Center of Excellence
Discussion List
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A guide: How to tidy up any Anaplan model
Got multiple models on the go built by different departments? Thinking about establishing a CoE? Some of the first baby steps towards establishing your CoE can be daunting. Where do you start? In the past, I have spent a fair bit of time embedded within a client's CoE and have navigated existing models across various…
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Headcount Alignment Executive Summary
Overview Anaplan has had challenges getting our finance, human resources, and sales team on the same page of what our headcount is and what our headcount is forecasted to be in order to hit our revenue targets. We struggled to understand where requisitions were in the cycle and how many were currently open. We built a…
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Certified Master Anaplanner Rachel Goering Named CoE Lead of the Year!
This month we interviewed Certified Master Anaplanner Rachel Goering, who was recently named Center of Excellence Lead of the Year, about how her certification helps her guide her team of model builders. Rachel Goering is a finance manager at DaVita Kidney Care. She joined DaVita over three years ago after several years in…
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Anaplan Solutions That Helped Our Planning
Spaulding Ridge, a global professional services firm with over 165 employees worldwide, kicked off our digital transformation journey internally at the start of the year. The main three components of this journey included replacing our ERP system with NetSuite, developing a series of Anaplan use cases, and improving our…
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CoE Community Ask Me Anything Recap
As the Anaplan ecosystem continues to mature, many companies are beginning to commit dedicated resources to building and scaling an Anaplan Center of Excellence (CoE). We have found that those customers who have made this investment are the most likely to attain independent sustainability, and maximize their value received…
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The Evolution of the CoE Lead Role
CoE Leads are driving transformation and acting as visionary leaders and are key to success. — By Josh Baker, CoE Leader @ PJT Partners (@josh.baker) A recent study on a wide range of our customer CoEs has helped identify the shift in responsibilities for our most successful CoE Leads. Our strongest CoE Leads have evolved…
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Starting an Anaplan Center of Excellence
A Center of Excellence (CoE) can be a daunting undertaking, especially if you have a full Connected Planning vision on the horizon. While the vision may be big, the first steps are small and consistent to ensure you are involving the right people early enough to set yourself up for success. Let this be that guide to your…
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Building a Lasting Capability and Protecting Your Investment
A Center of Excellence (CoE) can be a daunting undertaking, especially if you have a full Connected Planning vision on the horizon. While the vision may be big, the first steps are small and consistent to ensure you are involving the right people early enough to set yourself up for success. Spaulding Ridge has created this…
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Anaplan—Spring Cleaning!
It is not uncommon for the way in which your organization uses Anaplan to grow and change. Sometimes, your business processes change. Sometimes, individuals enter and exit your organization. And sometimes, you simply think of better ways of doing things. The good news is that Anaplan is designed to help you respond to all…
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Forrester TEI Study: Anaplan Centers of Excellence are Key to Business Success
According to a Total Economic Impact™ (TEI) Study, recently conducted by Forrester Consulting, it was reported that the Anaplan platform can deliver a 3X return on investment. To understand the fundamentals associated with an Anaplan investment, Forrester anonymously interviewed seven long-term customers, then developed a…
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Certified Master Anaplanner Sarah Roberts—Harnessing the Power of Anaplan
Certified Master Anaplanners are Connected Planning pioneers, building industry best practices and shaping the way Anaplanners everywhere utilize Connected Planning solutions every day. They understand the possible and are passionate about helping set the direction of the platform. Certified Master Anaplanner Sarah Roberts…
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Recap: User Groups Live! from the UK
What a week! User Groups Live! (UGL!) wrapped up two successful, live-streaming events last week from the United Kingdom. Read on to catch the highlights and discover where you can catch the recordings from each event. User Groups Live! from York On Tuesday, November 12, UGL! streamed from the Anaplan York office. The…
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Announcing the Centers of Excellence Section of Community
At Anaplan, we know that enabling Connected Planning depends on more than just a technology solution. Our most successful customers are those that invest in a dedicated team of Anaplanners focused on breaking down siloes to truly make the most of cross-functional planning while maintaining high-quality consistency across…
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Introduction to Centers of Excellence
What Is a Center of Excellence and Why Are We Talking about Them? CoE Leaders must be grounded in the fundamentals of the team they are building. — By Prince Ayinde @ Linkedin CoE. When talking about Connected Planning, the technology enabler is often at the forefront of the conversation. However, without connected people…
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Why Do I Need a Center of Excellence?
What drives the need for a Center of Excellence? The need for a Center of Excellence comes after businesses have successfully implemented Anaplan into their organization and are ready to become self-sufficient in ongoing Anaplan development and support. Organizations will establish a Center of Excellence to proactively…
Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience! Our expert-led session will equip you with live demonstrations to help you get the most out of new features and…