If you missed our spotlight event on Anaplan Community Experience: Workflow Expanded, a recording is now available. Anaplan's Elizabeth Schera and Chris Stauffer share insights and strategies to optimize your processes.
Presenters highlighted how to thoughtfully design workflows around real business processes rather than forcing process into the tool, including when to use Workflow versus traditional model logic, how to avoid overcomplication, and how to ensure scalability. They also showed how Workflow can support cross-functional collaboration by aligning tasks with business roles and timelines, ultimately helping organizations close gaps between planning and execution. The session reinforced that strong Workflow design leads directly to better adoption, cleaner processes, and more reliable outcomes within Anaplan.
A recording of the event is below, and a PDF of the presentation can be found here:
Recording
0:00 - Welcome
1:37 - Opening and introductions
2:29 - Agenda
4:54 - Recap from Previous Event
7:19 - Workflow Feature Update
23:31 - Workflow in Action
31:18 - Anaplan Workflow Demo
47:59 - Hierarchy Tasks Demo
51:46 - Q&A
Additional resources
Latest Platform Releases
September Release Page
Speeding up ADO data syncs with Workflow
Workflow Advanced on Anapedia
Previous Workflow in Anaplan Event
