Red Robin boosts efficiency through operational and financial planning with Anaplan.

Watch the videoContact us

The finance team at restaurant chain Red Robin’s headquarters wanted to provide frequent operational scorecards to managers at 400+ company-owned restaurants but compiling 10–15 data sources was slow and manual. With Anaplan, data consolidation is automated, scorecards are delivered weekly, and managers have more time to devote to customers.

I would describe Anaplan as the future. We are going to be able to do things we didn’t even think were possible.

Jamie Benson, Finance Manger of FP&A


For Red Robin, financial budgeting and planning was a time-consuming, Excel-based process. The FP&A team couldn’t consolidate numbers or extricate data quickly, and had little visibility into the financial and operational performance of restaurants. Because disconnected data originated from 10+ sources, Red Robin reported its financial performance two weeks after the close of every month. This delay in results left restaurant managers with little time or ability to proactively advise their restaurants.


To get restaurant managers stuck gathering data out from the back office , the FP&A team decided it was time to overhaul both the process and support systems. The team needed a more flexible technology that could integrate with their many sources of data to keep pace with restaurant growth and ensure accurate reporting. This led Red Robin to the Anaplan platform, which quickly replaced a legacy on-premise planning solution and countless spreadsheets.


With the Anaplan platform, Red Robin accelerated planning, improved insight, and increased visibility from the frontline regional restaurant managers up to the boardroom executives. The FP&A team can now deliver operational scorecards every week, rather than once a month. Restaurant managers now have more free time to focus on what really matters: core management, customers, and team mentoring responsibilities. With real-time visibility into data, the team can now deliver timely FP&A insights anywhere, anytime.

Why Anaplan

In the search for a new budgeting and planning tool, Red Robin’s goal was for restaurant managers to spend significantly less time tracking down the right financial data. The FP&A team chose Anaplan not only for its enhanced data quality and ability to access all their data through a single hub, but also because the platform is mobile and tablet friendly. This enabled restaurant managers to gather real-time insights and performance metrics without being tied to their desks.