Disclosure ManagementFrom your data
to your reports.
Together.
Bring figures, narrative and contributions into one publication process. With Anaplan Disclosure Management, teams prepare reports in Microsoft Office with connected data and organised approvals.
Link figures, tables and narrative.
Write, review and approve within a shared framework.
Organise versions and publication formats.
A shared document.
A structured publication chain.
Features supporting report preparation, review and distribution.
Multi-source data
Connect financial and operational information to documents to reduce re-entry.
Collaborative writing
Enable contributors to work on sections of one report and organise approvals.
Versions & audit trail
Track changes and versions to make document reviews easier.
Dynamic content
Update text, tables and data; prepare report roll-forward between periods.
Office environment
Work with Microsoft tools familiar to Finance teams.
Multi-format publication
Produce HTML and PDF outputs according to distribution needs.
Features and visuals: Anaplan — Disclosure Management.
From content
to the final document.
Three complementary stages connecting report preparation and approval.
Connect data to the narrative.
Bring together useful sources, organise sections and update figures and tables in the report.
Your publications.
A shared process.
A solution connecting numerical information and commentary for your different audiences.
Annual reports
Organise financial and narrative sections, contributors and reviews.
Governance packs
Prepare board packs and investor presentations.
Statutory documents
Structure information and approvals for the relevant publications.
A solution to configure.
Practices to establish.
We connect your publication organisation, sources and business requirements to prepare a framework suited to your teams.
Define publications
Identify documents, contributors, deadlines and expected approvals.
Organise content
Prepare templates, sources, mappings and permissions with your teams.
Verify the framework
Test updates, review workflows and deliverables on representative cases.
Prepare the first cycle
Train users, document operations and support go-live.
Official resources.
Within reach.
Find vendor information to explore the solution further.
Prepare the project.
Clarify the uses.
Scoping that considers your reports, sources and organisation.
Which documents can we prepare?
The vendor highlights annual reports, statutory documents, board packs and investor presentations. Your publications define the project scope.
How are contributions managed?
The solution combines collaboration, version tracking and approval workflows. Roles, permissions and responsibilities are organised around your publication process.
How does the solution work with iXBRL?
The Anaplan datasheet states that the application can feed iXBRL and ESG tagging tools. Their selection and integration into publication are defined within the project.
Can we reuse existing reports?
Your documents, sources and approval workflows are the starting point. We assess the adaptations needed to prepare templates and testing.
What deployment timetable should we expect?
Timing depends on the documents, sources to connect and approvals required. We build a roadmap with your teams and prepare testing before the first cycle.
Move forward with
your next publication.
Let’s discuss your reports and organisation.