ASX-listed, Perth-based diversified resources company

Overview

  • Engagement: a month-end physicals actuals platform in Anaplan, built in phases from lithium to iron ore, mining services and crushing

  • Migration of Anaplan models to D365 upgrade

Objectives

  • Replace site Excel workbooks with governed Anaplan input, keeping the existing workbook logic

  • Introduce month-end approval workflow for general managers and finance, with period locking by persona

  • Standardise the model design across sites, including fleet and asset tracking plus deliver administration, input, consolidation and reporting dashboards management packs in Anaplan

Impact

  • Finance teams now self-service their management reports

  • Buy in from Mine sites

SAAS - Cloud accounting for business

Overview

  • Provided Anaplan specialists who extend FP&A team. Work covered the enhancement and ongoing support of workforce planning model and its Workday integration, plus an allocations model.

Objectives

  • Built the workforce planning model, covering roles, FTE bridge, backfills, secondments, extended leave, overrides, region and leaver handling for worldwide rollout

  • Automated Workday data feeds for leavers, transfers and job changes, replacing manual downloads and uploads

  • Access control, including comp grade visibility and hierarchical security tied to user identity

  • Add share-based compensation, long service leave and US payroll treatment

  • Build the allocation model, with dynamic mappings, CTS allocation and revenue allocation by sales channel

Impact

  • Worldwide Anaplan rollout for workforce planning with Workday integration

Rail Track Corporation

Overview

  • Anaplan for Financial Modelling replaced two large Excel models (the Financial Model and the Depreciation Model) with a single Anaplan model fed from their CiAnywhere ERP

Objectives

  • Replicate the Excel logic for a three-way forecast (P&L, balance sheet, cash flow) with configurable, driver-based inputs

  • Rebuild depreciation forecasting from the CiAnywhere asset registers with liquidity, debt requirement and tax forecasting

  • Support multi-scenario modelling, with side-by-side comparison, version control and audibility

Impact

  • New scenarios take a couple of minutes instead of lengthy Excel copying. Versions can be locked and access restricted, with an audit trail, drill-down to formula logic, and an exception dashboard for unmapped accounts