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Use Line Item subsets to create different numeric formulae for each version to avoid multiple Ifs   Best Practice article: Line Item Subsets Demystified Decreasing the Length of Your Formulas Variance Analysis With Native Versions Made Easy ... View more

Welcome to HyperCare, Anaplan’s premium support program. HyperCare represents Anaplan’s continued dedication to your Connected Planning journey, with features that ensure you and all your Anaplan users have what they need to be successful. To learn more about HyperCare in greater detail, check out our video here. If you are interested further in HyperCare please contact your Account Executive, your Customer Success Business Partner, or email hypercare.support@anaplan.com.   HyperCare for Professional HyperCare for Enterprise   HyperCare support resource Assigned Dedicated Weekly reporting app and metrics 10 models 25 models Center of Excellence (COE) support Included Included Annual end user adoption surveys and feedback session Included Included Product support self-service toolkit Included Included   Priority queue First response time*: 90 minutes Resolution time: Six business days First response time*: 60 minutes Resolution time: Three business days Daily monitoring and proactive support alerts 10 models 25 models Model optimization Two models per year Four models per year Quarterly executive summary reporting Included Included   VIP desk & access at Anaplan events (i.e. CPX) Included Included Preferred eligibility to product programs (i.e. early access)   Included *Response times are not applicable to Severity Level 1 issues, which will be responded to without delay ... View more

Thank you for becoming an Anaplan Partner Our partners are essential to meeting the extraordinary customer demand we are seeing for Connected Planning. Highly skilled partners who truly understand a customer’s challenges and know how to use Anaplan to solve those pain-points can make a huge difference in the marketplace. As an Anaplan Partner, you can help your customers to adopt Connected Planning as the perfect platform for digital transformation. Getting started on your journey with Anaplan From the very beginning, we make sure that your success is front and centre and will guide you as you begin your Anaplan journey. Anaplan workspace: You will be notified via email once your workspace has been provisioned. Partner agreement: You will have received your completed Partner Agreement from the Partner Help team via email. Invoicing: For invoicing purposes, please complete the link below for the Supplier Self Registration Portal. Here you will submit company banking, contact, and tax information: https://wd1.myworkdaysite.com/supplier/anaplan/global. For more information, seeing the partner invoicing guidelines. PartnerConnect: Anaplan’s partner program facilitates a three-way partnership among the customer, Anaplan, and you. The program has been designed to directly reflect the capabilities and performance of each partner. Learn more about the program’s benefits, requirements, and data-driven performance management system as you get started on your journey.  Download your tier badge to use on your marketing communications. Partner Central is the command center for our partnership: it brings together all the elements of our partner program, PartnerConnect , into a single source of truth via the Anaplan platform.  The model has a number of dashboards to keep you informed about your and your firm’s performance.   You   can   access the model through   www.anaplan.com.   From the Anaplan homepage you click “Login” and then enter your username and password.   Once you are logged in   to Anaplan, select Anaplan   on Anaplan   from the Customer drop down and you will see the PartnerCentral.  Access to Anaplan’s   Partner Central Model be done by emailing partner.help@anaplan.com. To learn more about invoicing through Partner Central, read these guidelines. Partner Deal Registration: Deal registration is a small, but vital part of our mutual success. By registering your deals, we get greater visibility of your deal opportunities. This helps us to respond faster and better, providing you with a better partner experience. Our quick reference guide takes you through deal registration in simple steps so that you and your teams can get up and running as quickly as possible. You will be setup with access to our Partner Deal Registration system to register leads.  Co-brand guidelines:  Our relationship with partners is one of our most valuable assets. Anaplan partner co-branding is a symbol of our commitment to work cooperatively with you, build customer value and drive results that benefit us both. The  Anaplan Partner Logo guidelines have been designed to feature and safeguard the Anaplan brand in various partnership environments.  Your logo on Anaplan.com/partners: We want customers to be able to find you. In order to do this, we list all of our partners on anaplan.com/partners. Please send a hi-res .png file of your logo to partnermarketing@anaplan.com so we can have you added to the website. Make sure you receive communications from us: Sign up to ensure you receive the communications you want from us at the subscription centre. Enabling your team on Anaplan:  The Anaplan Academy is where you come for everything you need to know to be an Anaplan model builder, solution architect, or get a basic introduction to Anaplan. Whether you want to take on-demand training at your own pace, or register for an in-person training class, you’re in the right place to start or continue learning.   Related articles for "New to Anaplan":  Partner Deal Registration Learn to Talk the Talk How to subscribe to receive communications from Anaplan ... View more

Certified Master Anaplanners are Anaplan’s experienced platform evangelists who share a common technical language and are involved in the structural development of their models. Anaplan's current customers, registered partners, and employees are all eligible to become a Certified Master Anaplanner, given they are willing and able to meet the requirements below. Qualifications Candidates must fulfill the following criteria: Complete the core Academy trainings by becoming a Certified Solution Architect Achieve a high level of Anaplan model building activity Defined by efforts of our current Certified Master Anaplanners More courses to be added upon impending releases.  Application We are pausing the review of the applicants until we finalize the 2021 requirements for the program. For more information, please check back in on February 2021.  Certification Test Once a candidate has proven to be qualified, they are enrolled in the last stage of the certification process: the Master Anaplanner Certification Test. Our certification test is designed to test cross-functional Anaplan knowledge, and includes multiple-choice questions on Model Building, Data Integration, and Center of Excellence Principles. Upon receiving a passing score, they officially become a Certified Master Anaplanner, a status retained through completion of annual maintenance requirements.   Please note that the Master Anaplanner Applications and Certification Test results are processed every 1st and 3rd Wednesday of the month.  ... View more

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Review the need for daily granularity for long timescales, specifically if the daily timescale spans five years or more.  Use time ranges to restrict the daily calendars if possible and also use PREVIOUS rather than CUMULATE to optimise calculation efficiency.   Related to Rule: 2.02-10 Using PREVIOUS vs. CUMULATE   Best Practices articles: Time Range Application Performance Issues with Cumulate Over Lists ... View more

Use Time Ranges to optimize the modules where the default model calendar is not appropriate.  Consider the dimensionality for the data and set up the Time Range accordingly.   Best Practices article: Time Range Application ... View more

Keep the naming short using the FYxx-FYyy format. This format allows the administrator to see the scope and name of the Time Range in the module blueprint without referring back to the Time Range itself; it fits within the column of the blueprint. This aids auditing and analysis However, this does mean that the Time Range may need to be renamed if the range changes, so if your Time Range needs to be incremented each year, and it is clearly documented, an alternative would be to use a generic name ("History Years").  It requires less maintenance, but is not as clear   Best Practice article: Time Range Application ... View more

Turn the "include" settings off by default and only include these if absolutely necessary.  These additional settings (Quarter totals, Year to date, Year to go etc.) will be included in all modules with the model calendar as the time dimension. Thus they will perform calculations on these subtotals.  Consider if you really need these values for all modules with the Model Calendar. Note, you can specify different "include" settings for different Time Ranges, although by default Time Ranges will inherit the Model Calendar settings.   Related to Rules: 1-01-02 Use the Model Calendar by default  1-01-07-Time-Ranges  ... View more

Utilising the Current Period within the Time Settings allows the use of CURRENTPERIODSTART(), CURRENTPERIODEND() and can be used to create lookup modules to hold the current period automatically.   Exceptions: 1.01-03a Daily Timescales: The lowest granularity for Time Settings is weekly, so if the Current Period needs to reflect a daily timescale, the Current Period setting cannot be used 1.01-03b Non-Admin updates: Should you need non- Workspace Administrators to update the setting, a formatted line item can be used instead ... View more

As the Model Calendar is dynamic, there are a lot of advantages in using it for the majority of modules.  Choose suitable time settings (past and future years) that cover most of the requirements and use the model calendar to set these in the most part.  For the exceptions outside of the “norm” use time ranges for efficiency of calculations and for keeping the model size under control. But remember, Time Ranges may need to be updated manually on a year end rollover.   Best Practices article: Time Range Application ... View more

This goes against the Sustainable element of PLANS and the hard coding can cause issues when updating the timescales of the model. Modules with Time formatted items to be used as sums and lookup are the better option   Exception: 1.01-01a Generic Time periods: It is OK to use SELECT with Generic Time periods such as Actual Period, Current Period, YTD, YTG, ALL Periods   Related to Rule: 2.02-14 Avoid using SELECT   ... View more

  Welcome Hear directly from Vicky Ascencio, Customer Success Director. You are part of the team working to implement an Anaplan use case.Your job is to unlock the power of the Anaplan platform. You will design and build your Anaplan models, prepare the data to serve your end users, and deliver a fantastic user experience that drives Anaplan 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.   Get Started Start Implementing   Continue Your Journey Set up your Anaplan accounts Set up your Anaplan Workspace Understand Tenant Admin and User Roles Understand your learning path Key Essentials modules Learn foundations of Anaplan Understand team roles Discover our project methodology Learn Anaplan Best Practices Succeed with User Acceptance Testing (UAT) Get help from Support Keep up to date with platform enhancements Be notified of platform downtime Engage with the Anaplan Community Share your product feedback  Connect at an Anaplan Group Grow your skills and become a Certified Model Builder! Expand with a Center of Excellence ... View more

Global Partner Sales Enablement Anaplan's Global Partner Sales Enablement program provides experiences and resources to help you maximize partner-influenced sales of Anaplan. We help your organization build their Go to Market Capacity. We help you build your Anaplan Go to Market knowledge and skill.   Sales Enablement Resources Anaplan has multiple sources through which you can access enablement resources. Go here for a guide to these sources.   Start learning now! You can create the most efficient path for your "How to Sell Anaplan" learning journey. The links below take you to various offerings within our Global Partner Sales Enablement program from which you can choose.  Anaplan Sales Enablement Quick Start Guide Anaplan Go to Market Certification for Partners Using Highspot for Sales Enablement Anaplan Ignition for Partners Executing a Functional Sales Strategy Sales Enablement Resources in Anaplan Academy Learning Center ... View more

  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. Get  Started Start Implementing   Continue Your Journey Set up your Anaplan accounts Understand your learning path Key Essentials modules Learn foundations of Anaplan Understand team roles Identify Model Builders Discover our project methodology Learn Anaplan Best Practices The importance of user acceptance testing (UAT) The importance of change management Establish a Center of Excellence Get help from Support Keep up to date with platform enhancements Be notified of platform downtime Engage with the Anaplan Community Share your product feedback  Connect at an Anaplan Group Expand with a Center of Excellence ... View more

  Highlights of App What is it: Wipro’s Speed planning offers Organization on how quickly they can re-plan and revise their target and understand the impact on KPI through scenario planning by Top-Down and Bottom-up approach in planning cycles. It helps their capability to identify the impact on cash generation and application of available resources, gives more visibility for alternate resource pool to generate cash which management can consider for review. Anaplan connected planning allows to connect various source of information from FP&A planning to Workforce planning, Sales Planning and Supply chain management to gain greater visibility. Speed planning provides agility in decision-making for leaders to view and respond in an agile manner.   Features Integrated Scenario planning at Global Level Integrated Scenario planning at Location Level Scenario planning for cash flow positions Revenue planning Workforce cost planning Capital Expenditure planning SG&A, T&E Planning Receivables Management & planning Who Benefits Financial Planning & Analysis Model Builders Name: Wipro Email: anaplan@wipro.com  Please allow up to 3 business days for access approval Request Group Access to Download   Number of roles NA Size    NA Modules    NA   App Photos: CFO Dashboard showcases all essential KPIs that are needed for a timely decision making. Some of the key aspects showcased here are Revenue, Cost, Margins, Monthly trends,  Revenue breakups by Country & Products, DSO, Cashflow trends. All these views are customizable to suit the requirements of the client. AR Management window helps planners simulate cost of reducing the DSO my means of offering discounts on invoices. The Workforce Window offers the planners to quickly identify cost saving opportunities by way of Workforce optimization / Furlough or LoA / Compensation Restructuring ... View more

  Highlights of App What is it: Wipro’s Speed planning offers Organization on how quickly they can adjust to new crisis and re-plan their inventory to match the change in demand for having a lower  inventory turnaround time and remain cash rich .This App helps to reach the new consensus demand and re-classify them in ABC-XYZ category at SKU level, thus setting the priority right. It identify the inventory shortage and enables deeper, informed integration with supplier to maintain a high service level. Anaplan Connected Planning allows to connect various source of information from SCM planning and connecting them to FP&A planning gives greater visibility on Inventory cost and Payables cost that may be different from BAU to Crisis situation. Speed planning provides agility in decision making for Leaders to view them and respond to it. Features Crisis Demand Planning Consensus Demand Planning ABC & XYZ Classification of SKUs Inventor Planning & Shortage alerts Supplier Information & Products distribution Dashboard. What – if Scenario for inventory cost Drivers and Impact Who Benefits Supply Chain Model Builders Name: Wipro Email: anaplan@wipro.com  Please allow up to 3 business days for access approval Request Group Access to Download   Number of roles NA Size    NA Modules    NA App Photos: ... View more

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