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Modeling in Anaplan with alternative tools: Part 3
Today we are thrilled to bring back one of our favorite Certified Master Anaplanners, Mitch Aist, in our Community series on how to model build in Anaplan with alternative tools. Mitch has shared his expertise earlier this year in Part 1 showcasing how to create a model and versions, and in Part 2, demonstrating how to…
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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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UX Demonstration — check out the new features!
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 to stakeholders. Discover how and where to…
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Register NOW for the Anaplan Community Experience!
We know the Anaplan Community is looking for more opportunities to network, learn via technical sessions, and participate in more model demonstrations. Join us virtually on November 9 & 10 from 10:30 a.m. - 2:00 p.m. (EST) for the inaugural Anaplan Community Experience (ACE) hybrid event, featuring a limited number of…
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Save the date for the Anaplan Community Experience!
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 more opportunities to network, additional technical…
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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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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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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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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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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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The Life-Changing Magic of Tidying Up Your Anaplan Model
Marie Kondo's "The Life-Changing Magic of Tidying Up" seems to be popping up everywhere these days with her book and Netflix show. I decided to take the principles of her KonMari Method and see how we can apply them to how we build Anaplan Models. The KonMari.com website explains the method: The KonMari Method™…
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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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Using Anaplan to Prepare College and University Budgets
In the last 15 months, colleges and universities (perhaps more than any other sector of business and society) have faced enormous challenges when it comes to preparing annual budgets and long-range financial plans. There was great uncertainty about the major drivers of revenue such as enrollments, government support, and…
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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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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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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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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…
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How to Avoid the Top Anaplan Implementation Mistakes, Continued
Back in June, we were so fortunate to have nearly 700 people attend our live session discussing ways to avoid some of the most challenging Anaplan implementation tasks. In this blog, we summarize the top 10 as well as add a few more that were brought up by you during the session. Discover the best ways to prevent the most…
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Get self-service and lower cost of ownership using CloudWorks
Now that Anaplan has rolled out CloudWorks, more clients are asking about how to leverage it as the main data integration tool for their Anaplan platform. After years of implementing Anaplan at a partner firm using mainly Anaplan Connect for integrations, I have been pleasantly surprised at how CloudWorks performs and how…
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Five Community resources people are talking about
One of the most powerful elements in Community is learning from peers — discovering what tools they find valuable. Today we highlight recent resources that have garnered positive feedback and comments among the Community. If you missed these posts the first time around, check out what people are saying and how it can help…
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Architecture and Modeling Mistakes: Deep Dive
In today’s post, we’re doing a deep dive on the Anaplan Live! session: Top 10 Anaplan Implementation Mistakes and How to Avoid Them. Focusing on the Architecture and Modeling section, we’ll review a few best practices discussed and illustrate how we can leverage them in our daily model-building activities. Why You Need a…
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Pro tips: Anaplan Lifecycle Management (ALM) implementation
Ahhh, the joys of reminiscing…unless you’re reminiscing about the early days of Anaplan, before Anaplan Lifecycle Management (ALM) was available and fully vetted like it is today. Back in my day — 2014 to 2020 to be exact — migrating changes in Anaplan meant just that. Migrating. Changes. Individually. Each. And. Every.…
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New — Get inspired with UX Designer Quick Tips
Introducing the latest way to learn and develop Anaplan skills — UX Designer Quick Tips! Hear from a variety of Anaplanners as they share actionable tips designed to optimize the UX experience. Visit the UX Designer hub to view a new featured tip each week. The complete list of Quick Tips is also available to view at any…
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Announcing the 2022 Master Anaplanner of the Year!
Congratulations to Anaplan’s 2022 Certified Master Anaplanner of the Year, Asslam Umar Ali from Fortescue Metals Group! Asslam is a Principal Performance Management professional with over 15 years of experience. He currently manages the enterprise planning program including the Center of Excellence at Fortescue Metals…
