If your organization is currently utilizing a suite of classic dashboards, it is well worth looking to migrate your front end to the Anaplan UX. Not only will the modern, fresh looking presentation of the UX greatly enhance the experience for your end users right now, migrating will also provide you with the base from which to leverage Anaplan’s ongoing investment in many more new features to come.
If you have a substantial classic estate of many tens or even hundreds of dashboards and perhaps across multiple models and workspaces, this might seem a daunting prospect. Indeed, it should be afforded the status of a managed project to give the move due attention and maximize the benefits that can be achieved.
An important thing not to try and do is simply 'lift and shift,' even if your classic dashboards are working well. This is a good opportunity to review your existing processes and to assess whether the new features and paradigms of the UX can improve them.
Once you have a plan, there is then the job of building out your apps, which can be a substantial undertaking for large deployments. Despite some potential redesign work, there are likely to be many grid views, charts, and text objects that remain valid and that you want to replicate in the UX.
Fortunately for those items, we have a tool to help speed up this process!
The dashboard import tool enables you to import classic dashboards as board pages and can really accelerate your transition to the UX.
In a nutshell, you choose the source workspace, model, and dashboard that you want to import. Seconds later you have a new page in the UX with a rendition of your classic dashboard in the edit mode of a brand-new board. You can then set about rearranging and amending at your leisure, make copies, etc. You can also consider saving cards as templates to help with any redesign and expansion. You could build a board with lots of cards made from your saved template library for use on other pages.
Have you already used the Dashboard Import Tool? Excited to try it?
Let us know your thoughts in the comments below.