Anaplan Community

Carbon Footprinting Part 2!

KevinB — Thu, 16 Feb 2023 15:30:03 +0000

https://community.anaplan.com/discussion/154784/carbon-footprinting-building-esg-metrics-into-your-financial-plans-part-2#latest

Carbon Footprinting

KevinB — Wed, 11 Jan 2023 19:56:07 +0000

Hey PNW Anaplanners!

I'm curious if anyone has thought about or is doing carbon footprinting in Anaplan. An interesting article by Steve, I'm excited for part 2 and 3!

Part 1: Dealing with Scope 1, 2, and 3 emissions<\/h2>\n

<\/img><\/span><\/p>\n

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 most of them have been different permutations of financial planning and analysis use cases. As an accountant, this is a comfortable space for me, focussing on profitability and cash flow planning. I’ve also been a keen advocate for environmental conservation, and until recently I hadn’t even considered that I might be able to combine these two worlds.<\/p>\n

But a chance meeting with an academic who had conducted pioneering work in sustainability analysis changed all that. He showed me how direct and indirect carbon emissions can be mathematically modeled, and how these approaches can be extended to many other environmental and social metrics. Intrigued, I signed up for the MSust to explore these techniques in more detail.<\/p>\n

In a series of three articles, I'll take one ESG use case (carbon footprinting), explain some of the concepts and approaches involved, and how you can incorporate these ideas into Anaplan models.<\/p>\n

Scope 1 and 2 emissions<\/h2>\n
First, some terminology and definitions on the different scopes of carbon emissions. Scope 1 emissions<\/strong> refer to the direct emissions that a company, entity, household, or individual is responsible for. This is the easiest scope to grasp — when we burn natural gas for heating, petrol in our cars, or coking coal to make steel, these produce Scope 1 carbon emissions. Scope 2 emissions<\/strong> are one step removed and refer exclusively to electricity. Electricity is generated from renewable sources (solar, wind, hydro) or by burning fossil fuels (coal and natural gas). Therefore, a percentage of the grid electricity that you consume (as a business or individual) will come from burning fossil fuels. Most governments (you can find the latest Australian figures here<\/a>) will provide emissions factors for both Scope 1 (e.g., kgCO2e 1<\/a><\/sup>\/litre of petrol burnt) or Scope 2 (e.g., kgCO2e\/kWh of electricity consumed). This means, as an Anaplan modeler, you estimate the liters and kWh respectively, and you can project Scope 1 and 2 emissions.<\/p>\n
Most companies have worked this part out, and some will go as far as to say that reducing their Scope 1 and 2 emissions to net zero is the entirety of their emissions reduction strategy. Building an Anaplan model that tracks how a company plans to reduce their liters of fuel burnt (e.g., switching the fleet of diesel trucks to hydrogen fuel cell equivalents) or kWhs of grid electricity (e.g., by installing their own solar panels) is easy enough. It turns out that this is scratching the surface because it ignores what is called Scope 3 emissions.<\/p>\n

Scope 3 emissions<\/h2>\n
Scope 3 emissions<\/strong> are often called indirect emissions, or embodied carbon. They represent emissions that have been generated anywhere upstream or downstream in your supply chain, but not directly by your company’s operations. They can range from 50–90% of a company’s total emissions, and they're much harder to abate — because they are harder to control.<\/p>\n
If these emissions are hard to control (and hard to measure as well), why should we include them? Don’t they belong to someone else? Well, mainly to avoid gaming the system. Imagine sitting around the boardroom table and discussing the cheapest way to reduce Scope 1 emissions from your truck fleet. You could<\/em> transition them all to hydrogen fuel cell vehicles (more economical than battery-electric vehicles for heavy vehicles, but still more expensive than the existing fleet), or you could outsource all your logistics to a third party. Problem solved — Scope 1 emissions disappeared overnight! They are now part of your Scope 3 emissions and your company has greenwashed its way to net zero.<\/p>\n
This is one of the reasons the ISSB (part of IFRS) is keen to include Scope 3 in its latest exposure draft (a PDF can be found here<\/a>). As hard as they may be to measure and abate, every listed company will soon have to consider its Scope 3 reduction strategy to go alongside its Scope 1 and Scope 2 plans.<\/p>\n
Two approaches to Scope 3<\/h2>\n
There are two approaches to measuring Scope 3 emissions, and I’ll be describing each of these in more detail in the second and third articles in this series. The first is a bottom-up technique called Life Cycle Assessment (LCA)<\/strong>. LCA studies are typically performed by specialist engineers, who analyze every2<\/a><\/sup> stage of a production process — from cradle to grave — and measure the emissions of each of those components. Some are Scope 1, others Scope 2, but they also measure Scope 3 insofar as that is possible. They tend to take a long time, be quite costly, and hence can only cover a small part of a company’s production process. However, they produce incredibly valuable data, and I’ll be talking in article two about how this data can augment an Anaplan production planning model.<\/p>\n
LCAs measure the emissions footprint per physical unit of production, which is the closest we can get to a causal or driver-based relationship. However, we can never measure the whole supply chain in this way — it'd be prohibitively expensive — so we need to complete the picture using Input Output Analysis (IOA)<\/strong>. This uses mathematical techniques developed in the 1940s to model the interrelationships between different industries in an economy, and allows us to attribute a kgCO2e\/$ to all of the other purchases that haven't been addressed by LCA data. We’ll be looking at this in the third article in the series.<\/p>\n
Summary<\/h2>\n
When designing an Anaplan model, the first step is breaking your business process down into manageable chunks by asking the right questions. Hopefully, you can start to see how this would apply to building a carbon footprint model. “What are your sources of Scope 1 emissions?” would be a great first question, followed by “can we get estimates of liters (petrol), GJ (natural gas), and kWh (electricity) used in your business, so we can build a driver-based model for Scope 1 and 2 emissions?”<\/p>\n
You’re making progress already! See you after the New Year for the next two articles in this series, where I’ll cover the use of Life Cycle Assessment (in Part 2) and Input Output Analysis (in Part 3) for Scope 3 emissions planning.<\/p>\n
Do you have questions about carbon footprinting and the different scopes of emissions? Leave a comment!<\/strong><\/p>\n
<\/hr>^{1. kgCO2e is ‘kilograms of Carbon Dioxide equivalent’, the standard unit of carbon footprint measurement, reflecting the fact that it is not just Carbon Dioxide that causes global warming.}↩<\/a><\/sup>^{2. Some LCA studies will restrict themselves to a portion of this life cycle, eg Cradle-to-Gate (upstream supply chain) or Gate-to-Grave (downstream supply chain) depending on where the problem areas are most likely to be.}↩<\/a><\/sup><\/p>","bodyRaw":"
Part 1: Dealing with Scope 1, 2, and 3 emissions<\/H2>\n
<\/span><\/P>\n
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 most of them have been different permutations of financial planning and analysis use cases. As an accountant, this is a comfortable space for me, focussing on profitability and cash flow planning. I’ve also been a keen advocate for environmental conservation, and until recently I hadn’t even considered that I might be able to combine these two worlds.<\/P>\n
But a chance meeting with an academic who had conducted pioneering work in sustainability analysis changed all that. He showed me how direct and indirect carbon emissions can be mathematically modeled, and how these approaches can be extended to many other environmental and social metrics. Intrigued, I signed up for the MSust to explore these techniques in more detail.<\/P>\n
In a series of three articles, I'll take one ESG use case (carbon footprinting), explain some of the concepts and approaches involved, and how you can incorporate these ideas into Anaplan models.<\/P>\n
Scope 1 and 2 emissions<\/H2>\n
First, some terminology and definitions on the different scopes of carbon emissions. Scope 1 emissions<\/STRONG> refer to the direct emissions that a company, entity, household, or individual is responsible for. This is the easiest scope to grasp — when we burn natural gas for heating, petrol in our cars, or coking coal to make steel, these produce Scope 1 carbon emissions. Scope 2 emissions<\/STRONG> are one step removed and refer exclusively to electricity. Electricity is generated from renewable sources (solar, wind, hydro) or by burning fossil fuels (coal and natural gas). Therefore, a percentage of the grid electricity that you consume (as a business or individual) will come from burning fossil fuels. Most governments (you can find the latest Australian figures here<\/A>) will provide emissions factors for both Scope 1 (e.g., kgCO2e 1<\/A><\/SUP>\/litre of petrol burnt) or Scope 2 (e.g., kgCO2e\/kWh of electricity consumed). This means, as an Anaplan modeler, you estimate the liters and kWh respectively, and you can project Scope 1 and 2 emissions.<\/P>\n
Most companies have worked this part out, and some will go as far as to say that reducing their Scope 1 and 2 emissions to net zero is the entirety of their emissions reduction strategy. Building an Anaplan model that tracks how a company plans to reduce their liters of fuel burnt (e.g., switching the fleet of diesel trucks to hydrogen fuel cell equivalents) or kWhs of grid electricity (e.g., by installing their own solar panels) is easy enough. It turns out that this is scratching the surface because it ignores what is called Scope 3 emissions.<\/P>\n
Scope 3 emissions<\/H2>\n
Scope 3 emissions<\/STRONG> are often called indirect emissions, or embodied carbon. They represent emissions that have been generated anywhere upstream or downstream in your supply chain, but not directly by your company’s operations. They can range from 50–90% of a company’s total emissions, and they're much harder to abate — because they are harder to control.<\/P>\n
If these emissions are hard to control (and hard to measure as well), why should we include them? Don’t they belong to someone else? Well, mainly to avoid gaming the system. Imagine sitting around the boardroom table and discussing the cheapest way to reduce Scope 1 emissions from your truck fleet. You could<\/EM> transition them all to hydrogen fuel cell vehicles (more economical than battery-electric vehicles for heavy vehicles, but still more expensive than the existing fleet), or you could outsource all your logistics to a third party. Problem solved — Scope 1 emissions disappeared overnight! They are now part of your Scope 3 emissions and your company has greenwashed its way to net zero.<\/P>\n
This is one of the reasons the ISSB (part of IFRS) is keen to include Scope 3 in its latest exposure draft (a PDF can be found here<\/A>). As hard as they may be to measure and abate, every listed company will soon have to consider its Scope 3 reduction strategy to go alongside its Scope 1 and Scope 2 plans.<\/P>\n
Two approaches to Scope 3<\/H2>\n
There are two approaches to measuring Scope 3 emissions, and I’ll be describing each of these in more detail in the second and third articles in this series. The first is a bottom-up technique called Life Cycle Assessment (LCA)<\/STRONG>. LCA studies are typically performed by specialist engineers, who analyze every2<\/A><\/SUP> stage of a production process — from cradle to grave — and measure the emissions of each of those components. Some are Scope 1, others Scope 2, but they also measure Scope 3 insofar as that is possible. They tend to take a long time, be quite costly, and hence can only cover a small part of a company’s production process. However, they produce incredibly valuable data, and I’ll be talking in article two about how this data can augment an Anaplan production planning model.<\/P>\n
LCAs measure the emissions footprint per physical unit of production, which is the closest we can get to a causal or driver-based relationship. However, we can never measure the whole supply chain in this way — it'd be prohibitively expensive — so we need to complete the picture using Input Output Analysis (IOA)<\/STRONG>. This uses mathematical techniques developed in the 1940s to model the interrelationships between different industries in an economy, and allows us to attribute a kgCO2e\/$ to all of the other purchases that haven't been addressed by LCA data. We’ll be looking at this in the third article in the series.<\/P>\n
Summary<\/H2>\n
When designing an Anaplan model, the first step is breaking your business process down into manageable chunks by asking the right questions. Hopefully, you can start to see how this would apply to building a carbon footprint model. “What are your sources of Scope 1 emissions?” would be a great first question, followed by “can we get estimates of liters (petrol), GJ (natural gas), and kWh (electricity) used in your business, so we can build a driver-based model for Scope 1 and 2 emissions?”<\/P>\n
You’re making progress already! See you after the New Year for the next two articles in this series, where I’ll cover the use of Life Cycle Assessment (in Part 2) and Input Output Analysis (in Part 3) for Scope 3 emissions planning.<\/P>\n
Do you have questions about carbon footprinting and the different scopes of emissions? Leave a comment!<\/STRONG><\/P>\n
\n
^{1. kgCO2e is ‘kilograms of Carbon Dioxide equivalent’, the standard unit of carbon footprint measurement, reflecting the fact that it is not just Carbon Dioxide that causes global warming.}↩<\/A><\/SUP>
^{2. Some LCA studies will restrict themselves to a portion of this life cycle, eg Cradle-to-Gate (upstream supply chain) or Gate-to-Grave (downstream supply chain) depending on where the problem areas are most likely to be.}↩<\/A><\/SUP><\/P>","format":"html","dateInserted":"2022-12-08T10:33:29+00:00","insertUser":{"userID":9434,"name":"sjbows","url":"https:\/\/community.anaplan.com\/profile\/sjbows","photoUrl":"https:\/\/us.v-cdn.net\/6037036\/av\/9434.png","dateLastActive":"2026-06-01T23:59:40+00:00","banned":0,"punished":0,"private":false,"label":"","labelHtml":"","rankID":122},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.anaplan.com\/discussion\/153615\/carbon-footprinting-building-esg-metrics-into-your-financial-plans-part-1","embedType":"quote","name":"Carbon footprinting: Building ESG metrics into your financial plans [Part 1]"}"> https://community.anaplan.com/discussion/153615/carbon-footprinting-building-esg-metrics-into-your-financial-plans-part-1

Cheers,

Kevin

Photos from October's event

KevinB — Thu, 17 Nov 2022 11:56:16 +0000

Hey, does anyone have any photos from October event that they wouldn't mind sharing? kevin.beltz@wildfloweraspect.com

What's your favorite Anaplan podcast?

KevinB — Thu, 10 Nov 2022 06:32:42 +0000

Hey PNW! I'm sure many of you, like me, listen to podcasts while driving to the mountains, coasts, forecasts, and vineyards. Have you ever taken the leap to listen to Anaplan-related podcasts? I listened to my first episode yesterday from the EPM show because one of my good friends was interviewed. What else should I listen to?

https://anchor.fm/the-epm-show/episodes/Data-Storytelling-Made-Simple-ft--Kait-Chura-Master-Anaplanner-e1qe8o2/a-a8qumc1

Today's the day! Portland Meetup

KevinB — Wed, 26 Oct 2022 13:36:53 +0000

Hey everyone! Today is the day for our casual meetup at Stormbreaker! For those who haven't been there, its on one of my favorite streets in Portland. Dress for the weather, we will be in the covered, outside section of the brewery. It's not too late to register. Please remember, the event is self sponsored!

ACE Event - A professional development opportunities to support your Anaplan journey

sylvain.armand — Thu, 27 Oct 2022 08:35:48 +0000

Hi Dear Members of Pacific Northwest!

I am thrilled to share with you the release of the registration for the Anaplan Community Experience! This event, lead by the Community Team is dedicated to our Community !

The 9th and 10th of November, attend sessions including "What's New in the Product", "Customer Journeys", "Cross-Persona Collaboration", and main stage presentations and networking opportunities.

All the presentation are run by customer with the Anaplan OEG team, the finest of the finest Anaplanners.

How to join :

- Please register on the announcement page Here !

- Contact your Group Leaders and CSBP to know how to attend and share this event with your group (in person or remotely) ! It will be a unique opportunity to network and discuss YOUR relevant topics with your peers.

- Review the Agenda attached to this post.

Hope to see you soon!

Sylvain

ACE Event - A professional development opportunities to support your Anaplan journey

sylvain.armand — Thu, 27 Oct 2022 08:35:04 +0000

Hi Dear Members of Pacific Northwest!

I am thrilled to share with you the release of the registration for the Anaplan Community Experience! This event, lead by the Community Team is dedicated to our Community !

The 9th and 10th of November, attend sessions including "What's New in the Product", "Customer Journeys", "Cross-Persona Collaboration", and main stage presentations and networking opportunities.

All the presentation are run by customer with the Anaplan OEG team, the finest of the finest Anaplanners.

How to join :

- Please register on the announcement page Here !

- Contact your Group Leaders and CSBP to know how to attend and share this event with your group (in person or remotely) ! It will be a unique opportunity to network and discuss YOUR relevant topics with your peers.

- Review the Agenda attached to this post.

Hope to see you soon!

Sylvain

October Event Date Changes

KevinB — Fri, 14 Oct 2022 08:01:02 +0000

Hey PNW Anaplaners!

Aaron and I apologize for the schedule changes on this event this October. From my end, I started a new Anaplan client and was onsite.

Cheers,

Kevin

Portland Anaplan User Event - In Person! - Date Changed to October 26th!

KevinB — Thu, 29 Sep 2022 09:13:05 +0000

Hey PNW Anaplanners,

@AaronW and I are hosting an in-person, self-sponsored happy hour at StormBreaker Brewery in Portland, OR on Wednesday, October 26th from 5 pm-8 pm. This is an easy-going, light agenda event to socialize with different Anaplanners from Anaplan Customers and Partners who live in the area. Please register on Bevy if you are planning on attending.

See you there!

Kevin

832 N Beech St, Portland, OR 97227

New Global Program Manager for User Groups

sylvain.armand — Mon, 08 Aug 2022 03:17:45 +0000

Hello dear Members !

I hope you are all good,

My name is Sylvain Armand, and I am the new Global Program Manager for the User Groups Program. I am part of the Anaplan journey for the last 3,5 years as a Customer Success Business Partner, working closely with customers every days. As my name can suggest, I am based in EMEA.

Program status : We had a pause in the program the last months due the situation and it will be back to normal soon, even if it will progress at the same time as I ramp up.

What you can expect in the coming Month :

Over this summer, we will redefine the strategy and the goals of the program

I am currently connecting with User Group Leaders to understand the status of each group and how we can better support you by setting set up the most relevant actions

I will publish regularly some news about the program

If you want to give us feedbacks, reply under this post ! The members of a group is what gives it life !

Best,

Sylvain

Save the Date - Anaplan Live! Nov 9-10

Aaron.wasinger — Thu, 07 Oct 2021 08:47:33 +0000

Hi Pac NW!
The next Anaplan Live! event is coming up in early November - registration is now open.
On Tuesday, November 9th, hear insights from keynotes and conversations with Anaplan CEO Frank Calderoni and Anaplan CDO Ana Pinczuk. This 90 minute session runs from 8:00 a.m. to 9:30 a.m. Pacific Standard Time.
On Wednesday, November 10th, learn from experts and customers in live deep-dive technical sessions for model builders at all levels. Full agenda is forthcoming. This 3 hour session runs from 8:00 a.m. to 11a.m. Pacific Standard Time.
Content will also be available on-demand after the session ends.

Join us for DigitalCPX + Anaplan Live! | June 9-10 / June 14-15

Aaron.wasinger — Tue, 01 Jun 2021 08:33:09 +0000

Hi, everyone!
Hope you can join us for DigitalCPX + Anaplan Live! There's going to be a lot of great model builder content that will be especially relevant for you. More info and registration link below. Post here if you have questions!
On June 9 and 15, join Anaplan Live! to connect in real-time with Anaplan experts, partners, and customers during deep-dive technical sessions for model builders at every level.
On June 10 and 16, tune in to DigitalCPX for inspiring conversations with Anaplan CEO Frank Calderoni, Anaplan Chief Development Officer Ana Pinczuk, and an exciting panel of guests.
View the agenda and register here today!

Part 3 Anaplanners Group May 13th 2021 Matthew Kuo's 10 Best Sustainability Practices

Aaron.wasinger — Fri, 14 May 2021 11:45:11 +0000

Please see attached for Matthew Kuo's amazing insights for sustainability. A wealth of great info --
Thank you Matthew!

Part 1 Anaplanners Group May 13th 2021 Micaela Gastanaga’s Talking Rain Anaplan Journey

Aaron.wasinger — Fri, 14 May 2021 10:42:13 +0000

Thanks to all who were able to attend yesterday's Anaplanners Group event!

Huge thanks to Micaela Gastanaga for sharing the success of Talking Rain's ambitious Anaplan roadmap and the success they've enjoyed so far. Please see attached for her presentation.
Cheers!
Aaron

Part 2 Anaplanners Group May 13th 2021 Elizabeth Schera's New Model Building Experience

Aaron.wasinger — Fri, 14 May 2021 10:51:26 +0000

Big shout out to Elizabeth Schera for showing the New Model Building Experience! Please see attached for her presentation.
Cheers!
Aaron

Model Optimization Checklist

Aaron.wasinger — Wed, 16 Dec 2020 09:51:46 +0000

https://support.anaplan.com/model-optimization-checklist-8406bf81-87d8-4420-aa90-e4d1ff6d24b2
Optimizing Your Model
Are you an expert model builder who enjoys tweaking your models so you can shave micro-seconds off load times? Maybe you’ve been assigned the task of taking a poorly performing model and getting it back up to speed. Or you are looking for a way to take your model building skills to the next level.
We’ve got some exciting news for you! We’ve looked at the principal ways that you can optimize model performance and created a checklist. It builds on what we’ve provided in the Planual and takes it a step further. The checklist helps you identify issues that may impact performance, explains why, and includes the actions you can take to fix them.
Use the checklist:
When building new models to ensure that you are following best practices. Add going through the checklist as part of every sprint review.
When performing a yearly review of models, as some COEs may require. Use the checklist to help complete the review.
When you have a model that is experiencing a problem with performance. Some of the items in the checklist can be corrected easily, others may take some time.
When coaching or mentoring new model builders. Encourage them to use the checklist to instill good model building habits right from the start.
How to use the checklist:
The checklist includes questions. Click the > to display more information. Each question topic includes more details about when and why this may be a problem, how to correct it, and links to articles and short lessons that provide more information.

The Anaplan Way Training

Aaron.wasinger — Tue, 03 Nov 2020 10:48:53 +0000

Hi All,

The Anaplan Way training is required to attain the Anaplan Certified Model Builder designation. Since this training is now available on-demand, I'm reaching out to the Pac NW Community to gauge interest in joining a "The Anaplan Way" training support group. The idea is, Anaplan would host a series of office hours for all participants to join to ask questions, join in on discussions with the idea of supporting each other as we make our way through the training.

Our goal is to host these sessions late Nov/early Dec.

Please like this post or reply if you're interested!

Cheers,
Aaron

PART 1: Pac NW User Group Aug 20th presos, recap and shout outs!

Aaron.wasinger — Fri, 21 Aug 2020 09:26:46 +0000

Thanks to all who were able to attend yesterdays Pac NW user group!
We had over 40 people join representing 20 companies from around the region.

Special thanks to Pam Polizzi Sr Mgr UX Research for speaking to us about the User Research Program as well as Christina Medeiros Director of Talent Acquisition for sharing about her terrific Anaplan Platform Bootcamp program (Anaplan trained early talent!).

Please feel free to reach out to them directly or me for more info on their programs (see attached ppt as well).

Cheers!
Aaron

Part III: Pac NW User Group Larissa Lowe DocuSign!

Aaron.wasinger — Fri, 21 Aug 2020 09:35:21 +0000

And finally, to our special guest speaker Larissa Lowe from DocuSign, a huge shout out for a thought provoking and fascinating Anaplan journey story. Larissa packed in a lot of big ideas in her talk that everyone could benefit from whether your talking about Anaplan or really any business tool -- please see her preso in the attached ppt.

Thank you Larissa!

Cheers,
Aaron

PART II: Pac NW User Group -- Matthew Kuo Tableau

Aaron.wasinger — Fri, 21 Aug 2020 09:31:17 +0000

Big thank you to Matthew Kuo for his outstanding talk on better practices for maintaining your models!

Please find his Annual Refresh Projects for Long Term Anaplan Success presentation attached.

Great tips and practices Matthew!

Cheers,
Aaron

July 2nd Pac NW User Group Presos!

Aaron.wasinger — Mon, 06 Jul 2020 14:20:34 +0000

Hi All,

Thanks to all of those who were able to attend last week's User Group. For those who couldn't be there we had a 27 people representing 12 different companies on the call. Matthew Kuo gave a preso on best practices for managing Import/Export Actions (see attached). And Kait from Anaplan Gold Partner Spaulding Ridge gave a fantastic Optimizer demo in the New UX.

Hope to see you all in the near future.

Stay safe and have a great summer!
Aaron

Model Builder Training Support Group

Aaron.wasinger — Thu, 02 Apr 2020 10:24:19 +0000

Hi All,

I'm starting this thread as a place for us to support each other as we make our way through the L1 and L2 Training (sorry L3 folks you're too advanced for me :-)). Please post your questions here and lets continue to help each other! Don't be shy.

Best,
Aaron

Anaplan Foundation Model

matthewkuo — Fri, 20 Mar 2020 14:34:24 +0000

As the Anaplan App Hub is currently undergoing a redesign and upgrade, this post will serve as the formal documentation source for the Anaplan Foundation Model.

Anaplan Foundation Model Download Process:
1. Click on the link below to begin the download
https://sdp.anaplan.com/launchpad/nonpublic/AppInstallWorkspaceRedirect.action?appstoreAppGuid=8a81b...
2. Select your Customer / Tenant
3. Select your Workspace
4. Model will save with the following name: Anaplan Foundation Model v1.0

Documentation attached:
Anaplan Foundation Model v1.0
AFM - User Access Template v1.0

March 19th Pac NW User Group Presentation #2 (Matthew Kuo)

Aaron.wasinger — Fri, 20 Mar 2020 13:37:52 +0000

Hi All,

Please see the attached materials for Matthew Kuo's presentation on Anaplan Foundations!

Best,
Aaron

March 19th Pac NW User Group Presentation #1

Aaron.wasinger — Fri, 20 Mar 2020 13:35:23 +0000

Hi All,

It was great getting together with most of you for yesterday's Pac NW virtual user group.
Please see the attached Anaplan Community presentation that contains a list upcoming events and handy links to save in your favorites.

Aaron

Seattle User Group, March 19th at the Tableau Offices in Fremont

matthewkuo — Wed, 04 Mar 2020 12:38:05 +0000

As a quick reminder, we have our Seattle User Group coming up on March 19th, at the Tableau offices here in Fremont. Registration link below:

https://usergroups.anaplan.com/events/details/anaplan-seattle-presents-pac-nw-user-group/#/

@Aaron.wasinger @eschera

All attendees get early access to the Anaplan app I'm working on. Attached is a sneak preview image.

FREE Model Builder Level 2 Training March 31st - April 2nd

Aaron.wasinger — Fri, 21 Feb 2020 15:26:47 +0000

Register Here!
https://usergroups.anaplan.com/events/details/anaplan-seattle-presents-model-builder-level-2-training/#/

Details:
Many of you have expressed a strong interest in participating in a live session of Model Builder Level 2 training. Currently, Anaplan only offers the online version of L2 training (our Academy team is busy creating an instructor led L2 offering, but it won’t be ready until later this year). Matthew Kuo, a Master Anaplanner at Tableau, reached out to me to help proctor L2 training along with one of our partners – Allitix with support from Anaplan. This collaboration has been in the works for several months and now we’re ready to invite you to join us at Tableau’s HQ Mar 31st – Apr 2nd.

To properly set expectations:
Participants should have completed Model Builder L1 (or, 102 & 201 training). If you have not completed L1 but still want to attend, you’re more than welcome to join us!
This training will be proctored – not instructor led. This means a team of people will help guide folks through parts of the online training, we will also field questions and we will facilitate group discussions.
Since this training is self-paced, free, and completely voluntary, attendees are free to attend any or all sessions as their schedules permit.
It is possible you will not complete the course or achieve L2 certification even if you attend all 3 days, but you should have every expectation that you will make significant progress towards that goal.

LOGISTICS

Tableau Contacts:
When you arrive, please ask for Judy Chu, David Lund, Benjamin Kwame, or Matthew Kuo. They work at Tableau, will be attending the training, and can escort you up to the training room.
Please plan to arrive a little bit early (before 9 am) as you’ll have to register as a guest and get a guest sticker. They’ll also provide you with the guest wifi password.
You’ll be required to register each day of the training.

Building Address:
Tableau Data 1
744 N 34th St, Seattle, WA 98103
(Make sure you don’t accidentally go to Tableau’s black Northedge building)

Training Room:
Mumbai, on the 2nd floor

Parking:
For all the Non-Tableau employees, I talked to Services, and they said they would be able to validate your parking for the three days.
If the parking is full, there generally is some street parking available as well as a number of U-Park lots in the area.
The entrance to the parking garage is located behind the building; you have to go North on Troll Avenue and turn left into an alleyway to get there.

Food and Happy Hour:
Lunch will be provided each day, at 11:30 am
Allitix (our Anaplan teachers) will also be hosting a happy hour at the Masonry on Wednesday, post training. The Masonry is walking distance from the Tableau office.

Northwest Anaplanners LinkedIn Group

matthewkuo — Thu, 13 Feb 2020 17:06:27 +0000

For all Anaplanners that live in the Seattle / Portland area, I created a LinkedIn Group for Anaplan job opportunities. URL link and background below:

https://www.linkedin.com/groups/13831116/

Recently, one of my close colleagues, Aaron Wasinger, a Customer Success Business Partner from Anaplan, informed me that one of his other customers was looking for an experienced Anaplan resource. I realized that, despite having used Anaplan for more than 6 years, I didn’t really have any contacts to provide. When I worked in consulting, people developed expertise quickly and the turnover rate was very high. Back then, it would have been very easy for me to drop several names. Now that I work in industry, that context has definitely changed.

The background and purpose of this group is as follows:

1. Anaplan is now a well-established platform with growing demand, and several companies that require expertise
2. Being proficient in Anaplan should provide you some level of job security
3. Networking with other Anaplanners in the area will help you maximize your career potential as an experienced user of the platform

Please feel free to post any local job opportunities that require Anaplan experience.

This is basically the Anaplan Seattle User Group, except we can be more open about our Anaplan job opportunities, business needs, and career interests.

How to use ALM!

Aaron.wasinger — Fri, 20 Dec 2019 08:45:30 +0000

Hi All,

I found some great articles and training videos showing how to use ALM to manage your ever changing models and dashboards!
Introduction to the topic can be found here:
Application Lifecycle Management (ALM)

For training videos click on this link:
ALM Training Videos
Happy Holidays all!

Anaplan Holiday Celebration at San Juan Seltzery - DECEMBER 18th!

Aaron.wasinger — Wed, 11 Dec 2019 09:29:30 +0000

Wednesday, December 18th, 2019
5:00 PM two 9:00 PM
3901 First Avenue South, Seattle, Washington 98134

Join Anaplan at San Juan Seltzery for a night of networking, music and more.

'Tis the season to add a little San Juan Seltzer sparkle to your holiday. Come and experience the oasis of the San Juan Islands (located at SODO Urbanworks), enjoy music, seltzers, beverages and a menu from celebrated Seattle chef Ethan Stowell. Network with your peers and enjoy dinner and drinks on us.

To RSVP respond to this email as space is limited or email erin.bowler@anaplan.com to reserve your spot.

We look forward to seeing you at the Seltzery!

Attendance is by invitation only and provided at no cost to guests.