User Stories
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 |
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 |
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. |
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 |
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 |
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. |
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 |
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 |
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. |