Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases.
Shifting gears: From dashboard-centric to workflow-centric applications
Are your users getting lost in a sea of dashboards every time they log into Anaplan? It’s time to rethink how we build enterprise applications.
In this video, we explore the powerful shift from a dashboard-centric to a workflow-centric approach. Most applications are designed from a « global view point » in mind, but end-users don't experience the process that way: they just want to get their specific tasks done efficiently.
By focusing on the process as the entry point, we can:
- Reduce friction and confusion for users.
- Provide role-based, personalized task lists.
- Replace manual follow-ups (emails, spreadsheets) with embedded governance.
- Align the application with real-world business operations.
Stop building for data exploration and start building for execution. Watch the video to learn how to transform your user experience and drive better adoption across your organization!
The main takeaways:
- The process as an entry point: The user should not have to look for where to go; the application must guide him directly to the tasks that are incumbent on him.
- Role-by-role customization: Avoid generic dashboards. Each profile (analyst, manager, etc.) must have a clean and specific view of its responsibilities.
- Action rather than navigation: Menus should no longer be lists of pages, but lists of concrete actions (e.g. "Approve budget").
- Integrated governance: Progress monitoring and validations must be done within the tool, eliminating the need for reminders by e-mail or external Excel files.
- Abstraction of technical complexity: The user does not need to understand the technical architecture or modules of the tool to be effective; he only needs to interact with the business process.
How I Built It
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