Spring cleaning your Anaplan experience: Best practices for model optimization


Author: Wendy Wen is a Certified Master Anaplanner and Senior Director at Globalization Partners.

As we embrace the arrival of spring, it's an opportune moment to fine-tune your Anaplan experience, enhance model efficiency, and elevate user satisfaction. In this blog post, I will delve into essential best practices and tips to help you achieve these objectives seamlessly.

  • Implement model design best practices: Ensure adherence to naming conventions for module names, organize modules into relevant functional areas, and maintain clear line item naming conventions with accompanying formulas and comments. This structured approach lays a solid foundation for efficient model management.
  • Conduct data cleanup: Initiate a comprehensive data cleanup to eliminate duplicates, outdated entries, and unused elements within your Anaplan model. Maintaining data accuracy and integrity is paramount for informed decision-making and reliable insights.
  • Streamline model design: Take a critical look at your model's structure. Simplify where feasible by removing redundant modules, line items, and calculations. Embracing a modular approach not only enhances scalability but also simplifies ongoing maintenance tasks.
  • Leverage automation features: Harness the power of Anaplan's automation capabilities. Schedule imports, configure actions, and set up workflows to automate data updates and repetitive tasks. This strategic automation not only saves valuable time but also minimizes the risk of manual errors.
  • Optimize formulas: Delve into your formulas and calculations to optimize performance. Utilize selective calculations, leverage summarize functions effectively, and steer clear of circular references. These optimizations contribute to faster processing times and smoother user interactions within your Anaplan model.
  • Monitor performance: Stay vigilant about your model's performance metrics. Utilize Anaplan's monitoring tools and dashboards to identify bottlenecks, fine-tune performance, and ensure a seamless user experience. Proactive monitoring is key to maintaining optimal model functionality.

By implementing these best practices and tips, you can spring into efficiency and cultivate a more streamlined Anaplan experience for all users. Let's collaborate to optimize our models, elevate data quality, and empower users to make well-informed decisions effectively.

What tips would you add? Leave a comment!


Read past spring cleaning articles here: