What are the four cornerstones of the Anaplan way? ✔️Process - Data - Model - Deployment
Time spent on each corner stone of the Anaplan way? ✔️Process: 35%
Data: 35%
Model: 17%
Deployment: 13%
Who should be invited to the project workshop? ✔️- Business process owners who understand the end-to-end process
- end users who are responsible for their individual in-scope process components
- Data specialists who understand the data inputs, calculations, and data outputs
- Core project team
What are the data readiness best practices? ✔️- Start the data discussion with the key stakeholders before the project begins
- Clearly identify data sources and data components (lists, properties, hierarchies, subsets, and transactional data) in the statement of work
- Assign homework: identify a team that ensure production-quality data is ready and available at the start of the project. Gain early insight into
data completness, quantity, and integrity. Build contingencies and identify critical risks and dependencies during the planning phase.
Data prep best practices ✔️- Start small and focus on data quality
- Automate later
- Add data tasks as user stories in project tracking software
- Pay as much attention to data as you do to building the model
- When uncover data issues, document clearly and socialise broadly
What model building training does? ✔️- Provides a baseline
- Drives efficient requirements gathering
- Provides context that leads to increased stakeholder involvement
What is deployment? ✔️Deployment involves a plan to roll the application out to the end users and will usually include a training approach for
getting the end users trained.
When end users should be involved in Anaplan implementation project? ✔️at the onset - or the latest during second sprint
When to involve business SME? ✔️in the early stages, preferably in the requirements phase
then, around the middle of Sprint 2, once you have the model at about 90% built (model only, no user interface), start to get them involved in
evaluating the solution
What is Anaplan Planual? ✔️The Planual provides a systematic set of standards for model building on the Anaplan platform.
Designed to produce the most efficient, usable, and scalable Anaplan models, while dramatically increasing performance for models in all
contexts.
When to create a change communication plan? ✔️During project planning.
Adjust this plan throughout the release phases.
What are all the phases of Anaplan implementation? ✔️1. Pre-release
2. Foundation
, 3. Implementation
4. Testing
5. Deployment
When does Pre-release phase begin? ✔️When a customer asks for an estimate.
Complete a form & participate in short scoping session --> Rough cut estimate.
If decides to move forward --> full scope meeting --> Statement of Work (SOW).
Once SOW signed --> project is added to the implementation project schedule.
What is Statement of Work and what does it define? ✔️The Statement of Work is a letter of intent. It definesL
- project-specific activities
- project deliverables
- project timeline
- business requirements
- pricing
What SOW estimates? ✔️- size of the model (memory requirement or size in memory)
- scope of work (business requirements)
- level of effort to design and build the model
What are model size considerations? ✔️- each cell is approx 10 bytes of data
- also include memory for the list members and list properties
- can't use this method to calculate size of a Polaris model
User base and concurrency estimates ✔️- who will be accessing the model and how often?
- having an accurate estimate of how many users will be using Anaplan at the same time is critical to building the model to meet performance
expectations.
- a distributed model may be required
What is scope of work? ✔️defines all the business requirements
What does project scope describe? ✔️- current state overview
- project objectives
- a high level drawing of the ecosystem, with the Anaplan solution identified
- known unknowns
What are the known unknowns of a project? ✔️- resources for the project
- data and meta data
- process surrounding the model
What are key milestones in a project timeline? ✔️- project kickoff
- planning
- model build and execution
- testing