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Strategy & Budget Planning Join Up The Business At RSA

Published on 01 July 2020

Strategy & Budget Planning Join Up The Business At RSA

Virtual Site Visit, held on 1st July 2020

Watch the recording of the Virtual Site Visit presentation.

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

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