阅读新的Forrester报告:Anaplan的总体经济影响™
第三方研究发现，在3年的时间内，多个客户组合的投资回报率为303%
Unum, an industry-leading provider of disability, life, and other insurance, is always looking for ways to be more competitive and to provide value to its 36 million customers. By consolidating its tools and investing in Anaplan, Unum’s finance team is more efficient and can spend its time discovering new connections, formulating responses, and preparing for the future, say CFOs Jack McGarry and Steve Mitchell.\r\n"}}" id="text-543a9ffc58" class="cmp-text">
Unum是一家行业领先的残疾、人寿和其他保险提供商，一直在寻找更具竞争力的方法，并为其3600万客户提供价值。Unum首席财务官Jack McGarry和Steve Mitchell表示，通过整合工具和投资Anaplan, Unum的财务团队提高了效率，可以花时间发现新的联系，制定应对措施，并为未来做好准备。
越来越多地，价值不是由知道事物如何运作来驱动的。它是由了解事物如何协同工作驱动的。我是Jack McGarry，集团首席财务官
25％
更快的年度规划周期
3 x
更快的费用报告
2周
半年度预算周期减少
Insurance provider Unum is in the business of helping people through the difficult times in their lives. This isn’t just a job for the company’s 9,400 employees; Group CFO Jack McGarry calls this the “high social purpose” of the 170-year-old Fortune 500 company. Unum’s commitment to serve its 36 million customers requires constant, continuous improvement from the finance team. “We’ve always been forced to think about being competitive and providing the best value,” explains CFO for US Operations Steve Mitchell. “So we think a lot about how we can have a better process, how we can have a better set of tools.”\r\n
The Anaplan platform has been one of Unum’s key finance tools since 2016, and it has become a catalyst for dramatic process change and improvement. Anaplan was first deployed at Unum to help with financial consolidations, and the company soon expanded its use to Financial Planning and Analysis (FP&A) and reporting. Guided by an Anaplan Center of Excellence within the finance team, Unum is now deploying expense budgeting and reporting, investment portfolio planning and analysis, and capital models on Anaplan.
\r\nUnum’s environment is the very definition of Connected Planning: people joined together with data and plans to accelerate business value. The immediate value comes from greater efficiency; Mitchell, a hands-on Anaplan user, says the Anaplan platform gives a CFO like him the insight to ask better-informed questions. “I find it a very efficient way to go in and look at either the aggregate for the businesses that I’m involved with, or decompose it into specific businesses.” An important byproduct: saved time can be applied to high-value tasks such as data analysis.
\r\nAnd in the long run, Anaplan is serving as a platform for business transformation. Many business processes at Unum that formerly required finance intervention or assistance (such as reviewing expenses against budgets) are now self-service operations, and ad-hoc questions can be answered without the finance team’s help about 80 percent of the time.
\r\nThere’s more to come. “We have really smart people discovering new connections and how we should respond to them as a company,” McGarry says—responses that will enable Unum to serve its customers even better in their time of need.
\r\n"}}" id="text-3592755fc1" class="cmp-text">保险公司Unum的业务是帮助人们度过生活中的困难时期。这不仅仅是该公司9400名员工的工作;集团首席财务官杰克·麦克加里(Jack McGarry)称这是这家拥有170年历史的财富500强公司的“崇高社会目标”。Unum为3600万客户提供服务的承诺需要财务团队持续不断的改进。“我们一直被迫考虑如何保持竞争力，并提供最佳价值，”美国运营首席财务官史蒂夫·米切尔解释道。“所以我们想了很多关于如何能有一个更好的过程，我们如何能有一套更好的工具。”
自2016年以来，Anaplan平台一直是Unum的主要财务工具之一，它已成为戏剧性流程变化和改进的催化剂。anplan最初部署在Unum，以帮助财务整合，该公司很快将其应用扩展到财务规划和分析(FP&A)和报告。在财务团队ananplan卓越中心的指导下，Unum现在正在ananplan上部署费用预算和报告、投资组合规划和分析以及资本模型。
Unum的环境正是互联计划的定义:人们与数据和计划结合在一起，以加速业务价值。直接的价值来自于更高的效率;米切尔是一位亲身使用Anaplan的用户，他说，Anaplan平台为他这样的首席财务官提供了洞察力，可以提出更有见地的问题。“我发现这是一种非常有效的方法，既可以查看我参与的业务的总体情况，也可以将其分解为具体的业务。”一个重要的副产品:节省的时间可以应用于高价值的任务，如数据分析。
从长远来看，Anaplan是一个业务转型的平台。Unum的许多业务流程以前需要财务干预或协助(例如根据预算审查费用)，现在都是自助操作，特别问题在大约80%的情况下都可以在没有财务团队帮助的情况下得到回答。
还会有更多。McGarry说:“我们有非常聪明的人发现新的联系，以及作为一个公司我们应该如何回应他们。”这些回应将使Unum能够在客户需要的时候更好地为他们服务。
Jack McGarry, Group CFO, Unum: One of the great pieces about working at Unum is we really do have a high social purpose. I mean, we protect people when they are at their most desperate, people who have lost their jobs or can’t work because of accident or illness.\r\n
Our goals are to make it simple to deal with us, to be empathetic and support people, as well as give them the financial support to get through what, oftentimes, is the most difficult points in their lives.
\r\nUnum insures 36 million people worldwide and pays nearly $7 billion in benefits annually.
\r\nMcGarry: The insurance industry has always been a moving industry. You know, there are always new products coming onboard, there’s new methods of distribution, there’s new methods of enrollment, there’s new methods of servicing.
\r\nSteve Mitchell, CFO for U.S. Operations: We’ve always been forced to think about being competitive and providing the best value, so we think a lot about how can we have a better process, how can we have a better set of tools.
\r\nMcGarry: The investment we’ve made in Anaplan, by consolidating our tools, has allowed us to be more efficient. That’s a great benefit to a finance organization because what that does is free time to really analyze what’s going on. We have really smart people discovering new connections and how we should respond to them as a company.
\r\nMitchell: I use Anaplan and go in and see what’s the status there. I find it a very efficient way to go in and look at, either aggregate for the businesses that I’m involved with, or decompose it into specific businesses. It makes my team more efficient because I don’t have to ask them to gather that for me, and hopefully it makes me more efficient because I can ask better-informed questions.
\r\nMcGarry: The most important thing that I do is to prepare the future of this organization. That means making sure that we have the right people, making sure that they get the breadth of exposure to the organization.
\r\n"}}" id="text-ec9f58d5ea" class="cmp-text">Unum集团首席财务官Jack McGarry:在Unum工作最棒的一点是我们确实有很高的社会目标。我的意思是，我们在人们最绝望的时候保护他们，那些失去工作的人，或者因为事故或疾病而不能工作的人。
我们的目标是让与我们打交道变得简单，同情和支持人们，同时给他们经济上的支持，让他们度过生活中最困难的时刻。
Unum为全球3600万人提供保险，每年支付近70亿美元的福利。
McGarry:保险业一直是一个流动的行业。你知道，总是有新产品出现，有新的分销方式，有新的注册方式，有新的服务方式。
美国业务首席财务官史蒂夫·米切尔:我们总是被迫思考如何保持竞争力，如何提供最好的价值，所以我们经常思考如何才能有更好的流程，如何才能有更好的工具。
McGarry:我们在Anaplan上的投资，通过整合我们的工具，让我们变得更有效率。这对金融机构来说是一个很大的好处，因为这让他们有空闲时间来真正分析正在发生的事情。我们有非常聪明的人发现新的联系，以及我们作为一个公司应该如何应对这些联系。
米切尔:我用Anaplan进去看看那里的情况。我发现这是一种非常有效的方法，既可以将我参与的业务汇总，也可以将其分解为特定的业务。这让我的团队更有效率，因为我不需要让他们为我收集信息，希望这让我更有效率，因为我可以问更有见地的问题。
McGarry:我所做的最重要的事情是为这个组织的未来做准备。这意味着要确保我们有合适的人，确保他们在组织中有广泛的接触。
Scott Carter, VP, Global FP&A, Unum: The world’s changing really fast around us and it’s not just about technology. The business is running very transformative processes in how we interact with our customers, and so we’ve got business process changes in how we, uh, onboard customers, how we implement them, how we pay claims. And it’s important to understand the financial implications, so we can decide how fast to move.\r\n
Scott Charette, AVP, Expense Management: One of the most important projects we have going right now is moving our entire budgeting process onto the Anaplan platform, and exposing that to the entire organization, and using that platform to facilitate what can be a pretty iterative process, span several months, with a lot of negotiation amongst business leaders, uh, and across different areas of our organization.
\r\nAs Unum grows and evolves, Anaplan is helping to unite its people, plans, and data.
\r\nRay Curbelo, AVP, FP&A: Working with over 17 models and many stakeholders across the globe made it very difficult to collaborate. So we focused on how could we build a more collaborative environment, maintain the data in one centralized location so we can leverage it for reporting and planning. Now we can actually pull up Anaplan, quickly go to the right dashboard, and answer those questions, and build that insight, and collaborate. That’s a huge change.
\r\nHaving the subject matter experts around the table looking at the same data really allows us to understand the broader implications of the financial analysis that we’re doing. We saw these folks diving right into Anaplan and answering those questions about 80 percent of the time.
\r\nWith Anaplan, Unum’s annual planning cycle is 25 percent faster and its semiannual budget cycle is two weeks shorter.
\r\nJacob Edds, Director, FP&A: The tool is allowing our leadership team to make effective decisions quicker. They can go in and see, you know, where we’re headed as a company and make strategic changes, if they need to, really quick. People want to sunset other tools and move their processes into Anaplan because everyone loves it.
\r\nRay Curbelo: When I get in, in the morning, Anaplan is the first thing I pop open in my web browser. I’m quickly able to get a snapshot of exactly where we’re at, and maybe be able to generate some questions that I can work with my partners on to understand a little bit further. And that has increased not only the insight that they’re generating from it, but also has increased the quality of those projections.
\r\nJacob Edds: Anaplan’s ease of use has now allowed to transition that ownership over to the owner of that financial plan themselves. So they’re the ones going into the tool, loading the data, manipulating the data, and doing all of their planning and analysis.
\r\nTheresa Patterson, Director, Management Reporting: As soon as they start posting financial entries into our general ledger, then it flows into Anaplan on an hourly basis. By getting information earlier, we can see how the different areas are performing and where we need to spend additional time analyzing to understand the drivers behind the business.
\r\nAnaplan really is driving the collaborative spirit within the company, and everyone is truly embracing it. We can’t build fast enough.
\r\nJanet Suber, Director, IP&A: I see a lot more collaboration. We’re sitting different than we used to. We’re now all in a group together, sharing ideas, and talking. We’re glad to see the cube walls come down
\r\nRay Curbelo: We’re constantly thinking about where could we get the biggest bang for our buck when we think about the next development of future models.
\r\nScott Carter: We’ve talked a lot about finance transformation. We’ve talked a lot about what could be. And for a lot of people it’s pretty pictures and it’s words and it’s theory. And our team’s kind of taken that and made it real.
\r\nWe’re going to do allocations for our net investment income, which is actually our first step in creating entries that will actually hit the ledger for actuals and not just forecasting. When we get to that, we do that on expenses, it’s going to be a game-changer for us.
\r\nJanet Suber: I think by using Connected Planning, we all have a better appreciation of how our individual responsibility areas are connected to all the other areas, and how dependent we are on each other. All of our success is linked together.
\r\n"}}" id="text-71a471d47c" class="cmp-text">Unum全球FP&A副总裁Scott Carter:我们周围的世界变化得非常快，这不仅仅是技术的问题。在我们如何与客户互动方面，该业务正在运行非常具有变革意义的流程，因此我们的业务流程在如何与客户互动、如何实现客户以及如何支付索赔方面发生了变化。重要的是要了解财务影响，这样我们才能决定行动的速度。
Scott Charette，费用管理AVP:我们目前正在进行的最重要的项目之一是将我们的整个预算流程转移到Anaplan平台上，并将其暴露给整个组织，并使用该平台来促进一个相当迭代的过程，持续几个月，在我们组织的不同领域，商业领袖之间进行了大量的谈判。
随着Unum的发展和发展，Anaplan正在帮助统一它的人员、计划和数据。
雷·库贝罗，高级副总裁，FP&A:与全球超过17个模型和许多利益相关者合作使得合作非常困难。所以我们专注于如何建立一个更具协作性的环境，在一个集中的位置维护数据，这样我们就可以利用它来进行报告和规划。现在我们可以打开Anaplan，快速进入正确的仪表板，回答那些问题，建立洞察力，并进行合作。这是一个巨大的变化。
让主题专家坐在一起研究相同的数据确实能让我们理解我们正在做的财务分析的更广泛的含义。我们看到这些人直接进入Anaplan, 80%的时间都在回答这些问题。
通过anplan, Unum的年度计划周期缩短了25%，半年预算周期缩短了两周。
Jacob Edds, FP&A总监:该工具使我们的领导团队能够更快地做出有效的决策。如果需要的话，他们可以进入公司，了解我们的发展方向，并迅速做出战略调整。人们希望放弃其他工具，将他们的过程转移到Anaplan中，因为每个人都喜欢它。
雷Curbelo:早上我一到办公室，首先打开浏览器的就是ananplan。我很快就能准确地了解我们所处的位置，也许还能提出一些问题，我可以和我的合作伙伴一起进一步了解。这不仅提高了他们从中产生的洞察力，而且提高了这些预测的质量。
雅各edd:Anaplan的易用性现在允许将所有权转移到该财务计划的所有者自己。所以他们进入工具，加载数据，操作数据，并做所有的计划和分析。
特里萨·帕特森，管理报告总监:一旦他们开始在我们的总账上登记财务分录，这些分录就会按小时流入阿纳plan。通过更早地获得信息，我们可以看到不同的领域是如何执行的，以及我们需要在哪些方面花费额外的时间来分析以理解业务背后的驱动因素。
anplan确实在推动公司内部的合作精神，每个人都真正地接受了它。我们建设得不够快。
IP&A总监珍妮特·苏伯:我看到了更多的合作。我们坐的位置和以前不一样了。我们现在都在一个小组里，分享想法，交谈。我们很高兴看到立方体的墙壁倒塌了
雷Curbelo:当我们考虑未来模型的下一个发展时，我们一直在思考我们在哪里可以得到最大的回报。
斯科特·卡特:关于金融转型，我们讲了很多。我们已经讨论过很多可能发生的事情。对很多人来说，它是漂亮的图片、文字和理论。而我们的团队把它变成了现实。
我们将对净投资收益进行分配，这实际上是我们创建分录的第一步，这些分录将实际进入分类帐，而不仅仅是预测。当我们做到这一点的时候，我们在费用上做了，这对我们来说将是一个改变游戏规则的事情。
珍妮特木栓:我认为通过使用关联计划，我们都能更好地理解我们个人的责任领域是如何与所有其他领域联系在一起的，以及我们是如何相互依赖的。我们所有的成功都是紧密相连的。
