Anaplan Solutions You Can Trust

CFO Solutions and Anaplan work together to solve Connected Planning challenges for a comprehensive view of your organization’s planning process. Create and manage models based on the business logic and processes unique to your organization. Review and update your data for real-time results.

Approach

Strategic Anaplan Planning Guidance & Industry Experience

We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.

Let CFO Solutions Create a Financial Transformation Strategy That Meets Your Vision

Take the first step by scheduling a discovery call with our financial transformation specialist. Let’s find out how CFO Solutions can help you achieve your goals.

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ANAPLAN SERVICES

Guiding Connected Planning Implementation & Support

Advisory Services

Whether you need help selecting software, streamlining processes, or just trying to figure out how to get started, we are here to guide you.

Data Integration

No matter where or how you store it, we can help you get your data organized and working for you.

Implementation Services

Implementing new software can be daunting. We expertly manage the project while educating your team along the way.

Remediation Services

If you suspect your application is not best serving your needs or your project is showing signs of failure, we can help get you back on track.

Software Migration

When moving from one vendor solution to the next, let CFO Solutions guide you through the process.

Training & Support

A project is only half delivered without robust training and support resources. CFO Solutions is there for you.

EXPERIENCE

A team with the knowledge, background, and skills to ensure success

Steve Newell

Steve Newell

Manager, Anaplan Practice

Steve has more than 25 years of consulting experience with multi-national and mid-market clients in implementing EPM software solutions.  Steve’s experience includes working for the following EPM Software Providers: Anaplan, Planful (Host Analytics) and Oracle. Steve also was a Principal Business Partner in Customer Success at Anaplan where he worked with customers in the implementation and use of Anaplan.

Jon Coppi

Jon Coppi

Senior Partner, Anaplan Practice

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end users to enhance adoption of new technologies.

Looking to learn more about how CFO Solutions + Anaplan can support your business challenges? Fill out the form below and a CFO Solutions team member will be in touch soon.

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866-980-1047