Autodesk designs and makes a visionary Connected Planning and forecasting environment

“We don’t believe in waiting for progress, we believe in making it.”That bold proclamation from Autodesk is reflected in its design and make software applications that are used to transform how things are made in countless industries, empowering innovators everywhere. That same pioneering philosophy extends to Autodesk’s internal finance functions. “Our vision is to be the most insightful, innovative, digital, and admired finance team in the technology industry,” says Hayli Hay, Senior Manager of Autodesk’s Anaplan Forecast and Planning team.

与领导方向”连接、优化nd automate,” the team at Autodesk that works on Anaplan is driving the future of finance as a partner to the business while creating financial career paths that embrace new technologies to provide real-time insights and financial reporting. Since 2015, the company has used Anaplan within several internal functions; go-to-market finance, financial planning and analysis (FP&A), treasury, and global revenue operations lead its Connected Planning and forecasting environment, which is continuously evolving and improving, building success upon success.

For example, one early sales planning use case was leveraged to enable Autodesk’s changeover from perpetual to subscription licensing. It’s no small feat to move a multi-billion-dollar company from a revenue-based plan to one built on multiple metrics, such as annual recurring revenue (ARR) and annual contract value (ACV). The need to forecast sales along multiple lines—including license type, local currency, geography, and product—added further complexity. The result was dramatic: The Anaplan-based process cut forecast roll-up time by 80%, even though the process itself was much more complicated.

That’s just one success story from Autodesk’s years of innovation and transformation. As a result of the investments Autodesk is making with Anaplan and the hard work across the finance teams, the Anaplan footprint is increasing – and that means progress toward the “Future of Finance.” In August 2021, Autodesk migrated the entire resource planning process into Anaplan with the launch of the Spend Forecast Model. The result of cross-functional effort across multiple teams, Spend Forecast is Autodesk’s largest and most impactful Anaplan model to date, built completely using Anaplan’s new UX and leveraging cutting-edge HyperModel functionality. It builds on Autodesk’s workforce planning model to automate monthly spend forecasting and approvals for over 70 end users in FP&A, eliminating outdated legacy tools and minimizing exposure to workflows built on spreadsheets and email. (To learn more about Autodesk’s Future of Finance initiative,download the full story.)

The environment today—but don’t blink

The Anaplan Forecast and Planning team at Autodesk consists of individuals Hay calls “finance engineers” who have a deep understanding of both finance and the technology that supports financial processes. They built and operate 18 Anaplan models and three Data Hubs in four categories across go-to-market finance, FP&A, and treasury:

• Forecasting modelsfocus on revenue-related activities in the current fiscal year. These solutions pull sales opportunity data from Salesforce, and their output flows into systems in Tax and Treasury and other departments. The forecasting models are not monolithic; because Autodesk has multiple product offerings and a variety of sales motions, the team maintains several revenue-forecasting tools in Anaplan that are fine-tuned for individual business units.
• Planning modelsare used to set company-wide top-line metrics on a two- to five-year timeframe. Like the forecasting models, the planning models employ specific logic and methodologies for different areas of the business, and yet they bring that data together into a harmonious single view for corporate-level planning.
• A growing collection ofworkforce and spend forecasting modelscapture the company’s entire spend in Anaplan, allowing Autodesk to retire SAP BPC and minimize spreadsheet and email workflows for a large user base.
• Support modelsprovide data and logic that is shared across the Anaplan environment. They include an allocations tool, a centralized pricing tool, and three Data Hubs, one of which automates 40+ routine data integrations between Anaplan and upstream and downstream financial systems including SAP S4 HANA.

Forecast and Planning models at Autodesk

In Autodesk’s Global Revenue Operations, eight Anaplan models enable teams worldwide to set sales quotas, build portfolios, evaluate deals, generate forecasting models, and more. “With Anaplan, we are delivering on the promise of turning data into insights,” says Damian O’Farrill, Director of Data Science and Revenue Analytics. “We’ve leveraged the native capabilities of Anaplan and augmented them with machine learning, allowing us to deliver a better customer experience using data science.”

Highlights of those models include:

• TheEnterprise Modeling Tool(EMT), a deal desk model that establishes pricing and terms for enterprise license agreements (ELAs). Originally launched in 2018, EMT incorporates price, discounts, revenue recognition rules, and other dimensions to generate deals that are positive for Autodesk and attractive to its customers.
• Compensation modelshelp sales leaders carve out and consolidate sales quotas for teams worldwide. This is done in partnership with finance based on historical billing data.
• Sales Portfolio Optimizeruses Anaplan Optimizer to ensure that tens of thousands of Autodesk customers who are not under ELAs—typically midmarket and territory accounts—receive excellent service from Autodesk’s sales teams. Although relatively new, this model already delivers a substantial productivity improvement: The portfolio-balancing process was manual and time consuming because it was custom-built using Python. “With Anaplan Optimizer, yearly changes to the go-to-market strategy can be implemented easily,” O’Farrill says. “The model allows for integration of several data science inputs, resulting in augmented intelligence that makes the process faster and more scalable.” Now that Anaplan is connected to Autodesk’s data lake, the process is even more powerful and real-time than ever before, allowing millions of accounts to be processed in a week.

Global Revenue Operations models at Autodesk

The use case list and honeycombs above represent a snapshot in time because the Anaplan environment at Autodesk is constantly evolving and growing. (To learn more about how Autodesk created an Anaplan solution that easily accommodates changes,download the full story.) This continuous improvement is supported by an Anaplan Center of Excellence and several Master Anaplanners who provide governance, ensure that all models share a similar user experience, and that the overall environment drives business process alignment, workplace efficiency, and informed decision-making.

由于这个聪明,strategic operation, Autodesk’s Anaplan experts have become industry leaders. They’re active presenters at Anaplan webinars and events, and valued participants in early access programs for new Anaplan features.

Amazing agility replaces urgency

The teams’ vision and focus have produced an Anaplan environment that is agile and powerful without being burdened by complexity. The thoughtfully crafted architecture enables the company to make large-scale changes in finance and sales processes easily. “With Anaplan, we were able to implement an entirely new company compensation strategy in the workforce model with simple changes to the master data in various lists and a source system integration query change,” Hay recalls.

另一个例子agility-one,许多广告样稿anies can relate to—arose when Autodesk needed to make substantial pandemic-driven strategy shifts just weeks after annual planning was completed in early 2020. As it became clear that COVID-19’s effects on the business would be felt for an extended time, scenario planners using Anaplan were able to adjust the assumptions underlying the completed annual plan. “As we began navigating the new COVID environment, we were able to treat it like another forecast, as opposed to a massive, disruptive fire drill,” recalls Matt Chapman, Senior Director in Finance at Autodesk. “With Anaplan, we rebuilt the financial plan without significantly disrupting the business. It was pretty amazing.”

Hay agrees that Anaplan has enabled the finance team to adapt to change in an agile way, even to the point of anticipating and addressing challenges before they arise. “Our goal is to reduce pain, uncertainty, and doubt for employees because we already have a solution,” Hay says. “We’re able to do that with Anaplan.”

Improved agility is just part of the story. Multi-dimensional models in Anaplan accommodate the growing scale and complexity of Autodesk’s business, and Anaplan’s modern, secure architecture satisfies both the needs of business users and their IT colleagues. The ability to apply statistical algorithms to historical data and external datasets, along with support for artificial intelligence (AI) and machine learning (ML) initiatives, results in timely, accurate, and reliable forecasts. It also means that the data that underlies Autodesk’s plans is more detailed and granular. The result is less noise, greater trust in data, and an enhanced ability for decision-makers to focus on meaningful work. “Anaplan enables people to have insightful conversations around the business and customer needs, as opposed to debating the numbers,” Chapman says.

This creates an environment that generates greater satisfaction for Autodesk employees and customers—and supports business growth. As Hay states, “By automating disjointed, manual, and repetitive tasks with Anaplan, employees can focus on higher-value, more meaningful work. This contributes to employee satisfaction and retention and ultimately drives creativity and innovation at Autodesk.”