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.

1. Expanded Role of FP&A: Financial
Planning to Company-Wide Planning

2. Expanded Role of FP&A:
Financial Planning to Company-Wide Planning
Looking Forward with Workday is a webinar series designed to give you insight
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.

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

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
webpage: www.workday.com/company/investor_relations.php
Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
unreleased services, features, functionality or enhancements referenced in any Workday document, roadmap,
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Customers who purchase Workday, Inc. services should make their purchase decisions upon services, features,
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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

6. Agenda
01 Why company-wide planning
02 Company-wide planning use case
03 Solution requirements
04 Demo
05 Customer examples
06 Q&A

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

9. Continuous
Periodic
Low High
Cadence
Detail/Volume
Financial Plans
Operational Plans

10. Continuous
Periodic
Low
Financial Plans
Operational Plans
High
Cadence
Detail/Volume
REDUCE EXECUTION RISK
Understand financial impact of
all decisions

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

12. Continuous
Periodic
Low High
Staffing
Org
Skills
Cadence
Financial Plans
Operational Plans
Detail/Volume
INCREASE CONFIDENCE IN
BUSINESS PROJECTIONS
Enrich financial plans with timely and
accurate operational detail
REDUCE EXECUTION RISK
Understand financial impact of
all decisions

13. Workday Confidential
Company-Wide Planning Use Cases

14. 5,300+Planning Customers

15. Business &
Professional
Services
Retail &
Hospitality
Technology &
Media
Healthcare
Higher
Education
Financial
Services
Manufacturing
Customers Across Industries

16. Workday Confidential
Workday
Adaptive
Planning
Active Planning Platform
for Everybody
Finance
IT
Sales HR
OperationsMarketing

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.

20. Workday Confidential
Solution Requirements

21. Scale and Performance:
Powerful modeling engine
built for enterprise planning

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

24. Company-
wide Planning
Corporate

25. Financial Planning
Corporate
Acquired
BU
Company-
wide Planning

26. Workforce Planning
Corporate
Acquired
BU
HR
Financial Planning
Company-
wide Planning

27. Sales PlanningCorporate
Acquired
BU
Sales
Workforce Planning
HR
Financial Planning
Company-
wide Planning

28. Workday Confidential
Demonstration

29. Platform for Company-Wide Planning, Analysis & Execution
Owns recruiting & talent,
workforce supply,
competency/skills, WF
metrics
Owns the overall budget
Ensures alignment with
the functions
Owns new bookings,
sales team roster &
capacity, and territories
ANALYZE&PLANEXECUTE
CRM
Jill
FP&A analyst
Mike
Sales Ops
director
Logan
HR director
Financial
Management
HCM

30. Workday Confidential
Demonstration

31. Seamlessly plan,
execute, and analyze

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.

33. Workday Confidential
Guiding
You Toward
Business
Agility
A custom journey plan for every
customer to achieve their unique goals
Expertise Framework People

34. Q&A

35. Thank you for joining us!
Join us in these upcoming sessions:
Workday Confidential
November 17, 2020
Tuesday 10 AM PT
Transforming Data into Financial
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
Belonging & Diversity: Learn how
Netflix is Using Workday’s
Solutions to VIBE in Their
Workplace

36. For a changing world.
TM