Anaplan Level 3 Training

Curriculum:

Module 1: Introduction to Level 3 Model Building

• Understanding Level 3 objectives and scope
• Review of Level 2 model design principles
• Enterprise connected planning architecture overview
• Setting up the Level 3 workspace and project

Module 2: Advanced Model Design Principles

• Best practices for large-scale model structuring
• Designing for scalability and maintainability
• Managing sparsity and model complexity
• Model design documentation and blueprinting

Module 3: Data Integration and Automation

• Integrating external systems (ERP, CRM, Data Warehouses)
• Using Anaplan Connect and CloudWorks for automation
• Data import/export best practices
• Error handling and troubleshooting data loads

Module 4: Advanced Formula and Calculation Techniques

• Efficient formula design for performance optimization
• Using SUM, LOOKUP, SELECT, COLLECT, and conditional logic
• Advanced time-based calculations
• Managing circular references and dependencies

Module 5: Model Governance and Security

• Implementing user roles and access control
• Model version management and deployment best practices
• Workspace organization and maintenance
• Using ALM (Application Lifecycle Management) effectively

Module 6: Performance Optimization

• Diagnosing model performance issues
• Understanding calculation engine behavior
• Reducing cell count and improving model speed
• Best practices for dashboards and UX performance

Module 7: Advanced Dashboarding and UX

• Designing advanced dashboards using Anaplan UX
  
• Creating interactive visualizations and drill-down reports
• Linking multiple models for unified user experiences
• UX best practices for executive reporting

Module 8: Connected Planning and Data Hubs

• Building and managing centralized Data Hubs
  
• Ensuring data consistency across models
• Cross-model references and data synchronization
• Implementing Connected Planning across functions

Module 9: Model Deployment and Testing

• Building test cases for model validation
• Managing model revisions and migration between workspaces
• Conducting user acceptance testing (UAT)
• Finalizing deployment checklist

Module 10: Case Study and Certification Preparation

• Real-world case study: Building an enterprise connected model
• Troubleshooting common challenges
• Best practices for implementation success
• Preparation for Anaplan Certified Solution Architect / Master Anaplanner Exam