Optimized Territory Management Process in Anaplan For Global Telecommunications Provider

This organization’s legacy global enterprise territory management processes used manual, Excel-based macros, which required IT teams to configure hard-coded plan configuration rules annually. Account and personnel hierarchies failed to reflect daily organization and rollup updates. Inconsistent validation processes caused calculation anomalies to downstream quota calculations. Security controls for account and personnel hierarchies did not exist. Additionally, a failed implementation by another consulting firm was not scalable, rep-centric, nor focused on business process steps, which produced incorrect results. Both tools did not leverage data already existing within their existing Anaplan models for real-time territory configurations.

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Accelytics developed a solution that allowed the client to bring territory management into a singular, automated process and eliminated the need for disconnected Excel spreadsheets across groups and multiple systems. Annual plan and territory rules are fully configurable and business-owned rather than being hard-coded. Forty million+ possible configuration options were provided according to group-specific rules (9 operations groups, 15 business cases, 20 policy validations, 35 plan segments,
and 460 compensation plans). This client decreased territory update time and approval times, while also being able to flag time-sensitive updates.

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Accelytics partnered with this communications company to provide sales operations the ability to internally configure annual plan and territory changes, make daily updates to the territories of global enterprise sales personnel, request exception processing, and target approvals by specific individuals. Accelytics not only worked with key personnel across multiple global groups, but also reconfigured their processes to streamline territory update processes and led rigorous user acceptance / parallel testing for nine (9) sales operations groups.

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