Transforming Partner Participation Scheme Management with a Centralised Forecasting Model Using Anaplan

Situation

The client required a scalable solution to replace outdated Excel models and manual processes used for managing their Partner Participation Scheme. They faced challenges such as fragmented data management, limited scenario analysis capabilities, inconsistent tracking of vesting and leaver status, and a lack of integrated reporting to provide comprehensive insights at both fund and participant levels.

Approach

A centralised Data Hub was implemented using Anaplan to act as the single source of truth for all scheme data, integrating historical and current inputs from legacy systems. The model was designed to accurately forecast scheme values at aggregate and individual levels, incorporating complex vesting schedules, leaver logic, interest calculations, and cash management for multiple fund families including Private Equity, Credit, and Real Estate. Automated data validation and import processes with full audit trails were developed, along with embedded scenario analysis for fund-level “what-if” testing. Dynamic, role-based reporting dashboards were created to cover valuations, vesting progress, payout schedules, tax advances, and liquidity metrics.