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Spaulding Ridge, a global professional services firm with over 165 employees worldwide, kicked off our digital transformation journey internally at the start of the year. The main three components of this journey included replacing our ERP system with NetSuite, developing a series of Anaplan use cases, and improving our CRM system, Salesforce. Here we will address how Anaplan has improved our digital transformation journey.

Over the last six months, Spaulding Ridge has rapidly deployed several use cases across Finance, Sales, Alliances, and Human Resources. As you can see above in our honeycomb roadmap, we started our journey with a strong foundation by first building out our Data Hub. After the foundation was in place, we were able to then expand to building our Company Scorecard, Utilization Tracking and Forecasting, followed by more Finance use cases. These use cases provided vital insights into performance and enabled leadership to make data-driven business decisions. It was even more critical as a Center of Excellence to have a Data Hub, which helped us to scale and continue our momentum for rapid deployment throughout this time.

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Liz Schaffer
Liz Schaffer
Vice President of Operations, Spaulding Ridge
About the Author

Liz Schaffer has more than 10 years of experience, covering a range of industries that include: telecommunications, retail sales, software-as-a-service (SaaS), and software consulting. Liz joined the Spaulding Ridge band in 2019 a Director and became the VP of Operations in August 2020.