PLANS - This Is How We Model

PLANS_Main.png

PLANS is the new standard for Anaplan modelling; “the way we model”. This will cover more than just the formulas and will include and evolve existing best practices around user experience and data hubs. The initial focus is to develop a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear route to good model design for the individual Anaplanner, and common guidance on which Anaplanners and reviewers can rely when passing models amongst themselves. 

In defining the standard, everything we do will consider or be based around:

Performance – Use the correct structures and formulae to optimize the Hyperblock

Logical – Build the models and formulae more logically – See D.I.S.C.O below

Auditable – Break up formulae for better understanding, performance and maintainability

Necessary – Don’t duplicate expressions, store reference data and attributes once, no unnecessary calculations

Sustainable – Build with the future in mind, think about process cycles and updates

   
 PLANS_Axes.png

 The standards will be based around three axes:

  • Performance - How do the structures and formulae impact the performance of the system?
  • Usability/Auditability - Is the user able to understand how to interact with the functionality?
  • Sustainability - Can the solution be easily maintained by model builders and support?

We will define the techniques to use that balance the three areas to ensure the optimal design of Anaplan models and architecture

   
 PLANS_DISCO.jpg D.I.S.C.O

As part of model and module design we recommend categorizing modules as follows:

Data – Data hubs, transactional modules, source data; reference everywhere

Inputs – Design for user entry, minimize the mix of calculations and output

System – Time management, filters, mappings etc.; reference everywhere

Calculations – Optimize for performance (turn summaries off, combine structures)

Outputs -  Reporting modules, minimize data flows out

Comments
carol.jackson

In taking the SA training, this article fully resonates with me now.  Loving all the options presented for system module options.

DavidSmith

@carol.jackson Great to hear - Thanks for the comments

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