What a wonderful tribute. Thank you for all of the hard work you do keeping this platform running so well! It is an invaluable source of information and a great feeling to have a place to connect with like-minded people across the globe that share in my love of the Anaplan Ecosystem.
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An Anaplan Center of Excellence (CoE) creates synchronicity between the people involved in your Connected Planning journey. Many of our customers—regardless of where they are in their journey—have been focusing on establishing a CoE, or an Anaplan Community of Practice , to pursue their goals. CoEs are being built typically when our customers want to improve the governance of the product’s momentum and to fill in gaps in the current process to support its growth.
More than 25% of our customers have now embarked on this journey and approached the 9 stages of building a CoE in their own way. Just like how Rome wasn’t built in a day, an Anaplan CoE will continue to evolve with the business and be the accelerator that helps achieve their Connected Planning vision.
A number of our customers have provided insight into their experience of building and maturing their Anaplan CoE. Take a look at their stories to find inspiration on how to take the next step on your journey!
Screenshots of the CoE Stories
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Most of us on the Community have experienced an Anaplan implementation. Everything is exciting! There's a vision, a plan, iterations of development, dashboards and visualizations coming to life, etc.; all headed towards a successful Go-Live of the model.
But what happens after go-live? How do you keep our model healthy and up-to-date? How do you ensure your end users are still engaged and happy? How do you instill a culture of continuous improvement in your Anaplan ecosystem?
While Anaplan is known to be a flexible platform that can change and adapt easily with the needs of the business, you'll need a way to keep track of those changes so that your new Anaplan model can remain valuable, actively used, and healthy.
At Impetus Consulting Group, we've put together our thoughts on how to create a more streamlined process to manage requests from end users for your ever growing Anaplan environment. The goal is to establish open communication and transparency with the stakeholders of your Anaplan models.
We've broken this down into four main activities for the model builder team to think about while supporting Anaplan models:
Set Priorities for Requests
Write Detailed Requests (by end users)
1. CATEGORIZE REQUESTS
First step is understanding the common Anaplan request types. You often hear the words defects and enhancements when it comes to supporting a model. But what is the difference? We tend to breakdown defects into two categories (functionality vs usability) and a third for enhancements.
2. SET PRIORITIES FOR REQUESTS
After categorizing the requests, how do you know what items to work on sooner rather than later? Typically, defects will take priority over enhancements, but not always. What are some ways you can track how important each request is? Below is our recommendation of setting a request priority, from most to least important. When setting these priorities, keep in mind how many users the request will ultimately impact.
Must be fixed ASAP, addressed within 1 day
Typically for Functional issues: workflow is interrupted or there are major downstream impacts
i.e. an action button is broken, formula is producing inaccurate results
Should be fixed or worked on soon, addressed within 5 days
Typically also for Functional issues: parts of workflow may be interrupted, but there may be a workaround
i.e. import action is broken but can copy numbers into Anaplan in the meantime, summary or aggregated reports may have inaccurate results but data can be found elsewhere in the model
Should be fixed or worked on in the near future, addressed within 2-3 weeks
Typically for Usability issues or business critical enhancements
i.e. Dashboard / Page layouts, conditional formatting is inaccurate, a new enhancement for applying seasonality at a lower level in the org hierarchy
Should be fixed or worked on when there is availability from model building team
Typically for Usability issues (cosmetic and aesthetic) or nice to have Enhancements (new reports, etc.)
i.e. changes to decimal places or column widths, a new report to slice data a certain way only used for a limited set of users
3. WRITE REQUESTS
Now equipped with the understanding of different types of Anaplan requests, how can you enable users to communicate their requests more effectively? Here is a sample template that every request should follow so your model building team can triage the requests and set the priorities effectively and efficiently with the least amount of back and forth discussions.
Title (keep short to 5 - 8 words)
User Submitting Request (author of submission, can also list impacted users)
Page / Dashboard Name (where was issue found or enhancement to be created)
Steps to Reproduce (usually only for functionality or usability issues)
Attach Screenshots if applicable
Add priority if urgent
The model building team can then use this information to set a correct category and priority to the submitted request.
4. MANAGE REQUESTS
We've discussed how end users would write and submit a request, but what tools can you as the model building team utilize to manage requests and keep your process streamlined? Here are our tips:
Set regular cadenced meetings to review your queue to address new and existing requests
This can vary depending on how many users your model(s) support, how many people are part of the support team, and how often your business changes
We recommend at least visiting the list of requests on a monthly basis at a minimum
Set a communication method to update users on requests that have been implemented
i.e. regular newsletter showcasing important updates, regular meetings with key stakeholders/end users to review completed requests and align on next priorities
Choose a tool for managing your request lists
Some cloud based tools we've seen the most often when managing Anaplan requests have been Jira and Trello. This allows for a one-stop shop for all information related to requests, which improves organization and transparency while eliminating back and forth email tracking/phone conversations of request updates.
We recommend discussing this process before end of the Development Phase of your Implementation (1-2 weeks before the final Sprint Review). This process can then be utilized for both UAT and Post Go-Live Support.
Without you even knowing, creating this process is actually one way to start building a Center of Excellence at your organization to help manage a sustainable Anaplan ecosystem. We've found this structure to be extremely helpful when setting up a plan after each new model launch.
By setting a culture of continuous improvement to your existing Anaplan environment and active engagement with end users that their requests are being acknowledged, you'll have a much happier user base for your Anaplan platform, leading to a more robust roadmap. The small wins now can inspire ideas for new models and expand the connected planning journey. In a future blog post, we’ll discuss how your company’s long-term business roadmap and large Anaplan enhancements ideas can spark ideas for how your Anaplan ecosystem can evolve.
We look forward to hearing other's thoughts on this topic.
If you are interested in more COE topics or educational series, please reach out to us at firstname.lastname@example.org or check out our other blog posts on Community.
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@Ameneh, @Beauram, your program is inherently fun because that’s what happens when a couple of naturally creative people get to bring their ideas to life uninhibitedly 🙂 What a cute video!
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Hundreds of customers have established an Anaplan Center of Excellence as it is fundamental in ensuring a solid foundation to enable true Connected Planning, as well as maximizing investment in the Anaplan platform.
Though every CoE is unique, we realized that all our customers followed very similar paths regardless of their industry, size, location, and Anaplan footprint. The maturity curve of a CoE can be simplified into 9 critical developmental stages:
A Center of Excellence Charter Template is available to help guide you on your CoE journey. This template outlines all 9 developmental stages your CoE should follow as it looks to further develops and matures along its way.
Screenshots of the Template
This charter will provide details of your Anaplan CoE’s mission and established processes that are best suited for your company. Please leverage this template to document your CoE’s current state and share with us the details so we can provide personalized support and share any lessons learned with the broader community.
Please submit your CoE Charter to Beauram Hur (email@example.com) for feedback and additional guidance.
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A recent study on a wide range of our customer CoEs has helped identify the shift in responsibilities for our most successful CoE Leads (quickly reference CoE Lead role and responsibilities). Our strongest CoE Leads have evolved into transformational leaders who focus on a new set of priorities for the success of their CoE.
In addition to managing the CoE’s operations and standardizations, the CoE Lead establishes relationships with those who not yet use Anaplan to showcase the value that it can bring to the overall business.
CoE Leads are driving transformation and acting as visionary leaders by “resetting processes, reconnecting the business, establishing requirements, and orchestrating the execution”. They are exemplary of true connected people as they work cross-functionally to push things forward to drive Connected Planning.
The emergence and distinction of this new CoE Lead role is a global phenomenon and has happened across 9 different industries with Consumer Products and Financial Services leading charge. Though 42% of our proclaimed CoE leads are also Certified Master Anaplanners, technical expertise is not required to be effective in this role.
Are you on a CoE and looking to get more involved? This is your chance to step up and be the CoE Lead who can take your CoE to a whole new level.
If you already are a CoE lead, please submit your CoE Charter so we can look to better support you.
Thank you for taking the time to learn more about the evolving role of the CoE Lead. What are your thoughts on this recent finding? We would like to hear from you.
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