BI Architect making the case for Plan internally — any advice?

Started by Marcus Delacroix · 1 year, 1 month ago · 3 replies · 1 view

Marcus Delacroix Participant

1 year, 1 month ago

I'm Marcus, BI Architect at a logistics company in Europe. I've spent years building Power BI solutions and I see Fabric Plan as the natural evolution — planning and reporting on the same semantic model. My challenge is that the CFO still loves our Anaplan instance. Has anyone successfully displaced a legacy CPM tool? Would appreciate war stories.

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Natalie Kowalski

VP of Strategy & Operations · Versa Health Systems · 1 year, 1 month ago

Also worth mentioning total cost of ownership. Once you factor in Anaplan's per-model licensing and the consultant hours to maintain integration pipelines, the Fabric Plan pitch on F-SKU capacity gets very compelling.

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David Thornton

Director of Enterprise Analytics · Stellar Manufacturing · 1 year, 1 month ago

For your CFO, focus on the scenario comparison story. Being able to show Budget vs Forecast vs Actuals on the same live semantic model, without any data movement, is something Anaplan can't match natively.

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James Whitfield

Head of Management Reporting · Apex Capital Partners · 1 year, 1 month ago

We went through exactly this with our legacy Cognos TM1 install. The winning argument wasn't features — it was governance. One platform, one data lineage, no reconciliation between BI and planning. That resonated with IT and Finance equally.

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