Anaplan models are designed and built to meet the specific needs of the organization’s end users; these needs are captured in user stories. The model you build in Introduction to Model Building will address three user stories, presented here in abbreviated form.
User Story #1
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Ability to verify headcount by month and view upcoming start and leave dates.
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Description
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As the Human Resources Manager, I need to verify headcount plans for each functional group, as well as see upcoming dates when employees are joining or leaving the company so that I can schedule corporate onboarding and exit interviews.
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Acceptance Criteria
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View shows headcount forecast by functional group by month.
View shows lists of new employees with projected start dates and exiting employees with leave dates.
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User Story #2
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Ability to see summary of overall company financial performance, including breakdown of corporate expenses.
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Description
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As the CFO, I need to be able to see a concise summary of the company's actual financial results relative to our forecast, including totals for each category of corporate expenses so that I can report on our financial results to the CEO and our Board of Directors.
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Acceptance Criteria
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View shows profit summary for entire company in table form.
View shows profit margin % by month in a line chart.
View shows each type of Corporate Expense by month, actual vs. forecast, in column chart.
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User Story #3
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Ability to identify products with negative variance of actual units sold to forecasted units sold.
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Description
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As a Retail Store Manager, I need to be able to see which products are underperforming relative to forecast in my store, so that I can make adjustments to in-store merchandising, product placement, or sales strategies.
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Acceptance Criteria
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View highlights product types and individual products selling below forecast with color coding.
View can be sorted in order of unit sales volume.
View shows results only for my store.
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