Your chance to visit our Innovation & Transformation finalists, RSA, who has sustained and continually developed their end-to-end planning and built credibility within the business.
Strategy & Budget planning join up the Business at RSA
See how strategic resource models are evolving and driving continuous improvement, consolidated onto a shared platform with Finance, fast & flexible, with a single trusted source of data.
Learn how the Planning Team at RSA has developed as a trusted partner, with a place at the top table. It’s been a strong period for planning, with 15% efficiencies, rising engagement and hundreds of hours saved in the annual budget planning process. The new, standardised planning models evolved in agile sprints, with stakeholder scrum teams. It’s quicker and seamless, with a continuous improvement ethos. This creates flexibility, agility and confidence in the plan – serving 27 business areas, from Sales to Claims, Front to Back Office. Models have been simplified, automated and rebuilt in Anaplan. Savings in analyst time alone yield a compelling ROI, with further flow-through benefits later in the planning cycle and for the operation. Analysis can be turned around instantly or in hours, not weeks. It’s so good because the key data is always there, with a single model framework and robust governance.
- Colleague engagement up 10% year on year, now 71%
- 100s of hours saved for every quarterly budget forecast
- Effort halved for the Monthly Business Planning Review
- Bridged a 5FTE resource gap in the team
This story offers valuable insight to anyone engaged in strategic or budget planning and stands out for the high uplift in internal engagement in a short space of time with this unified approach to key planning data. RSA are also entering their new Service Delivery team for the Best Practice Team Awards and entering the Supplier/Client Awards with Anaplan
13:00 Introductions: Forum introduction and a quick introduction from everybody present
13:15 Finalist Story: The finalist shares their story in a presentation
13:45 Meet the team: Speak to those involved about how they have delivered
14:45 Networking & Discussion: A chance for delegates to reflect and seek advice from the finalists
15:45 Takeaways & Next Steps: What have you taken from this session? What will you do differently?
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