Georgia Southern Course FINC 4830 Special Topics Welcome to Anaplan
Learn about Twelve Consulting, Equifax and Anaplan, and gain a solid understanding of what Anaplan offers by working with a pre-designed Financial Planning & Analysis (FP&A) model.
Learn about Anaplan, Equifax and 12 Consulting and how they work together
The Anaplan platform and why it is changing how we think about Financial Planning
Anaplan navigation and terms
Process to build an Anaplan Model
An Intro to FP&A with Anaplan
Getting Started with Anaplan
Step 1: Setting up your Access to the Anaplan Community
Step 2: Setting up your Anaplan Environment (Workspace)
Step 3: Access Introduction to Model Building course below
Introduction to Model Building (est 15-25 hours) - You will earn your Anaplan Certificate
In this course, you will learn the foundational Anaplan concepts and technical model building skills that you need to constructively participate in an Anaplan implementation. This is a hands-on course; in step-by-step lessons, you’ll build a model designed to meet the needs of end users in a fictional company.
Course Objectives: By the end of this class, you should be able to:
Identify the basic building blocks of Anaplan
Explain the use of dimensions in Anaplan models
Demonstrate how to access and use Anaplan's basic model building features
Manually import data into lists and modules
Use Blueprint view to add formatting and functionality to data
Create basic formulas within individual modules and across modules
Design and create dashboards
Set model access for users
Please note that while lesson content is viewable on mobile devices, your best learning experience will be on a laptop or desktop computer.
After completing the course lessons, you will move on to a final certification project. After successful completion of the project, you’ll be an Official Anaplanner!
Virtual Office Hours
Have questions about the Anplan training and want to talk to an expert? Join us for online virtual office hours. During this time you can ask questions to help you successful complete the course. To get your questions answered you must be willing to share your computer screen so our expert can help guide you through to a solution.
We request that you send your questions to firstname.lastname@example.org prior to the session so we can make sure to be prepared to help assist you.
To join a Office Hour please use the below Webex Meeting Details
Join WebEx meeting Meeting number (access code): 922 066 865
DATE: FRI 10/05
DATE: FRI 10/19
DATE: FRI 10/26
DATE: TH 11/01
Hosted by: Equifax
Hosted by: Anaplan
Hosted by: Equifax
Hosted by: Twelve Consulting
Want to keep learning? Check out these classes!
140: Agile and Anaplan This training provides the background you need to fully understand the Agile process - what it is; how it works; who’s involved; and why it works. The first part of the training is about the type of Agile Methodology used by Anaplan, the Scrum version of Agile. The second part of the training is all about Anaplan’s specific processes using Scrum as the framework for how an implementation is completed.
201: Intermediate Model Building Intermediate Model building is the third in a series of learning courses available through Anaplan’s Learning Center either as on-demand training or live instructor-led courses. Before taking this course, you must successfully complete 102: Introduction to Model Building.
The Anaplan platform delivers a single real-time, cloud-based environment that can help you accurately plan and optimize processes, quickly respond to change as a department or organization, and seamlessly align across the entire business to meet business objectives.
To enable businesses to be proactive, nimble, flexible, and collaborative, the Anaplan platform combines five elements for success: versatility, scale, connection, foresight, and self-service.
Learn about Anaplan
Learn how our customers are using Anaplan
Learn about Anaplan Careers
Equifax is a data and technology company focused on innovation, growth and collaboration. With the combined strength of unique trusted data, cutting-edge technology and innovative analytics, Equifax has grown from a consumer credit reporting company into a leading provider of data-driven consumer insights and knowledge that help our customers make informed decisions. Today we organize, assimilate and analyze data on more than 800 million consumers and more than 88 million businesses worldwide.
Learn about Equifax
Careers at Equifax
Internships at Equifax
Twelve is in business to empower leaders to think strategically and act quickly. As the largest exclusive Anaplan partner and the 2018 Anaplan Americas Partner of the Year they have deep product and domain expertise in Finance, Sales, and Operations. To date, Twelve has over 80 clients and 240 plus Anaplan implementations. Twelve's goal is to provide customers with design and consulting services, but we also place a strong emphasis on teaching and empowering our customers along the way.
Learn about Twelve
Careers at Twelve Consulting
Founded in York, UK and now headquartered in San Francisco, Anaplan has offices all over the world. In fact, we may be the most successful company you’ve never heard of. We are on a mission to revolutionize how companies analyze and plan their businesses. And it’s working - we are already trusted by hundreds of Fortune 2000 companies, and we’ve only just begun.
The Anaplan Platform
Anaplan’s cloud planning platform enables an organization to run virtually any planning process by connecting data, people, and plans in every part of a business. Connected Planning can be achieved at any scale—from a single use case within one business unit to enterprise-wide connected planning across hundreds of processes, and everything in between. Anaplan’s platform is the most flexible, scalable, and collaborative cloud planning system in the world today.
Learn how our customers are changing how they do business.
Find answers, share solutions, and connect with Anaplan users and planning thought leaders from around the world.
Review the official documentation of the Anaplan platform.
Upcoming Webinars and Events
Check out our upcoming events and webinars.
Anaplan in the News
Learn how Anaplan is driving a new age of connected planning for large and fast-growing organizations.
Love the freedom to be you? Build your dream job in a place that loves innovation and lives and breathes its core values: Collaboration, Authenticity, Openness, Inclusiveness, and Creativity.
At Anaplan, we believe that partners play an essential role in helping customers along the connected planning journey. The way we do business with our partners, and the deep, trusting relationships we form with them, reflects our unwavering focus on our customers’ success.
What are the costs associated with participating in the University Connect Program?
The program is entirely free. There are zero costs to the student and/or university. Anaplan strongly believes in the benefits of investing in our future generations of leaders and business professionals.
How can I get my university involved?
Have your instructor reach out to use to discuss the most appropriate partnership for his or her course.
If my university doesn't have a current partnership can I still get involved?
Absolutely! We can get you set up as an individual student learner. Contact us at email@example.com for more information
What is the Individual student curriculum?
You will gain access to our on-demand model building training.
What curriculum is offered for partnering universities?
Each university may have a unique approach to how Anaplan is incorporated into their courses and projects.
Student Ambassador Program
What is an Anaplan Student Ambassador?
The Student Ambassador Program is a leadership opportunity for students who are interested in representing Anaplan on campus and at local events. If you are passionate about technology and like to speak about it, this is the opportunity for you.
What does an Anaplan Student Ambassador do?
You will be expected to learn an expanded knowledge of Anaplan, assist Anaplan during university events, create Anaplan awareness and excitement on campus, attend local Anaplan events and customer user groups, earn the Anaplan Student Ambassador certificate and be featured on our community site as an Anaplan Student Ambassador.
How do I become an Anaplan Student Ambassador?
We are looking for self-motivated student Ambassadors to join our growing team. At Anaplan we believe in hard work, having fun and bringing excellence to everything we do. If this is you, fill out the online application.
Still have questions?
Contact us at firstname.lastname@example.org for more answers to your frequently asked questions.
Introducing Anaplan for Students
Our goal is to help students become better prepared for today’s careers by developing Anaplan modeling skills that will enable them to make better-informed decisions and drive faster, more effective planning processes across an organization.
We turn classrooms into active learning environments and provide powerful, hands-on industry experience within our technology platform. Through blended learning that is challenging and engaging, faculty and students have complete access to the Anaplan platform to learn about advancements in today’s business planning and budgeting processes.
Program participants collaborate with Anaplan at no cost to the institution. Participants gain entry to official workshops, industry contests, and research and co-innovative projects, in addition to developing the skills necessary to become certified Anaplanners.
Universities and Educators
Whether it’s for a short-term case study or long-term project, Anaplan creates customized learning programs for students that align with existing school curriculum. Together, we will identify ways in which Anaplan can be incorporated into your university that will provide new and exciting opportunities to help prepare students for their future careers.
Faculty who are interested in teaching Anaplan will gain full access to our training library and have the opportunity to become certified Anaplan users, enabling them to help students bring concepts to practice.
Access our online library of information and resources.
Prepare to teach a course by taking our on demand or instructor-led training classes.
Use Anaplan as a tool in the classroom to teach and provide hands-on learning experiences.
Use our online community of professionals where you can share tips and best practices.
How it works
Anaplan will hold open dialogues with your university to determine the type of partnership that will be most beneficial for your students.
Anaplan and its partner will provide faculty training, licenses, workspaces, learning paths customized to your needs and support materials.
We will guide and direct the program through observation, participation, follow-ups, and support.
Ways to collaborate
We turn classrooms into active learning environments by providing a powerful hands-on experience. Faculty and students have complete access to the Anaplan platform to learn about business planning and budgeting processes through blended learning that is challenging and engaging.
Connecting Anaplan Partners with Universities
When your institution teams up with Anaplan, it becomes part of a team of motivated professionals who are dedicated to empowering our future leaders.
Our fast-growing global community of best-in-class consulting partners are experts on the Anaplan platform. The Anaplan University Connect will partner your institution with a consultant who will help drive a successful learning program.
Employers worldwide are seeking Anaplan skilled individuals. Anaplan University Connect will help set you apart from others with a skill that is in high demand. Anaplan University Connect can help make you even more qualified for high paying exciting careers.
Learn all the Anaplan skills to be successful
Earn skill-based credentials to add to their resumes and social media profiles
Access the Anaplan University Connect playground to develop new skills
Become an Anaplan Student Ambassador
Engage in networking opportunities with our ecosystem of partners and customer
StarterPlan lets you get started quickly and effectively. ExpandedPlan offers extra licenses, structure, support, and workspace for larger partnerships, and CustomPlan allows you to design the partnership to meet your exact needs. Each partnership is designed to be dynamic, collaborative and easily incorporated into your university. See which path is right for you.
Up to 50 Licenses
Up to 200 Licenses
500 MB Anaplan Workspace
16 GB Anaplan Workspace
Customizable Anaplan Workspace
Online and In-Person Support
Support Provided to Fit Your Needs
FP&A Learning Track
FP&A + 2 Additional Learning Tracks
Learning Tracks You Design
STARTERPlan: Quick. Effective. Impactful.
With StarterPlan, you can quickly get your university started with building the skills they need to be digitally competitive. You get to decide your target due dates for each step through the learning process and from start to finish you will have access to Anaplan support through online resources, email, and phone support.
EXPANDEDPlan: Dynamic. Collaborative. Intelligent.
With ExpandedPlan, you can easily connect your curriculum with the Anaplan platform. From start to finish you will have access to Anaplan experts, office hours, support through online resources, email and phone support to help you meet your targeted goals. Students learn by solving an FP&A, Supply Chain and Marketing case study. Through this process, learners will demonstrate competencies by applying knowledge to every day, professional situations.
CUSTOMPlan: Creative. Flexible. Inovative.
With CustomPlan, you create the program that works best for your students and your university. With our support, you define the program, curriculum, and outcome and we'll be there to support you from start to finish.
Let Us Support You
We can help you navigate Anaplan’s online learning environment and assist you with any technical issues.
Learner support includes:
A self-paced online orientation that introduces you to Anaplan’s online learning path
Online support blogs
Email and phone support
Support in accessing other Anaplan resources
Let Us Guide You
Registration – As you begin your learning path, our Anaplan experts are here to guide you by providing information about the courses, the online learning experience, and Anaplan careers.
Learning Path - We will provide you with a recommended learning path and course sequence to keep your students on track to success.
Let Us Share Our Resources
Call 651.428.1746 or email email@example.com to speak with a program manager to learn more about partnerships and learning paths.
The Anaplan Student Ambassador program is a leadership opportunity for students to represent Anaplan on campus. As an ambassador, you will gain real-world work experience by connecting with Anaplan staff, partners, and customers.
Anaplan Student Ambassadors educate faculty and fellow students on the benefits of the Anaplan platform and its ability to transform the business world. Sharpen and promote your skills, and network with business professionals and others who are passionate about technology.
Build your resume
Refine your public speaking skills
Enhance your leadership skills
Expand your professional network
What does an Anaplan Student Ambassador do?
Assist Anaplan during university events
Develop an expanded knowledge of Anaplan
Create Anaplan awareness and excitement on campus
Attend local Anaplan events
Be featured with a student ambassador profile
Ambassadors will gain leadership skills, professional experience, and connections in the industry to help in their career search. Individuals with a strong interest in student leadership and a drive for professional development are amongst the most common members of the Anaplan University Ambassador program. We are looking for people who are passionate about helping fellow students develop job-relevant and in-demand skill sets.
Steps to joining the University Connect Ambassador Program:
Complete a series of questions that help us better know you, your current engagements, and why you should be selected.You must currently be enrolled into a degree seeking program and be interested in asssiting with the facilitation of a Anaplan program.
Applicants will be vetted by our Community and University Connect team. Please be available for phone interviews and further evaluation.
To express interest in becoming an Anaplan Student Ambassador fill out the below.
Ready To Get Started?
Complete this form to connect with a University Connect Program Manager who can answer your questions around program details, learning formats, opportunities for collaboration and steps to getting started.
Teach Anaplan in the Classroom
Become a certified Anaplanner, and gain the skills and knowledge to teach the platform in your classroom. Follow learning paths designed to equip you with knowledge of the Anaplan product, structure, and processes.
Workshops & Class Projects
We design short- and long-term projects, which can be incorporated in or outside of the classroom, that give students the skills necessary for careers in today’s rapidly changing business world. Students conduct research, analyze data, build multidimensional models, and work to solve complex problems in business planning.
Help prepare your students to participate in an Anaplan hackathon. We will propose a business challenge and your students compete with other students to find the most desirable unique solution using the Anaplan platform.