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WORKSHOPS

 

 
 

Our Anaplan workshops are interactive and in-person. Current workshop offerings are listed below. Please reach out to schedule a workshop for your organization or for more information about how our workshops will help move your business forward. 

 
 

Connected planning VISION workshop

 

Overview

An intensive, highly structured session delivered by Twelve Advisory Services and a Twelve Partner designed to: rapidly identify priorities; create a guiding vision; brainstorm, group, and prioritize opportunities; and build an actionable plan to get the most out of an Anaplan
platform investment.

Goals–

  1. Understand organization priorities and vision
  2. Identify and prioritize Anaplan opportunities
  3. Build an actionable roadmap to execute on opportunities
  4. Create an executive-ready vision deck to summarize the session and provide program reference

Who is this right for? 

  • Existing Anaplan customers
  • C-level executives and influencers from Finance, Sales, and Operations

21st-Century Sales

 

Overview

All about results - this workshop details how Anaplan can be used to transform a traditional sales team into the data-driven organization of the future, managed by the numbers.

Goals–

  1. Understand how Anaplan can transform sales organizations
    with data
  2. Learn how Anaplan drives improved sales forecasting & analytics
  3. Experience tool features that enable 4 specific sales management competencies
  4. Explore Twelve's recommended long-term vision for connecting the sales and finance organizations.

Who is this right for? 

  • New or existing Anaplan customers
  • CRO and Sales Operations personnel

FP&A-in-a-day

 

Overview

Experience Anaplan's power to transform your finance organization from the ground up - increasing accuracy, dramatically decreasing planning cycle times, and making finance a more trusted decision-making partner to the business.

Goals–

  1. Understand how Anaplan can transform the traditional FP&A function
  2. Experience role-based tasks relevant to financial analysts and finance teams
  3. Learn Twelve's proven process for successful Anaplan project execution
  4. Connect with peers from other finance organizations to discuss common challenges and how to solve them

Who is this right for? 

  • New or existing Anaplan customers
  • Director-level finance personnel and their teams