01

Operating Model & Process Design

Before any technology is configured, the operating model must be right. CheckPlanAct designs future-ready operating models grounded in real commercial operations experience — not theory. We bring cross-industry best practices to your design, ensuring your processes are optimised for the technology you’ve chosen.

Our CPG-centric Commercial Planning Framework integrates Trade Promotion Management, Revenue Growth Management, and Customer Planning into a unified commercial planning process that connects strategy, KPIs, and field execution.

02

Technical Design & Configuration

We design and build Anaplan solutions with the knowledge of both the business process and the technology’s capabilities and limits. Our Anaplan accelerators — pre-built models for Baseline Forecasting, Promotion Management, Account Planning & P&L, Claims & Deductions, and Assortment Management — significantly reduce implementation timelines while ensuring enterprise-grade architectures.

In 2025, CheckPlanAct was selected by Anaplan to co-design, validate, and deploy Anaplan’s own Commercial Planning & TPM application — the fastest-growing module in the Anaplan portfolio.

03

Agile Project Management

Transformation programs that follow rigid waterfall approaches run over budget and under-deliver. CheckPlanAct uses an iterative design-build-test approach that explores all potential options before committing — reducing risk, accelerating learning, and keeping the business engaged throughout.

Our project management methodology connects business stakeholders to the build process at every sprint, ensuring that what is delivered reflects what the business actually needs — not what was written in a requirements document six months earlier.

04

Industrialised Deployment Management

Building a great solution is only half the challenge. Getting it adopted across 20+ markets, multiple geographies, and hundreds of users is where most transformation programs fail. CheckPlanAct’s industrialised deployment methodology has been tested on global BAT, L’Oréal, and Logitech programs spanning Europe, North America, Asia Pacific, and the Middle East.

We design a deployment approach that accounts for local business dynamics, language, hierarchy, and change readiness — treating each market as a distinct challenge within a scalable global framework.

05

Change Management

Technology that isn’t adopted is technology that has failed. CheckPlanAct’s change management approach starts from a simple principle: the key to sales transformation success is improving the customer experience by improving the sales team experience. We proactively identify the impact of change on user experience — before go-live, not after.

Our change consultants have backgrounds in actual commercial roles — National Accounts, Brand Management, Territory Management, Supply Chain Operations. They speak the language of the people they are preparing for change.