With Anaplan and Beyond Plans, real estate players secure their budgets, anticipate trade-offs and empower teams. Social housing providers, developers and property managers: gain clarity, traceability and sustainable performance.
Between regulatory pressure, rising interest rates and ESG requirements, real estate players must manage differently. Beyond Plans combines business expertise, Anaplan mastery and on-the-ground adoption to transform your budgeting and financial processes.
Social housing, corporate real estate or property development: the sector must face uncertainty, complex trade-offs and ESG requirements. Beyond Plans and Anaplan provide connected, reliable and collaborative planning to address these challenges.
Key challenges
Rising interest rates, tighter financing conditions and ESG constraints are increasing pressure. Social housing providers and developers must secure their trade-offs and empower operational teams within a budgeting framework that is still too dependent on Excel.
Our solutions
With Beyond Plans, your teams benefit from a reliable budgeting foundation, automated P&L statements, trade-off scenarios and progressive ESG integration. The result: clarity, responsiveness and greater accountability for real estate stakeholders.
Real estate requires robust performance management: consolidation of internal flows, multi-activity management and financial trade-offs. Beyond Plans and Anaplan structure your data, secure your budgets and give you back time for analysis and decision-making.
Beyond Plans favors a pragmatic approach: clear scoping, rapid MVPs, collaborative workshops, IS integration and adoption through Lemon Learning. The objective is to deliver quickly, engage business teams and create a tool that is truly used.
The real estate sector is undergoing a profound transformation: rising interest rates, tightening financing conditions, slower construction starts, and increasing ESG requirements. In this context, stakeholders must move from rigid annual budgeting to continuous and collaborative planning.
Even today, many organizations still rely on Excel and fragmented processes. Data is scattered, reliability is uncertain, and strategic trade-offs lack visibility. Finance and operations teams struggle to share a clear view and to effectively engage their stakeholders.
Anaplan provides a powerful response: a single cloud-based model that aggregates costs, internal flows, fixed assets, depreciation, subsidies, and rents. Each stakeholder has a simple interface to build, simulate, and justify their scope. Trade-offs become clear, shared, and auditable.
Beyond Plans supports social housing providers, developers, and property managers with a pragmatic approach: rapid MVPs, progressive workshops, IS integration, and adoption with Lemon Learning. We tailor the solution to the realities of the sector, from property management to development, rehabilitation, and asset disposals.
The benefits are tangible: automatically consolidated budgets, clear and readable P&Ls, faster reforecasts, progressive ESG integration, and stronger engagement from operational teams. The project delivered with 1001 Vies Habitat illustrates this transformation: moving away from Excel, reliable budget reporting, gradual accountability of stakeholders, and streamlined production of annual reports.
Connected planning thus becomes a tool for resilience and performance in a sector under pressure. It not only secures financial trade-offs but also helps meet social and environmental requirements by empowering every stakeholder.
The quality of the reporting truly impressed us. We gained clarity and reliability, and internal discussions improved significantly. Beyond Plans acted as a true member of our team.
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Our consultants share here analyses, best practices and feedback to shed light on the key challenges of performance management and planning. A selection of articles to understand trends, explore Anaplan use cases and support your transformation projects.
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