Anaplan Implementation Consultant

Client is seeking a candidate to support the implementation of Anaplan across its executive branch agencies. The engagement will be structured into two phases (with an option to add future phases) focusing on scalable design and rapid deployment leveraging agile principles and product management best practices.

The client has already completed a twelve-week evaluation of Anaplan and is confident the tool can meet the needs of executive agencies. The tool met over 70 predefined requirements. Some configuration has already been completed but only in a testing/evaluation capacity for one agency.

The selected candidate will be expected to perform the work will take place in two phases (with a potential for Phase 3 at the clients discretion).

Phase 1 will focus on designing a core Anaplan template that addresses 80-90% of common use cases across executive agencies.

This base template will serve as a standardized foundation for:

Automated integrations to Oracle PeopleSoft and Oracle Database based source systems

Workforce Planning Payroll Compensation forecasting

Administrative Cost Planning

Fund Planning

Supporting Schedules and Cost Allocations

Project Planning

Budgeting Workflows and Approvals

Reporting and Analysis

During Phase 1 the selected candidate will also need to support the creation definition and enablement of a client s employee Center of Excellence Team that will support executive agencies in using Anaplan long-term.

Once the base template is finalized Phase 2 will focus on rapid roll-out across the executive branch agencies ensuring a seamless transition while maximizing efficiency.

Phase 1: Base Template Development

Key Deliverables & Sample Tasks

Base Template Needs Assessment: Conduct requirements gathering and stakeholder discussions to identify shared base model requirements and ensure alignment across involved agencies.

Base Template Design: Through an agile-based process iteratively and collaboratively configure review refine test and deploy a modular Anaplan structure adaptable to diverse agency needs.

Integration Planning: Define connectivity protocols with existing client s databases.

Base Template Buildout: Build out the agreed upon agency base template model allowing for replication for each client s agency. This replication process should be repeatable with minimal custom intervention allowing for rapid deployment across all client s agencies.

User Acceptance Testing (UAT): Collaborate with pilot groups to refine functionality and improve usability.

Center of Excellence Enablement: Define and support enablement of Center of Excellence; establish appropriate maintenance protocols for the Anaplan toolset develop best practices for ongoing agency support and clear data governance practices to ensure consistency across the state while enabling agencies to meet their core needs.

Provide knowledge transfer

Phase 2: Rapid Rollout Across Executive Agencies

Key Deliverables & Sample Tasks

Implementation Roadmap: Develop a structured phased deployment strategy aligned with agency readiness.

Deployment Training & Change Management: Through an agile-based process iteratively and collaboratively configure review refine test and deploy Anaplan across agencies. Provide onboarding support and training as needed for agencies.

Iterative Enhancements: Continuously optimize the base template based on feedback from early adopters and agency implementations to be applied to future agency implementations.

Support & Troubleshooting: Establish an ongoing help desk in the Center of Excellence for resolving technical and operational challenges.

Performance Monitoring: Track adoption rates accuracy improvements and efficiency gains.

Provide knowledge transfer

Optional Future Phase 3: Complex Requirements and Consolidated Model

Key Deliverables & Sample Tasks

Building Out Complex Requirements for Individual Agencies

Requirements Gathering Analysis & Prioritization: Conduct detailed discussions with agencies to identify high priority needs beyond the base template. Prioritize and propose implementation plan.

Complex Requirement Deployment: Through an agile-based process design develop and test and refine functionalities tailored to agency-specific financial needs.

Data Integration & Validation: Ensure compatibility with local agency databases for agency specific models and verify data accuracy.

User Training & Documentation: Provide comprehensive training materials and sessions for agency staff.

Provide knowledge transfer

Future Phases Tasks and Deliverables

To be determined scope of future phases will come at the completion of the previous Phases.

Minimum Qualifications

Three previous implementations of Anaplan.

Desired Skills

Significant company depth of experience implementing Anaplan

Several recent successful implementations of Anaplan

Experience working on government implementations of Anaplan