Connected Planning

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…
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…

Connected Planning

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