Guide
Leveraging AI in Your Planning Environment Guide
70 senior planning leaders. 3 critical AI capabilities. One practical framework for where higher ed goes next.
Guide
Leveraging AI in Your Planning Environment Guide
70 senior planning leaders. 3 critical AI capabilities. One practical framework for where higher ed goes next.
Pressure to move faster, improve visibility, and support better decisions isn’t slowing down — but most institutions aren’t looking for broad AI experimentation. This guide reveals how finance and planning leaders across higher education and the public sector are thinking about AI in their planning environments, and what separates organizations building governed, practical AI workflows from those still waiting on the sidelines.
What you’ll learn:
- Why 42% of institutions cite governance and trust as the biggest barriers to AI adoption — and how to address them without slowing progress
- How Anaplan’s AI capabilities map to real planning workflows across insight delivery, model development, and reporting
- The three operational bottlenecks finance and planning teams face most often — and the targeted solutions reducing manual dependency
- What a governance-first AI approach looks like in practice — and how to expand adoption while keeping institutional data secure and controlled
About Tru Consulting
Tru Consulting helps higher education institutions, state and local government agencies, and academic medical centers modernize financial planning through connected, enterprise-wide solutions. Since 2019, we’ve partnered with over 100 organizations across the U.S., delivering 250+ successful planning transformations with a 100% client satisfaction record. Our team brings 500+ years of combined experience in finance and strategy across these sectors — which means we understand your organization’s complexity before we walk in the door.
