Connected Planning

Embracing the journey: reflecting on 2023, anticipating 2024
I was recently reading a LinkedIn News article, 34 Big Ideas that will change our world in 2024, and one quote from it made me laugh — “Humans just aren’t very good at predicting” by Freakonomics Radio host Stephen Dubner. While this normally may be true, my first thought was, “I can — with 100% certainty — predict that…
Strategies for clear and significant business insights
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and informative has never been more crucial. However, there are common reporting challenges that many businesses encounter that makes…
Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
January 2024 Community Q&A Challenge — join the discussion and collect a badge!
Happy New Year to the Anaplan Community! We are thrilled to kickoff 2024 with a new Q&A Challenge, providing an opportunity to reflect on the previous year one more time. In the fall of 2023, we introduced our Community Q&A Challenge series centered around Anaplan-related questions, encouraging Community members to reflect…
Add a seperate role for End User Page Builder
We have a challenge that our end users cannot share (publish) views / reports (pages), because the risk is too high to assign the current Page Builder role to them. The Page Builder policy allows actions that could be detrimental to our business (I aware of recovery options but we prevent issues rather than resolve them).…
Need to know if we can take out some GB from 1 workspace and put that space into different workspace
Hi, I have a question where I want to split out like 30 GB from one of my workspace and put that 30 GB into different workspace. Current Situation Workspace 1= 130 GB Workspace 2= 300 GB Required Situation Workspace 1 = 160 GB Workspace 2= 270 GB If its possible how can we do this. Thanks
Implementing Polaris: Lessons learned
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. There are days in your professional career where you get to observe something special. October 20, 2022 was such a day, when I received access to a Polaris workspace to build a model proof of concept. Having worked…
Five lessons I learned in 2022
Author: Manuela Apostol, Certified Master Anaplanner and Anaplan & BI Solutions Architect at Logicor Anaplan is a resilient and very flexible tool and has demonstrated it can be used to adapt plans in days or weeks to current market trends — or rather — shocks! I have found that I’ve also needed to adapt my work strategy…
Harnessing LLMs for enhanced Anaplan planning
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Introduction AI is changing the business landscape. The integration of external AI systems, particularly Generative Pre-trained Transformer (GPT) models, into Anaplan's ecosystem marks a significant shift for the…
Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
Navigating data integration challenges in Anaplan: strategies and solutions
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. In today's data-driven business landscape, organizations rely on robust tools and platforms to streamline their financial planning and analysis (FP&A) processes. Anaplan, with its versatile capabilities, has emerged…
Integrating AI with Anaplan to summarize table formatted data
Author: Henrikki Lehtola, Certified Solution Architect and Anaplan Consultant at twoday Finland. It's undeniable that artificial intelligence has revolutionized the way businesses operate. An example of this revolution is ChatGPT, a cutting-edge language model developed by OpenAI, that has the ability to understand…
Planning in high gear: Accelerating manufacturing companies to success
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Lionpoint Group. Manufacturing is the lifeblood of the US economy. In 2022, it generated $2.1 trillion of revenue, and would have ranked it as the world’s ninth largest economy(1). The sector also plays a major role in promoting growth around the world.…
Mission NOT impossible: Org hierarchy redesign for production deployed models
Author: Tiffany Rice, Certified Master Anaplanner and Tech Lead at Prudential. In a dynamic and ever changing business environment, it is inevitable that business requirements for forecasting and planning shift over time. Particularly in times of economic volatility we see companies leaning into transformation projects to…
Function for Contribution
There is no simple way to calculate contributions all children levels to the highest parent level - for product levels, time levels and location levels. The lowest level should be considered the value to express as a contribution of a level you need to select. Examples: Week 1 to 4 belongs to Month 1, which belongs to Year…
Anaplan coach’s playbook
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Seldom has there been a time where a single model builder can solve all an enterprise’s business problems on their own. Anaplan engagements work better with more people than with just the efforts of an individual. That being said,…
Transforming technical field officer alignment and quota planning: Anaplan's impact
Author: Aman Gupta is a Certified Master Anaplanner and Sr. Business Solution Consultant at Voiant Group. The integration of Anaplan marked a significant turning point in operational efficiency for our software client. Empowered by advanced data visualization and analysis tools, this consultancy enables IT professionals to…
Streamline your marketing efforts: Omnichannel planning and budgeting in Anaplan
Author: Ben Hilgendorf, Certified Master Anaplanner and Senior Analyst at Talking Rain Beverage Company®. Anaplan's UX has undergone significant advancements in recent years, enabling businesses to prioritize not only quantitative but also qualitative and process-oriented aspects of planning. Among these, marketing program…
Tips for successful key leader and stakeholder communications
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In any Anaplan implementation, there is always a compelling event for the work to be done. There is some value to be realized, challenge to be overcome, and/or some process to be improved in part with the technology. Behind…
Revolutionizing sales operations with Anaplan's Workflow
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Anaplan's Workflow feature leads the way in revolutionizing sales operations, particularly with its group approval functionality. This comprehensive tool simplifies the approval chain by defining clear responsibilities for each step in…
February 23rd Model Builder Forum Follow Up
Hi everybody, Following the Model builder forum on Friday February 23rd, I wanted to provide a build along example that is more specific to higher education. I have put together an example of position planning as it relates to budget development and split funded positions and recorded a video walking through it (here is…
New School Year Brings New Challenges for U.S. Universities
Anticipation is in the air, and perhaps, even a hint of cooler weather that signifies fall is coming. Recent high school graduates are eager to begin their higher education journey, and many continuing students are excited to see their classmates and professors in person after more than a year of online study and to take…
Higher Ed: Planning for the Future in a Time of Constant Change
It has now been more than a year since the coronavirus pandemic began wreaking havoc on all segments of U.S. business and society. Some sectors and organizations have learned how to adapt to the vast changes in how we do business and go about our daily lives while we all await a return to some semblance of normalcy.…
Top 25 Anaplan features released in 2023
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Within this fast-pacing world it is important for technologies to move even more faster. Anaplan — being a leader in the Connected Planning world — released a plethora of changes and/or updates in 2023 to almost…
Tips on role communication and building Anaplan models
Author: Chad Frantz is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. It can be tempting when developing a new model in Anaplan to jump right into the technical aspects and start building to get all the benefits as quickly as possible. But one aspect of optimizing the modeling experience that can…
Creating and measuring value from Enterprise Performance Management solutions
Author: Mitch Max is a Certified Master Anaplanner with over 10 years’ experience in implementing Anaplan solutions, and 40 years' experience guiding and advising financial services organizations on best practices for Enterprise Performance Management. Currently, Mitch leads the EPM practice in North America for Lionpoint…
Case study: Exploring innovative use cases with Anaplan
Author: Kyle Sakowski is a Certified Master Anaplanner and Director of Anaplan Center of Excellence at Everest. In the realm of reinsurance and risk management, Everest Group LTD stands as a beacon of industry excellence. As the landscape evolves, Everest recognizes the imperative to not just adapt but actively seek new…
My favorite new Anaplan features in 2023
Each year, Anaplan strives to not just maintain, but to enhance their platform in the form of periodic monthly new releases. This can take various forms. It could take the form of major sweeping updates like unveiling the New UX or Management Reporting pages. On the other hand, it could be focused on more micro-level…
The Anaplan Way: Essential documents for implementation
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. The Anaplan Way (TAW) follows an agile approach emphasizing speed, adaptability, and iteration. However, this can sometimes…
Get inspired — Community Bosses share their 2024 goals!
It’s the first week of the new year, and if you’re not yet in goal-setting mode, we’re here to inspire you with a few ideas from our Anaplan Community Bosses! We asked a few of our Bosses to share their perspective on any or all of the following questions: What are your Anaplan-related goals for 2024? What do you hope to…

Connected Planning

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