Late Renewal Policy

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tara.norris
tara.norris Member, ALL USERS, GroupMember, Employee Posts: 5 Contributor
in Anaplan Community

Reference Materials:

Anaplan Renewal Management Playbook (all) PP Deck

Anaplan Renewal Playbook - Late Renewal Policy PP Deck

Booking Policy (updated FY22)

Content Owners:

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Late Renewal Process - Timeline

Below is a timeline of execution of the external and internal de-activation and communication process.

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Late Renewal Email Notification

How it works - 30 days prior to a renewal an automated email is sent to the Renewal Manager
- It is up to the Renewal Manager to decide whether to send. If they do not send, it will expire in 5 days. 
RM Expectation - Have clear understanding of any renewals anticipated to sign late.
- Work with Sales and CSBP to understand where we may need to leave service open or restrict access.
- Any renewal that is anticipated to come more than 5 or more days past the renewal date, you need to obtain CSVP approval to keep it open.
- Attach this approval to the opportunity in SFDC.
- On the weekly renewal ops call – notify OM, otherwise they should de-activate access. 
If late - If a Customer is 5 or more days post-contract end date, access to their workspaces will be turned off.
- To avoid disruption, approval by the CSVP is required.
- The approval is then sent to Order Management to process and ensure no interruption to the Customers’ service occurs.

 

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