Anaplan Optimizer uses advanced algorithms to quickly solve complex problems involving thousands of inputs, aiding business planning and decision-making. Optimizer does this by identifying values for variables that maximize or minimize the configured objective. For example, it identifies the most profitable, the fastest, or the cheapest, while accounting for any specified constraints.

Optimizer can lead to significant savings and improved, data-backed, decision-making. It can quickly identify the set of conditions that maximize or minimize your objective. Optimizer brings the benefits of mathematical optimization to your model without the need for an expert.

Note: You must have the Enterprise version of Anaplan to use Optimizer. Optimizer is an entitled service, so you must opt-in to access the feature. It isn't currently available on Polaris. Your Customer Success Business Partner can help you enable Optimizer.

Optimizer is a model action. In the action, you define the objective, variables, and constraints. The objective is what you want to maximize or minimize. You then list the variables involved. Optimizer will attempt to optimize these variables to best achieve your objective. Finally, you list any constraints that the optimization needs to account for. For example, a constraint could be the production capacity of a plant.

Once you have the Optimizer action, you typically use it through a board or worksheet. This enables you to change input parameters, execute the optimization, and see the outcome. Model builders and users can do all the work in Anaplan. This enables you to create and run optimization processes without input from IT personnel.

Not all problems have a feasible or optimal solution. When there are no solutions, an explicit error is displayed. Learn more about Optimizer limitations.

Use cases

Optimizer solves complex planning problems by finding the best possible decisions from combinations that could extend into trillions. Use cases exist in many business areas.

Supply chain and operations:

  • Transportation optimization. Minimize shipping costs while meeting demand.
  • Production planning. Optimize manufacturing and resource allocation.
  • Inventory management. Balance stock levels with service requirements.
  • Network optimization. Locate facilities and match supply with demand.

Finance and strategy:

  • Project portfolio optimization. Prioritize capital investments for maximum ROI.
  • Resource allocation. Assign budgets and personnel across initiatives.

Sales and marketing:

  • Territory and quota optimization. Assign accounts to sales representatives.
  • Revenue management. Optimize pricing and commission structures.

Optimizer can find the best solution in situations where you have many possible outcomes that must meet a range of business constraints and trade-offs. If your problem deals with resource allocation, minimizing cost, or maximizing profit, using Optimizer is the best way to find optimal solutions. Learn more about mathematical optimization, and more about Optimizer limitations.

Optimizer resources

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