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Notify Action has gone LIVE!
Updated demo video including recipient email and mobile deep linking!Facilitate smooth handoff of work * Configure static recipients for a notification Engage users and draw them into platform* Set the destination page, drawing users directly into the right place Notify users they need to take action * Add a default…
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CPX Sep. 15 and 22
Hi everybody! Hopefully you are already registered for CPX, but if not please head to https://www.anaplan.com/connected-planning-xperience/ and click “Register”. As part of the registration process you will have the option to join a User Group live event at CPX. We are currently slated to have one for Manufacturing. What…
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Thanks for attending the Mid-Atlantic Group Meet-up
Thank you so much for attending our Mid-Atlantic Group Meet-up today. Here are results from our meeting polls, as answered by our customer participants! As always, follow-up with your Anaplan Business Partner if you have any questions! 1.When thinking back about working from home you will remember most… * Shaving less/not…
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PART 1: Pac NW User Group Aug 20th presos, recap and shout outs!
Thanks to all who were able to attend yesterdays Pac NW user group! We had over 40 people join representing 20 companies from around the region. Special thanks to Pam Polizzi Sr Mgr UX Research for speaking to us about the User Research Program as well as Christina Medeiros Director of Talent Acquisition for sharing about…
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Part III: Pac NW User Group Larissa Lowe DocuSign!
And finally, to our special guest speaker Larissa Lowe from DocuSign, a huge shout out for a thought provoking and fascinating Anaplan journey story. Larissa packed in a lot of big ideas in her talk that everyone could benefit from whether your talking about Anaplan or really any business tool -- please see her preso in…
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PART II: Pac NW User Group -- Matthew Kuo Tableau
Big thank you to Matthew Kuo for his outstanding talk on better practices for maintaining your models! Please find his Annual Refresh Projects for Long Term Anaplan Success presentation attached. Great tips and practices Matthew! Cheers, Aaron
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Will you join us to hear from St Joseph's University? Live Webinar at 2pm
Please join us at 2pm Eastern today to see first-hand how Saint Joseph's University leverages Anaplan
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Bevy Virtual Training Session Recap
Hello Group Leaders, We have officially wrapped up our Bevy Virtual training sessions, and want to say thank you to all the individuals who were able to attend. We received excellent questions and feedback, and below is a high level recap of what we covered. If you would like to view the full recorded session, you can find…
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CPX - Sep. 15 and 22
Hi everybody! Hopefully you are already registered for CPX, but if not please head to https://www.anaplan.com/connected-planning-xperience/ and click “Register”. As part of the registration process you will have the option to join a User Group live event at CPX. What are Groups at CPX? Following up on last year’s Customer…
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Modelers Forum August 5th
Hey everyone, Slightly off on my timings on this occasion and slightly off with the agenda too! I am hoping to run a quicker session focussed on 1 point only. The new user experience. Now I know we have discussed this in the past and even gone through demos but now we are a year into it being live and free to everyone. So…
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How to leverage user access: Anaplan (Planning) and Business Intelligence (Reporting)
NY User Group Members, One of the more common questions we get as a Customer Success team is how to optimize the use the Anaplan platform with a Business Intelligence platform (or in some cases, a simple tool). This question comes in many forms – e.g.: * Why use Anaplan when we already have X visualization tool? * How do I…
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Register Now for Your Bevy Virtual Training Session!
IMPORTANT Group Leaders, Friendly reminder to register for one of the Bevy Virtual training sessions. This training is an important feature update to our events platform and it's crucial that you attend. If you can't attend one of the the designated session times below, please email us a groups@anaplan.com to set up an…
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[1 hour | User research] CLOSED: We'd like your feedback on download and device policies
More details in this post in our user research group. Cannot access the page? It belongs a space for members of Anaplan’s User Research Program to connect and learn about upcoming studies. If you are not a member of our User Research Program, sign up here to be added to the Community group. Once you have signed up, you…
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CLOSED: We'd like your feedback on download and device policies
This study is now completed. We are looking for Anaplan customers for a research session on download and device policies at your company. We’d like to understand how downloads and device governance currently works at your organisation, how this might affect your Anaplan experience regarding Extensions or Anaplan's mobile…
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SUM and LOOKUP for Retail
Hi Retail Team! Here's a handy cheat sheet for how to use SUM and LOOKUP using a retail use-case. I provide the use case and then implement it in Anaplan. I also use D.I.S.C.O using system modules so you get the best practice. Use Case 1 - Lookup User Story: SVP of Store Operations wants to provide top down guidance to the…
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July 16 North Central User Group - Rockwell Automation - Presentation
July 16 North Central User Group - Rockwell Automation - Presentation
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July 16 North Central User Group - Rockwell Automation - Presentation
July 16 North Central User Group - Rockwell Automation - Presentation
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UX update - Maximise card and model loading message
Two great new updates have just been released to the UX. Maximise Card: You can now maximise a card on a Board to fill the full screen. This allows the user to focus in on the area that is relevant to their needs, whether that be more detail on a chart or filtering and drilling down on a grid. See video below for an…
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Welcome! Get started here
Hello, and welcome to the Financial Services User Group! We’re glad you’re here. We (your group facilitators) are here to help you as best as we can, so please reach out at any time. Use the Forum to ask questions and start new discussion topics. You can also tag us on a post or send us a private Community message.…
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July Office Hour Follow Up
Hello Leaders, Thank you to those who were able to join us today during our monthly office hours. If you were unable to attend, here is a recap of our two important announcements. * We are officially rolling out a new solution for virtual events, called Bevy Virtual. This will provide a smoother experience for both you and…
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Notify Action has gone LIVE for all customers!
🎉Exciting news! Notify action already available!!!🎉 Updated demo video including recipient email and mobile deep linking! Facilitate smooth handoff of work* Configure static recipients for a notification Engage users and draw them into platform* Set the destination page, drawing users directly into the right place Notify…
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Insurance and Financial Services Community Chat
A community for our users in the Insurance industry to exchange ideas, ask questions, and share solutions.
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Don't Forget to Register!
~ Reminder ~ Register now for your July Office Hours. Once you are registered you will receive the virtual link to join the meeting, so be sure to register before you attend. During the event you will experience the new Bevy Virtual functionality and we have an exciting announcement to share with all of you. We hope to see…
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Industry Led Forums
I have been approached a few times re. industry specific user groups and forums and wanted to gauge some feedback here on how popular this might be and how we could best facilitate. Would love to get some feedback from you on this topic so just add your comments to share your ideas. The first and easiest idea I would like…
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Product Roadmap Live - August 2020
Product Roadmap – Thursday August 13th, 11.00am: join us for this 1 hour session as we walk you through some of the key areas currently identified on the Anaplan Product Roadmap. We are excited to share some of the upcoming developments and get some thoughts going on taking your own platforms to the next level. Register to…
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Subscribe to the Hong Kong User Group
Hi all members, Please don't forget to subscribe to the user group to stay updated with any future events and discussions! You can click on the Options on the user group webpage to do so.
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[CLOSED] We'd like your feedback on setting up and scheduling data integrations from within Anaplan
CLOSED: This study is now fully booked. We are looking for Anaplan users for a 60 minute research session on setting up and scheduling data integrations from within Anaplan. This research is open to customers and partners, particularly those who: * sometimes need to set up or manage integrations between Anaplan and other…
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POLL: What's your favorite functionality within the New UX?
Tell us about what you are loving in the New UX? A. Insights Panel within Worksheets B. Mobile experience C. Forms to create list items D. Ability to bring together multiple models within a single App E. My Pages (end user customization) F. Other…
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NUX update: Gantt chart already available!!!
Gantt chart A Gantt chart displays project tasks across a timeline. This provides a visual cue on the progress and status of each individual task. A Gantt chart can help you to organize workloads. Its bars display the statuses and dependencies of project tasks. This reveals the progress of the project, as well as any…
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Anaplan Merchandising Content Update
Hey All, just updated our website with more merchandising content. https://2hn9my41c3ib340pet2h4da5-wpengine.netdna-ssl.com/wp-content/uploads/2020/06/anaplan-for-merchandising-datasheet-june-2020.pdf
