Global Medical Device Leader Transforms Financial Planning with GenXAI’s Anaplan Solution

↑ 50% Planning Cycle Time Reduction 10,000+ SKUs Managed 100+ Locations Aligned

THE CHALLENGE

The manual processes slowing down decision-making.

One of the global leaders in medical device manufacturing — spanning vascular interventional devices, orthopedics, in-vitro diagnostics, and endo-surgery — faced critical financial planning challenges limiting its ability to scale.

Manual-Intensive Processes: Budgeting, forecasting, and reporting relied on labor-heavy, error-prone workflows

Fragmented Data Consolidation: Disparate Excel models, many data sources, and multiple dashboards required constant manual updates

Limited Planning Agility: Lack of scenario planning capabilities to manage multiple versions of the data

Data Reconciliation Gaps: Quality and reconciliation issues between statutory, management, and regulatory data sets

Slow, Unreliable Insights: Extended cycle times undermined timely, confident business decisions

THE GENXAI SOLUTION

How we transformed financial planning.

A tailored Anaplan solution designed specifically for the medical device industry’s planning and reporting requirements.

Long Range & Budgeting Planning

•P&L, balance sheet, and cash flow modeling
•Strategic initiatives and scenario planning
•Revenue, opex, workforce, and capex forecasting
•Variance analysis across planning cycles

Specialty & Scenario Planning

•Zero-based budgeting and profitability modeling
•Sensitivity analysis and strategic pricing
•Working capital planning
•What-if scenario modeling for agile decision-making

Management Reporting

•Consolidated variance and performance reporting
•Granular-level planning by rep, SKU, or bill of material
•Transparent, market-intelligence-enriched visualization

THE RESULTS

Measurable impact at enterprise scale.

50%+

Reduction in Planning, Analysis & Reporting Cycle Time

10,000+

SKUs Managed

100+

Global Locations Aligned

1,000+

Sales Persons Supported

Enterprise-Scale Impact

The solution now supports ~$400M in yearly revenues, ~3M annual sales transactions, and planning across 6 business verticals.

The GenXAI Advantage

Our specialized expertise delivered granular-level planning scalability, improved data transparency, and consensus-driven planning — reducing errors and enabling sales uplift across the business.

Ready to transform your operations?

Talk to a GenXAI specialist and discover what's possible for your business.

Talk to Our Team View All Case Studies