This document provides an overview of Adaptive Insights' financial and workforce planning solutions and the customer journey for implementing them. It discusses how Adaptive Insights can help organizations improve planning processes, increase collaboration, accelerate planning cycles, and provide more strategic insights. The customer journey is broken into phases focusing initially on processes, people, and basic models before expanding to include more advanced modeling, additional data sources, and broader organizational usage. Demo examples are provided of customers who realized increased efficiency, faster planning cycles, and better visibility through their Adaptive Insights implementation.

1. Mapping Your Planning Journey with
Adaptive Insights

2. Mapping Your Planning Journey with
Adaptive Insights
The Looking Forward with Workday webinar series is evolving to give you insight
into how Workday can support your organization as you respond to the changing
needs of your employees and your business during this challenging time.

3. Help Slides Media Player Resource ListQ&A
Housekeeping Items
Speakers Survey

4. This presentation may contain forward-looking statements for which there are risks, uncertainties, and
assumptions. If the risks materialize or assumptions prove incorrect, Workday’s business results and directions
could differ materially from results implied by the forward-looking statements. Forward-looking statements
include any statements regarding strategies or plans for future operations; any statements concerning new
features, enhancements or upgrades to our existing applications or plans for future applications; and any
statements of belief. Further information on risks that could affect Workday’s results is included in our filings
with the Securities and Exchange Commission which are available on the Workday investor relations
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Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
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Workday’s discretion and may not be delivered as planned or at all.
Customers who purchase Workday, Inc. services should make their purchase decisions upon services,
features, and functions that are currently available.
Safe Harbor Statement

5. Mapping Your Planning Journey with
Adaptive Insights
Grace Kim
Director, Product Marketing
Keli Forsman
Solution Architect Director
Dan Flynn
Principal Solution Consultant

6. Agenda
Planning with Adaptive Insights
Value Framework
Customer Journey: People, Process, Model, Data
Financial Planning Journey
Workforce Planning Journey
Q&A

7. Navigating the Changing World
Fluctuating
Regulations
Supply and Demand
Disruptions
Remote Workforce

8. Planning is the Path to Business Agility
Make better decisions Act on those decisionsPlanning

9. V_FINAL3.1
Today’s Reality: Static Planning
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Sales
Marketing
HR
R&DOperations
Finance

10. Active Planning
Process
Collaborative
Comprehensive
Continuous

11. Financial, Sales, Workforce, and Operations
Planning with Adaptive Insights

12. Planning
Platform
for Everybody
Finance
IT
OperationsMarketing
HRSales

14. Business Benefits
Efficiency Insights Agility
Workday Confidential

15. Where Do You Start?
Workday Confidential

19. Adaptive Insights Value Proposition
Workday Confidential
Reallocate Finance
Time to Drive
Change
Improve Visibility
and Enhance
Collaboration
Faster Cycles and
Trusted Data
Frequent
Forecasting and
What-if Modeling
Be More Strategic Accelerate Decisions
30-50% productivity
improvement
Accelerate planning
and reporting by 50-
70%
Empower business with
timely visibility into
performance
Better and faster
decisions and earlier
course corrections
Improved performance and business outcomes
* Based on Adaptive Insights Customer Value Realization Survey, 2019, 201 customer respondents

20. Customer Value Realization Survey Highlights
Workday Confidential
Total survey respondents:
234
Total # of respondents that
are live on Adaptive: 201
66% of respondent accelerated cycle times by
50% or more for planning, reporting, and
analytical processes
72% of respondents increased time spent on
analysis & collaboration by at least 30-50%
88% agree or strongly agree their role has
become
more strategic with Adaptive Insights

21. Elements of the Adaptive Journey
ModelProcess DataPeople

22. Best Practice Value Journey
Process People Model Data
• Reallocate finance
time from data prep
to reporting &
analytics
• Enhance
engagement &
accountability to
the plan
• Empower FP&A to
be a true business
partner
• 30-50% productivity
improvement
• Improved process
consistency & data
quality
• 50-70% acceleration
in FP&A cycles
leads to timely &
relevant plans
• Improved forecast
accuracy
• More granular &
intuitive visibility into
performance
• Early visibility into
risks & opportunities
• Scale & flexibility to
change with the
business
• Single source
increases accuracy
& trust
• Supporting data
from additional
sources provides
insight
• Operational drivers
enrich data & focus
on actionable items
Phase I
Phase II
Phase III+

23. Customer Journey Phases - Financial
Phase I Phase II Phase II+
• Annual budget
• Monthly forecasts
• Variance reporting
• Strategic what-ifs
• Long term plans
• Operational plans
• KPI dashboards
• Board & investor reporting
• Finance team
• Mgmt (consumers)
• Budget owners
• HR
• Execs
• External (Banks/Boards)
• Headcount
• Operating Expenses
• P&L
• Balance Sheet & Cash Flow
• Top-line
• Sales & workforce
• Detailed schedules, KPIs
• Highly formatted reports
• Workday Financial Management
• Workday HCM
• CRM
• Transactional systems
• Data warehouse
• Operational data sources
Reduce low value tasks
Single source of truth
Accountability
Self-service reporting
End-to-end planning
Course correction
Value

24. Went live in 7 weeks for
rapid time to value
Value Realized
Visibility into more
granular data
Ability to pivot quickly
when market
conditions change
More regular
aggregate data to
parent company
Phase 1: Sales and labor retail planning
Phase 2: Margin retail planning
Phase 3: OPEX, CAPEX, personnel (in progress)
Workday Confidential
Global Retailer

25. DEMO
Financial Planning Journey

26. Customer Journey Phases - WFP
Phase I Phase II Phase II+
• Headcount & cost plans
• Resource & capacity
• Organizational design
• Compensation plans
• Retention plans
• M&A plans
• Talent requisition & pipeline
• Talent sourcing plans
• Skills capacity plans
• Learning programs
• Retirement plans
• Succession planning
• Human Resources
• Workforce planners
• Compensation
• Strategic planning team
• Recruiting & staffing
• Leadership
• Learning & development
• WFP template by Job Profile or
Position with current workers &
open job reqs
• Monitor plan to execution
• Workday HCM
• Increase efficiency & productivity
• Accelerated planning cycles
• Additional dimensions for talent
planning
• Assumptions for restructuring &
attrition
• Workday Financial Management
• Identifying risks & opportunities
earlier to allow for course
correction
• Additional dimensions for key
learning elements
• Skills needs modeling & forecasting
based on strategic initiatives
• Workday Prism Analytics
• Operational data
• Market data & statistics
• Aligned strategic priorities with
workforce plans and delivery
commitments
Value

27. Value Realized
Accelerated planning
cycle by up to 70%
Increased productivity
and planner efficiency
by 50%
Aligned strategic
priorities with workforce
plans and production
commitments
Allowed stakeholders
to course correct by
spotting risks and
opportunities earlier
Phase 1: Workforce supply planning of FTE
(<6 months)
Phase 2: Workforce workload planning for
engineering (~6 months)
Phase 3: Multi-year plan—operational and
strategic
Phase 4: Distributed planning cycle
Workday Confidential
Global Manufacturer

28. DEMO
Workforce Planning Journey

29. Elements of the Adaptive Journey
ModelProcess DataPeople
• Financial planning
• Workforce planning
• Sales planning
• Operational planning
• Finance
• Human resources
• Sales operations
• Functional teams
• Leadership/executives
• Financial statements
• HC/skills/learning
• Capacity/territory/quota
• Operational models
• General ledger
• HRIS/payroll
• CRM
• Transaction systems
• Data warehouse

30. Workday Confidential
Chart Your Journey at journey.adaptiveinsights.com

31. It Takes a Team
Customer Journey
Customer
Base
Account
Executive
Solution
Consultant
Value &
Solution
Design
Partners Professional
Services
Customer
Success

32. Q&A

33. Thank you for joining us!
Our Series is Expanding.
Join us in these upcoming sessions:
Tuesday, April 28 at 10:00 a.m. Adaptable Architecture – The Backbone of Digital Business Models
Tuesday, May 5 at 10:00 a.m. Best Practices for Scenario Planning and Remote Financial Close
Tuesday, May 12 at 10:00 a.m. Gaining Critical Insight into your Workforce
Thursday, May 14 at 10:00 a.m. What’s New and What’s Next for Workday Learning
Tuesday, May 19 at 10:00 a.m. Why Effective Cash and Liquidity Management is Essential When
Responding During a Crisis

34. Thank You