Planning

Guidance and insights into financial and workforce planning.

Finance Planning

Workday Podcast: To Deal with Disruption, Businesses Are Changing How They Plan

Rob Hull, founder of Adaptive Insights (now Workday Adaptive Planning), was a recent guest on the Workday Podcast to share his thoughts on how the need for agility is changing the way businesses plan.

Greg Thomas July 01, 2020
Finance Planning

Looking Forward: Best Practices for Financial Scenario Modeling

As organizations try to make sense of an economic landscape that continues to evolve, business planning becomes more important than ever. Kinnari Desai, senior director of corporate finance at Workday, discusses scenario modeling and the importance of agility in planning.

Steve Dunne June 29, 2020
Planning

Global Study: Are Financial Services Firms Doing Enough to Build Organizational Agility?

The future belongs to financial services firms that are agile, from the business planning process to the ability to adjust to new market conditions.

Jillian Ogawa June 22, 2020
Finance Planning

How the CFO Can Tackle Uncertainty and Persistent Change

The finance team is at the forefront of leading a business through uncertain times. What should CFOs be focused on? In this article, we look at five key areas to prioritize.

Steve Dunne June 16, 2020
Planning

Global Study: How Retail Companies Approach Organizational Agility

Retailers know they must stay agile and flexible to thrive now and into the future. Our global study digs into the importance of organizational agility for retailers.

Workday Staff Writers June 01, 2020
Customers and Community Planning

Message Is Clear at Adaptive Live 2020: You’re Essential—and So Is Modern Planning

More than 2,500 attendees joined us for our virtual Adaptive Live conference. Read on for the highlights, including how our customers are using Workday Adaptive Planning to adapt to a rapidly changing world, and where we’re investing to ensure our planning platform keeps pace with the demands of your business.

Kshitij Dayal May 29, 2020
Finance Planning

Workday Podcast: Finance Transformation and the Road to Recovery

Sanjay Sehgal, principal, finance transformation at KPMG, shares his ideas for how finance leaders can guide their businesses forward during challenging times.

Steve Dunne May 19, 2020
Finance Planning

Reforecasting Amid Upheaval: Best Practices for Financial and Workforce Planning

Our team of finance professionals shares tips for dealing with revenue shocks and workforce and capacity planning when income is hard to predict, and strategies for emerging from this pandemic in a position of strength.

Bob Hansen May 18, 2020
Finance Planning

Workday Podcast: Enterprise Agility in the Age of Urgency

Workday Vice Chairman Tom Bogan, who led Adaptive Insights through to its acquisition by Workday, discusses the urgent need for agility in today’s environment and how it impacts an organization’s longevity.

Greg Thomas May 14, 2020
Human Resources Planning

Workday Partner Tips: How to Build Operational Resilience to Strengthen Business Continuity

We're sharing guidance from some of our strategic partners—Accenture, Collaborative Solutions, KPMG, Mercer, OneSource Virtual, and PwC—on how to strengthen operational resilience during times of crisis.

Jillian Ogawa April 28, 2020
Finance Planning

Workday Webinar Series: Finance Best Practices During Uncertain Times

Which areas should finance leaders focus on to best guide their businesses through these challenging times? In a two-part webinar series, we’ll examine scenario planning, closing the books remotely, cash and liquidity management, and more.

Steve Dunne April 27, 2020
Finance Planning

Workday Partner Tips: Top Focus Areas for CFOs During COVID-19

We’re sharing advice from our strategic partner Deloitte on what CFOs should be focused on now. Those areas include virtualizing the finance organization, bolstering liquidity, and managing risk.

Steve Dunne April 22, 2020
Planning

How to Gain Business Agility in Uncertain Times

It’s unclear how long the COVID-19 pandemic will impact businesses and the economy. Learn three critical planning processes finance teams should deploy to help their companies succeed during times of uncertainty.

Kshitij Dayal April 15, 2020
Planning

Global Study: How Tech Companies Are Building Organizational Agility

Technology companies have many of the right pieces in place for organizational agility. How can they break through the most common barriers to achieving it?

Jeremiah Barba March 13, 2020
Planning

Organizational Agility and the CEO: Guiding the Business Through Digital Transformation

In our study on organizational agility, we identified a group of leading organizations who have embraced agility in order to successfully transform their business for digital revenue growth. See how the CEO can keep the C-suite inspired for better business results.

Workday Staff Writers March 06, 2020
Finance Planning

Workday Podcast: How New Technologies Are Improving Business Planning

New technologies and the power of machine learning are disrupting the way businesses plan. Bhaskar Himatsingka, senior vice president of technology at Workday, discusses what it all means for organizations.

Greg Thomas February 26, 2020
Finance Planning

Organizational Agility and the CFO: Finance Leading From the Front

Our research uncovered what leading organizations do to embrace agility as part of their day-to-day operations. See how the CFO can drive meaningful change.

Workday Staff Writers February 20, 2020
Planning Technology Innovation

Why the Power of One Is Our North Star at Workday

What’s so powerful about the Power of One? In two new videos, Workday product and technology leaders drill down into what one source of data means for our customers, and explain how a single system gives customers the ability to plan, execute, and analyze in ways they never could before.

Workday Staff Writers February 06, 2020
Finance Planning

How FP&A Teams in Healthcare Can Manage Industry Changes

Healthcare faces massive shifts that create margin pressure and widespread uncertainty. Financial planning and analysis (FP&A) teams must transform how they approach three distinct areas.

Adaptive Insights Staff Writers January 24, 2020
Planning Technology Innovation

Why Professional Services Firms Must Digitize These 5 Areas

Many professional services firms steer clients through digital transformation journeys, yet rely on disconnected and manual processes to manage their own businesses. Digitizing these areas can help firms be more competitive.

Mark David January 16, 2020
Finance Planning

How FP&A Teams Can Have More Impact on the Business

Our CFO survey found that when it comes to the impact of the financial planning and analysis team, there's room for improvement. Here are five ways FP&A teams can deliver more value.

Adaptive Insights Staff Writers January 14, 2020
Finance Planning

How Automation and Machine Learning Are Reshaping the Finance Function, Part Two

Take a deeper look at the specific use cases of automation and machine learning across finance, and what they mean for traditional, day-to-day finance activities.

Steve Dunne December 09, 2019
Planning

Organizational Agility: The Power of Continuous Planning

Our recent research finds that only a small group of elite high-performers have adopted an active planning process.

Workday Staff Writers November 14, 2019
Planning

Results From Our Global Research: The Future Belongs to the Agile

Companies report stronger performance when they embrace agile ways of working: breaking down bureaucracy, eliminating data and process silos, building a workforce with modern skills, and prioritizing technologies that evolve along with them.

Tom Bogan October 25, 2019
Planning

Workday Podcast: Getting in on the Act with Active Planning

Kerman Lau, vice president of financial planning and analysis at Adaptive Insights, discusses active planning: what it is, why it matters, and what successful planning looks like.

Greg Thomas August 19, 2019
Planning

Planning for the Future with the Power of One

Adaptive Insights was recently named a Leader in the 2019 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions. Barbara Larson reflects on what the Power of One holds for the future of planning.

Barbara Larson August 13, 2019
Planning

Third Time Running: Adaptive Insights Named Planning Leader

Gartner has positioned Adaptive Insights as a Leader in the 2019 Magic Quadrant for Cloud Financial Planning and Analysis Solutions for the third time. Connie DeWitt shares the importance of customer satisfaction, execution, innovation, and vision.

Connie DeWitt August 13, 2019
Planning

Celebrating One Year: Adaptive Insights, a Workday Company

Today marks the one-year anniversary since Adaptive Insights joined Workday. Tom Bogan reflects on what we've accomplished together, including customer adoption and momentum, innovation with machine learning, and advancing on the path to the Power of One.

Tom Bogan August 01, 2019
Planning

Workday Podcast: Managing Growth and Planning for Change at Ivanti

Mark Chamberlain, vice president of global sales operations at software company Ivanti, shares what he's learned about growing through acquisitions, the importance of planning, and what it's like to spend time on both the finance and sales sides of the house.

Greg Thomas July 28, 2019
Planning

3 Workforce Planning Tips for Project-Based Businesses

Here's how professional services organizations can develop capacity flex—the ability to rapidly increase or decrease staffing levels or to shift quickly from one project to another.

Adaptive Insights Staff Writers July 16, 2019
Planning

How to Step Up Your Finance Game with Dashboards and Analytics

Visual analytics opens the door for collaboration with easy-to-interpret data that can be shared and accessed by anyone with permission. See five ways dashboards help identify valuable business insights.

Adaptive Insights Staff Writers June 21, 2019
Planning

How to Increase Buy-in for Driver-Based Planning

Encouraging buy-in for driver-based planning helps assure teams that they'll reap the maximum benefit of the approach. Follow these five steps to get both executives and business partners on board.

Adaptive Insights Staff Writers June 09, 2019
Planning

Professional Services Firms: Five Critical Factors for Better Capacity Planning

Pop quiz: How many resources do you need in a week, month, or season from now? Here are the most important areas to consider for capacity planning.

Adaptive Insights Staff Writers May 22, 2019
Planning

How to Improve Your Finance Game with Cube Sheets

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.

Adaptive Insights Staff Writers April 26, 2019
Planning

Three Easy Steps to More Impressive Board Reports

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.

Adaptive Insights Staff Writers April 15, 2019
Planning

Five Ways to Improve Business Planning Using Rolling Forecasts

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.

Adaptive Insights Staff Writers March 29, 2019
Planning

Now More Than Ever, It’s About Agility

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.

Tom Bogan March 06, 2019
Planning

Customer Voice: How Workforce Planning Supports Rapid Growth

Rapid global growth is never easy—but it can be much smarter and more efficient with workforce planning. That's the experience of international law firm Pinsent Masons LLP. Andrew Brett, financial accounting manager, shares how the firm uses workforce planning to better manage growth—and the insights it's gaining in the process.

Adaptive Insights Staff Writers February 06, 2019
Planning

HR Leader Perspective: How Finance Should Think about Workforce Planning

Today's workforce planning looks at more than full-time employees and their fully loaded costs. It involves looking at your talent through a broader lens. Amy Reichanadter, chief people officer at Adaptive Insights, a Workday company, explains how workforce planning can be the product of a happy marriage between HR and finance.

Amy Reichanadter January 30, 2019
Planning

Diary of a Deployment: Workday Adopts Adaptive Insights Business Planning Cloud

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.

Barbara Larson October 02, 2018
Planning

Everybody Plans: A Conversation with Tom Bogan

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.

Greg Thomas October 01, 2018
Planning

What Adaptive Insights Has Learned About Planning From Helping Thousands of Customers

“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.

Workday Staff Writers September 28, 2018
Planning

Workday + Adaptive Insights: A Single Planning Solution for Customers

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.

Petros Dermetzis August 24, 2018
Finance Planning

Planning and Forecasting for the Professional Services Firm of the Future

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.

Mark David August 09, 2018
Planning

Workday to Acquire Adaptive Insights

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.

Petros Dermetzis June 11, 2018
Planning

5 Questions for Paul Hamerman on Financial and Workforce Planning

Paul D. Hamerman, vice president at Forrester, answers five key questions that organizations should consider when exploring workforce and financial planning approaches in today’s business world.

Workday Staff Writers July 14, 2017
Planning

The Perils of Planning—and the Promise of a New Approach

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.

Matthew Schwenderman September 21, 2016