Anaplan Master Anaplanner Exam
Graded A+
Able to import from (anaplan artifacts) - ANSWER-Versions
Users
Modules
Lists
Anaplan Import and Export formats supported - ANSWER-Supports:
Manual import from txt files
Manual export to xls, txt, cvs, pdf
Windows Batch/Shell Scripts
automation via anaplan connect api
Anaplan Way - ANSWER-Foundation of every Anaplan implementation -
Business Process
Data
Model
Deployment
Benefits of a CoE - ANSWER-Skills and Expertise - The Center of Excellence provides
an entire organization with the skills and expertise needed to develop the Anaplan
platform within the business and provide training to the team. It creates functional
Subject Matter Experts (SMEs), provides solution design, architecting, and technical
model building skills, and offers project management capabilities. Furthermore, it
provides ongoing training for an organization, including instructor lead (classroom)
training and on-demand eLearning courses.
An Implementation Approach - The Center of Excellence creates a known and
understood approach to delivering and evolving solutions within Anaplan for an
organization. Utilizing the benefits of the Anaplan Way Agile methodology, a Center of
Excellence encourages collaboration between all parties involved with the Anaplan
platform, successful iterations of new and updated releases, and accurate visualization
of each project and release.
Direction and governance - The Center of Excellence creates a governance framework
that is used to steer and prioritize the Anaplan road map within an organization and
drive the ROI of each release. This includes identifying an organization's steering
committee, executive sponsors, and the sign-off/approval approach and process. The
Center of Excellence may also act as the project management office (PMO), which is
attached to each release.
Data Governance and Integration - Establishing a Center of Excellence helps to utilize
the master data hub concept within an organization. The Center of Excellence will
generally be responsible for the master data hub, which will feed into most, if not all,
models within the organization. Doing this creates a single point of data reference within
, the organization for all departments and regions to refer to. Also, the Center of
Excellence prov
Central vs Federated CoE Team - ANSWER-Central CoE team - large firms CoE based
in IT, team owns dev of all new models, own updates, fixes, enhancements
Federated CoE team - individual busns owns own models, CoE maintains DH and
hierarchies, consults with business area, business responsible for building and
enhancing models, have model builders
most end up somewhere in the middle, experienced model builders in CoE and then
train new model builders in business areas
CoE - new model requests - ANSWER-- How is the request submitted, what type of info
is supplied, who helps the requestor, who analyzes the request, who approves/denies
the request
- Request submitted to CoE -> review request -> discuss options -> costs and req with
busns area → coe creates plan/proposal, refine plan together → if approved, gov body
prioritizes → CoE and busns establish start date and timelines
CoE Team Member Roles and Structure - ANSWER-CoE lead - manages team, sets
team direction, understands platform, has internal anaplan vision, can play other roles
SA (CoE) - develops models structure, designs anaplan ecosystem
SA (BU) - dedicated to busns area
MBs - financial and data analysts, excel experts, business process experts
PM - could be MB or SA, could be in PMO or on team, depends on CoE involvement in
new implementations
QA - test fixes, enhancements, new builds
Considerations when building the DataHub - ANSWER-User Stories
Source Systems
Lists
Modules
Data Validation
Exports to Spoke Models
Constants module - ANSWER-Pros: Auditability, administration, ALM, performance,
organize, health
Data Hub module types - ANSWER-Transactional
System
Export
Data Hub performance/best practices - ANSWER-- Faster to load from a model than a
flat file
- When exporting use views and DON'T export parents
- Concatenate properties into the code for transaction data
- Decreases the list size
Graded A+
Able to import from (anaplan artifacts) - ANSWER-Versions
Users
Modules
Lists
Anaplan Import and Export formats supported - ANSWER-Supports:
Manual import from txt files
Manual export to xls, txt, cvs, pdf
Windows Batch/Shell Scripts
automation via anaplan connect api
Anaplan Way - ANSWER-Foundation of every Anaplan implementation -
Business Process
Data
Model
Deployment
Benefits of a CoE - ANSWER-Skills and Expertise - The Center of Excellence provides
an entire organization with the skills and expertise needed to develop the Anaplan
platform within the business and provide training to the team. It creates functional
Subject Matter Experts (SMEs), provides solution design, architecting, and technical
model building skills, and offers project management capabilities. Furthermore, it
provides ongoing training for an organization, including instructor lead (classroom)
training and on-demand eLearning courses.
An Implementation Approach - The Center of Excellence creates a known and
understood approach to delivering and evolving solutions within Anaplan for an
organization. Utilizing the benefits of the Anaplan Way Agile methodology, a Center of
Excellence encourages collaboration between all parties involved with the Anaplan
platform, successful iterations of new and updated releases, and accurate visualization
of each project and release.
Direction and governance - The Center of Excellence creates a governance framework
that is used to steer and prioritize the Anaplan road map within an organization and
drive the ROI of each release. This includes identifying an organization's steering
committee, executive sponsors, and the sign-off/approval approach and process. The
Center of Excellence may also act as the project management office (PMO), which is
attached to each release.
Data Governance and Integration - Establishing a Center of Excellence helps to utilize
the master data hub concept within an organization. The Center of Excellence will
generally be responsible for the master data hub, which will feed into most, if not all,
models within the organization. Doing this creates a single point of data reference within
, the organization for all departments and regions to refer to. Also, the Center of
Excellence prov
Central vs Federated CoE Team - ANSWER-Central CoE team - large firms CoE based
in IT, team owns dev of all new models, own updates, fixes, enhancements
Federated CoE team - individual busns owns own models, CoE maintains DH and
hierarchies, consults with business area, business responsible for building and
enhancing models, have model builders
most end up somewhere in the middle, experienced model builders in CoE and then
train new model builders in business areas
CoE - new model requests - ANSWER-- How is the request submitted, what type of info
is supplied, who helps the requestor, who analyzes the request, who approves/denies
the request
- Request submitted to CoE -> review request -> discuss options -> costs and req with
busns area → coe creates plan/proposal, refine plan together → if approved, gov body
prioritizes → CoE and busns establish start date and timelines
CoE Team Member Roles and Structure - ANSWER-CoE lead - manages team, sets
team direction, understands platform, has internal anaplan vision, can play other roles
SA (CoE) - develops models structure, designs anaplan ecosystem
SA (BU) - dedicated to busns area
MBs - financial and data analysts, excel experts, business process experts
PM - could be MB or SA, could be in PMO or on team, depends on CoE involvement in
new implementations
QA - test fixes, enhancements, new builds
Considerations when building the DataHub - ANSWER-User Stories
Source Systems
Lists
Modules
Data Validation
Exports to Spoke Models
Constants module - ANSWER-Pros: Auditability, administration, ALM, performance,
organize, health
Data Hub module types - ANSWER-Transactional
System
Export
Data Hub performance/best practices - ANSWER-- Faster to load from a model than a
flat file
- When exporting use views and DON'T export parents
- Concatenate properties into the code for transaction data
- Decreases the list size
