Mike Lemberg, VP Finance, ServiceSource

Amrith Nambiar, VP IT, ServiceSource

Reuben Collins, Program Manager, ServiceSource

ServiceSource discusses how their unique cross-departmental approach to implementing Anaplan drove great success and adoption across the organization. With real-time insight into the financial data, ServiceSource is able to focus on analyzing the data—putting the A back in FP&A.

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ML: We help our customers manage recurring revenue in their renewals both through an outsourced managed service business where we run call centers around the world and also through software that we sell and deploy on behalf of our customers.

AN: Frankly, this is our third systems implementation in the financial planning and budgeting space. We were looking for something that had the real flexibility of Excel®. A balance between the flexibility and rigidity of other systems we had like Workday in terms of financial controls and also the ability to really bridge the two together and have the two coexist from both rigidity and a process perspective.

ML: I kind of like to joke that we wanted to put the A back in the FP&A, put the analysis back in FP&A—we needed the system and tool to kind of do the basic blocking and tackling so we could deal with it and help the business really understand the “so what?” and what to do next.

ML: The reality is we are running two different businesses with their own unique requirements and nuances, and so we were looking for a platform where we could have the flexibility to build what kind of fits us but also kind of a platform that would drive some of the prescriptive nature. And Anaplan being a platform will allow us to do both.

AN: Anaplan implementation was all about listening to our needs as a customer. We came in with history of a few failed implementations, and we were honestly gun shy, and that was frankly in the business, that was in IT, that was in finance. So it really came down to the flexibility that the sales team brought us in terms of starting out with the pilot and then listening to us frankly in the beginning of the process, rather than prescribing a solution to us was pretty important to us.

RC: In terms of deployment, I think Anaplan is a fantastic tool. I’ve worked in these systems before, I’ve never been able to bring up the system this fast and this quickly, to this scale. I think it was incredible. It was weeks instead of months.

AN: It changes the way we work in terms of how we produce our reports, how we look at our numbers, and really change the conversation.

ML: We really kind of automated the entry and consolidation of the forecasting and the planning in the integration of the reporting out of our financial system, so what we have really been able to do is be in better business partners to our business leaders and help to drive the insight and the analytics to drive the business forward.

AN: The real measure of that impact, I would say, is how we move that conversation from generating reports, reconciling reports, reconciling data, and actually analyzing data—this is not just in finance, this is across our field managers, our IT.

ML: I look at my expectations as a couple of fold. Number one, my team is spending more of the time on the value-added FP&A and providing the analytic support to our business partners. Number two, we are doing it in a way that’s providing value-add to the business. We had our business leaders tell us that they love Anaplan and they love the information they are getting at Anaplan and the visibility they are getting into their business and all of that’s empowered by Anaplan. We could not provide that when we were in Excel.

RC: It’s the tool you need to take your data and get up to scale very quickly and easily. And have the company manage their own destiny.

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