Thank you….

Agenda

09:00  Registra-on  &  Refreshments    

09:30  Challenges  in  Actuarial  &  FP&A  for  the  Insurance  Sector  -­‐    Ganapathy  Sirgunavel,  Managing  Director,  Anaplan    

   

09:45  Aviva  Case  Study:  Bringing  Agility  to  Group  Forecas?ng  &  Planning  -­‐    Brian  Avila,  Regional  Finance  Manager  (Asia),  Aviva  

   

10:15  Breakfast    

10:30  Advanced  Planning  for  Actuaries  –        Yuen  Leng  Chin,  Senior  Consultant,  Actuarial,  NMG  Consul-ng    Chong  Yong  Yap,  Associate,  Actuarial,  NMG  Consul-ng  

   

11:00  Challenges  and  Innova?on  in  the  Industry  Segment  in  Malaysia  -­‐      Muzzaffar  Othman,  Head  of  IT  &  Transforma-on,  E-qa  Insurance  &  Takaful    

   

11:30  Panel  discussion:  Agile  Adop?on  of  Technology  for  the  Insurance  Sector  

7/11/14   4  

OPERATIONS

SALES

ACTURIAL

MARKETING

INSURANCE SYSTEM

FINANCE

Limited Scale &

Collaboration  

No Audit & Controls

Resource Intensive

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

XLS

XLS

XLS

XLS XLS

XLS

Misaligned Plans

No Trust in Data

A BROKEN LANDSCAPE

7/11/14   5  

TECHNOLOGY DISRUPTION

WINNER TAKE ALL

HYPER VOLATILITY

PRESSURE ON MARGINS

BUSINESS TRANSPARENCY

1990s 2000s 2010s 1980s

Planning & Execution Platforms

HYPERBLOCK TECHNOLOGY SOCIAL CLOUD

IN-MEMORY

MOBILE

MULTI-CORE 64 BIT

BI/Visualization

Apps

Transactions/ERP

Middleware/OLAP

ANAPLAN OVERVIEW

ANAPLAN in INSURANCE

SUMMARY & QUESTIONS

CHALLENGES in INSURANCE

OUR CONVERSATION TODAY

1 trillion or more cells in

our models

200+ global

customers

20,000 engaged users

Patented technology Hyperblock™

10 locations

worldwide

$150M in funding

Founded in 2007

3 global data

centers

100+ apps &

blueprints

IN-MEMORY BUSINESS MODELING & PLANNING BORN IN THE CLOUD

100+ global and local

partners

Account Reconciliation

Budgeting

Deal Desk

Trade & Promotion Planning

Cost & Profitability Analytics

SKU Level Forecasting

Incentive Comp

Commissions & Crediting

Territory and Quota Planning & Mgmt.

Sales & Operations Planning

Financial Consolidation

OPERATIONS

FINANCE

HR

Integrated Business Planning

Strategic Workforce Planning

Project Resource Planning

SALES

MANAGING VOLUME, COMPLEXITY & COLLABORATION IN REAL-TIME

BLUEPRINTS & APPS Use them as is, modify them to suit your special needs, or create your own.

Operations

Marketing

Sales

HR

IT

Finance

Commissions Calculation Price and Quote (Deal Desk) Sales Capacity Planning Sales Forecasting Territory Planning Trade & Promotion Quota Management

Pricing & Trade Promotions Product Profitability Loyalty Campaign Optimization

Demand Planning Project Planning Site/Plot Planning

Workforce Planning Benefits Planning Pension Planning

Healthcare Planning Facilities Planning

Project Planning Asset Management

Resource Utilization Cost Allocations

Network/Facilities Optimization

Balance Sheet & Cash Planning Budgeting, Forecasting & Reporting

Capital Expenditures Financial Consolidation

Profitability Analysis Premium Modeling Strategic Planning

Workforce Planning

7/11/14   10  

FINANCE

SALES

PLAN, COLLABORATE, AND ACT IN REAL-TIME

OPERATIONS IT

MARKETING

HR ➔  CONNECT YOUR DATA ➔  BUILD & MAINTAIN MODELS ➔  RUN BUSINESS PROCESSES ➔  WHAT-IFS AND ANALYTICS ➔  COLLABORATE & EXECUTE

APPS & ACCELERATORS

IN-MEMORY DATA ENGINE

BUILT-IN INTELLIGENCE

SPREADSHEET-LIKE IMMEDIACY

CLOUD DELIVERY

WORKDAY SAP SALESFORCE ORACLE NETSUITE OTHER

7/11/14   11  

FINANCE

ALIGN KEY FINANCE ACTIVITIES ON A SINGLE PLATFORM CONNECTED TO OPERATIONAL DATA

➔  CONNECT YOUR DATA ➔  BUILD & MAINTAIN MODELS ➔  RUN BUSINESS PROCESSES ➔  WHAT-IFS AND ANALYTICS ➔  COLLABORATE & EXECUTE

TAKE CONTROL OF PLAN CREATION & MODIFICATION

GET INSIGHT INTO YOUR PLAN’S MOVING PARTS

BE A STRATEGIC PARTNER TO THE BUSINESS

PROFITABILITY ANALYSIS

STRATEGIC PLANNING

BUDGETING

FINANCIAL CONSOLIDATION

BILLING ERP COMISSIONS CRM OTHER

ANAPLAN FOR FINANCE

7/11/14   12  

SALES

CREATE A BULLET PROOF SALES PLAN & EXECUTE IN REAL-TIME

➔  CONNECT YOUR DATA ➔  BUILD & MAINTAIN MODELS ➔  RUN BUSINESS PROCESSES ➔  WHAT-IFS AND ANALYTICS ➔  COLLABORATE & EXECUTE

ADAPT TO DISRUPTION ON THE FLY

OPTIMIZE WITH REAL-TIME INSIGHTS

SALES FORECASTING

TERRITORY PLANNING TARGET

SETTING

COMMISSIONS CALCULATION

QUOTA MANAGEMENT

PRICE & QUOTE

(DEAL DESK)

SALES CAPACITY

TOP DOWN, BOTTOMS UP PLANNING

BILLING BI CONTRACTS CRM ERP

ANAPLAN FOR SALES

7/11/14   13  

ALIGN DEMAND & PROMOTION PLANS ON A SINGLE PLATFORM

➔  CONNECT YOUR DATA ➔  BUILD & MAINTAIN MODELS ➔  RUN BUSINESS PROCESSES ➔  WHAT-IFS AND ANALYTICS ➔  COLLABORATE & EXECUTE

EASILY PLAN AT THE RIGHT LEVEL OF DETAIL

OPTIMIZE YOUR PROMOTIONS TO MARKET REALITIES

BILLING BI CONTRACTS CRM ERP

OPERATIONS

PROMOTION OPTIMIZATION

DEMAND PLANNING

ROI ANALYSIS

BRING FIELD KNOWLEDGE TO STRATEGIC DECISIONS

PROMOTION PLANNING ANAPLAN FOR

OPERATIONS

WHAT’S OUR SECRET? The world’s most powerful in-memory platform for Business Users

Purpose-built to manage transactional data and multi-dimensional models.

Pre-built templates and community to incorporate best practices and accelerate execution.

Model building & maintenance by Business Users. Immediate calculations and what-ifs.

Easy data integration, anytime access, rapid deployment & low TCO.

Modeling and planning essentials, time & hierarchy management, version control, collaborative workflow, auditability...

BLUEPRINTS & APPS

IN-MEMORY DATABASE

BUILT-IN INTELLIGENCE

SPREADSHEET-LIKE IMMEDIACY

CLOUD DELIVERY

ANAPLAN OVERVIEW

ANAPLAN in INSURANCE

SUMMARY & QUESTIONS

CHALLENGES in INSURANCE

OUR CONVERSATION TODAY

Industry research

The  biggest  issues  that  might  cause  a  delay  in  planning  

Based  on  your  last  completed  financial  year,  more  than  90%  of  the  respondents  have  outcomes  that  deviate  from  their  original  plans  

70%  of  the  respondents  perform  more  than  50%  of  their  planning,  forecas?ng  and  management  review  in  Excel  Spreadsheets.  

Business Dimensions!Large number of business dimensions

which are managed in complex hierarchies"

Data Volumes!Large data volumes associated with the business dimensions with a high level of

detail and transparency"

Instant Calculations!Multiple scenario and driver

based planning with a volatile business landscape"

Flexible Modelling!Insurance, Annuities, Savings,

Investment Management, Health, constantly changing

market structures"

Self Service!Pace of change means the business

needs to react quickly to complex industry specific challenges"

Collaboration!Communicating and sharing information across large numbers with varying needs

and having real time data"

CHALLENGES"

Challenges Facing the Insurance Sector"

ANAPLAN OVERVIEW

ANAPLAN in INSURANCE

SUMMARY & QUESTIONS

CHALLENGES in INSURANCE

OUR CONVERSATION TODAY

FISERV - INSURANCE

Providing Immediate Value

Global FP&A

Treasury & Asset Allocation

Expense Planning & Reporting

"

Multi-Year Driver Based Planning"

Expense Allocations OPEX Planning

Workforce Planning

Bottom-Up Budgeting

���Monthly Forecasting

Financial  Planning  Financial  Consolida-on  

Strategic  Planning  for  16  Countries  

Real  -me  collabora-on  across  planning  groups    

Time  to  consolidate  the  plan  numbers  reduced  from  one  week  to  

one  day  

Solution

Benefits

Results

2-­‐month  implementa?on  from  design  through  to  go-­‐live  and  rapid  scale-­‐up  to  180  users  enterprise-­‐

wide

7/11/14   25  

AOP(Budgeting & Forecasting)

Asset Projections

PLAN, COLLABORATE, AND ACT IN REAL-TIME for Actuarial modelers

OPAT, Release of Margins(IFRS/Local/HK-Solvency)

EV, Added value of new business

Capital projection

Actuarial cash flow Projection ➔  CONNECT YOUR DATA

➔  BUILD & MAINTAIN MODELS ➔  RUN BUSINESS PROCESSES ➔  WHAT-IFS AND ANALYTICS ➔  COLLABORATE & EXECUTE

BLUEPRINTS & APPS

IN-MEMORY DATABASE

BUILT-IN INTELLIGENCE

SPREADSHEET-LIKE IMMEDIACY

CLOUD DELIVERY

EXCEL SAP SAP BPC ORACLE PROPHET SALESFORCE

Use Cases for Insurance Industry

Enterprise Reorganisation

Currency Analysis & Reporting

Treasury & Asset Allocation

Geographical Analysis

Reserving

M&A Modeling

Expense Planning & Reporting

"Multi-Year Driver Based

Planning" Sales Performance management

Rolling Forecasts Activity Based Budgeting Expense Allocations OPEX Planning Strategic Planning Sales Forecasting

Workforce Planning

Strategy Management

Project Portfolio reporting

Bottom-Up Budgeting

Contract & Policy Profitability

Global FP&A

Customer Service Analysis

Project Tracking and Profitability

Long Range Planning

G&A, GM Planning, Allocations

Project Planning ���Monthly Forecasting

Deal Insights

Commission Planning

Single Book Policy Model

THANK YOU FOR YOUR TIME

7/11/14   29  

Why  Anaplan  Can  Support  Your  Processes

INTEGRATED PLANNING

The flexibility to mix dimensionality and segmentation"1"

The assurance of tight audit and control"2"

The benefits of collaboration and workflow"3"

The unique ability to do complexity, size and change"4"

The power in the hands of the end user"5"

Features include: plan at any level in a hierarchy; combine top-down targets and bottom-up plans; slice and dice data according to numerous custom splits"

Features include: full data history; granular access control; ability to lock versions"

Features include: integrate specific business unit models into group; share common dimensions and lists; track progress; quickly establish new versions for iteration"

Features include: HyperblockTM performance for large calculation volumes; full suite of modeling functions; instant response to hierarchy changes"

Features include: natural language modeling syntax; multi-channel and on-demand support; pre-defined functions which mirror typical forecasting concepts."

HIGHLY USABLE MODELS built and maintained easily by Business User START SMALL AND GROW QUICKLY with pre-built apps & blue prints NO COMPROMISE in data size and model dimensions CONTAINED & PREDICTABLE costs ENSURE CONFIDENCE FROM IT with compliance, auditability, and security

A NEW INDUSTRY STANDARD FOR IMPLEMENTATION & MAINTENANCE  

•  SPEED – DELIVERY & PERFORMANCE

•  POWER – REAL TIME RESULTS

•  COLLABORATION – LEVERAGE ACROSS THE BUSINESS

•  SECURITY – CONTROLLED ACCESS TO THE DATA

•  LIVE – IN DAYS/WEEKS

INTEGRATED PLANNING For INSURANCE