This was written by two guys I used to work with. Both very smart. Nathan was actually working on selling some Anaplan work a year or so before their IPO which is how I first learned about the company.
I’ve done a little training on their platform and it’s very intuitive and easy to use for non-techies.
I expect their sales growth to accelerate a bit. Slalom (the firm I used to work at) is growing their Connected Planning team and I’ve seen some connected planning specialty firms pop up as well.
I have about a 5% position in Anaplan