You’re Invited! Anaplan Digital CPX 2020

Two Opportunities Available to Meet (Virtually) with Impetus’s Experts

Join Anaplan and Impetus for Anaplan’s Digital Connected Planning Xperience (CPX), kicking off September 15th and packed with live and on-demand sessions led by Anaplan customers, thought leaders, and planning experts.

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.

Register today to be informed, inspired, and educated.

Impetus Welcomes 15 New Hires

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!

Impetus Summer 2020 New Hire Class Meeting with our Enablement Instructors

Join Impetus and Anaplan at Finance & Accounting for Bioscience Companies: Virtual Event, Sept. 21 – 23, 2020

Join Impetus and Anaplan at Finance & Accounting for Bioscience Companies, a virtual coast-to-coast event for CFOs, Corporate Controllers, Accounting and Finance Executives, on September 21-23, 2020.

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.

Anaplan Community Posts: Connected Planning Series Part 1 – How to Stay Connected with End Users

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.

Anaplan Community Post: “Real-time Insights for Pharma Commercial Business Leaders”

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?

Visit the Anaplan website to learn more about Real-time Insights for Pharma Commercial Business Leaders.

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.