Solution Overview
Automating Plan to Report in the Office of Finance: Life Sciences
This on-demand webinar is a replay of the presentation from the Workiva Amplify Virtual Users Conference, September 20-23, 2021.
Featuring Danielle Dahlstrom, Director of Product Marketing, Finance Solutions at Anaplan, Andrew Onufrychuk, Principal Consultant at Keyrus, and Steven Schwarz, Manager at Keyrus.
Join us for a 30-minute demonstration of the art of the possible. A natural extension of Workiva’s power for statutory reporting, we'll show how you can leverage Workiva in conjunction with Anaplan® to streamline your plan to report processes from modeling to end-to-end board/management reporting. This Workiva and Anaplan demonstration will feature an illustration of gross-to-net revenue recognition in pharma.
Using Anaplan and Workiva, you can simplify and transform the process from data origination, planning, and decision-making all the way through report distribution. Visualize what a real-time connected ecosystem can look like, not just for a team but for an enterprise.
After this session, you will be able to:
Introduce your finance team to the “green lines” to automate 60-70% of monthly board/management reports and significantly improve accuracy
Seamlessly integrate actual, budget, and forecast data flows originating from Anaplan, including financial data and qualitative commentary provided by operations teams
Using Anaplan, collaboratively model and plan across multi-departmental teams including demand team (units), finance team (forecast gross revenue and costs), contracts team (negotiated terms with distributors), and accounting team (accruals and true-ups)