Business Owner

[#1]

Welcome

Hear directly from JR Matheson, Senior Manager of Customer Operations.

You selected Anaplan to address a specific planning pain-point or imperative. Now you are leading your Anaplan implementation to deliver on key milestones. Later you will be responsible for rolling out new processes and driving user adoption.

This tailor-made onboarding site serves to provide you the information you need to be successful. Covering the important steps for getting started, best practices to ensuring a successful deployment, and resources to support your success beyond your first Anaplan Use Case. Remember; Anaplan really is a journey, and this page should serve as your expert guide.

1. Getting Started with Anaplan

1. Step 1: Setting up your Access to the Anaplan Community
2. Step 2: Learning how to 'speak Anaplan'
3. Step 3: Setting up your Anaplan Environment (Workspace)
4. Step 4: Starting Your Anaplan Training

2. Foundations for your first deployment

1. Learning our Project methodology; The Anaplan Way
2. Writing your project Manifesto (The Anaplan Way)
3. Working with Partners
4. Anaplan best practices (within most Topics)

3. Guidance during your Anaplan deployments

1. Single Sign On (SSO)
2. What is a data hub and do I need one?
3. The importance of user acceptance testing (UAT)
4. The importance of change management
5. Maximize ROI with Anaplan

4. Ongoing support for your Anaplan journey

1. What does your Business Partner do?
2. Connecting with Anaplan Customer Care
3. Staying aware of platform updates and scheduled downtimes
4. Engaging with the Anaplan Community (Online Forums, User Groups)
5. Expanding your internal Anaplan Competency (We call this 'Center of Excellence')
6. Connect at a user group
7. Learn how our customers are using Anaplan
8. Learn more about what others have built on the app hub