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Anaplan - Corporate Fund Data Flow

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Written by Ashley Pfeiffer
Updated this week

Why It Matters: This workflow supports the highest level of financial planning by providing corporate and fund-level cash flow data for office and industrial assets directly to Anaplan.

How It Works: The workflow sources its data from a specific set of reports generated by the internal SCG Yardi accounting system. This data is first ingested into Cherre, where it is normalized and prepared for use in financial models. This involves ensuring the data structure and format align perfectly with the requirements of Anaplan models.

Key Data & Transformations:

  • Data Sources: SCG Yardi.

  • Key Data: Fund-level Cash Flow data for Office and Industrial assets.

Detailed Transformations:

  • Data Normalization & Formatting: Similar to the Hotel workflow, this process takes the specific report format from SCG Yardi and transforms it into the precise structure required by Anaplan for corporate fund-level modeling.

End Result: The standardized data is delivered to Anaplan on a recurring schedule, providing the necessary inputs for corporate-level financial planning, strategic analysis, and reporting.

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