CHALLENGE:
Sudden need for agile knowledge transfer sessions
In September 2022, Sonos’ in-house Anaplan developers submitted their two-week notices. This transition risked a massive loss of institutional knowledge, given the complexity of Sonos’s custom Anaplan implementation. Furthermore, even with perfect documentation, Sonos would have no time to recruit and onboard a new team member in time to manage the year-end financial planning and reporting processes without support.
Sonos turned to Spaulding Ridge for help. We were asked, “If we brought Spaulding Ridge in, could you run an emergency knowledge transfer from our resources, and have your team help us through this critical end-of-year moment?”
SOLUTION:
Spaulding Ridge’s VirtualAdmin+ for Anaplan
Spaulding Ridge had to determine, with only one week’s lead time, how Sonos’ data and planning model was maintained so that when crunch time came for the finance team in less than a month, the system could support all the necessary planning, forecasting, analysis, and reporting.
After the triaged knowledge transfer, Spaulding Ridge then needed to support Sonos’ financial models throughout the year-end financial planning and reporting processes through January 2023.
RESULTS:
Center of excellence
Spaulding Ridge was able to successfully download all model specificities and use that knowledge to support the Sonos FP&A process. After Sonos recruited a full-time Anaplan resource, the Managed Services team at Spaulding Ridge helped bring this new resource up to speed on model architecture and specificities. The Sonos team, including new team member, are now successfully managing the system independently.
