Why your feedback matters
At Anaplan, we strive to be Customer First in everything we do, and are committed to improving your experience with Anaplan. As part of our continuous improvement process, we read every piece of feedback you share, which helps inform our key priorities. We are constantly working to take action on your input and are thankful for your ongoing feedback.
What we've heard
From our latest surveys, three themes emerged. First, you are interested in even more features in our UX. Second, you would like a more intuitive modeling experience and more integrations between Anaplan and other systems you use. Third, you would like more flexibility with user and workspace licensing. Thank you for this feedback - we hear you.
What we're doing
User Experience (UX)
Many of you enjoy using the UX and prefer it to Classic for visualizing data in Anaplan. Based on your feedback last year, we have already made a number of visualization enhancements. These include improved flexibility for filtering a model to quickly pinpoint the information you need, conditional formatting enhancements to customize the style and color of cells, and customizable grid options to better display text and images in grids. We also continued to enhance collaboration capabilities. UX now offers the ability to share a page with colleagues and link them to specific context to drive more contextual discussions on key data. You can also share pages through Slack and tag users with @mention notifications to draw them into discussions and speed up decisions.
We are continuously improving the ability to create custom, comprehensive reports from data in Anaplan, reinforcing our commitment to prioritizing more robust reporting and design capabilities in the UX.
Modeling Experience & Integrations
Based on your feedback, we recently delivered an updated, easy-to-use modeling experience. The New Modeling Experience provides more intuitive formula building with commonly requested features such as syntax highlighting to improve accuracy, a sleek new look and feel aligned to the UX, and enhanced navigation to easily access modeling screens.
We also heard feedback on our Microsoft Office Extensions, and our continued improvements in this area help you seamlessly integrate Anaplan with other applications. The latest Excel Add-In v4.2 supports connections up to five million data cells so you can create more robust reports in Excel with the data you need, and leading practices guide you along the extension upgrade process. We realize that accessing Anaplan data in third-party tools is important to you and will keep investing in our Office Add-Ins and broader suite of extensions.
Licensing & Workspace
We continue to hear that you want greater simplicity in user and workspace licensing to address your organizational requirements. Our product and engineering organizations are working on future product enhancements along with evolving our pricing and packaging to provide better flexibility and value. The best way to stay up to date on our latest developments is to contact your Account Executive.
L1 & L2 Model Building is now in Japanese!
We heard from our Japanese customers that they needed more localized enablement materials to onboard onto Anaplan. In February 2021, we localized Level 1 Model Building, and as of August 2021, we are happy to announce that Level 2 Model Building is also now available in Japanese!
Both courses can be accessed via the Anaplan Learning Center.
A common pain point was how to find the SSO-friendly URL for the Add-ons products. We now provide an example URL and a link to the Tenant Administrator document to help customers with the setup.
We added more info to our User Experience documentation on cards. We changed the documentation titles for charts in the UX, so the info is easier to find.
Our modeling documentation now better explains user access when you create new modules, and more details around using actions.
We enhanced our UI design and added an icon to our help pages to show if they're available in other languages.
Thanks to all your feedback, we're able to deliver a complete new set of documentation around the Enhanced Calculation Engine , and the New Modeling Experience .
How else you can provide feedback
Help guide the future of the Anaplan platform by joining our User Research Program
Provide a product idea or enhancement via the Idea Exchange
Share any other feedback by reaching out to: firstname.lastname@example.org
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In order to continually enhance the Anaplan platform, Anaplan will occasionally require taking the platform offline for maintenance. In other rare instances, the platform may experience unplanned service interruptions (which we will work to resolve as quickly as possible).
In the event of downtime, both planned and unplanned, we will provide notice via our Status Page. We highly encourage you to subscribe to the Status Page to stay informed on the availability of Anaplan functionality and sites that are most important to you. Anaplan Status Page
What happens when I subscribe?
You will receive a notification – via email, SMS, or RSS, depending on your selection - whenever a notice is posted to the Status page regarding downtime.
For planned downtime, we will generally send a notification when the maintenance begins and ends.
For unplanned downtime, we will provide regular updates – at least every 30 minutes – as the incident progresses from identification to resolution.
How do I subscribe?
Click the “Subscribe to Updates” button at the top. Select the tab for the type of notifications you want to receive: Email, SMS, or RSS feed.
Enter your contact information (i.e. email address, phone number, or web domain - depending on notification type selected)
Ensure only the box(es) for your Anaplan environment are checked (so you do not receive updates on other environments). If you are not sure where your organization’s instance of Anaplan resides, please reach out to your Customer Success Business Partner or Anaplan Support.
Can I unsubscribe?
If you decide to unsubscribe to these notifications, follow steps 1-2 above. On the screen where you can make your component selections, simply click Unsubscribe from Updates.
If you have any other questions, please don’t hesitate to reach out to email@example.com
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Anaplan allows for multiple tenants (also known as Customer) across the enterprise to set up new environments quickly and efficiently. Below is a high-level visualization of the different roles and processes that need to take place in order for your workspace to be successful.
01: Workspace Creation
Anaplan Support creates your workspace(s) in tenant (Customer)
Layer 01: Workspace Creation
02: First User Creation
Anaplan Support adds initial User(s) from the Customer, and grants Workspace Admin
Customers: Let your Customer Success Business Partner know who the Tenant Admin should be (this role is similar to a product or system admin). Anaplan Support will then assign the role
Layer 02: First User Creation
03: Workspace Admin (WSA)/Tenant Admin (TA) Invite Their Team
Workspace Admins create new Workspace/Model User(s) and define roles
Tenant Admins can assign other Users as:
Additional Tenant Admins
Tenant Security Admin or Tenant Auditor
Layer 03: WSA/TA Invite Their Team
04: WSA Build Models
Workspace Admins (or Model Building WSAs) build Models within the Workspaces they have access to and connect data between multiple Workspaces
Non-Admin Users can run imports between Workspaces or Models within the same Workspace if they have the correct access rights in both Models/Workspaces.
Layer 04: WSA Build Models 05: TA Configures & Manages Workspace
Grant “Page Builder” role to other Users to build UX Apps and Pages
Manage users and model categories across all of the workspaces in your organization.
Get a quick overview of all the Users, Models, and Workspaces in the organization. For any given user, you can look up the list of models and workspaces that user has access to.
Look up a User and remove (or reinstate) their access to Anaplan. This is useful when an employee or contractor leaves (or rejoins) your organization.
Import/configure other Tenant-level features (e.g. Importing a CA Certificate for Certificate Based Integration)
New features coming include self-service reports on Workspace usage and users on UX
Layer 05: TA Configures & Manages Workspace 06: TSA Configures SSO
Tenant Security Admin configures Self Service SSO
Layer 06: TSA Configures SSO
Licensed for the Anaplan Audit feature? You'll have the ability to view:
Encryption logs — available if your organization uses Bring Your Own Key (BYOK).
User activity audit logs — available if your organization has access to Anaplan Audit.
Access control audit logs — available if your organization has access to Anaplan Audit.
Connection management audit logs — available if your organization uses single sign-on (SSO)
For more information, complete this 6-min course in our Learning Center! If you're looking for more detailed definitions on the roles listed above, please refer to ‘Administration’ in Anapedia.
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Your Anaplan journey is an evolving path filled with new product updates, innovative processes, and increasing business value. Along the way, you’ll surely face some challenges, but there’s no planning that cannot be connected as long as you have an adaptable strategy and knowledge of the right Anaplan best practices.
We’ve highlighted just a few best practices that will help you start off your Anaplan implementation on the right foot. Sourced from Anaplan’s Operational Excellence Group - whose role is to create standard methodologies and repeatable processes for successful implementation of Anaplan – as well as our Master Anaplanners - technical experts that represent the top 1% of Anaplan users - these guidelines are tried and true.
Click into each practice below to get in-depth guidance on how to leverage these recommendations for your own organization. Architecture and Set-Up
Single Sign On (SSO): Leverage Anaplan Single Sign-on (SSO) capabilities to place user authentication entirely under your control.
Data Integration: Keep these guidelines in mind as you evaluate the steps to take to manage and prepare your data for integration processes.
Data Hubs : Learn more about how data hubs – an enabler of more efficient and accurate data management – can be used and if they are right for your organization.
Application Lifecycle Management : Effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan using our Application Lifecycle Management (ALM) functionality.
Performance, Logical, Auditable, Necessary, Sustainable (PLANS) : Understand the principles of good model design, including a systematic set of standards for model building on the platform with our official “Planual.”
Data, Input, Calculation, Output, System (DISCO) : Learn more about the DISCO approach to best organize and plan the modules for an Anaplan model
You are now empowered with our most popular best practices for new Anaplan customers, but there are even more useful tips and tricks to take advantage of as you continue to grow your Anaplan ecosystem. Keep in-the-know by subscribing to the Best Practices page (click Options > Subscribe) so you are notified of the latest guidance , and if you can’t find tips on what you’re looking for, participate in the discussion forums for even more support.
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The Anaplan Community, the place where Anaplan users go to find answers, share solutions, and connect with other business planning leaders from around the world. As you are getting started with Anaplan, we’ve laid out a roadmap of “can’t miss” destinations in Community.
The Anaplan Idea Exchange is your destination for sharing ideas with Anaplan, including enhancement requests for the Anaplan platform, our Community site, training courses, and more.
By submitting an idea and giving kudos, you can help us identify what is most important to our Anaplan users.
Staying Connected with Groups
Anaplan Groups are for people with similar interests, business goals, or objectives to interact and collaborate along their Connected Planning journeys.
With 32 groups across the globe and 12 targeted by industry or interest, there is a space for everyone – from model builders looking for technical tips and tricks to leaders looking to better orchestrate their business performance!
There’s an entire Community of dedicated model builders, solution architects, Master Anaplanners, and even end users at your fingertips through the Community forums.
Visit the forums today to ask questions, share best practices, give feedback, answer model builder topics, and grow your network of Anaplanners.
With every interaction, you’ll unlock a new understanding of what our Community has to offer you. We’ll also be there to reward you with Community badges for participating, commenting, and interacting with Anaplanners around the world. The more you interact with us, the more you gain!
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Our customers that realize the most value from their Anaplan investment the fastest are those who take their Connected Planning journey into their own hands. That is why it is critical for your success to identify as many Anaplan Model Builders as possible, ideally located within each of the teams that directly use and benefit from Anaplan.
How do you find the individuals that should fill these roles, or how can you tailor a job description if hiring new talent?
This should be as straightforward as it was to identify the right members of your team to manage your outdated spreadsheets. To help in that process, we recommend looking for three things when identifying your internal Anaplan Model Builder candidates:
Business process understanding
A predisposition to learning technology (though certainly nowhere near the technical knowledge required of a developer or engineer)
An ability to embrace and display a culture of Connected Planning.
Let’s go into detail about each of these recommendations below:
Business Process Understanding
Anaplan is best viewed as a platform that enables planning and running your business. Since there is no code or custom development needed, the platform is very flexible and extendable to your business needs, which is why your Model Builder must have a strong understanding of the goals your models must achieve.
While you can pair business-oriented product owners with technical-oriented Model Builders to achieve the same goal, the most efficient way to realize the full value of Anaplan as quickly as possible is to identify Model Builders who are also intimately familiar with your business processes.
It is also critical that these individuals have the ability to understand and document business requirements and translate them into a technology solution. As long as they understand that the primary goal is achieving a business outcome (not writing “beautiful” code), and are dedicated to optimizing processes and user experiences, they will succeed in their role as an Anaplan Model Builder.
While Anaplan is not a technically-complex tool, it helps to identify potential Model Builders who will learn and adapt to a new technology with ease. The Anaplan platform uses spreadsheet-like logic in a multi-dimensional modeling environment.
That means that you are primarily looking for individuals who have substantive spreadsheet expertise, and even better if they have experience using and configuring multi-dimensional or cube-based planning and reporting tools.
It is also important to remember your specific technology context, which is different for every customer! If you use any widely available transaction or database systems, it is a bonus for the potential Model Builder to understand the inner workings (or at least the data structures) of these source systems, since they will likely need to import and manipulate this data in Anaplan.
Alternatively, individuals with experience building Relational Database Management Systems or writing SQL commands will also have a smooth transition to learning how to become a Model Builder. And of course, any individual with an understanding of any other programming languages or technologies will likely be able to adapt their skills to configure Anaplan, and they should focus their transition on understanding how multi-dimensional planning environments work once they’ve quickly mastered the Anaplan formula syntax.
Connected Planning Culture
At a high level, Connected Planning represents a significant cultural shift from siloed two-dimensional planning to iterative, cross-functional, multi-dimensional planning. This mindset trickles down to every element of the job of a Model Builder, from the day-to-day work across multiple teams to streamlining and integrating disparate planning processes. We have found that these Model Builders need an incredible amount of tenacity to break down these siloes (often for the first time), and the core values of collaboration and inclusivity are paramount to accomplishing these goals.
Along similar lines, communication skills are an important benefit to Model Builders, as they typically end up becoming your ambassador to other teams and leaders who may benefit from leveraging your Anaplan investment, articulating the value of Connected Planning. Bonus points if the person also has an aptitude for training others (including setting and achieving learning outcomes, delivering engaging workshops and presentations, and demonstrating responsive listening skills).
You don’t want to replicate your historically siloed planning in a new collaborative cloud platform, so your organization is best served by identifying Model Builders who can co-create to help bring your Connected Planning vision into reality.
How can you set your Model Builders up for success? After identifying your internal Anaplan Model Builder candidate(s), get them started on the on-demand Anaplan Platform Certification Path, with the goal of eventually becoming a Certified Master Anaplanner (which everybody in the Anaplan Ecosystem treats like royalty). When you are ready to learn more about how to internally organize and govern your Model Builders across different teams, we recommend reviewing our materials on how to build your own Anaplan Center of Excellence (CoE). If this is an unfamiliar concept, we recommend starting with article on the definition and purpose of creating your own CoE.
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Hear directly from Wade Latham, Senior Director of Operations at Carter's on how his team uses the Anaplan platform
You may not have been deeply involved with implementing Anaplan, but you are a contributor who will be leveraging the platform frequently for your business planning needs. 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.
Continue Your Journey
Set up Anaplan accounts
Understand your learning path
Training for the UX
Learn Foundations of Anaplan
Get help from Support
Keep up to date with platform enhancements
Be notified of platform downtime
Engaging with the Anaplan Community
Share your product feedback
Connect at an Anaplan Group
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We’ve outlined the path you need to take to go from beginner to expert – or anything in between! Start with a basic introduction to Anaplan through our Essentials lessons and work your way up to get more comfortable with the Anaplan platform.
We’ve even built different paths depending on your role, so start by identifying which of these roles best describe you:
Business Owner As a sponsor, you selected Anaplan to help solve a pain point/challenge. You are leading an Anaplan implementation and will be responsible for rolling out new processes and driving user adoption.
You are building and maintaining the Anaplan models that drive your business. Your primary goal is to design, build, and deliver a great experience for your users.
Anaplan User (i.e. business end users)
You are the end user for Anaplan models. You will be directly interacting with the models by viewing, editing or adding data, but you may not be heavily involved with the implementation of the Anaplan solution.
Based on your role, take the following recommended trainings to help ensure you have the foundations you need for successful implementation and use of Anaplan:
We recommend completing this coursework within the first couple weeks of an Anaplan implementation (even better if you can complete it ahead of time) to get grounded on Anaplan foundations
Anaplan Essentials (3 hrs) Click Anaplan Essentials tile on your dashboard to get a brief overview o f the history and evo lution of the Anaplan platform.
Overview for Anaplan Users
Learn to Speak Anaplan (5 min) Get familiar with key terminology
Essentials of Model Building (4 hrs.) Click the Anaplan Essentials tile on your dashboard and select this course to get started with foundations on model building
New User Experience (UX) Training (90 min) Learn the basics for navigating and building end user dashboards with the Anaplan User Experience
Page Builder Training (Varies)
(In the course, select your role as Page Builder)
Recommended (In the course, select your role as End User)
Management Reporting (35 min)
Learn how to create highly formatted, customized slides to deliver key insights and clear reporting to your organization
When it’s time for you to build models yourself, take this course to get deeper knowledge that will prepare you for your hands-on experience
Level 1 Model Building - English (25 hrs.)
Level 1 Model Building - Japanese (25 hrs.)
Get in-depth knowledge on how to create new models & import data
· Log in and Search
· Introduction to User Experience
· Using Quick Filters
Advanced With one implementation under your belt, model builders are encouraged to advance their skill set and become experts through the following advanced coursework
Level 2 Model Building (25 hrs.)
Level 2 Model Building - Japanese (25 hrs.) Build more advanced model building skills
The Anaplan Way (12-16 hrs.)
The Anaplan Way - Japanese (12-16 hrs.) Develop your knowledge of The Anaplan Way, our approach for implementing the Anaplan platform with a customer.
Level 3 Model Building (Varies) Level 3 Modeling Building - Japanese (Coming soon!) Develop your expertise by building data integrations, data hubs, roles
We hope this guide gives you a better understanding of the recommended learning paths for all Anaplan users just embarking on their your journey with Anaplan. If you are interested in learning more about our learnings and certifications, visit our Anaplan Talent Builder space in Community.
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The purpose of Anaplan Essentials is to provide you with an understanding of Anaplan’s history, our values, and the product over 12 micro learnings (2-15 min each). We recommend completing all of the lessons at your own pace to gain a deeper understanding of Anaplan, but know that it is a 3-hour time commitment. That’s why we’ve highlighted the key modules for you!
Time commitment: 2 Mins
Purpose: An overview of our journey and milestones from our start in a Yorkshire barn to the present.
Essentials of Customer First
Time commitment: 30 Mins
Purpose: An overview of Anaplan's culture and way of working where we put customers first in everything we do. Learn more about the touchpoints customers interact with when they start their journey with Anaplan.
Time commitment: 8 Mins
Purpose: An overview of Anaplan’s Hyperblock (our proprietary in-memory calculation engine) and insight on why we built it the way we did
Time commitment: 12-15 mins
Purpose: An overview of how we implement Anaplan with our customers. Understanding our methodology helps our customers become more successful.
Central Library, Engine, and User Experience
Time Commitment: 4 Mins
Purpose: An overview of the components of Anaplan. Learn how the central library, engine and user experience work together to create an Anaplan model.
What is multidimensionality?
Time commitment: 5 Mins
Purpose:” An overview of how a module gets its superpower - multidimensionality! Learn more about how our modules can include more than two dimensions (such as time, location, product, customer, expense, or currency)
To access the full curriculum, visit your dashboard and click the Anaplan Essentials tile at the bottom.
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We’ve added a few stops along your journey with Anaplan to ensure that you gain the skills and capabilities needed to be successful. Whether you are completing an implementation with your account team or simply interested in up-leveling your marketability in the connected planning space, one important milestone is to become a Certified Anaplan Model Builder. This is a highly sought-after skill set across our customer and partner ecosystems – requiring someone who is analytical, curious, and quick on their feet. Path to becoming a certified Model Builder
The requirements to become an Anaplan Certified Model Builder for 2020 include successful completion of the Level 1 Model Building exam, Level 2 Model Building course, and The Anaplan Way training (or approved equivalent – check with your Business Partner or contact firstname.lastname@example.org)
There are two approaches to gain your certification:
Register for Anaplan Academy Virtual Instructor-Led Training (VILT) classes
These classes are taught by expert instructors who — as well as being certified, best-in-class facilitators — have years of experience being engaged in customer implementations. View the virtual schedule and register now.
Complete the requirements at your own pace via on-demand classes
All courses required for the Model Builder Certification are also available digitally. This means that you can take the courses when you want to — free of charge.
Once you successfully complete your training requirements, you can download and show off your Certified Model Builder Certificate! And if you’re looking to continue even further on your model building journey, check out the path to becoming a Master Anaplanner – the most advanced certification available – through our Talent Builder page.
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Get all the latest news and updates regarding the Anaplan Platform
The Anaplan platform is constantly evolving, with regular releases that include many new features.
To keep you informed of these releases, we have a Platform Updates section in Community with 3 unique areas. You can subscribe to any combination of the blogs in these areas to receive email notifications when you want, with the specific information you want.
Releases: This area houses all of our exciting product release announcements and also contains the ‘Monthly Release blog’. The blog is split into two parts - what was released this month and what is coming next month:
"What’s been released" outlines the features that were added to Anaplan during the previous month. This will help you better track and understand newly available features in the product.
Please note that this means new features may be added to the Anaplan platform without an announcement the same day of its release. All feature enhancements will have technical content available in Anapedia when the product change has been released.
"What's coming" outlines some of the features that we are targeting to release during the coming month.
This area will help you know what changes to expect in the platform that month. The information in this post is subject to change right up until each release is live.
The post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release.
Maintenance notifications: This blog provides detail about our Saturday planned downtime windows, including a high-level overview of the changes being made in the window. Please subscribe to this blog if you would like to receive emails whenever new information is available regarding an upcoming downtime release.
Feature Updates: This blog includes frequent, brief posts about new features when they are added to the platform. This will help you stay up to date with the latest additions and enhancements to the Anaplan platform as they happen. Subscribe if you’d like to get product information on a more frequent basis than the monthly cadence in the Releases calendar.
Along with the above blogs, the Platform Updates section also contains the Release Calendar. This gives you a full year view into scheduled platform events, including our regular maintenance and upcoming product changes. Subscribe to quickly understand what’s coming soon that may impact your time in the Anaplan platform, and access links to additional information.
Lastly, a great way to stay up to date with the status of the Anaplan platform is to subscribe to our Status page. Find out how here.
We hope that these resources will bring you more visibility into the enhancements that we are making to Anaplan.
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