Case study 1 · Anaplan · 2023 to present
GTM Enablement for AI and Planning Products
- Context
- Anaplan sales teams and partners across Finance, HR, Sales, Supply Chain, and Retail needed to understand complex AI and planning capabilities and apply them with customers.
- My role
- Instructional Designer, GTM Enablement. I partner with SMEs and product stakeholders to validate accuracy and match current positioning.
- What I built
- Designed and launched 40+ GTM enablement courses on Anaplan products for sales teams and partners.
- Built launch enablement for new AI-powered planning products and AI agent capabilities.
- Built scenario-based learning, knowledge checks, job aids, and assessments on MEDDPICC, discovery, objection handling, and the technical win.
- Created GTM and Partner versions, and localized sales training for an AI planning product into Japanese.
- Used Articulate Rise and Storyline with AI-assisted curriculum workflows to move faster from source material to published course.
- Results
- 90 to 96% completion on self-paced courses.
- Learner satisfaction up to 4.58 out of 5.
- 100% completion on the company-wide training for a new AI product (Q1 to Q2 2026), called "the best training I have seen at Anaplan" by the VP of Sales, Americas.
Course screens and internal materials are confidential and are not shown.