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Anaplan Accelerator: Professional Services Planning

Anaplan Accelerator: Professional Services Planning

Accordion’s Professional Services Planning Anaplan Accelerator is a fully built solution that helps consulting firms and other resource management groups better plan capacity and the financial and headcount impact of supply and demand management.

Efficiently manage the ongoing capacity of existing resources and align with new opportunities

  • Automate the sourcing of existing employee roster from your HRIS system for a real-time view of existing employees and third party resources by geo, level, specialization and other key attributes
  • Assign resources to active clients and project activities based on time tracking system data or manage directly in the solution
  • Plan for assumptions around vacation, utilization targets, working calendars and other broad drivers of resource availability
  • Maintain a consistent, real-time view of resource assignments – with the ability for resources to self-manage their future project time forecasts
  • Quickly search for resources that align with new opportunities based on availability, skillsets, and other attributes

Factor in upcoming pipeline demand to better model future resource needs and plan targeted hiring and upskilling

  • Integrate in flight opportunities from your CRM system to drive confidence weighted estimates on future resource needs.
  • Plan full year demand needs by allocating budgeted revenue targets to individual clients, projects, and resources
    Quickly flex “what if” assumptions that drive resource needs – such as project staffing assumptions
  • Easily analyze supply and demand imbalances and develop a more focused hiring, upskilling, and cross-training plan

Analyze the financial health of your projects, teams, and practice

  • Forecast project financials – including margin, burn rates, and billings plans
  • Scenario model changes to your margin drivers, like billable rate increases and internal cost profiles, to see how profitability is impacted
  • Easily summarize financials by key business views and drill into detail on areas of focus
  • Integrate workforce costs with broader financial plans and budgets

Meet a few
of our experts.

Joe McLoughlin
Joe McLoughlin
Senior Director

Joe is a Senior Director in CFO Tech Services with over four years of financial planning and forecasting implementation experience with Anaplan. His experience includes leading Anaplan projects for a wide variety of clients ranging from publicly traded Fortune 500 companies to private equity-backed organizations.

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