hub16: accelerating growth strategies and sales performance with a platform solution

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Page 1: Hub16: Accelerating growth strategies and sales performance with a platform solution
Page 2: Hub16: Accelerating growth strategies and sales performance with a platform solution

#AnaplanHub16

Page 3: Hub16: Accelerating growth strategies and sales performance with a platform solution

Accelerating Growth Strategies and Sales Performance with a Platform Solution

#AnaplanHub16

Page 4: Hub16: Accelerating growth strategies and sales performance with a platform solution

#AnaplanHub16

Panelists

Arshad MehdiVice President of IT Senior Manager,

Sales Operations

Yousuf Khan

Page 5: Hub16: Accelerating growth strategies and sales performance with a platform solution

#AnaplanHub16

Moderator

Kyle WellingSolution Architect

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Copyright 2016 © OpenSymmetry Inc. and Anaplan Inc. Proprietary Information

World’s Largest SPM Consultancy10 years. 180 Consultants. 17 Countries. 1,200 projects. Highest rate of delivery success in the industry.

from strategy to success.

Holistic Approach to SuccessMore than just configuration expertise, OS offers comprehensive solutions to drive business outcomes, including: Strategy, Transformation, Design, Implementation, Testing, Training, Managed Services

Domain ExpertiseUnparalleled history of delivering results in highly complex sales environments. We help companies drive improved business outcomes through leveraging SPM technology.

we get it.

About OpenSymmetry

Page 7: Hub16: Accelerating growth strategies and sales performance with a platform solution

#AnaplanHub16

Pure Storage At-a-GlanceTransformation • Delivering a scalable and flexible

platform to keep up with the company growth – 1,700 employees, 200 accounts, and 100 cost centers

• Building in the revenue piece to align sales and finance

James Fuentes
Updated this to be more general about them and what they needed
Page 8: Hub16: Accelerating growth strategies and sales performance with a platform solution

#AnaplanHub16

Accelerating Business Performance• Core to the solution was the concept

of driver based variables with overrides at the most granular level

• Ability to create ‘snapshots’ in real-time for reference and pull previous assumptions and drivers forward into current plans

Workforce and OpEx Planning

Kyle J. Welling
I think this is more related to the WFP and OpEx Planning project than the T&Q.
James Fuentes
Changed the title of the slide to reflect WFP and OpEx
Kyle J. Welling
I think this works. We'll want to give Yousuf a heads up before our dry run so we make sure he's able to speak to the FP&A stuff. Arshad will not knowledgable on that.
James Fuentes
Good point. I added a note here so they will have it in addition to us communicating to them
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#AnaplanHub16

Keeping an eye on the bigger picture• Leveraging a mature and prescriptive

methodology for centralized quota setting

• Integrating into the Finance model to create a full P&L, cash flow and balance sheet alignment for each business line.

Territory and Quota Management

Kyle J. Welling
I wonder if we should change the theme of this slide to bigger picture as it relates to T&Q. With Arshad being the business representative, I would like to play to his strengths. I think the second bullet point is strong, but the first should be about sales forecasting maybe?
James Fuentes
Changed the title to reflect TQM and then removed the first bullet and replaced it with one from slide 7 about TQM
James Fuentes
Added a note for Arshad to speak to this one more.
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#AnaplanHub16

Fireside Chat

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Q A