SOLUTION // EPM
Anaplan
saasLeading cloud EPM platform for connected planning. HyperBlock engine (and new Polaris) among the most flexible on the market, covering finance, supply chain, sales and HR. Acquired by Thoma Bravo in 2022 for $10.7B. Most advanced xP&A vision but high costs and steep learning curve.
GLOBAL SCORE
3.6
Strengths and weaknesses
Detailed evaluation across 40 criteria
Vendor vision and market positioning 4.3
Ambitious AI strategy (CoPlanner, Data Orchestrator). Most advanced cross-functional connected planning vision. Roadmap centered on conversational AI and agents.
Gartner Leader 9 consecutive years. Positive BARC and Dresner. Some ambiguity in MQ 2025 according to independent sources.
2,400+ clients, 175+ partners. Thoma Bravo acquisition ($10.7B) stabilizes structure. Solid growth but reduced financial visibility as private company.
Functional capabilities 3.9
Market reference. Top-down, bottom-up, zero-based. Smooth budgeting cycles with version management and collaborative submissions.
HyperBlock/Polaris engine among the most flexible. Real-time what-if and scenario planning, no-code driver-based modeling.
Mature workforce planning module. Less deep than Workday Adaptive which benefits from native HCM integration.
Native demand planning, supply chain, revenue planning. Most advanced xP&A vision covering finance and operations.
Financial Consolidation recently launched but still immature. Not suited for complex regulatory consolidation needs.
KPI trees, strategic alignment, long-range planning supported via flexible modeling. No dedicated BSC module.
NUX dashboards decent but not at dedicated BI tool level. Visualizations improving but a notch below Board or SAP SAC.
Integrated approval workflows, notifications, submission statuses. Functional but less pre-built than OneStream or CCH Tagetik.
Granular RBAC, DCA (Dynamic Cell Access) for read/write access control at cell level.
REST API, Data Orchestrator (new). Historically a weakness. ADO improves the situation but BARC feedback indicates still insufficient capabilities.
Technical fit 3.8
SSO, SAML, 2FA supported. Active Directory integration. Enterprise standards.
AWS/Azure cloud, encryption, audit trail, backups. SOC 2 Type II. GDPR compliant.
Performs well on well-designed models. Slowdowns with many concurrent users and sparse models. Polaris addresses these limitations.
BI integrations (Tableau, Power BI, Qlik), ERP via API. ADO improves connectivity. Often requires third-party ETL.
Standard support decent. Mixed responsiveness. Premium paid support better rated. No detailed public SLAs.
Anapedia, active community, certification training. One of the most complete documentation ecosystems in the EPM market.
Solution adoption 3.3
Modern NUX interface but steep learning curve for model builders. Decent end-user experience but not as intuitive as Pigment or Workday Adaptive.
Functional Series 4 add-in. Anaplan XL Reporting adds Excel-native reporting. Two distinct products, fragmented experience. Web-first philosophy.
NUX dashboards with interactive charts improving. Less rich than Board or SAP SAC in visualization.
2,400+ clients including LinkedIn, AB InBev, Bayer, Autodesk. Large and diversified installed base.
No dedicated change management team. Relies on partner ecosystem. Certification training available.
Significant learning curve. Model builders need several weeks of training. Wide adoption requires sustained effort.
Vendor robustness 4.0
Thoma Bravo ($10.7B). Solid PE structure but no public financial reporting.
2,400+ clients, multi-industry coverage. Documented use cases in finance, supply chain, sales, HR.
Quarterly releases. Visible innovation (Polaris, ADO, CoPlanner). Some announced features slow to generalize.
Active community. But feedback on aggressive commercial practices that tarnish the vendor-client relationship.
Solution deployment 3.5
Cloud native. Complex model design requiring specialized skills. 3-6 months standard, 6-12+ for multi-use cases.
Anaplan Academy, certifications (Model Builder, Solution Architect). Rich resources but steep curve.
Complete REST APIs, Data Orchestrator. Well-documented APIs. Transactional API for advanced use cases.
175+ partners but competitive and expensive market. Certified profiles in demand, long staffing timelines and high costs.
Legal and contractual terms 2.5
Standard enterprise T&Cs. Data ownership assured. Exit clauses not always favorable.
Frequent multi-year commitments (3 years). Rigid renewal. Limited contractual scalability. Aggressive commercial practices.
Pricing and costs 2.2
Among the most expensive. Workspace volume pricing. $50-100K/yr mid-market, $200K-1M+/yr enterprise multi-use cases.
License/implementation ratio 1:1.5 to 1:3. Premium integrators. Total first deployment cost 2-3x annual license.
Unpublished pricing. Hard-to-read workspace volume model. Recurring feedback on hidden costs.
SaaS only. No on-premise or private cloud option. Blocker for sovereignty requirements.
Updates included in subscription. But ongoing training, model maintenance and evolution costs accumulate.
Recommended use cases
- Multi-BU enterprise with connected planning needs across finance + operations
- Organizations with complex driver-based planning models
- Environments that value modeling flexibility above all
About Anaplan (Thoma Bravo)
Vendor: Anaplan (Thoma Bravo)
Headquarters: San Francisco, CA, USA
Founded: 2006
Deployment: saas
Category: Enterprise Performance Management (EPM)
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