Visual Workflow Designer
Streamline collaboration and automate planning workflows across your organization.
Executive Summary
Anaplan's Visual Workflow Designer is a core capability within its sales planning solutions, empowering users to design and manage complex workflows. This web-based tool simplifies collaboration among a growing number of stakeholders, data sources, and planning needs, facilitating more frequent and agile planning cycles. It enables the automation of event-handling and decision-making processes, making them faster and more efficient. The designer supports the development of individual workflows, including critical functions like task management and setting due dates, to ensure robust control over planning processes. By providing a visual interface for workflow creation, it helps organizations standardize and optimize their sales planning operations, ensuring alignment and accountability across teams.
Use Cases
- Designing and managing sales planning workflows for various scenarios.
- Automating event-handling and decision-making processes within planning cycles.
- Streamlining collaboration among diverse stakeholders for frequent and agile planning.
- Managing tasks and due dates to ensure timely completion of planning activities.
- Controlling and governing complex planning processes across the organization.
Features
Visibility
- Visual Workflow Modeling: Intuitive drag-and-drop interface for designing and configuring complex planning workflows.
- Real-time Workflow Status: Provides immediate visibility into the current state and progress of all active workflows.
Technical Specifications
- Architecture
- Cloud-native, web-based platform with robust APIs for integration and automation.
- Deployment
- SaaS
- API Available
- Yes
Integrations
- SQL Server
Security & Compliance
Certifications: SOC 2 Type II, GDPR, ENS (medium-level)
Encryption: Data encrypted in transit and at rest.
Pricing
- Target Customer
- Enterprise
About Anaplan
Anaplan provides cloud-based business planning software for enterprises. The platform enables connected planning across finance, sales, supply chain, and workforce with modeling and scenario planning capabilities.