Connected Planning

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…
How I Built It: Popular Word Game
Community Manager note: In our new “How I Built It” series, we will be showcasing the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Hi Anaplanners! I’m…
Center of Excellence: centralized vs decentralized
Author: Bram Kurstjens is a Certified Master Anaplanner and leads a consulting team at EyeOn. You might expect a five-step plan to build a successful Center of Excellence (CoE) from a consultant, but that would be highly misleading in my experience. With this post I would rather like to start a discussion and hopefully…
Can we capture a tenant-based date/time value?
With CloudWorks, we can schedule based on date/time with a selected time zone, but that is not involved in any user-facing functionality. As I am working through the new Workflow training, I realize that the platform is now providing interactions with end-users based on date/time values in a selected time zone. This has me…
A grateful look at Anaplan's growth and Community impact
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. The weather is staring to get cooler, and leaves are changing colors (neither completely apply in Texas though 😊) which means Thanksgiving in the U.S. is right around the corner. "Okay, I'm in my sweatpants! Bring on the food." —…
An Anaplan rescue mission
Author: Daniel Badura is a Certified Master Anaplanner and Senior Consultant at valantic Business Analytics GmbH. Over the years, we have worked with clients at various stages of their Anaplan adoption journey. Some were just getting started, while others had been using it for several years and use cases. 2023 brought a…
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
What does a home run ball look like?
Author: Aaron Overfors, Certified Master Anaplanner and Principal Architect at Spaulding Ridge. Not every software system is designed to do everything. In the early 2000s, however, this was the focus — one platform that could handle everything: resourcing, customer relationships, supply chain, HR, financial planning,…
Navigating pitfalls in solution delivery
James Snyder is a Certified Master Anaplanner and Practice Director - Supply Chain at Allitix Inc. As a consultant, my purpose is to build solutions for my clients that deliver value. I take great pride in my work and in driving meaningful change in organizations. However, the best laid plans can unravel as you move…
Managing a distributed Center of Excellence
Author: Kevin Cho is a Certified Master Anaplanner and Anaplan Team Lead at Atlassian. Managing an Anaplan implementation used by a geographically dispersed team can be challenging. There are the standard challenges of remote working — fewer direct and spontaneous interactions, isolation and lack of team bonding —…
Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
CoE Connect - Newsletter August 2023
Welcome to the August edition of CoE Connect, your monthly destination for news and insights from the Center of Excellence Program! We aim for this newsletter to both inform and motivate, and we're always eager to hear your feedback or suggestions for what's to come. Thank you for being an essential member of our CoE…
Maximize your Anaplan experience: Tips to unlock the power of the platform
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. Anaplan is a versatile cloud-based planning and performance management platform that empowers businesses to make informed decisions and drive operational excellence. But it can be overwhelming to get started in the…
Maximizing momentum: The pre-kickoff checklist
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Initiating an Anaplan implementation correctly is building the solid foundation necessary to having a successful implementation. If you're looking for a magic wand, you're in the wrong place. Anaplan implementations take…
Scenario Planning.
I'm looking for scenario planning model building. Can anyone point me to a learning tutorial?
Sustainability Centric Reads!
Hi All! I want to kickstart a thread of some good sustianbility-esque reads. Below are some outlets, websites, books, and podcasts that I recommend (or have been recommended to me) for diving into Sustainability topics. This of course is not exhaustive and I have not personally read everything on this list - it’s also…
The importance of a Runbook: The evolution of model documentation
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Manager at Lionpoint Group. We've all been in this situation before. You find yourself in a conference room, and someone asks, "What documentation do we have on our monthly process in Anaplan?" Panic starts to set in as the room falls silent. The truth is,…
Scenario planning across multiple models
We have 3 to 4 different models that feed from/to each other where we need to perform connected scenario planning across all models. For those who have had to develop this functionality. I wanted to check how you've implemented it, pros and cons of what you did and if you could do it again if there was anything you would…
True Connected planning : Formulas between models
As an anaplan coe and model builder, i d like to increase models interoperability and achieve the true connected planning ambition. To achieve that i need the ability to call into formulas line items from other models. This cannot be achieved currently and every model builder who practise import actions (who doesnt ?) To…
Mapping data from module to module
IF we have data at Parent level in a module then how can we bring the data in a module having dimension at child level and Vice versa.
Join our new ESG and Sustainability Group!
We are excited to announce that the Anaplan Community has a brand new group, focusing on topics of Environmental, Social and Governance (ESG) and Sustainability modeling. You can request membership here. If you’re interested in this space, you might also want to read the series of articles that group leader Steve Bows…
Impact of saved views in Connected Planning
As companies are growing, their use of the workspace is also growing resulting in multiple models. From an user standpoint, it is complicated to audit every saved view, as you can only see those that are being used in the model where they are being imported. As such, could we have a new tab in imports not only to see the…
Carbon footprinting: Building ESG metrics into your financial plans [Part 2]
Part Two: Scope 3 Planning using Life Cycle Assessment (LCA) Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. In Part 1 of this series, we learned the difference between Scope 1, Scope 2, and Scope 3 carbon emissions, and how we could incorporate energy use data (fossil fuels burnt…
custom source connector plugins
As an integration admin, i need to be able to create custom source connector that can be scripted (using typically python, java) to get access to different types of sources data formats without the need to go through a csv or txt file upload each time. This would allow to get data sets from reading apis endpoints,…
Webinar on-demand: Moving toward integrated, continuous workforce planning
Watch this on-demand webinar with guest speaker Betsy Summers, Forrester as she dives into nuances of #WorkforcePlanning, why it matters in thriving times and in tough times, and how you can do better by connecting it with your #planning across #finance, #sales, and #operations. #connectedplanning. In this webinar, you'll…
Carbon footprinting: Building ESG metrics into your financial plans [Part 3]
Part three: Scope 3 planning using Input-Output Analysis (IOA) Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. In the first article of this series, we looked at the difference between Scope 1, Scope 2 and Scope 3 carbon emissions, and how you might incorporate Scope 1 (direct) and…

Connected Planning

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