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Case Study
UK Digital Marketplace: Planning Optimisation
How a 900-person digital marketplace reduced manual processing from 2 weeks to 3 days and elevated planning maturity.
How a 900-person digital marketplace reduced manual processing from 2 weeks to 3 days and elevated planning maturity.
The client
A leading UK digital marketplace with 900 employees, connecting consumers with products and services. The fast-moving nature of the business demanded agile planning capabilities, but existing processes couldn't keep pace with growth.
The challenge
Despite having Anaplan in place, the organisation wasn't getting full value from the platform. Manual workarounds had crept in, processes were inefficient, and planning maturity had plateaued. They needed expert guidance to unlock the platform's potential.
Two weeks of manual processing each cycle due to suboptimal model design.
Anaplan capabilities weren't being fully leveraged for the business needs.
Model architecture and processes had drifted from Anaplan best practices.
Business users couldn't answer their own questions without FP&A support.
What we did
We conducted a comprehensive review of their Anaplan implementation and redesigned key processes to eliminate manual workarounds and improve planning maturity.
Comprehensive audit of existing models, processes, and pain points.
Redesigned model architecture aligned with Anaplan best practices.
Eliminated manual workarounds through improved data flows and calculations.
Self-service dashboards and training to empower business users.
The results
Manual processing was reduced from two weeks to three days per cycle. Best practice maturity improved from medium to good, unlocking platform capabilities that had been underutilised. Business users can now self-serve many reporting needs that previously required FP&A intervention.
What they said
"We knew we weren't getting full value from Anaplan but didn't know where to start. Bolt's advisory work gave us a clear roadmap, and the implementation delivered immediate time savings. We're finally using the platform properly."
Let's talk about your planning challenges. References available on request.