Dan Schenk, financial planning systems consultant and Anaplan Solutions Architect

Don't let fragile Anaplan and Excel models slow down your teams.

When planning environments become fragile, reporting slows, confidence drops, and decisions stall.

We restore structure, stability, and performance to the financial systems your team relies on to run the business.

Architecture-level improvements for complex planning environments.

F5 Logic Group is led by Anaplan Certified Solutions Architect Dan Schenk, with more than 20 years of experience designing and stabilizing financial planning systems.

If it doesn’t survive real use, it isn’t built right.

Most planning systems and financial models work in theory. Problems appear when they’re pushed by real data, real deadlines, and real decisions.

That’s where we focus.

Our Approach

Complex planning systems rarely fail all at once.

They degrade slowly — through added layers, manual workarounds, and bloated modules.

Every engagement follows a disciplined framework:

1. Assess

We evaluate structural integrity, performance bottlenecks, workflow friction, and risk exposure.

The goal is clarity — not surface-level fixes.

2. Stabilize

We correct fragility, eliminate unnecessary complexity, and untangle broken logic.

Systems must be reliable before they can scale.

3. Optimize

Once stable, we improve performance, scalability, and decision-support quality.

Clarity and speed should coexist.

Who We Help

We work with organizations facing structural strain in their planning systems — where complexity has begun to erode clarity, reliability, or performance.

Typically, that looks like:

• Forecast cycles that take too long
• Board reporting that requires excessive manual work
• Models layered with years of incremental fixes
• Performance degradation as the system scales
• Reduced trust in outputs or underlying logic

Typical Outcomes

Organizations typically see measurable improvements in model performance, size, and reliability.

Faster Calculations

Optimized formulas and model architecture significantly improve calculation speed and overall model responsiveness.

Up to 50% Smaller Models

Eliminate unnecessary dimensionality, duplicated calculations, and inefficient module structures.

Lean Architecture

Simplified model structures that are easier to maintain, extend, and troubleshoot.

Reliable Under Pressure

Systems designed to perform consistently during critical planning and reporting cycles.

  • Stabilize. Optimize. Scale.

    Architecture-level improvements for complex financial planning systems built in Anaplan and Excel.