As a service provider to French notaries, the ADSN Group has undertaken an ambitious digital transformation to modernize its financial and operational processes. Confronted with the rapid growth and increasing complexity of its operations, the group chose Beyond Plans to unify and optimize its financial management and project oversight around the Anaplan platform.
The ADSN Group’s transformation project was driven by the need to prevent a growth crisis. With a rapid increase in its business volume, the company faced major challenges: outdated internal tools, fragmented budget management with Excel files shared across multiple departments, and a lack of collaboration between different functions. Traditional tools could no longer effectively meet increasing demands, whether in terms of data volume, number of stakeholders, or the need for reliability and speed in budgeting processes.
The main objectives of the project were therefore to ensure the security and reliability of financial data, to provide better support to operational management in managing their operations, and to reduce the time spent on budget preparation, allowing more focus on analysis and simulations. Finally, the ADSN Group aimed to increase the involvement and accountability of operational managers in the budgeting process.
Anaplan for its flexibility and real-time capabilities
No fewer than four solutions were evaluated, including demonstrations, preliminary scoping, and presentations. In the end, Anaplan was chosen for its ability to meet the Group’s specific needs precisely. Key factors that made the difference included the platform’s flexibility, its ability to manage data in real time, and its seamless integration of various business processes.
However, as with any application project, the success of Anaplan’s implementation did not rely solely on the solution’s performance. It was also the result of the support provided by Beyond Plans. As an exclusive, certified partner, Beyond Plans was involved throughout the project, from the design phase to Third-Party Application Maintenance (TMA) and post-implementation support.
Beyond Plans for its industry expertise and agility
To meet these technical and organizational challenges, Beyond Plans adopted an agile approach: the project was structured into 2-3 week sprints, with testing phases at each stage. This methodology enabled greater flexibility and responsiveness, essential for rapidly adjusting functionalities based on user feedback and emerging needs.
Beyond Plans’ dedicated team combined design and modeling expertise with in-depth knowledge of the customer’s business, guaranteeing a thorough understanding of the issues specific to the ADSN Group. The involvement of key users, the active support of management control, and the continuous presence of Beyond Plans—particularly during the Go-Live phase—proved to be decisive factors in ensuring the rapid adoption of the solution by internal teams.
Code name: My’Budget
The solution developed by Beyond Plans around the Anaplan connected planning platform covers various critical aspects of financial management and project oversight: workforce and payroll forecasting, operational expense management, project management through integrations with tools such as JIRA, and investment forecasting. Code name: My’Budget.
By modeling in Anaplan, the ADSN Group was able to automatically consolidate budgets, improve real-time visibility of financial and operational data, and facilitate the sharing of information between different teams. This transparency and integration effectively increased accountability for operational staff and improved strategic decision-making.
Enhanced Budget Reporting
In short, the success of the project relied on several key factors: a clear vision of objectives from the outset, strong engagement from stakeholders, and expert support. Beyond Plans aligned its approach with the specific needs of the ADSN Group, taking into account confidentiality constraints and security requirements, notably by ensuring compliance with GDPR standards and guaranteeing working conditions aligned with the customer’s needs.
For the ADSN Group, the adoption of Anaplan marks an important milestone in its digital transformation, but it’s just the beginning. Identified areas for improvement include increased automation of data integration processes and the enhancement of budget reporting with operational and qualitative indicators. With the ongoing support of Beyond Plans, the Group is preparing to explore new Anaplan functionalities to further strengthen its strategic and operational management.
