NewUX granular reporting use cases

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sakowski27
sakowski27 Member, ALL USERS, GroupMember, Certified Master Anaplanner, Community Member, Certified Model Builder Posts: 5 Certified Master Anaplanner
in Anaplan Community

Good day all,

 

I'm working with comp accounting where we report on 45k employees, across multiple regions, as well as multiple years. I was hoping to hear from some experienced NewUX users that have handled requests and how you created a user friendly experience. 

 

To give a little background; our first budget cycle was a mess and our end users were extremely displeased. Over the last two cycles they have become more familiar with the product and enhancements were made to fix any discrepancies. Now with our COE pushing a NewUX initiative we are looking for some suggestions/guidance on how you handled end user adoption, and what were some of the pain points you experienced.

 

Any help would be great. If a zoom call is necessary I would love to set some time aside.

 

Best,

KS

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  • Ernie_Goff
    Ernie_Goff Member, ALL USERS, GroupMember, Employee, Certified Model Builder Posts: 5 Contributor

    Wow, that's an entire scoping call in one paragraph!

    This post has been up for a while and I'm sure you've moved on but I'll lay out a few things that I consider when looking at widescale change management.

    1. Get help - if your organization has dedicated training & change management resources consult with them on how best to use their resources to extend your reach. If they have a template for rolling out new applications use it as a template for your deployment.

    2. Recruit leadership - a short note from a senior leader announcing the change and asking for support goes a long way

    3. Socialize the changes through testing - find your early adopters and Ana-fans and bring them in to get feedback on new designs - take their advice

    4. Design UX for each role's interest - a lot of times we'll co-opt a grid layout from a older, less capable platform as a way of 'improving adoption' and in doing so we miss an opportunity to make the UX more valuable to end users - if you are shaking things up, why not shift the UX design focus toward tuning the experience to each user role?

    5. Edit - go back over the initial complaints you received - have today's user truly adopted or have they just stopped complaining about things that you have not changed?  You have a great opportunity to re-energize and delight people who may just be resigned to the status quo. Take it. 

     

    Hope that some of this helps!

    Ernie

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