Center of Excellence Workshop

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Create an environment in which your organization can build and expand the platform self-sufficiently

Businesses want to be self-sufficient. This means they can build and expand the platform largely on their own or with some help. In order to accomplish this customers create a Center of Excellence or perhaps, more simply, a Competency Center. A Center of Excellence can start small (some companies have just one person in their Anaplan Center of Excellence) and grow to the size needed in the company as the number of use cases increases. This workshop will provide guidance on establishing a successful setup of a Center of Excellence.

What it can do for you

  • Maximize your Anaplan investment and adoption through business changes
  • Consistency in the following:
    • Model design quality
    • Execution of business processes/methodologies
    • User experience, especially when users span multiple models
  • Provides a service in the business that has a holistic view of all the business processes and how Anaplan can connect all those processes
  • Repeatable, faster “time to market” models for the business
  • Central control with local flexibility

How it works

In the workshop, an Anaplan expert will work with your team to identify the components that are required to set up a Center of Excellence. The expert will also assess at what level of maturity you are with each component and the steps required to develop each component in order to have a successful Center of Excellence.


  • Identify the Center of Excellence team members
  • Ensure both IT and Business representatives are involved throughout workshop and Center of Excellence setup
  • Define roles and responsibilities
  • Identify the implementation methodology system (Jira, etc.)

 Key elements:

  • Assess readiness of Center of Excellence components:
    • Skills and expertise
    • Methodology and tools
    • Governance
    • Data governance and integration
    • Best practices
    • Being "savvy"
    • Access to support
    • Change management


  • Detailed assessment and roadmap for Center of Excellence setup
Version history
Revision #:
5 of 5
Last update:
‎02-28-2018 11:24 AM
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