During this virtual event, learn how to transform your business and how to take the next step in connecting planning processes across your organization. You’ll have the opportunity to discover the future of connected planning from industry experts, get VIP access to Anaplan product reveals, and an inside look at Anaplan’s vision for the future of Connected Planning.
Impetus team members will be leading two Group Interactive Sessions. During these sessions, connect with like-minded peers in small group breakouts to discuss a range of topics (be sure to bring your questions!). Learn new Anaplan tips and tricks, discover exciting use cases, and expand your network. Hosted by topical experts and Master Anaplanners.
Impetus’ latest team members hail from Los Angeles all the way across the country to New York City, with stops in Chicago, DC, Boston and Dallas.
They come to us with diverse interdisciplinary backgrounds including advisory, economics, finance, human capital management, manufacturing, supply chain, logistics and distribution, marketing, graphic design, risk management, data analytics, healthcare, cell/molecular biology, mechanical engineering, applied statistics, project management, business development, and business transformation.
All are connected by a common mission to create more Anaplan a-ha moments in the world.
We are excited to welcome them to the Impetus team: Bohan, Brad, Caroline, Charlotte, Diana, Ellen, Jackie, Jonathan, Laura, Megan, Monique, Nabeel, Timothy, Tom, Vivian!
Uniquely geared to the nuances of life sciences companies, this comprehensive event brings together speakers and attendees from all over the country to provide financial strategies and accounting best practices as you transition from private to public, enter into collaborations, progress R&D, commercialize products, implement enterprise systems, cultivate talent, recognize revenue and communicate with key stakeholders. Join the brightest financial and accounting minds from the nation’s leading biotechs.
Impetus Managing Director Andy Smythe and Kevin Jacokes, our North America Industry Lead for Life Sciences, will be featured in the presentation “A Connected Commercial Planning Capability — Bring People Together, Discover Your Levers for Profitability” on Monday, September 21, 2020 from 1:15 – 1:45pm EST.
In Connected Planning: How Do We Get There?, Impetus’ Wendy Wen and Stephanie Kim introduce ways to maximize your Anaplan investment through Connected Planning. As part of the Connected Planning experience, a Center of Excellence can be formed with pillars focused on Enablement, Governance, and Expansion, all essential elements to maintaining a thriving Anaplan environment.
In this edition, let’s start with some tactical tools that will strengthen the pillar of Governance. Wendy and Stephanie authored How to Effectively Manage Request from End Users, which focuses on what happens after end users have been interacting and planning in their Anaplan Model(s). How do you ensure your end users are still engaged and happy? How do you keep your model healthy and up-to-date? Share what has worked with your team and let us know what you think in the comments.
More to come in this blog series as we tackle the other two pillars of Enablement and Expansion within a Center of Excellence.
Impetus’ Kevin Jacokes is a featured contributor to Anaplan Community this month, sharing his insights on how commercial business leaders in the pharma/biopharma industry are using the Anaplan platform to solve for three key challenges:
Challenge 1: Where should I invest my next dollar of commercial spend?
Challenge 2: How can I maximize the interactions our field reps have with prescribers?
Challenge 3: We are making decisions based on stale, incomplete, and misaligned data. How can I speed up our team’s information access and turnaround time?
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
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!
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
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.
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.
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
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
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
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
Interested in learning how to create and maintain a successful CoE?
Groupon will be sharing how they use Anaplan for their integrated end-to-end planning. Join Dragana Kangrga from Groupon, and our very own Wendy Wen and Kevin Jacokes on the webinar to learn about the different factors that led to Groupon’s Anaplan and CoE success.
Click Here to register for this on-demand webinar.