Impetus at Five

Impetus Welcomes its Newest Team Members and Celebrates its Anniversary.

Impetus Consulting Groups Newest Team Members (July 2019)

This is a very exciting week at Impetus Consulting Group. First and foremost, we are thrilled to welcome eleven new employees to our team, including the members of our first-ever college recruiting class. The size of the class is a testament to the power of our internal Anaplan Enablement program as well as to the strength of the culture we’ve built.

This week we also celebrate five years in business. Impetus was founded with the idea that there was a better way to do consulting; that we could be a force for change in the lives our employees, our clients and our partners. We believe in the value and sustainability of our collaborations and relationships built inside and outside of the organization. Five years in, that founding principle still guides our behavior and our decisions.

At Impetus, we believe the overall success of the company is driven by its people. We have been fortunate to assemble, enable, and grow a team of deeply curious, talented, and passionate people committed to the success of our clients and each other. Together, we relish the opportunity to support our clients to define and build the future narrative of business.

2019 has been a banner year for Impetus. With this latest hiring class, we’ve surpassed forty total employees. We recently engaged our fiftieth unique client. Earlier this year we were named a “Small Jewel” by consulting Magazine; a rewarding validation that our approach to building a firm through trust and credibility resonates with others in the space.

We look forward to continued growth of our people and expertise and driving success for our clients and partners.

Building for Pure Scale: Impetus and Pure Storage at CPX 2019

Editor’s Update: You can now view the CPX presentation online.

Going to CPX? Be sure to add to your agenda Impetus and Pure Storage’s presentation at the Partner Theater, Expo Hall, Pier 29 on Tuesday June 11, 1:55 PM – 2:35 PM. Join speakers Wendy Wen (Impetus Consulting Group), Jason Augustine (Pure Storage), and Alli Knapp (Pure Storage):

Building for Pure Scale: Territory and Quota Approvals in a High-Growth Business

To keep up with the company’s hyper-growth pace, Pure Storage said goodbye to thousands of emails and hello to robust Anaplan approval processes for all things related to Territory and Quota. Hear how the Pure Storage Sales Planning team, with the invaluable help of Impetus Consulting Group, has streamlined their Go-to-Market planning with automated account assignment and quota setting approval processes. Together, Pure Storage and Impetus Consulting Group have improved the productivity of planning, which will allow Pure to continue scaling effectively.

Meet with Us

While at Anaplan’s Connected Planning Xperience (CPX), meet with Impetus’ Anaplan Solution Architects, and learn more about how we can help enable and empower your team to maximize your Anaplan investment. Join us at the CPX Xperience Hall in Booth P5 on Tuesday June 11, 8:00 AM – 7:00 PM, and Wednesday June 12, 8:00 AM – 5:00PM.

5 Steps to Become a Successful Anaplan Solution Architect

Impetus’ own Jon Newcomb has contributed a feature article, 5 Steps to Become a Successful Solution Architect, to the Anaplan Community website.

In his contribution Jon lays out 5 actionable steps to help jump start your journey to becoming an Anaplan Solution Architect.

The Anaplan Community website is a space for Anaplanners to find answers, share solutions, and connect with other Anaplan users and planning thought leaders from around the world.

Jon Newcomb is a Principal Consultant at Impetus Consulting Group. He is a Certified Anaplan Solution Architect with several years of consulting experience, with a focus on business modeling, specializing in sales performance management and workflow, and data visualization across multiple clients and industries.

Impetus a Premier Sponsor for Anaplan CPX 2019

Anaplan’s Connected Planning Xperience (CPX) is now less than 6 weeks away. Impetus is thrilled to once again be a premier sponsor for the world’s preeminent planning event. At the conference you will have a unique opportunity to leverage hands-on training and learn how to take the next step in connecting planning processes across your organization.

CPX Features:

  • 50+ breakout sessions led by customers, thought leaders, and planning experts
  • Exclusive networking events with 2,500+ of your peers
  • An inside look at Anaplan’s vision for the future of Connected Planning.

Join us at CPX this year, June 10-12 in San Francisco. Visit our booth in the Anaplan Xperience Hall to learn how Impetus Leads with Enablement and enter a drawing to win a free Advanced Enablement Course.

Impetus has long sponsored the conference, inaugurated in 2011 as Hub, and previously co-presented with our clients:

We look forward to seeing you in San Francisco this June!

Impetus Consulting Group Selected as One of Consulting Magazine’s 2019 Seven Small Jewels

Impetus Consulting Group, a leading Anaplan consultancy firm, is honored to have been selected as one of Seven Small Jewels in
Consulting Magazine’s February/March 2019 issue. Each year Consulting Magazine shines a light on smaller firms that are shaking up the profession from the bottom up. The publication’s recognition of “hidden gems” within the consulting industry places Impetus within an elite group of organizations.

“This recognition is a testament to the efforts of our team” says Alex Cohen, President and Founder of Impetus. “This award also provides validation of our approach to doing business. We are committed to establishing trust and credibility with our clients by being curious, pragmatic and delivering excellence.”

All members of the Impetus ecosystem- our clients, our team, and our partners – are mutually driven by a desire to experiment and invent by designing modeling platforms that operationalize improved processes, and free up valuable human capital to focus on enlightened decision-making. They are each trusting, generous and thoughtful advocates for the power of collaborative modeling and sharing knowledge.

Who We Are:

At Impetus Consulting Group we are invested in the long-term sustainability of the product of our collaboration and client achievement. We are convinced that the best solution is the one that allows you to focus on the things that bring the most value to your professional life.

Anaplan Model Building: Learning the “Whys” and “Whens”

Have you already successfully completed Launchpad Training, Anaplan 102, or Anaplan 201? Then you’ve already learned what Anaplan is and how to model build within the platform.

Still curious?

To continue your ascent to Anaplan-actualization, the next step is to understand the WHYS behind using certain formulas (LOOKUPS vs. SUMS) and WHEN to deploy these tools and techniques. But where can you find this knowledge? Please visit our Enablement page for more information about Impetus’ 5-day immersion training program, designed to help you achieve professional fluency in Anaplan.

Thank you to Impetus’ own Matthew Daniel, Stephanie Kim, and Wendy Wen for collaborating to create this unique training curriculum.

Impetus Consulting Group Joins Workiva Partner Program

Impetus Consulting Group, a gold tier Anaplan partner, and Workiva, a leading provider of cloud solutions for enterprise productivity, have entered into a partnership intended to help organizations improve their financial performance management in a single and transparent environment.

Workiva Wdesk integrates with Anaplan’s enterprise planning and performance management platform, a cloud-based tool with capabilities to consolidate data from disparate sources and support accounting and finance modeling.  By synchronizing the data across the platforms, users can operate a complete cloud-based solution that shortens the consolidation and close process.

“Workiva’s Wdesk platform enables our clients to streamline their financial reporting, compliance and risk management and aligns with our principle of enabling continuous client success,” said Alex Cohen, President of Impetus Consulting Group.

Other benefits of leveraging Wdesk include process automation, full audit trail capabilities, instantaneous updates to financial footnotes, and print quality regulatory reporting.

To learn more about how Workiva Wdesk might benefit you as an Anaplan customer, check our our solution overview: Global Financial Consolidation & Reporting.

Impetus and Client Selected for Anaplan HUB18 Co-Presentation

Matthew Daniel, a manager at Impetus will be delivering the co-presentation with Lindsay Alexander, Executive Director of Strategic Pricing for Estée Lauder Companies. Their presentation Red-Carpet Ready: How Estée Lauder transformed pricing planning, strategy and analytics from basic to beautiful will describe how the partnership between Estée Lauder and Impetus transformed a disparate, antiquated, Excel heavy process into a robust, global price planning and reporting solution for over 900 users.

Matthew serves as Project Manager for Impetus using Agile and Project Management Professional (PMP) methodologies. He has implemented numerous Anaplan solutions with use cases including strategic pricing, FP&A, budgeting and planning, S&OP, and clinical trials forecasting.

Lindsay is a leader in the finance and strategy organization at the Estée Lauder Companies (ELC), a portfolio of prestige beauty brands that includes Estée Lauder, Clinique, MAC, Jo Malone London, La Mer, Tom Ford Beauty, Too Faced, and many more. Lindsay led a global rollout of Anaplan in 2017 to enable pricing planning, analytics, and decision-making.

Their presentation is scheduled for Tuesday, March 6th in the Pinyon Ballroom 6 from 11:00am – 11:35am.

For additional information please contact us:

Impetus a 3-Time Silver Sponsor at Anaplan HUB18

Impetus Consulting Group is excited to be a Silver Sponsor of Anaplan HUB for a third consecutive year. HUB is the premiere annual Anaplan user conference and a space where industry leaders, experts, and partners can connect with fellow Anaplanners to learn, discover and interact with each other.

Scheduled between March 5th and 7th this year at The Aria Resort & Casino in Las Vegas, Anaplan has organized a very impressive lineup including bestselling author and influencer Malcom Gladwell as the event’s keynote speaker.  Over 85 breakout sessions are planned during the conference where leaders from global companies and top experts will share how they’ve maximized the Anaplan platform to solve real and complex issues around their existing processes and technology.

Impetus’ own Matthew Daniel will make a client co-presentation with Lindsay Alexander of Estée Lauder Companies on Tuesday, March 6th. Their presentation, Red-Carpet Ready: How Estée Lauder transformed pricing planning, strategy and analytics from basic to beautiful starts at 11am in the Pinyon Ballroom.

Impetus will also be featured in the conference’s exhibitor hall and is inviting clients and interested parties to meet with us in our panoramic private meeting suite at the Aria.

For additional information please contact us:

Impetus Named Anaplan Gold Partner By Anaplan

Impetus Consulting Group, an Anaplan partner since 2015, is honored to announce it has been designated a member of Anaplan’s Gold Partner tier.  Anaplan reserves its Gold tier for those partners who demonstrate expertise, proven capabilities at managing complex requirements and delivering customer success.  Impetus is committed to the Anaplan platform and considers itself a strategic and tactical, end-to-end partner.  It is invested in the long-term sustainability of its client collaboration and achievement and will continue to proudly provide its clients with a best-in-class planning solution designed to streamline processes, improve transparency, and achieve sustained ROI on performance initiatives.


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