Technical guidance from our internal experts
Our Best Practices section includes thought-leadership, technical guidance, and step-by-step tutorials written by our internal experts, such as our Operational Excellence Group (OEG). Don't be afraid to comment and ask questions!
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…
Author: Dave Waller, Principal Product Manager at Anaplan. Discover how Anaplan Workflow streamlines and simplifies complex approval processes with our set of short demo videos. Each video highlights a real-world use case — budget submission, capex submission, headcount allocation, and compensation plans — showing how…
Workflow Advanced extends Anaplan's workflow capabilities with sophisticated features that enable automatic decisions and intelligent routing. Workflow Advanced contains all the Workflow Basic functionality with the additional capabilities of branch and reconnect, send-back loops, value-based decisions, and parallel steps.…
Author: Dave Waller, Principal Product Manager at Anaplan. While Workflow has been fine tuned for progressing single items through a business process, typically using forms to create new list items and then syncing workflows to that new item, there are some situations where there is benefit in processing new items in bulk.…
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. The Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. This Part 2 is a deep dive on some details. Above is the final Object…
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. This Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. The Part 2 is a deep dive on some details. Summary For illustration,…
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These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.