In uncertain times, companies are turning to their finance leaders for holistic modeling, forecasting, and analysis. Some call this extended planning and analytics (xP&A). We call it company-wide planning. Learn how you can extend planning across all functions to respond faster to evolving requirements in a changing world.
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The Journey to xP&A
1. Expanded Role of FP&A: Financial
Planning to Company-Wide Planning
2. Expanded Role of FP&A:
Financial Planning to Company-Wide Planning
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into how your organization can do more with Workday. This series will share how we
support how you manage your people and your business. Topics will include solution
strategies and roadmaps, specific use cases, live demos, and customer stories.
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5. Pati Nishiyama
Workday
Sr, Solution Marketing
Manager
Matt Shore
Workday
VP, Product Strategy,
Planning
Cody Johnson
Workday
Sr. Solution Architect
7. Navigating the Changing World
Workday Confidential
Supply and Demand
Disruptions
Cash Flow
Management
Remote Workforce
Realistic and detailed extended financial
forecasting is a key tool in navigating this
uncertainty and informing the required
leadership actions.
Deloitte
8. By 2024, 70% of new financial planning and
analysis projects will become extended planning
and analysis (xP&A) projects, extending their
scope beyond the finance domain into other areas
of enterprise planning and analysis.
Gartner 2020 Strategic Roadmap for Cloud Financial Planning and Analysis Solutions, Robert
Anderson, John Van Decker, 21 February 2020
11. Continuous
Periodic
Low High
Cadence
Financial Plans
Operational Plans
INCREASE CONFIDENCE IN
BUSINESS PROJECTIONS
Enrich financial plans with timely and
accurate operational detail
REDUCE EXECUTION RISK
Understand financial impact of
all decisions
Detail/Volume
17. Finance
IT
Sales HR
OperationsMarketing
Financial Planning
Sales Planning
Marketing Planning
Workforce Planning
Operational Planning
IT Planning
Planning, Budgeting & Forecasting
Profitability modeling
Scenario planning
Strategic planning
Financial and management reporting
Territory
Account segmentation
Quota
Capacity
Sales forecasting
Campaigns and programs
Trade promotions
Scenario planning
Pricing optimization
Brand investment
Headcount & cost
Skills capacity plans
Talent requisition
Compensation plans
Retention programs
Demand Forecasting
Production planning and unit costs
Call center volumes
Foot traffic, store unit economics
Grant and student planning
Project planning
Data center capacity
Hardware, software
CapEx & investment
Upgrade and maintenance
18. Extended Planning Use Cases
OPERATIONS
1,288
use cases implemented
• Quantity
• Stock & Inventory
• Optimization
• Floor Space
• Production
• Bill of Materials
• Supplier Mix
SALES
1,872
use cases implemented
• Incentive Compensation
• Ramp
• Attrition
• Productivity
• Attach Rates
• Territory
• Quota
MARKETING
545
use cases implemented
• Pricing
• Discounting
• Campaigns
• Automation
19. Workday Confidential
Designed and managed
targeted, effective territories
across the sales organization
Detailed workforce planning
incorporating merit increases,
bonus calculations, T&E, and
sales commissions
Transformed a multi-month
process to a 3-day close each
quarter through streamlined
financial planning
Demand and inventory forecasts
enhance executive support, with
inventory levels and costs
monitored in real time.
22. Best in Suite
Plan, execute, and analyze
in one system
Scale and Performance:
Powerful modeling engine
built for enterprise planning
Easy-to-use:
Fast adoption enables
company-wide planning
23. Best in Suite
Plan, execute, and analyze
in one system
Scale and Performance:
Powerful modeling engine
built for enterprise planning
Easy-to-use:
Fast adoption enables
company-wide planning
32. A Cloud Market Leader
2017Recognized as a Leader
2018Recognized as a Leader
2019
Recognized as a Leader
2020
Recognized as a Leader1
1: Source: Gartner Magic Quadrant for Cloud Financial Planning
and Analysis Solutions, Greg Leiter, Robert Anderson, John E.
Van Decker, 6 October 2020
Gartner does not endorse any vendor, product or service depicted in its
research publications, and does not advise technology users to select
only those vendors with the highest ratings or other designation. Gartner
research publications consist of the opinions of Gartner's research
organization and should not be construed as statements of fact. Gartner
disclaims all warranties, expressed or implied, with respect to this
research, including any warranties of merchantability or fitness for a
particular purpose.
35. Thank you for joining us!
Join us in these upcoming sessions:
Workday Confidential
November 17, 2020
Tuesday 10 AM PT
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Insight with Workday and KPMG
November 18, 2020
Wednesday 11 AM PT
Emerging Stronger: Rebuild,
Reskill, and Reinvent
November 19, 2020
Thursday 10 AM PT
Machine Learning for the
Frontline Workforce: Where We
Are & Possibilities
December 1, 2020
Tuesday 10 AM PT
Workday on Workday: Best
Practices for Building a Financial
Data Hub with Workday Financial
Management and Prism Analytics
December 8, 2020
Tuesday 10 AM PT
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