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PLAN Ahead [March 2023 Community Newsletter]
There's a lot happening in the Anaplan Community, and it’s easy to miss new articles or the opportunity to share your perspective and help a peer. Take a look at what’s been going on lately. Have you seen the great thought-leadership and technical guidance in Community this month? Here are recent articles you may have…
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Day in the life of a Certified Master Anaplanner (Part 1): Management Consulting
Author: Joel Bangalan, Certified Master Anaplanner, Solutions Architect, and Systems Administrator in the consulting industry. Hello Anaplan Community! This is the first of two parts of my blog on my experience as an Anaplanner. Having worked with Anaplan both as an implementation consultant and as an end user, I’m hoping…
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Model building checklist
Author: Nicole Johnson, Senior Anaplan Model Builder at Autodesk. I love a good checklist. Naturally, that passion comes through when I plan and build enhancements for an Anaplan model. I've created a model building checklist that I use to think through and document changes I need to make to a model, and I'm sharing my…
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Reflections from ACE: CloudWorks for Anaplan CoE enablement
Author: Tiffany Rice, Certified Master Anaplanner and Anaplan Model Builder, Prudential Financial. With a new year upon us, this is a great time for reflection on the prior year and the capabilities that have been added to Anaplan. During the recent Anaplan Community Experience (ACE) this past November, there was an…
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Anaplan New Year’s resolutions and tips for a successful 2023
Author: Daniel Dunleavy, Certified Master Anaplanner and Sr Associate, Head of Data Integration at Vuealta. Boss calls you into their office. After congratulating you for your hard work last year, he/she says for this year, “We need you to do more, with less, and do it better than before.” After thinking about all the…
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Recognizing our ACE Award winners
This past November at our Anaplan Community Experience (ACE) event, we recognized two Community members who have gone above and beyond in 2022 to represent Advancement, Culture, and Education — the key elements of ACE — and who embody the spirit of the Anaplan Community. The winners were chosen specifically for their…
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Top 25 Anaplan features released in 2022
Authors: Misbah Ansari (@Misbah), Certified Master Anaplanner and CEO/Founder at Miz Logix and @WajidAli . Within this fast-pacing world, it is important for technologies to move even faster. Anaplan, being a leader in the Connected Planning world, released a plethora of changes and/or updates in 2022 to almost every…
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Carbon footprinting: Building ESG metrics into your financial plans [Part 1]
Part 1: Dealing with Scope 1, 2, and 3 emissions Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. Last year I took a year out to do a Masters in Sustainability. I’ve been building planning models for over 25 years (originally in Adaytum — anyone old enough to remember that?), and…
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Spotlight event: Transitioning from Classic to UX
Don't miss this upcoming virtual event for the Anaplan Community — Transitioning from Classic To UX! On Wednesday, July 20 at 10 a.m. ET I’ll be joined by Taylor Rogers, @taylor_rogers Certified Master Anaplanner & Merchandise Systems Model Builder at Stitch Fix, and Andy Martin, @andrew_martin_1 Director, Operational…
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Introducing the new Anaplan Community experience!
The new Anaplan Community experience is now live! Starting today, Community members can access a new and improved Community. We have thoroughly migrated existing content to the new Community, including discussions, blogs, articles, the Idea Exchange, as well as favorite resources such as Planual and the Model Optimization…
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Five lessons I learned in 2022
Author: Manuela Apostol, Certified Master Anaplanner and Anaplan & BI Solutions Architect at Logicor Anaplan is a resilient and very flexible tool and has demonstrated it can be used to adapt plans in days or weeks to current market trends — or rather — shocks! I have found that I’ve also needed to adapt my work strategy…
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Let’s kick 2023 into gear!
Happy New Year, Anaplanners! The Anaplan Community team would like to take a moment to say thank you for an incredible 2022. We look forward to bringing this Community more learning, professional growth, and opportunities for connections in 2023! We want to take a moment to share our reflections on the past year, and…
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Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
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Announcing an improved Anaplan Community experience, launching soon!
Anaplan Community is excited to announce it is moving to a new platform and adding new capabilities to elevate the member experience. Launching in mid-December, the new Community experience will include upgrades such as content personalization, a simplified process for user-contributed content, new badging/rewards, and…
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Building with Anaplan while avoiding perfectionism
Author: Dave Edwards, Certified Master Anaplanner and Principal at Columbus Consulting. Inevitably we will all encounter projects that drift too far into the realm of perfectionism. As companies transition to more agile software solutions, the lingering perspective from older system design that a tool must be perfect to…
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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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Building your internal Anaplan talent pool
Is your organization looking to grow your internal Anaplan talent pool, and either begin to establish an Anaplan Center of Excellence (CoE) or move up the Anaplan CoE maturity curve? If you’re not thinking about this component of your CoE, then you’re not thinking about a key ingredient of an Anaplan CoE! Or perhaps your…
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Three foundational steps required to transition from classic to UX
The development of Anaplan’s user experience (UX) has been both a major step in the platform’s maturity as well as a key driver of its best-in-class recognition. However, because the UX represented a major change to the dashboard interface during a time when Anaplan had already amassed a large customer base, not all…
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That's a wrap on the Anaplan Community Experience!
Anaplan Community Experience (ACE) 2022 is in the books! We had an incredible two days of sessions, networking opportunities, and our first-ever ACE Awards. Thank you to all our incredible presenters, hosts, and producers for making this inaugural ACE a huge success! And most importantly, thank YOU for being members of the…
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How I Built It Dashboard Filter using Line Item Subset
Hello Anaplanner Community! I’m excited to participate in this new Community ‘How I Built It’ video series with a tutorial on dashboard filtering using line item subset (LIS). This video represents one of the functions of LIS, and how can we use the LIS to apply a filter on a dashboard. This filter helps to build a filter…
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Five ways to give back in the Anaplan Community
The biggest thing I’m grateful for in my career is the Anaplan Community. Not just in the sense of this technical website — community.anaplan.com. If it weren’t for all of the people willing to share their knowledge, support others’ growth, and challenge ideas, I wouldn't be in business as an independent consultant. In…
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Time to Tidy: No More Mess in Your Models
As winter is now behind us and the annual process of “spring cleaning” begins, I find that it is a good reminder to not only clean and organize my house, but also to clean another area that most likely needs some organization: my Anaplan models. The beauty of Anaplan’s platform is that it gives the model builder an…
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The new Modeling Experience is here!
If you attended ACE 2022 or have been keeping up in Community lately, you’ve probably heard about exciting new changes to the Anaplan model building experience. That’s because the new and improved Modeling Experience will soon officially become the default modeling interface, but you can start using it today! Though the…
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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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From spreadsheets to Anaplan
Have you ever worked on a team where spreadsheets are used everywhere and for everything? Have you seen multiple versions of a company’s financial forecast flowing through email from one person to another, back and forth? Have you validated versions of the same file to capture any possible accidental or unwanted changes?…
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Meet Certified Master Anaplanner Jerry Wu
Meet Jerry Wu — Certified Master Anaplanner, and Product Manager, Enterprise Apps at Snap Inc. in Texas. Jerry is part of a team that maintains, supports, and develops revenue planning, sales opps planning, and sales incentive compensation using Anaplan. Snap, Inc. empowers people to express themselves through products…
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Case study in workforce and talent acquisition planning
What do you do when you need a single source of truth for headcount approvals, reports, and pay benchmarking with real-time forecasts? You turn to Anaplan! In this case study, I’ll share how we improved our workforce and talent acquisition planning processes, resulting in significant forecast accuracy advancements, time…
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Breakout tracks announced for the Anaplan Community Experience!
Anaplan Community Experience (ACE) is coming up soon — next Wednesday and Thursday — and we hope you'll join us for this new virtual event! We are excited to announce new sessions and speakers added to our event line-up, from Meta, Autodesk, Groupon, Deloitte, and more. You can look forward to four main stage sessions,…
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Modeling with concurrent developers
Generally, modeling in Anaplan is straightforward when there is only one developer owning all the changes within a model. However, as your user base grows, so do the number of use cases and requests for enhancements. This means several developers may be developing functionality within the same Anaplan model concurrently.…
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Modeling in Anaplan with alternative tools: Part 4
One goal of the Anaplan Community blog is to showcase the variety of skills, thought leadership, and knowledge that exists in our ecosystem. There are so many stories and talented people we want to highlight! One of those people who stood out this year is Certified Master Anaplanner Mitch Aist. Mitch has graciously given…
