July Summer Learning Series: Free, Fun, For All!

Join Impetus Experts for “Zoom a Friend” Level 2 and Deep Dive Office Hours

For July, Impetus is bringing back our Anaplan “Zoom a Friend” office hours series from April and May. Learners of all levels are welcome! From hosting past office hours, we discovered that bringing together Anaplan learners from different backgrounds and achieving a-ha moments together is an incredibly valuable and rewarding experience for all.

Level 1 Certification

For learners new to Anaplan, begin by completing Anaplan’s Level 1 Model Building training. The online version of this course will take about 25-30 hours to complete. For independent learners, check out the Anaplan Independent Learner Free 90-Day Trial here.

Level 2 Certification

The next step in your learning journey is Anaplan’s Level 2 Model Building. This course is available on-demand from Anaplan and takes approximately 30-40 hours to complete. The training program includes over 40 micro-lessons (5-10 minutes in length).

To assist you with this effort, Impetus is making its Solution Architects and Master Anaplanners available for free office hours via Zoom. Based on feedback from previous office hours sessions, we have pre-selected a few topics to discuss in more detail (booleans, dynamic cell access, etc.), but we will continue to prioritize questions from the group during the sessions.

Office Hours Agenda:

  • 5 Minute Intro
  • Open Office Hours:
    • Note where you are on L2
    • Please be sure you’re comfortable sharing your screen
    • If you have any questions you’d like to send us beforehand, please send to enablement@impetuscg.com 

Deep Dive! (figuratively, not literally)

As you continue your learning journey, join us for 1-hour sessions to deep dive into the following topics and chat with other Anaplanners. We originally designed the content for those looking to become Master Anaplanners. However, we have learned from previous attendees that the material is valuable for Anaplanners at all levels. Please join us if any of the following topics are of interest to you:

  • Center of Excellence: What, Why, How? What do you need to know about a Center of Excellence? Why is it important? Who owns it? How is it governed? What are its responsibilities?
  • Model Governance: ALM and Data Maintenance What are some best practices for managing large sets of data and maintaining a healthy Development-Production environment (ALM).
  • Data Integration 101: Anaplan Connect and other tools What tools are available to automate the movement of data in and out of your models? What are the pre-requisites to set up Anaplan Connect?
  • Tips and Tricks for Solution Architects: Sparsity and Performance as it relates to Formula’s and User Access What are ways to improve performance and decrease sparsity as you build more complex models?

We look forward to seeing you in July!


Registration

Please register using the links below. To ensure we provide quality coaching, we will be limiting office hour participants to the first 8 registrants.

“Zoom a Friend” Office Hours: Anaplan Level 2 Certification

Date & Time
(Click date below to register)
Topics & Tutors
Tuesday July 7: 2:00pm-3:00pm PDTBooleans
Impetus Tutors: Stephanie Kim, Billy Kloss
Tuesday July 21: 2:00pm-3:00pm PDTDynamic Cell Access
Impetus Tutors: Stephanie Kim, Billy Kloss

“Zoom a Friend” Office Hours: Deep Dives

Date & Time
(Click date below to register)
Topics & Tutors
Tuesday July 14: 9:00am-10:00am PDTCenter of Excellence: What, Why, How?
Tips and Tricks for Solution Architects: Sparsity and Performance as it relates to Formula’s and User Access

Impetus Tutors: Wendy Wen, Jon Newcomb
Tuesday July 28: 9:00am-11:00am PDTModel Governance: ALM and Data Maintenance
Data Integration 101: Anaplan Connect and other tools

Impetus Tutors: Scott Eckman, James Straton

Webinar: The Art and Science of Profitability- Bridging the Gap Between Sales and Finance

How can you combine the “art” of selling with the “science” of data and technology?

Most organizations tend to focus on revenue growth when managing their sales plans (setting quotas, measuring performance, etc.). However, not all revenue is created equal. Only through insights into where profit is won and lost can sales teams create maximum value for the organization. Join Impetus’ Jon Newcomb and Wendy Wen as they explain how you can leverage Anaplan to more effectively connect the offices of sales and finance by using financial metrics to support a more thoughtful sales planning process.

Click HERE to register for this on-demand webinar.

Click HERE to access our one-pager outlining SPM & Profitability Analytics.

Master your Anaplan Ambitions: “Zoom a Friend” Office Hours

Impetus Scheduling May Office Hours for Prospective Master Anaplanners

Now that you have completed your Level 1 and Level 2 certifications and have been anaplanning for well over a year – what’s next?

Time to officially apply and become a Certified Master Anaplanner!

While it may seem a bit daunting to become a Master Anaplanner, we have broken down and highlighted the most important concepts to grasp.

Join us for 1-hour sessions to deep dive into these topics and chat with other fellow Anaplanners. Content will be presented during the first half of the session, and the second half will be open for questions.

Date & Time
(Click date below to register)
Topics
Wednesday 5/6: 1:00-2:00 pm CT
Thursday 5/7: 1:00-2:00 pm CT
Center of Excellence: What, Why, How?
What do you need to know about a Center of Excellence? Why is it important? Who owns it? How is it governed? What are its responsibilities?
Impetus Tutor: Wendy Wen
Monday 5/11: 3:00-4:00 pm CT
Wednesday 5/13: 3:00-4:00 pm CT
Model Governance: ALM and Data Maintenance
What are some best practices for managing large sets of data and maintaining a healthy Development-Production environment (ALM).
Impetus Tutors: Wendy Wen, Scott Eckman
Monday 5/18: 3:00-4:00 pm CT
Wednesday 5/20: 3:00-4:00 pm CT
Data Integration 101: Anaplan Connect and other tools
What are all of the tools available to automate the movement of data in and out of your models? What are the pre-requisites to set up Anaplan Connect?
Impetus Tutors: Wendy Wen, James Straton
Wednesday 5/27: 3:00-4:00 pm CT
Thursday 5/28: 3:00-4:00 pm CT
Tips and Tricks for Solution Architects: Sparsity and Performance as it relates to Formula’s and User Access
What are ways to improve performance and decrease sparsity as you build more complex models?
Impetus Tutors: Wendy Wen, Jon Newcomb
Tuesday July 14: 11:00am-12:00pm CTCenter of Excellence: What, Why, How?
Tips and Tricks for Solution Architects: Sparsity and Performance as it relates to Formula’s and User Access

Tuesday July 28: 11:00am-12:00pm CTModel Governance: ALM and Data Maintenance
Data Integration 101: Anaplan Connect and other tools

Anaplan Community Post: “Spring Cleaning: Marie Kondo-ing Your Anaplan Model “

Ready for Some Spring Cleaning?

Impetus’ Thandar Zone is a feature contributor to Anaplan Community this month, sharing her perspective on efficient model maintenance

Marie Kondo became a cultural phenomenon with her “KonMari” method of organization that has sparked joy around the world. The principles of “KonMari” extends beyond home organization and can be applied within a business setting. Visit Thandar’s contribution to learn how Anaplan models can be organized and maintained like a Marie Kondo closet.

Anaplan Level 2 Certification: “Zoom a Friend” Office Hours

Impetus Experts to Lead Anaplanners Achieve Certification

Many of us have already completed our first step towards becoming Master Anaplanners, Anaplan’s Level 1, in most cases a while ago. The next step in the certification process is Anaplan’s Level 2 Model Building. This course is available on-demand from Anaplan and takes approximately 30-40 hours to complete. The training program includes over 40 micro-lessons (5-10 minutes in length).

It’s a valuable and rewarding exercise for folks who are honing their skills as Anaplan Model Builders but perhaps you are not sure how to get started or you’ve gotten stuck mid-way through it? To assist you with this effort, Impetus is making its own Solution Architects and Master Anaplanners available for free office hours via Zoom.

We’ve scheduled regular office hours with our experts every Tuesday and Thursday, starting April 16.

Office Hours Agenda:

  • 5 Minute Intro
  • Open Office Hours:
    • Note where you are on L2
    • Please be sure you’re comfortable sharing your screen
    • If you have any questions you’d like to send us beforehand, please send to enablement@impetuscg.com 
  • 10-Minute Wrap Up
    • May include special topic demo on occasion

Please register using the link below. To ensure we provide quality coaching, we will be limiting office hour participants to the first 8 registrants. Please revisit this page frequently for updates about additional office hours and special topics that may be featured during certain office hours.

Date & TimeZoom Registration LinkImpetus TutorsSpecial Topics
Tuesday 7/7:
2-3 pm PDT
Click HereTBD
Tuesday 7/21:
2-3 pm PDT
Click HereTBD
Table will be updated on a weekly basis.

We look forward to seeing you!

** Previous Sessions **

Date & TimeZoom Registration LinkImpetus TutorsSpecial Topics
Thursday 4/16:
2-3 pm PDT
-Rajvi Desai
-Justin Erenstein
Tuesday 4/21:
2-3 pm PDT
-Rajvi Desai
-Justin Erenstein
Thursday 4/23:
2-3 pm PDT
-Rajvi Desai
-Jon Newcomb
Tuesday 4/28:
2-3 pm PDT
-James Straton
Thursday 4/30:
2-3 pm PDT
-Wendy Wen
-Jon Newcomb
Tuesday 5/5:
2-3 pm PDT
-Wendy Wen
Tuesday 5/12:
2-3 pm PDT
-Philip Kao
Tuesday 5/19:
10-11 am PDT
-Matthew Daniel

Working Well From Home

Impetus’ Solution Guide to Remote Work

Several years ago, I was asked to put together a presentation for the Impetus team on the topic of working remotely. I’ve been working primarily from home going back to 2012 when I was helping to run the operations of a multi-million-dollar professional service firm with a fairly large, distributed workforce. By now it’s a safe to say I am both a believer and advocate for its benefits.

From its inception, Impetus was organized to enable its people with the option to to work remotely by adopting fantastic, forward-thinking tools such as Box, Zoom, Slack, Trello, Workplace, and Anaplan. By effectively leveraging these tools and developing a culture around how they’re used, our growing team, including people across the US and now internationally, benefit from the tight-knit relationships they can help build. We have now been working remotely and using these tools for so many years, that it’s become second nature for us.

I was recently asked to share this presentation with our Keyrus colleagues and decided to commit the presentation to a recording for consumption. In case it might be beneficial to anyone new to working remotely, please find a recording of that presentation below.

Joshua Mueller, Director of Operations

You can view just the deck below:

Impetus’ Justin Erenstein Joins Anaplan University Connect for an Engaging SUNY Geneseo Enablement Event

Last week, Impetus Solution Architect and Master Anaplanner Justin Erenstein partnered with Anaplan’s Noelle Murphy to introduce 59 Managerial Accounting students from SUNY Geneseo to the Anaplan platform. The future Anaplanners participated in a 2-day on-campus bootcamp featuring Level 1 Model Building

Mr. Erenstein, a ’11 SUNY Geneseo grad, became aware of his alma mater’s desire to build out their Business Analytics credentialing opportunities and knew that Anaplan would be a great addition to the student’s curriculum.

Justin, who is one of Impetus’ Enablement professors and a CPA, leveraged his experience with Anaplan and Impetus’ training and enablement offerings to guide students through learning how to create lists, import data, and write formulas. He discussed with the class the distinct advantage graduating as a certified Anaplan model builder would give them in the job market and that Anaplan coupled with an Accounting degree can open the door to many opportunities. 

Next up on the student’s agenda will be to use Anaplan for an Activity-Based-Costing project.

Impetus Consulting Group, a Keyrus company, is a pioneer in Anaplan enablement offering both public and private classes. It offers instruction opportunities that range from Anaplan Level 1 Intro Model Building through Power Model Buildings and hosts their own educational YouTube channel. Impetus is an Anaplan Gold Partner with more than 50 employees and hubs in New York, Chicago, San Francisco, D.C. and Boston. For more information on our enablement offerings, please contact enablement@impetuscg.com

Celebrating International Women’s Day 2020

Happy International Women’s Day!

We love getting together with the #ICGLadies to chat about why we joined Impetus and who our role models are. Our next topic will be focused on social media and its influence during the interviewing process. 

Celebrating all of the #WomenInTech and #ICGLadies making a difference today, and for the future. #internationalwomensday2020

Impetus Loves Our Growing Team

This week, Impetus Consulting Group, a Keyrus company, welcomed 11 new hires who are expanding our offices in Boston, NYC, DC, and Chicago. We are excited for them to begin on their Anaplan journey at Impetus as we continue to create more Anaplanners in the world!

Impetus Consulting Group’s Newest Team Members (February 2020)