Join the Group to get started; this will let you interact and ensure you receive Group activity updates. Once that’s done, jump into the conversation in the Forum and say hello. Be sure to watch for info about upcoming events—we hope to see you there!
1. Anaplan’s new modeling experience (NMX) is live! On Tuesday May 4th, we released our new modeling experience to GA (General Availability). Here are a few of the new features: Sleek new look and feel that is aligned with the Anaplan UX New intuitive formula editor so you can highlight syntax to improve accuracy and easily read formulas Model object search to quickly access models, lists, and dashboards Open lists as discrete object tabs to streamline your experience Enhanced navigation for faster access to modeling screens and objects Quickly switch models using the global navigation model selector Deep linking to share specific model objects via individual URLs You can enable NMX by following these 3 simple steps: Login to Anaplan Click on “Models” in the top right of the page Toggle the new model experience feature on (you can always switch back later) For now, the classic experience is the default, but at some point in the future, NMX will become the default. I encourage you all to turn it on to see the new features for yourself. Check out this Community page for more information and to see a short video that demonstrates the new features. 2. Have you seen the Anaplan roadmap lately? Our product team is working hard on some really exciting enhancements to the Anaplan platform and we’d love to share this with you. We can’t communicate roadmap items over email, but we’re happy to have a meeting with you to give you some visibility into what’s coming later this year. Please reach out to me if you’re interested in learning more. Did you know that you have a direct connection to our product teams? Many of the items on the roadmap and items that have been delivered recently, have come directly from our customers via the Anaplan Idea Exchange. Our product team monitors the Idea exchange very closely so be sure to add your ideas and have your colleagues “up-vote” them. 3. Anaplan Listens! We recently conducted our bi-annual customer relationship survey. Thank you to everyone that responded – we really appreciate your feedback. This is one of the primary tools we use to evaluate ourselves and improve how we work with our customers. I will be reaching out to you directly to address any feedback that you may have provided. As a company, we are currently analyzing the results and coming up with a plan to address the feedback. Once this process is complete, we will share the output of that process publicly and make the necessary improvements. From our last survey, the following three themes emerged: You are interested in even more features in our UX You would like more extensions with enhanced functionality so that you can integrate Anaplan with your existing systems You would like more flexibility in our pricing models You can see how we have responded to that feedback on our Anaplan Listens community page
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Hi, everyone! There are some exciting announcements in this month's Customer Success newsletter. I wanted to post it here to make sure you see them. Please let us know what you're most excited about, and if there is anything you'd like to hear more about at a future event!
Introducing Central Identity Management (CIM)
Central Identity Management (CIM) is a feature where administrators can manage all the users in their tenant from a single dashboard. With CIM, administrators command a single view of all of their users and can easily add, manage, and remove users from the platform with no need to take additional steps at the model level to add or remove those users. For customers that would like to have separation of duties, they can now assign two different people to the User Admin and Workspace Admin roles.
Phase 1 started with the creation of the User Admin role on March 3rd. As of Phase 2, The User Administrator role will have the ability to create, add and remove users to and from workspaces within Administration, rather than within the user’s tab of their workspace. While the release for Phase 2 is not yet scheduled, having the User Admin role created provides time for Customers to transition current responsibilities from Workspace Admin (WSA) to User Admin.
Phase 1 & Phase 2 Breakdown:
During the transition from Phase 1 to Phase 2, the WSA will still be responsible for creating, adding and removing users. The User Admin role functionality will only be ready for use once Phase 2 is released. Once Phase 2 is released, ONLY User Admins will be able to create, add and remove users. The WSA will no longer be able to create, add and remove users to/from a workspace. The WSA will still be responsible for controlling data security within each model.
[Tenant Admins]: Follow the steps below. Note: These changes must be made BEFORE Phase 2 to avoid disruption to one’s ability to manage users
Identify users who should be allowed to create, add and remove users
Assign them to the User Admin role
Communicate this update to current WSAs: they will no longer be able to create, add and remove users when Phase 2 release occurs
If you have any questions, please contact your CSBP.
Resources to help you plan and build your Anaplan Center of Excellence (CoE)
When talking about Connected Planning, the technology is often at the forefront of the conversation. However, without connected people and a strong governing force, Connected Planning can easily devolve back into the disjointed siloed planning that is the familiar default of the planning landscape.
A Center of Excellence is the foundation to ensure successful utilization of the Anaplan platform to enable true Connected Planning. At its core, a Center of Excellence is a centralized governing body dedicated to ensuring scalable and successful implementation of Anaplan to execute on strategic objectives and achieve desired business outcomes.
Learn more about starting your own Center of Excellence using the resources below.
If you would like a deeper dive into any particular topic, please contact your CSBP.
CoE Resources in the Community: This is where all of the resources and collateral are hosted.
9 stages of building a CoE: This video demystifies and simplifies the steps to build a Centers of Excellence. It’s a very short video and has helped our customers spark more interest as it has helped them realize that they have already made progress into these steps. Please note that the stages are not necessarily consequential, however, establishing the people side of the CoE is the foundation to the rest of the stages
CoE Customer Panel Discussions from CPX : We have recordings from San Francisco and London . Would be a great resource if you have time to listen through what other customers have prioritized in building their CoE and what type of success they have seen
Customer CoE Examples: We also have a collection of slides on how other customers have approached building their CoE and what problem they were/are looking to solve. If you are interested, we can go through them together to find what you feel would resonate the best with your management team.
Collaboration updates now available in the UX
Slack integration: Slack integration is live. Once installed in your Anaplan workspace, you can share a UX page with your Slack contacts and public channels from within the “share a page” modal, and the Anaplan Slackbot will notify your recipients. This means you can bring Anaplan data to those who need it even more quickly for efficient collaboration.
User tagging with context aware notifications: User tagging has been added to Commenting in the UX. You can tag colleagues to notify them and bring them into the conversation when you need their input. This allow a recipient to open their URL to a page with the correct context loaded and their conversation panel open and ready to reply in an instant. User tagging is available across the web and Anaplan mobile app.
See the Collaboration data sheet for more information on all of the collaboration features now available.
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Mid-Atlantic Group members please register today for Anaplan Live on December 9th! What's on the agenda? Join our host Chris Weiss on the main stage to kick off the day. Then, choose an educational path that aligns with your needs (or hop around). In between sessions, visit our virtual booths. Our educational paths include: Anaplan Foundations: Designed for beginner model builders and those progressing through their model building learning journeys, this path will help you get started with the Anaplan fundamentals, including taking your first steps in the Anaplan platform and discovering the most commonly used calculation functions. Anaplan UX: Bring your Anaplan UX expertise to the next level by following along in a UX-based build-along, and discover the top and latest UX functionality in a feature review. Anaplan Model Building: Gain valuable insights on daily model-building activities, focused on data integration and daily business processes. Model Building Theory: Learn about advanced planning methodologies from Anaplan experts, featuring Application Lifecycle Management and the Planual v2.0. For more information, visit the event site !
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Thank you so much for attending our Mid-Atlantic Group Meet-up today. Here are results from our meeting polls, as answered by our customer participants! As always, follow-up with your Anaplan Business Partner if you have any questions! 1.When thinking back about working from home you will remember most… Shaving less/not putting on make-up: 9 people Home improvement projects: 7 people Cooking/baking a lot more: 5 people Losing your mind: 5 people Starting new hobby: 3 people 2.When the days of COVID-19 are behind us, I can’t wait to… (multi select) Go on vacation (kids are optional!): 16 people Get together with friends: 12 people Go to a sporting event: 6 people Go to a concert: 4 people 3.TRIVIA! What guest celebrity will be speaking at Anaplan Connected Planning eXperience (CPX) this year? Correct answer: Ken Jennings 4.What Anaplan Tip/Trick should others know about? Conditional formatting Single Sign On (SSO) for managing user log-in Using NUX and mobile "Back to the future" with ALM and history Use Google [to search for Anaplan information] Use Anaplan Community 5. In a few words, what advice would you give to companies starting a new Anaplan implementation? Leverage Anaplan Community Have a clear scope and understand your data sources Know your data! Focus on data quality Get an implementation partner who asks you about intent Have a knowledgable Anaplan team member employed in your company Work with your Anaplan Business Partner Don't try to do everything at once Make sure users are part of the design and understand all calculations Spend time in Anaplan building immediately, don't be intimidated Keep your scope realistic. This tool is meant for us [customers] to be able to own and enhance it over time 6. Have you made use of Anaplan's new user experience/interface (NUX)? Not yet: 7 people Yes, lots of use in production: 3 people What is the new user experience/interface?: 3 people Yes, minimal use in production: 2 people Yes, but not in production (currently implementing first use case): 2 people Yes, but not in production (Have an existing production model): 0 people 7. I use the Anaplan Community Site A couple of times per month: 9 people A couple of times per week: 3 people Never: 3 people What is the Anaplan Community site: 1 person Almost every day: 0 people
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