As a Center of Excellence (CoE) Leader, you play a critical role in driving transformation and acting as a visionary leader. In addition to managing your CoE’s operations and prioritizations, you go beyond by building cross-functional relationships to champion the value of Anaplan. You cultivate a culture of Connected Planning and lead your CoE by defining and effectively executing the technical and talent roadmaps.
The best way to hone your expertise is practical experience. We recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also help you advance your technical skills and learn best practices for working with Anaplan.In addition to our required training, the following materials can help you get a well-rounded understanding of the platform. Learn how you can grow your knowledge in the areas below: Center of Excellence Topics Data Hubs * Data Hubs: Purpose and Peak Performance Governance & Structure * Building a Center of Excellence * Introduction to Centers of Excellence * Selecting Center of Excellence Governance Structures * Center of Excellence Roles and Responsibilities * Why Do I Need a Center of Excellence? Data Integration Topics Importing and Exporting Data * Data Related Training Classes * Get Started with Imports * Export from Anaplan * Overview of Private and Default Files * Import Data Sources Integration Platform and Connectors * Data Integration * Anaplan Connect * Guide to Data Integration using Anaplan REST API * Anaplan API Guide and Reference * Excel Add-in Version 4.0 * Third-party Data Integration * Anaplan Connector Guide for Dell Boomi * Anaplan HyperConnect Powered by Informatica Model Building Topics Model Building Best Practices * Best Practices for Module Design * Formula Optimization in Anaplan Knowledge * Time Range Application * Reduce Calculations for Better Performance * PLANS–This Is How We Model Shared Best Practice * Add Notes Formulas and Functions * Calculation Functions * YEARTODATE Function * Formula Structure for Performance * SELECT Function * RANK Function Dynamic Cell Access * Dynamic Cell Access * Dynamic Cell OR Selective Access * Dynamic Cell Access Learning App Selective Access * Selective Access (Anapedia) * Selective Access (Academy) Time Ranges * Time Ranges * Introduction to Time Ranges * Time Ranges–The Basics Dashboard Filtering * Filter (Anapedia) * Filter Best Practice Application Lifecycle Management (ALM) * ALM Overview * Revision Tag Best Practices * Save Incomplete Changes when Synchronizing in ALM * Production Lists Overview * Structural Information Reference
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Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success Accelerators, which will enable you with the skills and tools you need to succeed with speed. Anaplan product experts will help you build a prescriptive plan tailored to your specific needs and we will run the first mile together, so you feel confident executing against the plan. The Success Accelerator workshop is comprised of three phases; Learn, Strategize, and Plan. At the end of the workshop you will have a deep understanding of the components that are required to set up and run your internal Anaplan capability. For more information on pricing and scheduling please contact your Customer Success Business Partner. On-Demand Modules Reviewing these modules (plus the workbook) on your own will give you a good feel for the CoE building process. As you review these items please keep in mind this is not an end-to-end training program, but is more of an introduction to the elements and topics you will need to consider when building a CoE. We recommend progressing through in the following order: On-demand: Governance and Ownership (8:00) On-demand: Establishing a Governing Body (2:47) Workbook: Sections 1 & 2 On-demand: Maintenance and Enhancements (5:30) On-demand: New Model Requests (3:54) Workbook: Sections 3 & 4 On-demand: Roles and Team Structure (12:36) Workbook: Sections 5 & 6 Read community article: Topics > Importing and Exporting Data > Shared Best Practices > Building a Data Hub Workbook: Sections 7 & 8
If you missed our event yesterday, Change Management for Anaplan CoE Leaders and Implementers, a recording is now available. Often overlooked and underappreciated, effective change management is the single greatest contributor to the success of realizing the benefits of a project. An Anaplan project does not end with the handover of cleverly built tools to practitioners; it’s crucial to ensure that those practitioners can effectively use the tools and reap the benefits. Topics and timestamps: * Change management considerations (1:42) * Establishing a change management mindset (3:12) * Assessing appetite and aptitude for change (5:29) * Navigating risks (15:15) * Q&A (24:38) https://play.vidyard.com/qnKkEffg7X156r12A5xFQU? A PDF of the presentation is attached, below. ACE_ChangeManagementSept2024_DistributionVersion.pdf Speaker James Snyder (@jasnyder1973), Practice Director at Allitix James Snyder has over 20 years of professional experience spanning several Fortune 500 companies and functional roles. He is an innovative leader focused on developing solutions to capitalize on known opportunities, identify unknown opportunities, eliminate waste, and deliver value to the enterprise. James is adept at delivering solutions that optimize/evolve business process, drive transparency, leverage available assets and resources, as well as maintain data hygiene. He is also an Anaplan Certified Master Anaplanner and Certified Solution Architect. James was joined by Kyle Welling (@kyle_welling_1), Director, OEG at Anaplan for the session and audience Q&A. Don't miss these upcoming ACE Spotlight events! * Implementing with Polaris on October 16 * Community Challenge Recap (modeling tips and tricks) on October 23 * Polaris Use Cases and Best Practices on November 13
We offer a private discussion forum for CoE Leaders. If you're interested in joining, please connect with us!