Connected Planning

Day in the life of a Certified Master Anaplanner (Part 1): Management Consulting
Author: Joel Bangalan, Certified Master Anaplanner, Solutions Architect, and Systems Administrator in the consulting industry. Hello Anaplan Community! This is the first of two parts of my blog on my experience as an Anaplanner. Having worked with Anaplan both as an implementation consultant and as an end user, I’m hoping…
Anaplan New Year’s resolutions and tips for a successful 2023
Author: Daniel Dunleavy, Certified Master Anaplanner and Sr Associate, Head of Data Integration at Vuealta. Boss calls you into their office. After congratulating you for your hard work last year, he/she says for this year, “We need you to do more, with less, and do it better than before.” After thinking about all the…
What causes the Change workspace/model to disappear in the Manage model screens of the App?
When I open the app contents screen and select Manage this app button, I click on the Manage models button. In some of the Page rows I can see the drop down for Change worksheet and Change model but not all. I am a WSA and a PB. Both of the Pages belong to the same Workspace and Model. What causes some to display the…
Carbon footprinting: Building ESG metrics into your financial plans [Part 1]
Part 1: Dealing with Scope 1, 2, and 3 emissions Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. Last year I took a year out to do a Masters in Sustainability. I’ve been building planning models for over 25 years (originally in Adaytum — anyone old enough to remember that?), and…
2022 IDC EPBF Market Scape Key Takeaways - Anaplan leads the way
Anaplan is a recognised leader in the first-ever MarketScape for Worldwide Enterprise Planning, Budgeting & Forecasting (EPB&F) Applications by IDC. As with the Gartner FPS MQ, Anaplan is a clear frontrunner. Anaplan was instrumental in moving the market from EPM to this new EPBF category that highlights and rewards…
Building with Anaplan while avoiding perfectionism
Author: Dave Edwards, Certified Master Anaplanner and Principal at Columbus Consulting. Inevitably we will all encounter projects that drift too far into the realm of perfectionism. As companies transition to more agile software solutions, the lingering perspective from older system design that a tool must be perfect to…
From spreadsheets to Anaplan
Have you ever worked on a team where spreadsheets are used everywhere and for everything? Have you seen multiple versions of a company’s financial forecast flowing through email from one person to another, back and forth? Have you validated versions of the same file to capture any possible accidental or unwanted changes?…
Case study in workforce and talent acquisition planning
What do you do when you need a single source of truth for headcount approvals, reports, and pay benchmarking with real-time forecasts? You turn to Anaplan! In this case study, I’ll share how we improved our workforce and talent acquisition planning processes, resulting in significant forecast accuracy advancements, time…
Tech Talk with OEG: Performance triangle key takeaways from customers
The Anaplan Performance Triangle details the relationship between the number of users and the level of complexity in an Anaplan model to the performance of an Anaplan model, as explained by Mark Warren, Operational Excellence Group Platform Specialist in this article. The Performance Triangle considers: How many end-users…
Case study: Anaplan for hypergrowth companies (The story of Rohlik)
In our experience with dozens of implementations, we see a lot of similarities for the reasons clients switch to Anaplan: reducing reliance on Excel, standardizing processes across business units, reducing the time spent on manual work around data preparation, and controlling data quality. Additionally, Anaplan is often…
How to prepare for the uncertainty ahead
Is your planning ready to ride out a turbulent market? From supply and labor shortages to broad-based inflation, companies everywhere have been trying to navigate a turbulent market during the first half of 2022. In this post, Daniel Dunleavy, Certified Master Anaplanner, explores some of the themes of the year so far and…
Get self-service and lower cost of ownership using CloudWorks
Now that Anaplan has rolled out CloudWorks, more clients are asking about how to leverage it as the main data integration tool for their Anaplan platform. After years of implementing Anaplan at a partner firm using mainly Anaplan Connect for integrations, I have been pleasantly surprised at how CloudWorks performs and how…
Introducing Anaplan's Connected Planning Curriculum on Coursera
Anaplan recently launched a three-course specialization, Connected Planning for Business Transformation, for professionals and students who are building business strategy and planning skills. The specialization is ideal for senior leaders who need insight beyond basic business modeling and scenario planning to capture…
Overcoming the changing global supply chain with Anaplan
Due to the impact of the pandemic, global economic challenges, and the heightened geopolitical risks, it can be said that the future of current corporate management is almost impossible to foresee (VUCA Uncertainty Level 4). Consumers are seeing a shortage of daily necessities, along with soaring prices. In addition, from…
Our 10 Favorite Strategic Planning Movies
You’re in your seat, popcorn in hand. The lights go down and soon you’re following the adventures of the larger-than-life characters on the screen. You’re invested. You’re excited. And then… …one of them makes a decision that is so foolish and utterly unbelievable that it undermines your enjoyment of the movie. “Why would…
How Do You Help Your College or University Stay Ahead of the Curve?
In an era of rapid change and disruption in higher education, how can you help your college or university stay ahead of the curve? For the past several years, if you work in a financial management role at a college or university, or if you’re a prospective student or the parent of a student, the news headlines have been…
Adopting and Expanding in a Connected World
The vast benefits of Anaplan are both widely known and constantly evolving. The ability to impact a business plan at the click of a button, understand a decision's downstream effects, quickly navigate between detailed planning and elegant visualizations are all attributes that make Anaplan offerings second-to-none. How can…
The Anaplan for All Experience
Prior to the Anaplan for All program, I worked in the healthcare field as an authorization representative. After graduating college, I wanted to pursue a career as a healthcare provider. However, after working in healthcare I realized it was not for me and began to look towards other careers. I enrolled in programming…
The 3 Pillars of Connected Planning: Part 1⁠—People
Chief Planning Officer Simon Tucker speaking at CPX 2019. As you’ve surely heard by now, Anaplan is the pioneer of Connected Planning⁠—an approach that uses next-generation technology to connect people, data, and plans across the enterprise to combine strategic insight with business foresight. Ultimately, this allows…
Helping Customers Implement New Functionality and Features
In the 16 months from March 2020 to July 2021, business, government, and social organizations in the United States have faced unprecedented challenges to their very survival, as well as vast uncertainty about when there would be a return to normal economic conditions, or even what “the new normal” might look like. But now…
Blog repost: Higher Ed: Planning for the Future in a Time of Constant Change
There "is a way that colleges and universities can transform to become more agile, learn how to better manage the ups and downs, and prepare for what the future may hold." Read post from @RKnight1 on how in the Higher Ed, universities and colleges can plan for the future in a time of constant…
Higher Ed: Optimize Resource Allocation for Financial Sustainability
In the past year, business, government, and civic and cultural institutions faced enormous challenges that forced them to re-evaluate and change how they operate in order to survive. This was especially the case in the higher education sector, which was already under pressure to adapt its business model to keep up with…
May 18th Power Series Recap | Recording Link | Presentation
Hello Retail Enthusiasts!! Thank you all so much for attending the May 18th Power Series event where we showcased the retailer Bark Box, a dog lovers' subscription ecommerce sales channel. The use case we shared: - barkdown paw-lanning (Markdowns / Discount Planning) - efficient frontier between getting out of inventory…
The 4 Ways Forecasting Goes Wrong
What makes a forecast accurate? Is it the frequency? Time spent on it? Maybe the numbers of colleagues involved? Perhaps the amount of data we need to include in it? What works for your organisation? In this article from CFO magazine hear about the 4 forecasting warning flags. Can you relate to them?…
Capture the Value of Rebates Through Connected Planning
Large organizations receive a variety of discounts in the form of rebates. And while these rebates present a great opportunity, it’s far too easy for the company to lose track of the many offerings, receipts, invoices, and payments that come with them. This problem results in a decentralization of data—with information…
Planning From the Ridge
In February of this year, I was in the middle of the third grueling 2,000-foot ascent up a mountain on the second day of a three-night backcountry yurt trip when I conceptualized the power of Anaplan’s Connected Planning solution. “Strategize and collaborate with agility amid constant change"—the words on Anaplan’s…
The 3 Pillars of Connected Planning: Part 4—Connecting the Pillars
In the first part of “The 3 Pillars of Connected Planning” series, the Community team spoke with Chief Planning Officer Simon Tucker ( @simon_tucker) about the importance of the 'people' pillar of Connected Planning and the need for a cultural shift within an organization. In part two, we took a look at the 'data' pillar…
The 3 Pillars of Connected Planning: Part 2—Data
In the first part of “The 3 Pillars of Connected Planning” series, the Community team spoke with Chief Planning Officer Simon Tucker about the importance of the “people” pillar of Connected Planning and the need for a cultural shift within an organization. In part two, we take a look at the “data” pillar and what…
The 3 Pillars of Connected Planning: Part 3⁠—Plans
In the first part of “The 3 Pillars of Connected Planning” series, the Community team spoke with Chief Planning Officer Simon Tucker about the importance of the 'people' pillar of Connected Planning and the need for a cultural shift within an organization. In part two, we took a look at the 'data' pillar and what companies…

Connected Planning

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