Global Life Sciences Company: Scaling Annual Planning and Prioritization
A global life sciences company modernized its annual planning process with TransparentChoice. By replacing complex spreadsheets with a dynamic, collaborative platform, they accelerated decision-making, balanced financial and strategic priorities, and made risk visible across the enterprise.
The Challenge
The company had built its success on a disciplined annual planning and prioritization process. It was central to how leadership set strategy, aligned resources, and sustained growth across business units.
But as the organization expanded, its Excel-based system couldn’t keep up. Each new planning cycle meant hours of manual reconciliation, version conflicts, and slow consolidation. Decision-making lagged behind the pace of business.
Collaboration was another hurdle. With stakeholders spread across countries and functions, collecting input was cumbersome. Excel forced a stop-start workflow where alignment took weeks — and critical insights were often lost in translation.
Our Approach
The company adopted TransparentChoice to turn its annual planning process into a fast, evidence-based, and scalable system.
Each division could now score projects against both financial KPIs (ROI, NPV, payback) and non-financial factors such as strategy, customer value, and risk. This created a balanced view of how each initiative contributed to growth and resilience.
Through scenario planning and real-time collaboration, leaders could explore trade-offs, adjust criteria, and see the impact instantly. Hundreds of contributors worked in parallel through the Business User feature, while risk was quantified through a new Benefits Confidence factor, ensuring forecasts were grounded in reality.
The Results
Planning that once took weeks now happened in days. Divisional portfolios rolled seamlessly into enterprise-level scenarios, giving leadership a single, transparent view of the business.
The company achieved faster cycles, clearer priorities, and stronger alignment between strategy, finance, and execution. Every scenario reflected not just potential returns, but confidence in delivery.
With TransparentChoice, this global leader built a scalable, risk-adjusted planning process — transforming annual prioritization into a living, collaborative engine for smarter investment and sustained growth.