk about AI and we're going to work with a couple partners talking about really where are we going, how are we innovating, and how are we using AI from a functional perspective. So how do we actually tie it into your day-to-day process? And then last at the end of the day we'll tie it out with a truly hands-on live demo of a supply chain transformation vision that will show really all of our applications connected together to make this end-to-end decisions. So with that I would like to hand it off to Neil Thomas, who is our fearless finance and workforce leader.

 

Neil Thomas 0:46:14.9:

I can't pronounce your last name because I'm English, and we can't say any foreign languages. Good morning, everybody. I look after the heart of the company. What do I mean by that? Finance and workforce. You can't get anywhere without the heart pumping. Looking after all the lovely people that execute all of the plans. That's our workforce. And of course, all roads lead to finance. You've got to have the money to invest in all of the initiatives that you want to. So I'm responsible for looking after those two areas and delighted to be with you today. Talk a little bit more about finance today. What have we been up to, and what have we been doing? So as everybody knows, Anaplan is the greatest modelling, scalable, flexible engine of all time. It is fantastic, and that's why you're all in the room. I've been in the space for way too long. Nothing is better than Anaplan from a financial planning perspective. Interestingly, we only recently started trying to productize all of those things into applications, and that's where I come in. Our first application was actually launched in May 2024.

 

Neil Thomas 0:47:14.9:

We've been kind of keeping it a little bit of a secret, but it's our consolidations application. So financial consolidations, and we'll talk about that in a second. But we introduced our integrated financial planning application about six months ago. So we took all of the best practices, all of the most common use cases from, obviously, revenue through to margin, through to opex, my headcount, budgeting, my project planning, my capital expense, all the way through to, obviously, cash flow, balance sheet and financial statements. Little bit of currency mixed in for the foreign people in the audience, and put that in a package we call the integrated financial planning package, which from now on I'll say IFP because it's shorter. So IFP launched. We're really excited about that. It's been adopted really well alongside financial consolidations. So the idea with Anaplan now is the second I close my books, I'm done in my GL, I roll that into Anaplan consolidations. I add everything up, I do my adjustments, my intercompany, etc., and then I feed into my plan in one unified platform. But of course, those two projects are really different. Consolidation is a totally different process, totally different audience, totally different outputs. Absolutely different. They need unique capabilities to handle that. On the planning side, you want to do anything you want. It's a blue sky exercise. I'm modelling for things that don't even exist yet and planning for all sorts of levels of detail. So we have definitely decided that these are two different processes, two different applications, and we have glued them together. With our data orchestrator application, just moving the data and the metadata between the two. We are making great progress in that.

 

Neil Thomas 0:48:53.8:

It's great today. It'll be even greater tomorrow. Our third application kind of sits on top. That's our disclosure management, narrative reporting. If you were lucky enough to go to our Anaplan Excel training yesterday, you'll see Excel on top. So it's this combination of using Office and outputs across all of those two applications, all unified, all in one place, one learning curve, etc. So it's beautifully coming together for us. And the idea is that I can now walk into the office of a CFO and say I can help you again from the minute you close your books to your ten-year strategic plan on my one platform. And what's even better, as we've already learned today, I can roll that same platform out into all of the other planning areas. So from an FP&A perspective, yes for finance, but also for my function FP&A that sit in seats with supply chain folks and HR folks, and helping them plan, as well as my line of business FP&A down in a particular business unit, and everything is customized and unique to them. So it's a great vision. It comes from that core of IFP. So six months I mentioned it's been in market. We have about 20 customers. We're now closing about one to two customers a week. We'll get up to one a day maybe, one day, but we're very excited about the momentum that we've had. It's an interesting mix of customers. You can see all sorts of different industries, different size and scale. Thousands of users to hundreds of users, etc. So just a really great momentum.

 

Neil Thomas 0:50:16.0:

We're obviously learning a lot from what is being implemented. Those customers come back to us: “Could you just add this? Could you just change that?” So we actually released a new release of the IFP application just last week, and that upgraded some of the features that customers wanted, or some of the modelling cases they wanted to add. But also added co-planner from an AI perspective. So as you roll out IFP now, the AI co-planner is in there, ready to go, already trained. So a beautiful value proposition. And we have confirmed that, yes, these things do implement very, very quickly. So you can be up and running, if your data is clean and ready to go, in eight to 12 weeks, if not quicker. So great stuff. Underneath our two applications, we have all the same common structures that everybody else has been talking about today, and the same unified layer on top. I look after consolidations and planning. This is kind of a life dream to bring these two together in the best-of-breed approach, and we'd like to talk a little bit more about that once we show our video of how we're bringing those together. Finance leaders need consolidation and planning tools that work together. But traditional solutions are IT-dependent, consolidation-focused and rigid, resulting in insufficient modelling power and scalability and planning. Teams revert to spreadsheets, slowing work and blocking smart decisions. Anaplan’s integrated solution unites financial consolidation and planning with best-in-class applications, purpose-built for accounting and FP&A teams.

 

Neil Thomas 0:51:48.7:

Drive fast, confident decisions with trusted consolidation and market-leading planning. Connect enterprise-wide data seamlessly to keep decision makers informed, fuel engagement, provide visibility and improve processes with dynamic workflows. Uncover trends, identify opportunities and spot risk. Model scenarios in real time to test outcomes and guide decisions. Trust the numbers with modern financial consolidation. Unleash agile foresight with a leader in financial planning. Unlock strategic value with Anaplan’s integrated financial consolidation and planning. All right, so I'm going to invite to the stage my friend Ross Kelderman. Ross is the controller of LCS, and an unbelievably delighted consolidation customer. Thank you, Ross for spending time.. So Ross, seeing as we're a little short on time, Ross and I have a longer session later, but we wanted to let Ross tell you a little bit about LCS and what you've been doing with consolidations.

 

Ross Kelderman 0:52:56.5:

Sure. So LCS is the third-largest provider of senior housing in the United States. What we're trying to do is use our experience and our innovation to bring solutions to senior living communities and provide them with the best outcomes for their seniors. We've been very successful at that. I mentioned we're the third largest in the U.S., but we've also won the J.D. Power Award the last six years. And part of that is the technology and innovation that we're able to bring into our clients to help them do their job the best they can.

 

Neil Thomas 0:53:24.0:

Give us a flavor of the scale of the consolidation process that you have.

 

Ross Kelderman 0:53:27.3:

Sure. So we have about 160 clients or 160 communities, and some of those are third-party managed, where I just need to bill them and make my management fee. But for about 60 or 70 of them, I have joint ventures where we have a stake of various levels. So I needed to be able to do equity method, non-controlling interest, complete consolidation across these communities, plus all my fee-for-service businesses that we can talk more about in our breakout session. And then, with that, I wanted to get functionality like allocations, eliminations. I wanted to automate the cash flow statement. And So I needed a solution where I could do all that across a disparate or diverse set of businesses. And I wanted to be able to do it quickly.

 

Neil Thomas 0:54:08.7:

Yep. So as you kicked off this project about a year ago, how long?

 

Ross Kelderman 0:54:13.5:

Early '23.

 

Neil Thomas 0:54:14.3:

And you came from HFM, right? So Hyperion?

 

Ross Kelderman 0:54:16.6:

That's right.

 

Neil Thomas 0:54:17.5:

Yep. And So why were you moving? And then just tell us about the criteria and the decision process.

 

Ross Kelderman 0:54:22.1:

Yes, yes. So we had been in Hyperion for about ten years. And it took me about two or three years to get the thing up to where it was, where it was doing all those functions that I described earlier for us. But we were looking to get out of on-prem across the board. We were shuttering our data center, and frankly, Oracle had started pulling back support on various functionalities within the tool, and so it was being deconstructed over time and becoming less and less useful for us. And so we needed to find a way out. But frankly, at that time, I just wanted to find something that could do what HFM could do, and I wanted to get there quickly. And as we looked at the landscape of cloud consolidation tools, most of the timelines I was seeing were between nine and 16 months, and the budgets for the services side would be close to a million dollars. And for us, for me to go into my leadership team and say, we're going to do about what we do today in Hyperion, it's going to cost a million dollars, and I'm going to be consumed for nine to 12 months just wasn't sustainable. So we were really looking for a rapid deployment.

 

Neil Thomas 0:55:22.0:

And you acquired Anaplan consolidations when it was Fluence, before the acquisition?

 

Ross Kelderman 0:55:26.1:

That's correct, yes.

 

Neil Thomas 0:55:26.9:

So definitely not risk-averse. So let's talk a little bit about the benefits so far. Where are you, and what are you going to do next?

 

Ross Kelderman 0:55:33.9:

Yes. So we went live during the summer of 2023. So that's about three or four months setup time to get up and running. We ran parallel for a while, but by the end of ‘23, we were fully dependent on and trusting of Fluence, or Anaplan Consolidation, for our roll-up. And I have everything that I had in Hyperion. I mentioned allocations, eliminations, non-controlling interest, equity method, cash flow, I have it all. But what I gained that I wasn't expecting is user adoption. So this tool is so much more intuitive, both on the user interface on the web and on the Excel add-on, that I'm no longer the hub for all the ad hoc questions. People are comfortable going in and looking into their own variances and doing their own reporting that way. So it's made my life a lot easier on all parts of the close.

 

Neil Thomas 0:56:22.3:

Excellent. All right. Well, we will talk more a little later.

 

Ross Kelderman 0:56:25.8:

Looking forward to it.

 

Neil Thomas 0:56:26.4:

Yes. Thank you very much, Ross. I'm obviously getting a little old in the tooth. You may have recognized my grey beard. So I'm looking for an insider deal on a nice community home in about a week. Right. Let's keep going. What's coming next in finance? So we are a humble little crowd. We have two core applications from a finance and workforce perspective, our two centers of excellence. So we've been a little slow. We only have three in place for finance and one operational workforce planning. A whole bunch of sessions on that coming later today. If you have a workforce, does everybody have a workforce? Nobody's been replaced by robots yet, it doesn't look like it, you should really go take a look at that. It's a fantastic application. So what's coming next? We are now starting to verticalize. That's kind of how I would describe it. So out of the core financial statements, then everybody starts to get truly, truly unique. So yes, I start with an out-of-the-box application. I can be there live. I can be looking at that really quickly. If I was implementing this today, and EJ alluded to this process earlier, I would literally implement out-of-the-box. And then I can pull my services dollars and my brainpower on what's truly going to add value beyond what's already provided to me. So I get immediate value. I can literally start running my planning process, and then I start to configure and extend where the value really, really lies. A great process, obviously revolutionizing the way that we go to market.

 

Neil Thomas 0:58:01.2:

So we are now beginning to verticalize, where most companies have come back and said, we'd like a little bit more here and there. There's on the revenue-to-margin side. So I'm a subscriptions-based business. I'm a contracts-based business. I have complicated supply chain. I'd like to really connect into the supply chain applications rather than just simple revenue. It's too easy for me. So we are focusing on two revenue-based applications, subscriptions, contracts, so over a term or variable term, and integrating very, very closely to all of the great stuff that EJ talked about earlier, so that literally the finance perspective of supply chain is fully supported. So EJ and I are working closely with our teams on that.

On the operational workforce planning side, we're also kind of starting to verticalize there. And this will feed into our IFP application. Contact centers. So I have a help desk. I have a whole bunch of salespeople making calls. I have a service desk, something like that. How do I plan the capacity? How many people do I need? Where should I put them? Have they got the right skills? So we're taking the core of operational workforce planning and really applying it to that unique use case. And alongside that, the same thing for projects. I have projects. I have people for projects.

 

Neil Thomas 0:59:12.0:

So professional services, architecture, engineering, those sorts of capacity requirements and skill requirements for my workforce that are working on those projects. So they will all be coming by the end of the yea, he says, crossing his fingers. Got a bit of work to do. But we're delighted to be adding those, and then obviously connecting them as appropriate to other areas, as well as into finance. If you'd like to learn more about our finance applications particularly, Ross and I will be doing a long-form show a little bit later, and I'll dive into IFP a little bit more. What do you get out-of-the-box in that session? And obviously, please, please try and be in two places at once to see the IFP demo and the consolidation demo. So if you're particularly interested in either of those, please, please come and look at those. There is a hands-on experience for IFP a little later this afternoon. My colleague, Tony Wright, is a little nervous. It's the first time we've ever done it, but if you have time this afternoon and really want to dive into what does it look like and touch the keyboard, please come and ask me about that and we'll get that arranged for you. A couple of seats are still left. With that, we're going to play a video, and I'm delighted to invite my boss and our head of technology and product, Adam Their, to the stage. Adam.

 

Adam Their 1:00:23.3:

Let's face it. Business moves faster than ever. Data's everywhere, but not actionable. And decisions, they can't wait. Meet Anaplan Intelligence. AI built for real-world scenario planning, not just hype. AI for the next era of productivity. While others chase AI trends, we start with what matters: your data. We've built data orchestration into our core, powering through massive datasets with speed and dimensionality, and backed by the world's most scalable calculation engine, so you can turn your insights into action. With predictive AI, you can spot trends, forecast for what's next, and plan with confidence. Generative AI simplifies access to guided recommendations and visual insights in seconds, tailored to your business and ready for action. Agentic AI acts for you, flagging issues, surfacing disruptions, triggering decisions and keeping you ahead. With Anaplan Intelligence, AI isn't an add-on. We've enabled better decision making for nearly a decade, helping customers out-predict, out-plan, and outperform. Anaplan Intelligence, it's predictive, it's generative, it's Agentic. Choose experience over experiment. Be the next. Good morning. I'd like to thank you all for joining us here today. My name's Adam, I run product and technology, allegedly. First of all I'd like to say I'm extremely disappointed that it took us 54 minutes to say the word 'tariffs'. Next time we're going to have to get that up much more quickly and much more often. Surprised we didn't launch a product today named tariffs, but we'll work on that. So what am I going to talk about today?

 

Adam Their 1:02:23.5:

You've heard a lot about our applications. We've been talking about applications a lot. We've been talking about you getting value from Anaplan more quickly, you getting value from Anaplan with less cost of ownership. And that's what I'm going to focus on. I'm going to focus on the cost of ownership and productivity. Because this is what AI is about. This is everything we've been doing for the past two years in engineering has been about productivity. Why are people doing AI? For productivity. Why are people doing AI? To lower their cost of ownership. We talk about on the left here, or yes, the left, intelligence-infused planning. Why do you partner with Anaplan? To do better decisions, to make better decisions, to make less worse ones. But the only way to make great decisions is to have access to all the data. Not some of the data, not a little bit of the data, to all the data. You need all the data, and you need it as quickly and as time-relevant as possible. AI is, again, it's how people think, but artificially, if it's working on partial data, you're going to get less good answers. When you talk about EJ and his entire business of supply chain, making the right products, not making the wrong products. What kills productivity? Bad decisions. You spend all your time cleaning up after. You make the wrong products, you put them in the wrong place. Guess what? A lot of people spend a lot of time trying to figure out how to undo that mistake.

 

Adam Their 1:04:02.9:

If you look at what Anaplan has been doing, and the reason we've been able to bring out so many apps so quickly and are going to effectively double that number by the end of the year, it's because all the work we've been doing underlying the system in terms of making better decisions through more scalable data from more sources. That's what we've been doing. The underlying tech, which applies to everybody in this room, whether you're using applications or not, whether you're interested in applications or not, all that same technology is being driven to you, whether it's Anaplan Data Orchestrator, or it's the Polaris Calc Engine, which is now at parity with the Classic Engine, which allows you to have much bigger data. Our goal, and it only works, and you guys know this because you've been doing connected planning for a decade with Anaplan, like building models and then connecting them to make better decisions. When you think about AI, AI is just the natural progression of what we've been doing, but at higher scale. Because you couldn't possibly build and maintain all the models that cover your entire footprint of your business by hand. You just couldn't. But we want to put you in that position. And so the technology we've been putting in place, be it ADO, be it Polaris, be it what we're doing with the application framework that allows these applications to be upgradable and maintainable, what we've been doing in life cycle management, all these things about making Anaplan you more productive at a lower cost of ownership.

 

Adam Their 1:05:40.3:

And on top of that, you've probably seen this, we've been making this platform much more stable, much more resilient. We're adding five more data centers this year. So we can deal with data privacy, data residency issues. We are refreshing 70 per cent of our hardware this year. 70 per cent. So you can be more scalable. All this is so the system is always up, always running, always there because you know what? If you take a day off from decision making, you build the wrong products and put them in the wrong place. But when you think about Anaplan Intelligence, when you think about Anaplan AI, and us being infused with it, we didn't just jump the AI train two years ago when ChatGPT showed up. Anaplan was founded by a mathematician from Oxford. Anaplan is just filthy with mathematicians. We are. A large portion of our engineering team are all mathematicians. Because what we do is math. When you strip away everything we do, it's math. Our calc engine is the most powerful algebraic engine in the world. It is also the most scalable algebraic engine in the world. It was built for what AI does. And we've been doing that since Michael started the company. And when you think about it, the statistical functions we started adding back in 2017, that was a key part of what we do and how we got here. Our no code. We were bringing AI style capabilities to business users.

 

Adam Their 1:07:34.4:

The ability to do really powerful mathematical functions. And that's why here we are what, 15 years after the company was effectively founded with a million and a half Anaplan models in production. Think about that. A million and a half. You have built a million and a half production models. That's not the archive models. That's the ones running in production. It's eight petabytes of RAM. Right now, there are a million and a half models running on eight petabytes helping people make decisions this very instance. And how many models do you think you are adding every month? You are building and adding every month? Somebody guess. How many? 500. It's 52,000 every month. So who knew that? Who said that? So there you go. I should look at my slides before I get up here. We brought out predictive AI. 94 million. We did not do 94 million AI calculations since ChatGPT showed up, did we? No. We've been doing this a long time. We have the Bonafide's to be up here and say we are AI infused. So today, we have been introducing how Anaplan Intelligence, how we've infused the AI from the most basic level of foundation. And you guys all know the most basic level of foundation here. The Calc engines. You have those, right? You have these powerful, powerful calculation engines. And that powerful calculation engine, Polaris, the one that's out there today can handle 19 quintillion cells in a single model. Theoretically.

 

Adam Their 1:09:43.6:

Please don't try and put 19 quintillion cells. I don't have the hardware to support that. I'm working on it. But we do have customers today running single models with half a quintillion cells. With a single list of sales outlets, every convenience store, every hotel gift shop. With 497,000 of those in a single dimension list. And in the next dimension, it's the products they sell. That's pushing a quintillion cells in a single model. So they can interact with that. They can look at what the sales were. They can do promotions. They can figure out what's going on. And do that in real time. Click yes. Answer. The second thing we've done, and you've seen this over the past year, we've rolled out Anaplan Data Orchestrator. Anaplan Data Orchestrator, does everybody know what the single biggest part of AI is? It's data wrangling. It's getting the data. And that's what ADO is. It's our data wrangling tool for Anaplan. We have a customer in Europe right now using ADO to bring in data from 940 different systems into Anaplan. Could you imagine trying to do that by hand? But could you imagine trying to make good decisions if you have 940 systems and can't bring all the data in? So it's our data wrangling tool. But it's only the beginning of the data wrangling because the real benefit, the real big thing on top of it, is what we've been doing with applications, because applications fit on top. You bring in all this data and all these applications share dimensionality. They share a data ontology.

 

Adam Their 1:11:37.7:

So now you have all the data and now you're making it common within Anaplan so that AI can actually work, because AI needs that data to be clean, and in order for Anaplan to do its thing, we're creating that ontology of data, of common shared dimensionality. You've been doing it by hand for years. Connected Anaplan. Now we're doing it for you by creating that connectedness out of the box. So what's the next layer? Predictive AI. We've been doing this for a long time. Time series forecasting, linear optimization. We've had Plan IQ out for years. We've had Anaplan Optimizer. The big one coming for you now is how many people in the room have Python? Nobody has Python. Okay, one person. Two people have Python. People have spent a fortune building Python, building data science teams. One of the biggest requests we get is we've already built this with Python. Can we use it? The answer is later this year, yes. Our OpenML strategy allows you to take things like Python, like your AI investments and directly couple them to Anaplan. So Anaplan, you don't have to rebuild it in Anaplan, you can just call it, get the answer and bring it back. So it allows you to more closely integrate Anaplan with everything you're doing. Generative AI. So you've seen CoPlanner, so you've got CoPlanner for the apps. But the big one coming out and it's actually going to the apps teams this month, the big one coming out later this year is CoPlanner Console.

 

Adam Their 1:13:16.4:

So CoPlanner Console is a tool you will all get that allows you to map your models, the models you've built, you've spent years building, to our CoPlanner application. So you can use the CoPlanner Generative AI tools with all the embedded questions they've built, because we built that ontology, we built that shared dimensionality. So you can now take what you've built and easily just map it. So Anaplan AI later this year will be available for everyone. You can get those CoPlanner apps, go and connect, connect your metadata, your ontology to that ontology, you're done. So what does CoPlanner do? CoPlanner across all lines of business embedded in our applications. CoPlanner is working against a library of over 800 questions that we've crowd sourced and open sourced and researched as to what are the questions people ask all the time to run their business. And we're currently supporting about 340 of them, headed towards that full 800, allowing you to create your own questions, etc., but it allows you to have a conversation with Anaplan. It allows you, and it's out of the box for these three apps, and the rest of the apps will all come with it, but not only can you have that conversation with Anaplan, it takes this to the next level, you can create the charts and visualizations from them. So now you're building the reports, now you're having the conversation with the data going, what's my most profitable product, what's my highest margin product?

 

Adam Their 1:14:52.1:

Okay, great, well how much inventory of that do I have? How much can I build? And then create that and make those better decisions and then share it, because it's all tied into our workflow engine. So you want to build that little report and send it off to me? And go, Adam, I think we should build this many based on this? This is all part of where we're going. Productivity. Not then go build a report and share the report and a week later I get the data; it's, Adam, I noticed that our highest margin product we're short on inventory for, we should order some more, it'll take two weeks, we might have to not make these products and make this one instead and we need to put them here, what do you think? Boom. Happens in minutes, not days, not hours. And because it's touching everything, right? We had the finance margin side, we had the inventory supply chain, we can work into the workforce, do we have the people to support these products, to implement these products? All tied together. And like I said, the CoPlanner Console, so it's coming out in the second half of the year. Everything you see in CoPlanner, go see CoPlanner, go see these later and go, I can get them, I'm going to give you a console to tie them together. Now the big one. AI for modelling. Hey, Anaplan; I'm in my card and I've got the dash cam, and I go, hey Garmin, save video because somebody cut me off. Hey, Anaplan. Now Jim's mad at me because I just accidentally branded it as 'Hey, Anaplan.' But Hey, Anaplan, build me a model.

 

Adam Their 1:16:38.2:

Guess what? It's coming. And it's coming sooner than you think. And it's all about productivity, it's all about cost of ownership. It's all about the ability to say to us, build me a three statement financial system for a SaaS company with nine products. And then it's still going to require an Anaplanner because you're going to have to know how to phrase the conversation and make sure the model works. But you'll be building models in hours instead of weeks. And you know it has to happen, right? It's what people want. So next time you get up here, I get up here, you'll probably be seeing it. And finally, Agentic. Again, productivity. So the big thing that's happening, again, we built a data wrangling tool with an ontology. Very large amounts of data. Using AI, we can now detect anomalies in the data as it comes in. So just from a pure data quality standpoint, you can nail your data quality as it comes in. So you're sitting there going, well this doesn't seem right, and you go back and say, well that number was wrong. No. That can happen now before it even makes it into the models. But more importantly, you can watch for trends within your data. It can see those trends as it happens and will be auto-simulating what happens if those things really happen. What if the price of these things is marching up? What if these two things are related? Price of lithium. Not going down. We all know that.

 

Adam Their 1:18:19.1:

But where do I best put my lithium as I get it? How do I deal with different quality of supplies and where can I put them? The whole thing becomes Agentic handling that productivity for you, noticing those variances, noticing those anomalies, and dealing with them. And then on top of that, taking that and putting it into an agent so it actually does things. So if the package doesn't arrive, right now, if a box doesn't arrive, what do you do? You go get the shipping number. You go to UPS. You put the shipping number in UPS. It tells you where it is. How about an agent that goes, the package didn't arrive, it's not arriving until Thursday. I found inventory over here. Do you want me to ship it? Because normally that's what you would do. The store's out of inventory. This doesn't have what it needs. The box isn't arriving. I need to get it there. Where do I have excess inventory of that? And look it all up. Because that's what you would do by hand. You go find, well, where is it? You'd ask somebody, where do we have this inventory? You go look it up. You spend hours figuring it out. How about let the system do that? And that's where we're heading. And then it's all tied into our baseline workflow that we rolled out two years ago. So it can all happen automatically. And again, it's all part of this stack of technology we've built up. All the applications are built on top of the stack. The reason why we're able to bring out 25 this year instead of two or three is because the underlying technology is allowing us to move very quickly.

 

Adam Their 1:20:02.6:

The underlying technology is making building connections simple because they're already built. Because the data wrangling that we're doing in ADO is putting all that data together. So some of this is the same, but we started with a calc engine. We started with the world's most advanced, most powerful calculation engine. That's what we have today. Nobody can touch it. We've now done the data wrangling on top of it. Now we've added the Anaplan intelligence on top of it to make it easy to understand because it's big. 19 quintillion cells in a single model is big. It's huge. Add a bunch of those models together and it's enormous. Because guess what? When you look at the job I have, I have a very simple job. Really simple job. Every one of my CPG, retail, etc. customers would like to have a model with every person in the world in it. They would. Most of our CPG customers in North America would love to have one list with every person in North America in it. All 360 million Americans. One list. All the products they've bought, by their lifetime, figure out what they're going to build. That's the quest we're on. And we will do it. There will be a point in time where we will deliver a calculation engine and a data wrangling capability in ADO to take every person in the world and put them in there and do a lifetime revenue calculation on them for beverages, for clothing, for shoes, for transportation. Sounds silly. Sounds crazy.

 

Adam Their 1:22:04.2:

But every one of our CPG and retail customers, that's what they want. They want to see every human being. And it needs to happen fast. Can't be like, tell me what Adam's lifetime revenue is going to be next week. No. What's Adam's lifetime revenue going to be now? And if I put a promotion on these shoes for him, what will he do? Can I give him a shoe subscription so every year he gets a new pair of shoes? It may sound silly, but nobody imagined we'd have software subscriptions ten years ago either. And AI is the productivity that binds it all together. That's all it is. That's what it is. AI is the productivity tool that allows it. But if we don't get all the data, you make the wrong product, you put them in the wrong place, the wrong time, as Lindsay said. So I'm done. Lee, is this you? This is my buddy Lee. Lee, stand up, say hello to everybody. This is the guy. Go see Lee from 11:00 to 11:45 in Regency 1, and he'll take you through all this stuff in general. You showing Console? So you want to go see CoPlanner Console? You want to see how you get CoPlanner on your models, go see Lee. He's about to be the busiest person in the room.