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 establish standardized, auditable approval cycles.
During this session, attendees will learn how to:
• Manage end-to-end review cycles with dynamic routing, decision tasks, write-back approval statuses, and send-back loops for contributor rework
• Best practices on designing workflow
Attendees will also see a live, step-by-step demonstration of an end-to-end approval process—from initial task submission through approver review and model write-back—and explore how to monitor execution via audit timelines. The session will provide a practical framework for configuring templates, establishing governance, and scaling Workflow adoption with confidence.
Speakers
Ka Ka Sui, Sr. Platform Adoption Specialist, AI, Anaplan
Elizabeth Schera, Director of Product Utilization and Adoption, AI, Anaplan
Chris Stauffer, Director, Platform Adoption Specialists, Anaplan