FINANCE AND IT
Transform your finance and IT operations with Anavate Partners' cutting-edge connected planning solutions. In the fast-paced realms of finance and information technology, strategic precision is the key to success. Our integrated planning platform seamlessly connects financial data with IT initiatives, empowering organizations to make informed decisions in real-time. From budgeting and forecasting to optimizing IT investments, Anavate Partners ensures that finance and IT teams collaborate seamlessly. Elevate your operational efficiency, enhance cost management, and drive innovation with our innovative connected planning solutions. Trust Anavate Partners to be your strategic ally in navigating the intricate intersection of finance and IT, bringing unparalleled synergy to your organization's core functions.
Customer Success Stories
Government Cash Flow Planning
Anavate Partners implemented a Cash Flow planning tool in Anaplan, allowing Ventura County to improve corporate profitability, productivity, and efficiency in Cash Planning and FP&A. The tool allowed users to reduce the number of pages and applications needed to be accessed and provided a centralized planning dashboard. It also provided the ability to drill down to view projections and actuals together and drill down to the division/unit level. Improved customizability meant that users could add adjustments, edit pages, and plan forecasts with improved efficiency and time reduction from 6 weeks to 6 days.
Granular Level Views
Selectors allow for specific views, down to the specific unit over a specific time range
Actuals with projections
Selectors allow for views including Actuals compared to projections over quarters or fiscal years.
Department Selections and Exclusion Options allow for a completely customized view of cash flow projections
Spread Method by Cash Flow line
Allows users to edit cash flow line spread methods, with cash flow statements reflecting spread methods for each line.
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