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Master Anaplanner communication error
A recent email notification was sent in error regarding the Certified Master Anaplanner of the Year status. As a valued member of the Anaplan Community, we can assure you that this was not a phishing attempt and apologize for any inconvenience it may have caused. Certified Master Anaplanners wear many hats and drive…
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Cybersecurity best practices for National Cybersecurity Awareness Month
Cybersecurity is a topic that many people are still learning about, and it is important to stay up-to-date on online safety best practices. As digital citizens, it is our duty to act responsibly because no matter how secure a platform is, a simple mistake can lead to dangerous situations for ourselves or others. That is…
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How I Built It: Waterfall calculation
We come across the need for waterfall calculations more often than we think! I’ve personally created this at least four times in different contexts, and I’ve helped colleagues who were trying to achieve something where a waterfall calculation would work perfectly well. First, let’s clarify what I mean by “waterfall…
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5 Best practices for Anaplan sustainability
This article covers material I presented during an Anaplan User Group session in 2021. The module snapshots are from prior to my transition to the Anaplan UX for visualization outputs. As someone who started off as an Anaplan implementation consultant and then moved on to manage a tenured Anaplan deployment within a…
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Save the date for the Anaplan Community Experience!
https://play.vidyard.com/AsywJ6HsuSCZgkeM7iNc4u? Hey Anaplanners! Today I am thrilled to announce an upcoming special event for our Community — the Anaplan Community Experience (ACE) — a hybrid experience on November 9 and 10, 2022. After Anaplan Live! in June, we heard the feedback. We know the Community is looking for…
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How I Built It: Popular Word Game
Community Manager note: In our new “How I Built It” series, we will be showcasing the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Hi Anaplanners! I’m…
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Tech Talk with OEG: Performance triangle key takeaways from customers
The Anaplan Performance Triangle details the relationship between the number of users and the level of complexity in an Anaplan model to the performance of an Anaplan model, as explained by Mark Warren, Operational Excellence Group Platform Specialist in this article. The Performance Triangle considers: How many end-users…
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Keeping current: 2023 certification requirements
Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem! As stewards of Anaplan, our goal is to ensure your expertise stays relevant, regardless of when you were certified. Staying current with the latest…
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Community perspective: RANK and row counts – Management Reporting with multiple lists
A common request within any planning project is to create well-formatted, standard reports for the business to consume. However, these aren’t always as simple to create as first thought. The Management Reporting capabilities within Anaplan produce great looking outputs. However, they require a fixed number of rows for each…
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Case study: Anaplan for hypergrowth companies (The story of Rohlik)
In our experience with dozens of implementations, we see a lot of similarities for the reasons clients switch to Anaplan: reducing reliance on Excel, standardizing processes across business units, reducing the time spent on manual work around data preparation, and controlling data quality. Additionally, Anaplan is often…
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Community perspective: How to maintain corporate brand standards in Anaplan
Overview One responsibility of a marketing team is creating and regulating the corporate brand standards. Logos represent the most recognizable part of this tool kit, but the choice in color can be equally important when consumers are challenged with recognizing popular companies. McDonalds: Red & Yellow. Starbucks: Green…
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Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
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Showcasing our CoE Leaders (2022 Runners-Up to the CoE Leader of the Year Award!)
In June at Anaplan Live! we celebrated all the hard work we see every day in the Anaplan Community. Hayli Hay, at Autodesk, won our 2022 Center of Excellence Leader of the Year, and there are two more exceptional people we would like to recognize! Asslam Umar Ali and Matthieu Marck are our 2022 Center of Excellence Leader…
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Community perspective: Data Hub organization
This article is intended to help assist and standardize Data Hub organization across the Anaplan platform. This methodology is intended to help the technical teams, not end users, navigate and create your Data Hub model and troubleshoot problems with individual data sources efficiently. Functional areas To begin, setup…
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Meet Certified Master Anaplanner Kyle Sakowski
Meet Kyle Sakowski — Certified Master Anaplanner and Director at Everest Reinsurance Company in New York. Kyle’s Anaplan experience started when he was an intern, when his boss tasked him with learning all he could about the platform. This led to an incredible learning journey, a full-time role, and successful career as a…
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Moved: List of Subprocessors
This discussion has been moved.
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Winning at wireframing
Requirement gathering is one of the most important aspects of an Anaplan build. If done thoroughly, it will give stakeholders a quality product with a quick time to deployment. If done poorly, it can result in many additional hours spent in rework and a negative experience with stakeholders and testers. We’ve all heard the…
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Community perspective: Employee grouping for sales targets
Within sales and target setting use cases, there are often situations that require assigning specific targets to a group of employees. While this can be done manually or through a blanket allocation, it may be more advantageous to designate groups within regions or markets for the purpose of distributing targets. There are…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
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Custom views versus module views
Anaplan’s UX has evolved a lot since its release, as additional features are being added to UX on a frequent basis. It is very important for us to keep up to speed with Anaplan's UX feature updates. Keeping that in mind, we are going to discuss one of the features specific to UX — custom views — and its comparison, module…
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Customer participation acts as a multiplier to customer success
A Fortune 500 insurance company built and implemented a fully functioning License Management model in weeks rather than months. A local government saved $190k+ on audit consulting fees while adjusting forecasts quarterly instead of annually. A beverage manufacturing and distribution company rolled out model enhancement…
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Meet Solutions Architect Karim Lameer
Meet Karim Lameer — Anaplan consultant and Certified Solutions Architect with a background in accounting in the pharma and healthcare industries. Karim was introduced to Anaplan five years ago, and once he discovered the power of the platform and ecosystem, he made the decision to consult and help other companies get…
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Anaplan Live! Recap for model builders and technical teams
Now that a couple of months have passed since Anaplan Live! in San Jose, I have finally had a chance to reflect and think back on some of my favorite topics that were covered in the Platform track. I enjoyed the new and rekindled connections I made at the event, but if you're anything like me, you didn't have time to…
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Meet CoE Leader Dragana Kangrga
We are excited to introduce you to Dragana Kangrga — Finance Manager and Center of Excellence Leader at Groupon. Dragana joined her organization’s established Center of Excellence as a model builder, and has since transitioned into a solutions architect role where she leads three model builders and oversees governance of…
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The three most useful applications of the data write action
Model building in Anaplan has been nothing but a pleasure regarding ease of use and adoption; not only it is an excellent choice to drive standardized models across an organization, but also provides support and follow-up at the needed cadence. And if we talk about the user experience — with upcoming features being added…
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Meet CoE Leader Rachel LaRue
Meet Rachel LaRue — Finance Manager and Center of Excellence Leader at DaVita Kidney Care. In addition to leading her organization’s CoE, Rachel’s work focuses on model building, including building new projects, enhancements to old deployments, as well as bug fixes and any proactive improvements. We asked Rachel to share…
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In Case You Missed It! Spotlight Event: Transitioning from Classic to UX
Last week I sat down with Taylor Rogers, @taylor_rogers Certified Master Anaplanner & Merchandise Systems Model Builder at Stitch Fix, and Andy Martin, @andrew_martin_1 Director, Operational Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from Classic to UX. Taylor shared…
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Anaplan deployment at enterprise scale
Anaplan design decisions always revolve around optimizing and balancing four factors: * Performance * User interface * Simplicity * Administrative burden All else equal, these should be given approximately equal weighting. When working with global deployments, large data sets, and diverse user groups, a vital mechanism to…
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UX Demonstration — check out the new features!
https://play.vidyard.com/GG5TSzi2PUf37NXJ26brqi? Streamlined planning has never been easier with the Anaplan UX. In this video, join along as Anaplan's Operational Excellence Group take you through our AOP planning, starting with learnings from the prior year, moving through the forecasting process, and providing reporting…
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How to prepare for the uncertainty ahead
Is your planning ready to ride out a turbulent market? From supply and labor shortages to broad-based inflation, companies everywhere have been trying to navigate a turbulent market during the first half of 2022. In this post, Daniel Dunleavy, Certified Master Anaplanner, explores some of the themes of the year so far and…
