Predictive Costing: Plan for future cost and capacity levels with ABC using Anaplan

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Activity-based costing (ABC) has traditionally been a standalone tool used to measure historical cost and profitability of customers, products, and channels. Now, companies are able to plan cost and capacity levels in ways only previously imagined by integrating ABC into a comprehensive Anaplan structure. Learn how two different organizations are using this capability to plan for the future in the face of dramatic business changes.

Business

#AnaplanHub16
Predictive Costing with BetterVu
Plan for future cost and capacity levels with ABC using Anaplan

#AnaplanHub16
App Hub
Activity Based Costing
Predictive Labor Modeling
Workforce Capacity Planning
for Insurance
Agile Planning
Focused on Financial and Operational Planning using Anaplan
Based in Toronto and New York
Specializing in Financial Services, Healthcare,
Manufacturing / Distribution
20+ years’ experience in ABC and Capacity Modelling
Growing team of dedicated Anaplan experts
Library of advanced apps on Anaplan’s App Hub

#AnaplanHub16
Agenda
The Value of ABC Predictive Costing
Examples – Using the BetterVu App

#AnaplanHub16
The Value of Activity-
Based Costing
Proven Methods, New Tools

Traditional ABC Use Cases
Product / Service
Unit Costing
Profitability by
Customer,
Product, Channel
AllocationsCapacity Analysis
What does it cost
to do … for ...?
Which are my
most / worst
profitable
customers?
What can I do?
How do I assign
common costs to
products,
departments or
Lines of
Business?
Do I have the
right number of
staff to current
and planned
demand?

Customer Profitability
90% of profit
from 20% of
customers

Capacity Analysis
Requires
Time-Based
ABC

Why the bad rap?
Perfection Bias
Big / Costly / Lengthy projects
Black Box: distrust of broad allocation methods
Lack of Integration
Lack of transparency / action

Key Drivers of Success
Immediacy
Transparency
Connectivity
Customization
Speed of Deployment

#AnaplanHub16
Integrated ABC
Extending ABC into
Predictive Analytics

Predictive ABC Use Cases
Cost Forecasting
Workforce
Planning
Strategic
Planning
Pricing
Volume
Projection /
Trends
Driver-Based
Analysis

#AnaplanHub16
Resources
Activities
Cost
Objects
Resources
Activities
Cost
Objects
1. Plan Capacity First
2. Plan other resources
based on other
drivers/methods
3. Forecast costs
based on resource
needs

The Core: Workforce Capacity Planning
Business
Volumes
Service
Volumes
Time
Standards
Required
Capacity
Current
Staffing
Team
Changes
Staffing
Changes
Available
Capacity
Optimize
Modify
Consumption
Rates
Modify
Productivity
Rates
Requires
Time-Based
ABC

Add Resources
as gap closes
Capacity First

#AnaplanHub16
Moving Forward
BetterVu’s ABC App as the core of
a Predictive Costing Platform

Integrated ABC Platform
Data
Hub
Forecast
Volumes
ABC
Model

Impact of
Product Changes
Actuals
Forecast Yr 1
Forecast Yr 2
%ofVolbyType
Cost per Loan by Type

Lifecycle
Forecasting
Cost per Loan by type of loan $
Account Activity by Age of Loan from inception
#Callspermonthperloan
(showing different loan types)

Summary
ABC Analytics
Provide Value
Consumption Models
aid understanding and
support capacity
modelling
ABC App provides the
framework
Value in Forecasting is
from Integration

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