GenXAI
Anaplan Certified Implementation Partner
India's longest-standing Anaplan partner. In practice since 2014.

We build the planning intelligence layer behind it.

CURRENTLY DELIVERING FOR

BFSI

Sales Performance · Financial Planning · ICM

FinanceSales & MarketingSupply ChainWorkforce Planning

THE PARTNERSHIP

A partner built on a decade of live enterprise delivery.

Anaplan Partner Badge

2014

Longest-standing Anaplan implementation partner in India

Multi-geography

Multi-industry practice across complex enterprise planning environments

4 capabilities

FP&A, S&OP, sales and marketing planning, and workforce planning rebuilt across industries

PartnerAccelerate

Independently audited specialisations across functional domains and industry verticals

WHAT WE DELIVER

Four capabilities we build for enterprises.

Each capability represents a live practice area. GenXAI designs, builds and sustains these planning models for enterprise clients across industries.

01

Financial Planning and Analysis

We move finance teams from static annual budgets to rolling forecasts, driver-based models and continuous P&L visibility, designed around how the CFO office actually makes and communicates decisions.

02

Sales Planning and Performance Management

We connect demand, supply and working capital on a single planning fabric using Hub-and-Spoke architecture, while designing Revenue Growth Management models that make the gross-to-net waterfall visible at account, region and SKU level — so commercial decisions get made on margin reality, not gross revenue assumptions, with demand forecasts landing within 8 to 12 weeks of project start.

03

HR and Workforce Planning

We connect hiring plans, attrition scenarios and compensation modelling directly to the P&L, giving CHROs and CFOs a shared view of workforce cost before any decisions are committed.

04

Financial Consolidation and Disclosure Management

We configure Anaplan Fluence for multi-entity consolidation, intercompany eliminations and statutory close, then connect it to operational models so consolidated actuals feed directly into forward plans.

TECHNOLOGY WE DEPLOY

How implementers deploy the technology stack.

Four platform capabilities we configure and deploy for enterprise clients, described the way practitioners explain them.

Calculation engine

Hyperblock and Polaris

This is why we choose Anaplan for complex enterprise planning. Hyperblock processes millions of calculations without batch delays, and Polaris extends that capacity for sparse datasets, such as daily SKU-level forecasting across thousands of stores, without the performance issues other tools hit at volume.

Forecasting and ML

Forecaster

We integrate Plan IQ into every supply chain and commercial planning deployment that requires statistical accuracy at scale. It runs 30-plus ML algorithms, selects the best-fit model per dataset and keeps the resulting forecast connected to the operational plan without a separate data science team.

Agentic AI

Anaplan Intelligence

We deploy and configure five role-based AI agents that monitor planning data on a continuous loop and propose contextualised actions, not just alerts. Each agent is configured to the specific governance and decision-making context of the enterprise, because generic notifications add noise rather than value.

Consolidation

Anaplan Fluence

We configure Fluence for intercompany eliminations, multi-currency handling and GAAP or IFRS compliance, then connect it directly to operational planning models. The result is a single environment where the statutory close and the forward plan are no longer separate systems talking to each other.

INDUSTRIES WE SERVE

Enterprise planning practice across four industries.

Every industry has distinct planning problems. Our practice spans four, with the domain knowledge to match.

Where demand visibility meets promotional complexity

CPG planning requires trade spend, pricing, inventory and supply to live in one model so finance and commercial teams can make aligned decisions. We build IBP environments from statistical baseline demand through promotional uplift, gross-to-net revenue modelling and financial reconciliation.

Demand planning with AI statistical forecasting
Trade promotion management and ROI
Revenue growth management
S&OP and IBP

CLIENT OUTCOMES

What connected planning looks like in practice.

Three enterprise planning transformations delivered by GenXAI.

FINANCE

Rebuilding financial planning for a large insurance organisation

We unified FP&A across the group, covering budgeting, rolling forecasts, P&L, balance sheet, cash flow and insurance-specific workflows including gross written premium and claims variance.

Forecast consolidation cycle reduced significantly
Finance shifted from data collection to advisory
Governed planning truth across all business units

SALES & MARKETING

Transforming revenue and quota planning for a global technology enterprise

We built an integrated sales planning environment covering territory design, quota allocation, commission management and pipeline forecasting across a globally distributed salesforce and revenue organisation.

Territory and quota aligned to live revenue targets
Commission calculations automated with full auditability
Pipeline forecast accuracy improved significantly

SUPPLY CHAIN

End-to-end supply chain transformation for a global manufacturer

We built an integrated S&OP environment covering demand sensing, production scheduling and inventory optimisation, giving commercial and supply teams a unified view across the full network.

Demand and supply unified into one real-time view
S&OP moved to exception-driven continuous planning
Inventory visible and managed across the full network

DELIVERY MODEL

Four steps. One model, built for what's next.

Built for enterprises that value seamless implementation and a platform that evolves with their business.

01

Assess

Every engagement starts with understanding your planning needs. We assess your data flows, ERP ecosystem, master data readiness, and identify the greatest opportunities for financial and operational improvement.

02

Design

We design Hub-and-Spoke architectures that keep master data governance separate from planning logic, avoiding the common trap of rebuilding spreadsheet complexity inside Anaplan.

03

Build

We follow an agile phased approach, delivering in prioritised sprints that keep business users engaged and value visible early. Scope, complexity and integration depth determine the delivery path — not a fixed calendar.

04

Sustain

Go-live is where the real work begins. We stay on for model governance, ALM updates, user adoption support, CoE enablement and expansion planning for new use cases.

WHY GENXAI

What sets GenXAI apart as a planning partner.

As your implementation partner, we bring over a decade of enterprise expertise and proven delivery success.

India's longest-standing Anaplan partner

GenXAI has been building on Anaplan since 2014, through four major platform generations. That is not a marketing claim. It defines the depth of institutional model knowledge our architects bring to every engagement.

Business-first. Model second.

The most common failure in connected planning implementations is rebuilding the spreadsheet inside the platform. We start by asking what decisions the model must support, then design the simplest architecture that answers that question well.

Certified depth at every tier

GenXAI maintains certified staff across Model Builders, Solution Architects and Master Anaplanners, with each tier requiring progressively rigorous training and proven enterprise delivery experience before certification is granted.

Accountable after go-live

Our CoE frameworks and managed services engagements exist because a connected planning deployment is an ongoing enterprise capability. We stay engaged to ensure the model evolves with the business rather than drifting out of alignment.

FAQ

What enterprise buyers typically ask first.

Questions we hear most from enterprise planning leaders evaluating their options.

It depends on scope and data readiness. A focused single-use-case FP&A deployment can go live in 3 to 4 months. Comprehensive FP&A with ERP integration typically takes 4 to 12 months. Supply chain and S&OP programmes target first demonstrable value within 8 to 12 weeks on an agile phased model, then expand quarterly. The single biggest variable is clean master data.

No. Anaplan is the planning layer that sits alongside your ERP, not a replacement for it. Your ERP stays as the transaction system of record. We design the integration architecture during the Assess phase using native connectors for SAP S/4HANA, Salesforce and Oracle, plus middleware options for more complex environments.

The key prerequisite is clean, governed master data: product hierarchies, cost centre structures, employee rosters and customer account lists. These become the List dimensions inside the model. Inconsistencies in source data become inconsistencies in the planning output. We assess this during the Assess phase and provide a clear brief on what needs resolving before build begins.

Yes, and this is usually the right approach. A phased implementation delivers early value in one function, giving the organisation time to build internal capability and validate the architecture. Additional use cases are added as new Spoke models connected to the same central Data Hub, so the foundation built in phase one supports every subsequent build without rework.

PartnerAccelerate, launched in 2023, replaced the old tiering model based on software revenue with a third-party audited accreditation system. Partners earn specialisation badges across functional domains and industry verticals only after passing an independent audit of delivery capability, certified staff and customer outcomes. For buyers, this means you can verify a partner's expertise against a formally audited record, not just self-reported case study numbers.

They serve different purposes. Plan IQ is a forecasting engine that runs 30-plus ML algorithms against historical data, selects the best-fit model per dataset and generates a statistical baseline forecast inside your planning model. Anaplan Intelligence is a separate layer of five role-based AI agents that monitor planning signals continuously, detect deviations and propose actions. Plan IQ improves the forecast. Intelligence acts on what the forecast reveals.

Yes. Model rescue and optimisation is a major part of our work. The most common problems we see are over-engineering, sparsity issues where Polaris should have been used, weak Hub-and-Spoke design and integration debt that has built up since go-live. We run a model health assessment, diagnose the root causes and deliver a phased remediation plan.

We provide structured post-deployment support across model governance, ALM-governed updates, formula maintenance, user adoption, CoE enablement and expansion planning. Sustained ROI from a connected planning investment requires an active post-deployment partner. We stay engaged to make sure the model grows with the business.

START WITH THE RIGHT PARTNER

Ready to transform your enterprise planning capability?

Whether you are building a connected planning practice for the first time, scaling an existing deployment or rescuing an underperforming model, we can help. No generic demos, just a real conversation about your planning challenge.