Any number of Anaplan models requires a comprehensive solution for managing user security. Adding and removing users, assigning roles and updating list access quickly become overwhelming and time consuming if not addressed at an early point along your Anaplan journey. Developing a centralized tool for security management requires countless hours tinkering with possible options for enabling an administrative user to control an ever-changing landscape, so many of today's consulting firms do not even provide this as a service. Fortunately, as a result of my experience as a full-time developer I have created a comprehensive, integrated solution that will fit the demands of your user base and drastically reduce your support team's time spent meticulously updating user security settings.

1. The current state of most Anaplan customers

 

This illustration will likely sound familiar. A company typically houses anywhere from 3-15 Anaplan models. Each of those models has a unique combination of users, roles and selective list access settings that must be regularly maintained and modified. To accomplish this, one or more administrative users manually updates user settings on an ad-hoc basis in each individual model. This requires:

  • Adding a user to multiple models or workspaces, one model at a time.
  • Deciding on a role or designating a user as No Access.
  • Scrolling through sometimes overwhelmingly large lists to modify selective access settings.
  • Establishing Single Sign-On settings for every workspace that a user may access.

For anyone who has spent time overseeing security settings for an organization, these examples likely conjure a familiar feeling of tedious effort and hours of manual updates.

2. How to centralize security management

 

As with any process in Anaplan, inefficiencies should be automated and centralized wherever possible. Security settings are no exception. Ideally, they should be maintained in one model, similar to a Data Hub, and fed to each end-user model on an automated schedule (with an ad-hoc option for immediate updates).

All of your users and roles should be held in lists within a security model, and new users should be added directly to this list when access is needed. Hierarchy access can also be centralized and maintained using administrative dashboards that allow each user's access to be modified using Search and Filter capabilities. When a user no longer needs access or leaves the company, each of their model roles can be set to No Access to eliminate the risk of unwanted data changes by inactive employees.

This is a brief picture of the ideal future state that I offer. My solution was developed across multiple companies and planning cycles, so it has a proven record of providing substantial efficiency gains for administrative security maintenance.

3. My comprehensive approach

 

From a conceptual standpoint, the framework of my security management solution is standardized. This is to ensure a maximum impact for any company that chooses to implement it. The specific users, roles, models and hierarchies are fully customizable to meet the needs of your business and automation goals. Depending on the size of your existing Anaplan landscape and number of end users, implementing this solution can be a relatively short process, and your internal support team will quickly become self-sufficient.

This is an easy way to drastically improve your administrative team's relationship with end users by driving both fast system provisioning and efficiency across your entire Anaplan landscape. By the end of implementation, you will own a comprehensive process that gives you full control over your user base and the confidence you need to support your growing Anaplan presence.

Centralized security management is still a relatively unsolved topic within the Anaplan community. Existing solutions available through Anaplan's app hub, as well as the few alternatives provided by a tiny fraction of consultants have not proven flexible enough to handle diverse business use cases. As a result, the overall user base is still looking for a silver bullet for security settings oversight.

My personally developed solution presents an innovative approach to maintaining Anaplan security for planning environments of any size and complexity. I am confident this approach will drive a new level of system efficiency that will greatly improve the experience of both your model support team and end users.

"...an innovative approach to maintaining Anaplan security for planning environments of any size and complexity."

 Don't hesitate to reach out and discover a better alternative to meeting your company's Anaplan needs. I have the experience and dedication to grow your Anaplan presence into a sustainable, highly efficient solution that will exceed the expectations of your end users and team of model builders. Send me a message to get the conversation started, and I will deliver the support your company needs and deserves for success.