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Gartner、Forrester和IDC有什么共同之处?他们都任命阿纳普兰为计划负责人。
Cloud identity platform leader Okta built finance and sales solutions with Anaplan that shortened finance processes by weeks and took the company from startup to IPO. Later, the environment was refreshed with additional automation and data integration capabilities and played a key role in supporting a successful multibillion-dollar acquisition. Today, the solution provides trustworthy financial information for day-to-day operations and accelerated decision-making.\r\n"}}" id="text-4cd01c555c" class="cmp-text">
云身份平台领导者Okta与Anaplan合作建立了财务和销售解决方案，将财务流程缩短了几周，并使公司从初创到IPO。亚搏彩票app官方网站后来，该环境通过额外的自动化和数据集成功能进行了更新，并在支持一笔数十亿美元的成功收购中发挥了关键作用。如今，该解决方案为日常运营和加速决策提供了可靠的财务信息。
anplan大大减少了关闭的时间，并大大提高了决策的速度。威尔·莱德尔，业务技术总监
周
从财务结算周期中移除，加速决策
自动化
与源系统的集成消除了重复的手工任务
流线型的
财务数据的合并支持了一项重大收购
Okta’s single sign-on and identity management services enable people and companies worldwide to use thousands of cloud applications – including Anaplan – with confidence. Since its founding in 2009, Okta’s customer base has grown to more than 16,000 organizations. And like many fast-growing cloud software startups, Okta had to build a high-performance finance organization rapidly, from scratch. That meant choosing applications that could scale, evolve, and perform as conditions changed.\r\n
Accelerated decision-making
\r\nAnaplan was among those chosen applications. Okta first implemented Anaplan for financial planning and analysis (FP&A) in 2015. That solution eliminated countless spreadsheets and reduced the time Okta needed to close its books by several weeks. It also supported Okta through years of remarkable growth, culminating in an initial public offering (IPO) in 2017.
\r\nThat’s just part of the story. As Okta’s finance department embraced Anaplan, the company’s sales operations group simultaneously implemented Anaplan for sales capacity planning – that is, determining the number of account representatives Okta needed to meet its ambitious revenue growth targets – followed by sales territory and quota planning. About five years after the initial launch in finance, Okta refreshed its Anaplan environment and created automated integrations with NetSuite, Salesforce, Workday, RevPro, and Coupa, using a Snowflake data warehouse and Boomi as the integration platform.
\r\nImplementing Anaplan and adding automation and integration made the rapid financial close more granular and sustainable. “It went from about two weeks to eight days; that’s a significant decrease in the time to close and a significant increase in the speed to decision-making,” observes Will Lederer, Okta’s Director of Business Technology, who now manages the solution. Lederer has also integrated the Anaplan models in finance and sales with each other to improve information-sharing and reduce the risk of error from manual data entry.
\r\nAdding dimensions on demand
\r\nThe revitalized Anaplan environment proved its value in 2021, when Okta acquired identity platform provider Auth0 for $6.5 billion. When the acquisition closed, Okta leaders told Lederer that Auth0’s financial data needed to be brought into Okta’s financial systems immediately for reporting.
\r\nWith Anaplan, Lederer’s path was clear. “I went to our consolidated model and added in the business unit dimension to bring in Auth0’s financial numbers so that they could report on a consolidated basis for the May period – when the acquisition just happened in May,” he recalls, noting that the financial reports were delivered as promised. “I can’t really imagine how we would have done it otherwise.”
\r\nCornerstone for success
\r\nAs Okta’s business journey continues, the need for decision-makers to have confidence in their data only grows stronger. That’s where Anaplan comes in, Lederer says. “If I’m doing my job right, financial planning is not a problem for the company,” he says.
\r\nOkta’s business leaders “can count on the numbers,” Lederer continues. “They have them when they need them and the information they need to run the business. Anaplan is the cornerstone of providing that.”
\r\n"}}" id="text-c153e6702d" class="cmp-text">Okta的单点登录和身份管理服务使世界各地的个人和公司能够放心地使用数以千计的云应用程序(包括Anaplan)。自2009年成立以来，Okta的客户基础已经发展到16,000多个组织。与许多快速增长的云软件初创公司一样，Okta必须从零开始迅速建立一个高性能的财务组织。这意味着选择可以扩展、演进和随着条件变化而执行的应用程序。
加速决策过程
Anaplan是被选中的应用程序之一。Okta在2015年首次实施了财务规划和分析(FP&A)的Anaplan。这种解决方案消除了无数的电子表格，并将Okta结帐所需的时间缩短了几周。它还支持Okta经历了多年的显著增长，并于2017年实现首次公开募股(IPO)。
这只是故事的一部分。由于Okta的财务部门采用了Anaplan，该公司的销售运营小组同时实施了销售能力规划的Anaplan——即确定Okta实现其雄心勃勃的收入增长目标所需的客户代表数量——然后是销售区域和配额规划。在最初在金融领域推出大约五年后，Okta更新了其Anaplan环境，并使用Snowflake数据仓库和Boomi作为集成平台，创建了与NetSuite、Salesforce、Workday、RevPro和Coupa的自动化集成。
实施Anaplan并增加自动化和集成使快速的财务关闭更加细化和可持续。“从大约两周到八天;这大大减少了完成交易的时间，并大大提高了决策的速度，”Okta的业务技术总监威尔·莱德尔(Will Lederer)说，他现在负责管理这个解决方案。Lederer还将财务和销售中的anplan模型相互集成，以改善信息共享并减少手动数据输入的错误风险。
按需添加维度
振兴的Anaplan环境在2021年证明了它的价值，当时Okta以65亿美元收购了身份平台提供商Auth0。当收购完成时，Okta领导告诉Lederer, Auth0的财务数据需要立即纳入Okta的财务系统进行报告。
有了Anaplan，莱德尔的道路变得清晰了。他回忆道:“我使用了我们的合并模型，并添加了业务单元维度，引入Auth0的财务数据，以便他们可以在5月份期间的综合基础上报告——当时收购刚刚发生在5月份。”他指出，财务报告是按照承诺交付的。“我真的无法想象，如果不是这样，我们会怎么做。”
成功的基石
随着Okta业务旅程的继续，决策者对他们的数据有信心的需求只会越来越强。莱德尔说，这就是Anaplan的用武之地。他说:“如果我的工作做得好，财务规划对公司来说不是问题。”
奥克塔的商界领袖“可以依靠这些数字，”莱德尔继续说道。“当他们需要他们的时候，他们有他们需要的信息来经营业务。Anaplan是提供这些服务的基石。”
Will Lederer, Director of Business Technology: Okta is a single sign-on solution for customer identity access management. If you use our product, you should be able to sign on to your computer, sign on to the Okta platform, and sign on to all the applications you want to use in the cloud without ever having to enter a password again.\r\n
Okta's journey in Anaplan was starting really as an early adopter — getting off spreadsheets, going public, and being able to provide the budget and forecast in a consolidated way.
\r\nOur initial implementation reduced our time to close significantly. It went from about two weeks to eight days or so. That's a significant decrease in the time to close, and a significant increase in the speed to decision-making.
\r\nIn May of 2021, we had a major acquisition to our company. We acquired Auth0. And they said, we need to get Auth0’s numbers in our applications, and we need to do it fast. How are we going to do that?
\r\nAnd because Anaplan has the flexibility it does, I went to our consolidated model and added in the business unit dimension to bring in Auth0’s financial numbers so that they can report on a consolidated basis for the May period, when the acquisition just happened in May. I can't really imagine how we would have done it otherwise.
\r\nOur sales operations team also uses Anaplan to do their capacity planning — to determine the right number of account reps they need to meet our revenue targets. They've also used that to build into some territory and quota planning. And we have integrations between the finance side and the sales ops side to share the information that both sides need to complete their planning.
\r\nAnything that touches Anaplan I'm involved in, and as far as Okta's concerned, you know, I am Anaplan. If I’m doing my job right, financial planning is not a problem for the company. They can count on the numbers, they have them when they need them, and the information that they need to run the business.
\r\nAnaplan is the cornerstone of providing that.
\r\n"}}" id="text-35e1751f62" class="cmp-text">商业技术总监Will Lederer:Okta是用于客户身份访问管理的单点登录解决方案。如果您使用我们的产品，您应该能够登录到您的计算机，登录到Okta平台，并登录到您想要在云中使用的所有应用程序，而无需再次输入密码。
Okta在Anaplan的旅程是作为一个真正的早期采用者开始的——摆脱电子表格，上市，并能够以统一的方式提供预算和预测。
我们的初始实现显著地减少了关闭的时间。从两周到八天左右。这大大缩短了交易结束的时间，大大加快了决策的速度。
2021年5月，我们公司进行了一次重大收购。我们获得了Auth0。他们说，我们需要在我们的应用程序中获得Auth0的数字，我们需要快速做到这一点。我们要怎么做呢?
由于Anaplan具有灵活性，我使用了我们的合并模型，并添加了业务单元维度来引入Auth0的财务数据，以便他们可以在5月份期间(当时收购刚刚发生在5月份)的合并基础上报告。我真的无法想象如果不是这样我们会怎么做。
我们的销售运营团队还使用Anaplan来进行容量规划，以确定他们需要的客户代表的正确数量，以实现我们的收入目标。他们还利用这一点建立了一些领土和配额计划。我们在财务部门和销售部门之间进行了整合，以共享双方完成计划所需的信息。
任何涉及到阿纳普兰的事我都有份，就奥克塔而言，我就是阿纳普兰。如果我的工作做得好，财务规划对公司来说不是问题。他们可以依靠这些数字，当他们需要的时候，他们有这些数字，他们需要经营业务的信息。
Anaplan是提供这些服务的基石。
