
AI & Agentic Systems
Moving an AI or agentic pilot to a governed, production-ready system
Iseyon designs Anaplan planning models, connects them to your source systems, and leaves your team administering the model.

Iseyon builds and supports enterprise planning models on Anaplan. Anaplan is a cloud multidimensional modeling environment. Lists and dimensions define the shape of a model, modules hold the calculations, and an in-memory engine recalculates the whole thing as inputs change. A planner can move a driver and see the effect on the plan while still in the meeting. Finance, sales, supply chain and workforce plans sit in one connected structure. The monthly reconciliation between separate spreadsheets goes away.
The platform is the easy part to buy. The hard part is model architecture. Anaplan models take their shape from the dimensions you give them, and a carelessly dimensioned model gets slow and fragile long before it gets useful. Iseyon's work is that architecture, the integrations feeding it, the access model around it, and the transfer of all three to your team.
Before building anything, Iseyon maps the planning process as it actually runs: who submits what, on which calendar, which numbers get argued about, and where the current spreadsheet chain breaks. Only then do we decide what belongs in the model. Automating a broken process in a new tool reproduces the process at higher cost. So we agree every process change up front, before user testing starts.
Iseyon designs the dimensional structure first: which lists the model needs, at what grain, and where a subset or a summary does the job of another dimension. We place each calculation once and reference it from the modules that need it. We design out sparse combinations so the engine never computes cells that get discarded. We size the model against the workspace it has to live in. This is unglamorous work. It decides whether the model is still responsive after two planning cycles of growth.
Iseyon builds driver-based budgeting, rolling forecasts, and scenario and long-range planning models. We make the drivers explicit so finance can explain a forecast line by line: volume and rate assumptions, headcount feeding compensation, capital plans feeding depreciation. We structure versions and scenarios so comparing plan, forecast and actual is a selection in the model, with nothing to rebuild.
Territory and quota models, account segmentation, capacity and coverage planning, incentive compensation calculations, and revenue forecasting. Iseyon builds these so the allocation logic is visible to the people it affects. Sales leaders trust numbers they can trace. Hidden logic is what sends them back to a private spreadsheet.
Demand forecasting, inventory and replenishment policy, production and capacity planning, and supply and demand balancing. Iseyon connects these models to the financial plan, so an operational change shows up in the financial picture the moment it is made.
Position and headcount models, compensation and benefits forecasting, attrition and hiring plans, and skills or capacity views. Building these in the same environment as the financial plan puts HR and finance in front of the same numbers. The file exchange stops.
Iseyon connects Anaplan to ERP, CRM and warehouse systems on schedules that match the planning calendar, using the platform's integration tooling and APIs. Every import carries error handling and reconciliation, because source data arrives dirty. We resolve master data alignment before the first load. We define the failure path, so a broken overnight import reaches its owner before a planner finds it.
Iseyon configures roles, selective access and dynamic cell access so contributors see and edit only what belongs to them. Nobody can quietly overwrite a plan. Model changes move through development and test into production using the platform's lifecycle management, which keeps structural changes separate from live plan data. Without that discipline, every model change is an edit on the live plan.
Iseyon documents the model: its structure, the reasoning behind the dimensions, the calculation chain and the import processes. Handover then covers model administration, how to extend the model safely, the integration runbooks, and training separated by audience, since a contributor entering a forecast and an administrator changing a list structure need different things. The aim is a client team that runs its own planning cycle and makes its own model changes.
| Planning Area | Common Spreadsheet Pattern | What the Anaplan Model Puts In Its Place |
|---|---|---|
| Budgeting and forecast | Workbook per cost center, consolidated by hand | One model with contributor access by cost center and immediate consolidation |
| Scenario analysis | Copies of the file, named by whoever made them | Named versions and scenarios compared inside one model |
| Sales quota and territory | Allocation logic held in formulas nobody outside finance reads | Explicit driver logic visible to the leaders whose numbers it sets |
| Demand and supply | Operational plan reconciled to the financial plan after both are final | One connected structure where an operational change flows through to the financial view |
| Workforce plan | HR file and finance file exchanged by email | Shared position-level model feeding compensation into the financial plan |
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