Finance Edition


Reflect and Evaluate:

It's a new year, and with that comes a lot of reporting on performance metrics, people metrics and forecasting for the future. Whether you have other systems in place today for this or not, a new year is always a good time to re-evaluate, so with that I'd invite you to take a look at how we do reporting here at Workday. The link below is a click through of what your experience in our tenant would be.

Let us know what you think!

Happy New Year!

Q4 Highlights

Expenses Customers

1,900+

1,775+

Financial Management Customers

1,425+

Procurement Customers

Customer Story

Lucid Software

Improved Forecasting and Collaboration

With Workday Adaptive Planning in place, Lucid Software can create and plan scenarios and iterate with speed. Hear from Senior Manager Strategic Finance John Lau who says his team now has a source of truth for headcount planning, and it’s freed up time from reconciling for added-value analysis.

Christian’s Picks

My Top Events for January


Leading Your Organization into the AI-Enabled Future for Finance

Tuesday, January 9

Many of our customers are hearing and using AI as a daily buzzword and priorty for 2024, but knowing exactly how it will impact your finance team based on your current tools can get tricky. In this session, we'll recap what we've learned from surveying over 2,000 cross-functional executives and share the 4 significant opportuntiies that CIOs leading the charge. If your CIO has AI at the top of their 2024 initiatives, please send this event to them.

Global CIO Research


Driving Organizational Value in a Time of Uncertainty

Thursday, January 18

Many of your teams have likely experienced the struggle of ensuring that upcoming contracts are being proactively negotiated or sent to RFP while also ensuring that all of your vendors are meeting your annual requirements. You are not alone in that...in this session, VP of Procurement and Properties at Shipt will share how they were able to better manage spend and vendors across their organization through Workday's Strategic Sourcing solution.

Strategic Spend Management


Financial Planning, Forecasting & Reporting

Thursday, January 18

As you heard from Lucid, Workday Adaptive Planning allowed them to estabilish a source of truth for their planning and freed up time for their team. In this session, we'll dive directly into the Financial Planning aspects to see how this can benefit your team's budget planning.

Workday Live


Thanks for reading,

Christian

Let’s keep in touch!