Center of Excellence

Financial planning models are constantly evolving throughout Forecast and Budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing developments can create a challenge when approved numbers used for management reporting remain directly…

Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…

A CoE becomes essential when you own Anaplan Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. You don’t need a large team to have a Center of Excellence, but you do need…

Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. Migrating from Classic to Polaris is not a lift-and-shift exercise. It requires a mindset shift in how models…

Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. Hello Anaplan Community! I’m sharing a short walkthrough of my Anaplan Center of Excellence (CoE) App designed to help new CoE leads set up their CoE with clarity…

Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…

Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success…

Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…

As part of the Anaplan Eastern Europe & Middle Asia User Group, Certified Master Anaplanners Anton Mineev (@AntonMineev), Anton Suslov (@AntonS_*9173), and Dmitrii Mamaev (@dmitrii.mamaev) shared hands-on experience in creating and maturing Centers of Excellence (CoEs). This article summarizes their key insights from the…

What is an Anaplan Center of Excellence — and why it matters Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Defining what an Anaplan Center of Excellence is​ — and how…

September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…

Author: Evgeny Seledkov is a Certified Master Anaplanner and Sr. Consultant at Keyrus. Hello, I’m Evgeny, and I’ve been part of the Anaplan community for nearly ten years. Over the years, I’ve taken quite a journey — seeing this world from both sides: as part of a customer Center of Excellence, where I helped stakeholders…

The charter template and general information guide are cornerstones to standing up the CoE team. — By Josh Baker, CoE Leader @ PJT Partners, and Asslam Umar Ali, CoE Leader @ Fortescue Metal Group(@Asslam). Hundreds of customers have established an Anaplan Center of Excellence (CoE), recognizing it as a foundational…

We’re excited to share that the customer-centric Anaplan Center of Excellence (CoE) Program is back — with a refreshed experience designed to help you grow, connect, and lead more strategically with Anaplan. Whether you're building your CoE from the ground up or scaling an established team, this opt-in program offers…

I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…

Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…

Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Picture this: Your Anaplan ecosystem is functioning smoothly, but despite the existence of value-add opportunities to…