When Adaptive Insights became a Workday company, we brought together two amazing cultures and gained an incredible leader. Tom Bogan, who will remain as CEO of Adaptive Insights, shares his thoughts on the key tenets of successful business planning, innovations on the horizon for business planning software, and the shared vision of Workday and Adaptive Insights.
“Every leader knows that success is no accident—you have to plan for it,” writes Adaptive Insights CEO Tom Bogan. In addition to a great product, the Adaptive Insights crew brings to Workday extensive planning experience and insights from working with more than 4,000 organizations. Learn from Adaptive Insights, a Workday Company, how active planning drives the business forward and enables the finance organization to become a strategic partner.
Standard slide templates and data charts may satisfy most board members. But to really dazzle them—and establish the finance team as a strategic partner in driving the business forward—consider these presentation tips for your board reports.
Wouldn’t it be nice to have a crystal ball that allows you to gaze into your firm’s future? With the proper business processes, measures, and systems in place, you can more easily forecast which clients and services lines are expected to deliver the most revenue and allocate budget and resources to support them.
Workday is now live on Adaptive Insights Business Planning Cloud—only 10 short weeks from when we kicked off the deployment. Barbara Larson, vice president of corporate finance at Workday, shares details of the deployment and what it's going to mean for our FP&A organization.
Companies often spend weeks or months developing an annual plan or budget, but by the time they’re finished, the market has changed and the budget has become obsolete. There’s a better way: rolling forecasts.
Workday has signed a definitive agreement to acquire Adaptive Insights, a leading cloud-based platform for modernizing business planning. With this incredible team and their industry-leading technology unified with Workday, we will accelerate customers' finance and business transformations across the organization through a powerful combination of integrated planning and a complete finance suite of products.
These multidimensional spreadsheets make it easy to create sophisticated planning models with up to 10 dimensions. With your data imported, you can start to twist and turn your model just like, well, a Rubik’s Cube.
In the age of urgent, rapid digitalization, businesses that take on an agile philosophy for planning have a strategic advantage over those still clinging to old ways of planning. Read more from Tom Bogan, executive vice president, Planning Business Unit at Workday.
This week, Workday launched a new global brand campaign centered on how we’re a finance, HR, and planning partner like no other. At the heart of the campaign is a commercial featuring pro golfer Phil Mickelson as a “business caddie.” Workday Chief Marketing Officer Christine Cefalo shares how the campaign came to life, why every company needs a “business caddie,” and where to experience the campaign across the globe.
In the next step in our journey to jointly enable customers to better plan, execute, and analyze across the enterprise, we've determined that the Adaptive Insights Business Planning Cloud will become the single planning solution moving forward for our customers. This strategy ensures we are offering customers the best solution to accelerate their finance, workforce, and business transformations.
Today's complex business environment requires a shift from annual planning and budgeting to dynamic planning and forecasting, says Matthew Schwenderman, principal at Deloitte Consulting. It's a mountain that finance organizations will need to summit, he writes, and getting there will require a strong technology backbone.