Name: Unlock Your Investment In Workday Financial Planning
Uploaded: 2025-10-01T18:31:19.200Z
Duration: 54 min 32 s
Description: Unlock Your Investment In Workday Financial Planning

Transcript for "Unlock Your Investment In Workday Financial Planning": Hello, and welcome to today's group webinar on unlocking the value of Workday financial planning. Now there are many people on this call from organizations across all industries and backgrounds, But there is something that you all, as business leaders, have in common. And that is that at some point in your lives, you've been personally victimized by a spreadsheet. I can relate. But the good news is that everyone on this call has the most powerful technology to overcome that challenge and trauma, and that's Workday adaptive planning. Nearly 7,000 companies use Workday Adaptive Planning, including, and this is true, almost 30% of the Fortune 500. They use it for collaborative planning, for deep reporting, and for machine learning use cases, including predictive forecasting. And today, we'll take a deeper dive into this functionality and help you to think about how your organization may begin to realize the value of this transformational technology in as little as a few weeks following the start of your deployment. First, a few housekeeping items. Number one, this webinar will be recorded and will be sent out to you within twenty four hours of its conclusion, So don't worry about taking copious notes. Second, in the top right hand corner, you'll see a q and a button. Feel free to use that and enter any questions you may have. We'll have folks who try to respond to you today or we'll follow on up. You'll also see a docs button in the top right hand corner, and this will have multiple resources that can be helpful as you think about next steps. And don't worry too much about it now. We will talk more about those resources later on. And finally, if you're like me, you hate and refuse to do surveys after webinars. This one's different. It will only take about thirty seconds or less, probably more like ten seconds, and it's a series of multiple choice questions. But it's important because it helps us at Workday figure out how we will support you in attacking next steps for deployment. So all to say, at the end of this, please take five, ten seconds and complete that survey. And as you'll see, we'll have a series of polls that will launch throughout the webinar. Okay. Before we begin here, just a slide to calling out to take into consideration for when we talk about any forward looking product statements for which I don't anticipate many. Alright. Here is the cast of characters we'll be presenting today. First, I'm Luke. Hello. I have been here at Workday focused on all things adaptive planning for the last eight years now it is. I'll introduce the product. I'll show a live demonstration of Workday financial planning. And I'll share a few customer stories that highlight the value companies derive from the system each and every day. And then I'll pass the mic on over to my more intelligent and thoughtful colleague, Brad Tyler, who'll approach the topic from the perspective of services and deployment. So he'll help you think about the tangible next steps you can take to move forward with Workday financial planning. So what's the plan for today? We'll start with a few minutes on understanding the value that comes with deploying adaptive planning, then I'll spend twenty five minutes or so demonstrating the product live. After which, Brad will spend fifteen to twenty minutes talking through how to approach deployment. And we'll end with a few next steps to help you on your way. We really want everyone leaving today to feel inspired to go live. In fact, we see many customers deriving value from reporting use cases in as little as a few weeks following the start of your deployment. So we want you to see that this is in reach. And we want to give you steps to bring it into reach, and we wanna make those steps tangible so that you have them going forward. Alright. With that, let's get started. First of all, you are you're in good company, having selected Workday Adaptive Planning. You've invested in the leading cloud planning platform trusted by thousands of organizations worldwide. Customers and industry analysts have recognized Workday Adaptive Planning for its powerful features, user friendly interface, and ability to scale with your business growth. This is the first step towards a more agile, collaborative, and insightful planning process where you'll have enhanced decision making with access to real time data and seamless integration to source systems, accelerating the time to insights, enabling your teams to focus on strategic initiatives rather than those fun manual tasks. And wherever you are in your sort of planning calendar, it's a good place to start. We've seen customers start in every possible place you can imagine. Because Workday Adaptive Planning is so flexible and intended to be expanded over time as your business grows and changes, you can be confident in starting with any process or use case without creating technical debt or limitations that will hinder you later on. This flexibility allows you to bring business users into the process with an easy to use interface that encourages collaboration and accountability and reduces tedious error prone data collection activities that, let's face it, nobody enjoys. And when deciding where to start your planning transformation journey, think about your biggest pain points and the areas of your organization most open to change. If perhaps what you need is a single source of truth for critical data and improved data consistency and accuracy and maybe enhanced corporate level reporting capabilities, you may want to think about starting with the corporate finance use case. If what you're looking for is rapid time to value for a specific need, improved efficiency and accuracy in a critical process, and easier to manage initial scope and complexity, and maybe a tangible ROI to justify further implementation, then you may wanna take a more focused use case approach. But for all of our customers, adoption is an iterative process. So starting with a division or a recent acquisition may lead to lower initial risk and complexity. Growth by acquisition and need for consistent reporting across divisions or business units that may be on disparate general ledgers can drive the need for immediate improvements in reporting and analysis and a better understanding of current performance, which is much easier to do in a planning application like Workday across disparate GLs than trying to force everybody onto the same, GL system and accounting software. So that might be an option for you. So building a foundation for developing future planning models based on the integrated data and faster insights that you'll have without immediately overhauling the planning process might be a good way to start focused on reporting. But whichever path you choose, we're here to support you during and after implementation. Alright. Let's now jump on into an overview demonstration of Workday Financial Planner. Now first off, a full demonstration of Adaptive is generally two hours. I've got under thirty minutes. So I wanted to pull up this slide to just call out the most common areas of value that we see customers driving. Of course, all things budgeting and forecasting, and this is all methodologies, bottom up, tops down. Perhaps it's a top down that drives targets into a bottom up budget, zero based and more. All forms of scenario analysis. Long term extended strategic planning, we actually have mining companies planning over one hundred years out for the decommissioning of of mines. We have ExxonMobil planning over a century out for various rigs. And then, of course, all forms of reporting, be that dashboards, web based reports, as well as reporting in Excel, PowerPoint, and Word, and upcoming Google Workspace, if that's something you use. And you'll see all of these areas today. Now the last slide before I jump into products. If you've used other planning systems, you're likely used to what's on the left hand side of the screen, which is cube based systems, where you have distinct and discrete cubes, maybe a cube for headcount or personnel planning, a revenue planning cube, a capital planning cube, and so on. The problem with these systems and why they're antiquated is that they rely on batching data from cube to cube. And that means when you're looking at a report, you can't trust if it's the latest and greatest data because perhaps the latest batch has not yet run. What adaptive is is different, and it's on the right hand side of the screen. It's our proprietary Elastic cipher cube, which means we have one massive cube for all your planned data. And that means you can trust that what you're looking at in a report is the latest and greatest even if the change was saved seconds ago. And it also provides true scalability. We have customers like Boeing, the airplane manufacturer, with 5,000 planners in a single instance, in a single hypercube of Workday planning. That is the population of Bar Harbor, Maine, home to Acadia National Park, all planning in the same system. So to the extent that your models are extremely sophisticated and complex, that is no problem. We have the power of true cloud computing to enable that. Alright. Let's go ahead here and jump on into a live demonstration. So to do that, I'm going to go ahead here and stop sharing slides, and then I'll go ahead and share my screen. Okay. So I've landed here in Workday adaptive planning on a set of dashboards that serve as the main interface of your experience in the system. Now everything is configurable to you, so it's not that you would need this set of dashboards, but dashboards themselves are the main window into your data for both reporting as you see here as well as for planning. These dashboards can show data from plan built within Workday Adaptive Planning. They can show actuals from external systems or Workday Financials, and they can also bring in operational data that's distinct and separate, maybe marketing data and more. And we can then juxtapose and combine these datasets on a single dashboard. So here, what you see in red is a budgeted net revenue. So this was planned and adaptive by one or maybe hundreds of users collaborating on a revenue model. Then next to it here in blue, we see this year's actuals and in light blue, last year's actuals. So you're able to have, in these dashboards, a cockpit to come on into and understand your plan, understand your performance, and where any deviations may exist. And as I said a moment ago, we can easily ingest data from other source systems using our adaptive integration framework. And so here, I'm looking at CRM data. This data actually comes from an integration we have to Salesforce, but this could be coming from any CRM system. Again, imagine a set of dashboards here for marketers or operations, and the source systems that are required, we can bring in that data on a scheduled basis or manually, right, with the click of a button or even through a flat file or our open API. So all to say, this single source of truth can be the product of what is planned and adaptive and what is brought on in from other systems. Now everything you see here is drillable. So if I look take a look at net revenue, these are actuals that I've brought on in from my source system. And maybe I wanna go and break this on out by product. Perhaps it's a a product revenue plan here and actuals that I wanna drill into. To do that, I don't need to go anywhere else. I'll just go ahead and click, and you can see the dimensions with which I can drill. On selecting product, Workday immediately gives me that breakout where I can see a one, a two, and a four were our largest sellers. And you're not limited to a singular dimensional drill. If we wanted to interrogate product day four and understand what customers had been purchasing this, we can go ahead, click, and drill. So imagine a world where with dashboards, users can get self serve answers to their ad hoc questions. Right? Allowing them to access what's needed when all through a simple click environment that feels much like the consumer Internet. Now in the top right hand corner, you'll see Workday Adaptive Planning's foundational element, and that is what's called our version selector. Each of these is a specific version, and you can think of a version as just a form of plan. Maybe it's an annual budget. Maybe it's a three plus nine forecast. Perhaps it's a five year strategic plan and more. You can have as many of these versions as you'd like, and you can easily choose to share them with as many users as are involved in the plan. Now I'm taking the role today as an administrative user, so I have lots of versions here from prior years, different methodologies from top down, bottoms up. In practice, right, for your end users, they might only see one, the version that they should be planning within, whereas you have more such that you can what if in time and whatever ways you need. And importantly, we somewhat recently released the notion of personal scenarios. A version is shared across users, whereas maybe a user says, I wanna make three different copies, of that working budget and then do little scenarios in each, see the impact of the differences, and then choose my selected scenario to merge back on into that shared version. That's also possible. Giving end users the flexibility to scenario plan as they wish with everything being tracked and logged in an audit trail. Alright. Let's jump on forward to another set of dashboards here and work through our first specific use case, and that is personnel planning. Here you can see the set of dashboards is focusing on the fully burdened cost of my workforce. I'm taking a look at projected salary and wages. I'm looking at actuals. I'm breaking cost on out in different ways. Like before, I'm looking at plan versus actuals and more. Now down below, you'll see the first example of how planning is done. So this is what's called a sheet. It has the look and feel of Excel, except it has guardrails to make life easier for end users and to give more power to your organization. Now we're bringing all of this data on in from your HCM system. It can be brought in through a flat file, through, manual import, or if it's worked at HCM, we have all sorts of technology to make that even easier for you. But as you see, we're building on up to a projected financial plan based off of nonfinancial data. So here we can see information on our employees, title, perhaps their account executive. This is driving, revenue assumptions and commission schedules. Residents for tax, as you'll see in a moment, is relevant for planning on out SUNY rates by state, start dates, end dates, and all of this is easy to modify. If, for instance, we wanted to plan for Juan leaving, I could come through, make that change, hit save. And every single report that references cost of workforce is now updated to account for ones leaving. So easy for the end user, but powerful calculations kicking off behind the scenes driven by assumptions, right, which can be region specific or global in nature. And as we move to the right, you'll see also the ability to bring on in information such as pay raises, commission targets, bonuses, and then, of course, allocations. And as you see with Madeline, individuals can be allocated across one department or, like Juan, maybe split across multiple to account for an accurate departmental or cost center based, projected salary expense. Now I know what you might be thinking. Well, this is nice for a subset of our employees, but perhaps you also plan for another subset at a lower level of granularity, right, or at a higher level of granularity. We're doing that here too. Notice my hourly workforce that I have where we're planning by role. So in this case, in department seven, a technician who has forty hours a week, an average hourly rate of $22, overtime average of 5% is benefited while over planning for four FTE. So later when we look at our financial statements and we see projected salary expense, it's the combination of this name, headcount model as well as your hourly workforce. If you have a true extended workforce, contingent labor, and more, that can also be a component of of what's being planned here. Now let's talk a bit about assumptions to pull up build it up to this fully burdened cost. Right? If we look at Madeleine here, we see residents for taxes in New York. Well, how are we bringing in SUI rates and such? Very simple. And to do this, I'm actually gonna open on up an assumption here, which is going to be, in this model, a country specific set of assumptions. And so here, you'll see it's a multinational model for our US employees bringing in data all the way down to health benefit election. We're bringing on in federal payroll taxes, of course, but then also state specific. And so because Madeline is in New York, we'll pick up this 4.1, and we also have the max, which will cap at some point in the year and then not start again until the calendar year turns on over. Now we have these for whatever countries are relevant for you or regions are relevant, planned in local currency. But then we also have company wide assumptions, which I'll open on up here. So, in this case, right, we have, raise percentages, right, of a standard raise percent. Maybe we're also bringing on in retirement data that could go, company wide. And in the top right hand corner here, let's first look at my working budget, which is the budget that everyone's working within. And you'll see in this example, we have a standard raise percent of 3% across the year. Right? 3% actually taking place in April. Let's imagine that we wanted to create a new version where we modified that standard raise percent and increased it to 5%. I'll switch on over to this what if merit increase. And as I move on through to this area, you'll see I've changed this to 5%. Just coming on through, getting five, and copying that on forward from the 3% that was there before. So now we have these two scenarios. One, our working budget in which we're doing a 3% raise. The other, this what if narrowed increase where we're doing a 5% raise. Let's now run a report that compares these two plans side by side and shows us the impact of these changes. So here, we can do exactly that. I'm actually looking at a what if report where we have all three financial statements. And I wanna come in here and focus for a moment on my OPEX, perhaps specifically on payroll. Notice we're bringing on in data for that 3% working budget as well as that 5% merit increase. So this is looking across the relevant employees and adding on in accounting for those differences. So we can see the variance, and maybe I wanna drill on into that salary and wages account and break it on out by cost center. I can do that, pivot this report on its head and get all the information I need immediately. Now up until this point, we've been showing you Workday Adaptive Planning from the perspective of an administrative user. What about an end user, an occasional user, maybe somebody who's only coming into planning once a year during an annual headcount planning process and more? Their environment needs to be different. It needs to be prescriptive and very, very easy, and we built exactly that. So I'm now going to take off my administrator hat and put on my end user hat. This is so I'm now going to take off my administrator app and instead switch on over to the end user, the occasional user. Notice their environment looks different. They have been assigned planning tasks within this operation manager plan. We give them due dates for specific tasks as well as for the entirety of the process, and we give them a nice checklist of items they need to get done. First, we need them to adjust their workforce plan. And notice, we can provide instructions for this, and we bring them directly into the area of plan where this is required. When they've completed this task, they can check it off and move on into task two, which is reviewing expense targets. And notice they didn't need to go up to the navigation, instead they just clicked on in and they're brought exactly where they need to be. They could keep doing this all the way on through to submitting their plan, which would initiate workflows, submitting the budget, locking it, and sending it up a chain of approvals. And when these tasks are assigned to these users, they get an email letting them know and brings them right on into this nice simplified environment. And maybe this is one of ten, twenty, or a 100 end users who are all collaborating on an annual planning process. Well, you as the plan administrator need a 30,000 foot view where you can see who's completed what and what's outstanding. We have that as well. It's called process tracker. And this is that 30,000 foot view where you can see each of those tasks. You can actually expand these and see who's completed these tasks, who's not. And as you approach this deadline, you can even initiate emails. You could come through, send a notification, and send this off, and that would have just hit everyone's inbox. So imagine sort of this orchestration layer where you can be a true conductor of a collaborative planning process, making life easy for end users as well as the individual managing this entire process. Alright. Next, I want to talk about, machine learning and AI. And to do that, I wanna start thinking about our revenue model. And I realize we have people across all industries from for profit to nonprofit to government organizations and more. Let's start here with just an example of a revenue model that is a units times volume. So in this case, we'll think about, a single cell like this one where we're saying we're planning in January to sell a 166 units. And, specifically, these are units of product day one, sold to customer one, sold by department one. So this one cell here is connected to all of those rich dimensions, units, time, product, customer, and the department selling, all on one screen. Now we have many customers who say this is great, but if I was thinking about doing this sort of granular planning across all of my product lines or projects and customers, it's just too many intersections of data. And that is a perfect area for Workday Illuminate, which is our approach to machine learning. Now as I come on up in this dashboard, you'll actually see an example of Workday Illuminate in action. This is our predictive forecaster, where we're using a market leading algorithm to look at historical data of units sold and, combine it with external data, in this case, CPI, to inform different iterations of projected revenue going forward, specifically units sold. And we built this predictive forecaster to be owned and operated by finance, by somebody in FPA, FP and A, by somebody, who's not a data scientist. So let me actually peel back the covers here and show you what it's like to build something like this predictive forecaster. So to do that, I'll just come through and open on up my intelligent planning predictive forecaster. We can schedule these to, run at different cadences and more. But you'll see creating these predictive forecasts is a Qliknot code experience. We give it a description. We specify the sheet that we're, that we're creating this prediction for, in this case, our product revenue. We specify the version that we're gonna be predicting on into as well as the start and end period. Then we specify the accounts. In this case, it's units across all of my costs from all of my profit centers, across customers and product to the two dimensions. We specify the reference data that the system looks at in order to, to generate these predictions. And then importantly, we allow you to take an algorithm. Now for most of you on the call, these algorithms, which are market leading, will look like Latin. You don't need to know the difference between these. Instead, by selecting auto fit, the system will look at your actuals data and based off of data sparsity, seasonality, and more, select the algorithm that best fits your dataset. So imagine being able to have the power of true machine learning without needing a data scientist using programming languages to get you this information. Now I'd be remiss if we didn't end here talking about reporting. So here's an example of a simple web based report that can come on in, a variance report. And importantly, we can show, report notes. So imagine you've shared this with multiple users. Users can communicate using notes as footnotes, in columns, or even in line, allowing for collaboration and explanation about exceptional variances. Now as I come on down, I see a massive variance here for other TNE. 2,700,000 of actuals on a $152,000 budget. My first question is, who spent all of this money? Well, I can answer this question with a click drill into that account, and I'll drill here by cost center to see it's all coming from department one. 2,600,000 on a $13,000 budget. Well, what were the transactions that made up that value? I can click and drill all the way on in to the transactions from your GL source system. And in doing so, I can see there's an error in that system. 2,600,000 was booked for a $2,600 company launch. Now we can get somebody in accounting to fix that error, but I was able to do it all in planning without even a license into that general ledger system. Now to end here, I want to open up OfficeConnect. As much as life is better in the cloud, we believe there will always be a role for Excel, PowerPoint, and Word, and OfficeConnect allows you to take your data from Workday to active planning and stream it into those different formats. So imagine for a moment this is an Excel package you've been using since before Workday, and you wanna continue reporting in it. You can see currently all data is coming through February. Let's imagine we've now closed the books on March and we want to roll this forward. Normally, this would be an error prone time consuming process. But with OfficeConnect, I just come up to work with properties and I change my report date from February to March. I can then click to refresh all of my sheets, and the system will create a secure connection with Workday. Keep your eye right here. In a moment, February will switch on over up. Alright. We'll start this up again. Nice when it's not live. Now imagine that this is your file. It's a file you've been using from long before you moved to Workday. And, normally, you would, roll this forward in a very manual way, adding columns, moving dates. With Workday OfficeConnect, we can roll this forward easily. So notice right now, we're in February 2025. To roll this on over to March, I'll just click on my workbook properties and move this report date forward. And I'll move it here from February to March, and then click to refresh all of my sheets. This will create a secure connection between my computer and Workday. Keep your eye right here on February. It's gonna roll on over in a moment to March. It's gonna go through every single tab to do that. We're now in March. All of my different tabs are updated. We could save this, send it on off, and folks would have no idea that we updated it with Workday. This functionality also works within Microsoft PowerPoint and Word, giving you that power you need to stream data into formats that folks are used to. Alright. Let me get my camera back on here. Hopefully, that was helpful in seeing the fundamentals of how Workday Adaptive Planning can supercharge your planning and reporting processes from unlimited scenarios to an end user experience that's made to be simple and prescriptive in real time, multidimensional planning and reporting, and AI that is built to be used by finance, not data scientists. And we'll end here on a customer story that I think to be really meaningful. This is Team Car Care, America's largest Jiffy Lube franchiser. They have hundreds of stores. And I didn't know this, but apparently their business, oil changes, are correlated to weather data. People don't wanna get their oil change when the weather's bad. So Team Car Care is using predictive forecaster, that AI technology I showed, in leveraging external data and their external data is weather Two, look store by store, hour by hour. And they're using this to allow their store managers to see what projected demand for oil changes will be, which they then compare their staffing schedules and see whether they're set to be under or overstaffed. So it's just a great use case of machine learning in a financial planning context. Alright. Enough of me. I now wanna turn the call on over to Brad Tyler from services to help you think about the tried and true tangible next steps you can take to get going with deploying financial planning. So, Brad, I'll hand it on over to you. Thank you, Luke. Very exciting stuff Luke showed on how Adaptive can meet many business challenges. My name is Brad Tyler. I've been at Workday for eight years. I'm a Workday solution strategist focused on adaptive planning. My focus here is helping customers like you chart a clear and successful path to implementing Workday adaptive planning. Today, as Luke mentioned, I'll discuss our various deployment approaches, including both Workday professional services and our certified partners. I'll also touch on our award winning training resources and ongoing support you can expect post implementation as well. So let's dive in and explore how we can get your planning journey underway. So I'll walk you through various deployment options available, which at the core really come down to three options, the first of which is self deployment, and we do not recommend this this approach. While adaptive is a easy application to learn and grow, it's much greater chance of success with the last two options of Workday professional services for our trusted certified partners. And I'll dive in a little bit deeper into these last two options. So for the next few slides, I'm gonna talk about Workday services. However, all all our partners have similar offerings as well. So for customers on Workday Financial Services, our financial planning foundation offering presents an excellent opportunity to quickly realize value. This is our most cost effective deployment path, quickest time to value Because we have a deep understanding of your financials data and Workday, we can rapidly stand up your adaptive planning environment populated with your actuals. This allows you to leverage the platform's powerful reporting analytics almost immediately even during the project. Typically, deployment takes six to eight weeks and includes two weeks of postproduction support. We do have a similar approach available if you're not on Workday Financials. Timelines are just a little bit longer, given where the data comes from. So this approach is highly prescriptive with a clearly defined set of deliverables. Built upon our extensive experience from thousands of successful deployments, The scope includes a mix of our driver based modeling, like a standard personnel and capital expense model, and it also allows for direct input into revenue and OPEX, allowing for a complete p and l. Lastly, for Workday HCM and Workday Financial customers, all those platform features are available with with financials and adaptive planning like user sync and drill through to your transactions as Luke showed. This approach allows customers to grow into the application over time, making change management less of an impact. Also in this approach, there can be less reliance on external resources like Workday or partner. It really allows the customer to learn, support, and grow with the application on their own time and on their own terms versus a larger deployment. For all our customers, we see planning as an evolving journey, and the Financial Planning Foundation provides a fantastic starting point. It allows your organization to embark on a path forward, towards a more efficient integrated and data driven decision making. The next approach I wanna talk about is Workday launch. So if you're looking for a a feature rich deployment in a fast route to get your organization up and running while effectively managing risk, Workday launch approach is an ideal fit. This is generally for customers with up to 7,500 employees that don't require a highly customized solution. It's very prescriptive nature ensures a quicker time to value. We understand that predictability is key to you, and that's exactly what Launch delivers. Valuable insights we've gained from past customer success leads to our proven methodologies. We leverage a fixed fee contract and clearly define what success looks like for your organization, so it gives you confidence to move forward with Workday asset planning. It all starts with the same approach as the financials foundation package, a preconfigured instance with your data. Furthermore, the fixed fee prepackaged contract streamlines the statement of work process, allowing us to kick off your project more quickly. While there are base packages here, you have the ability to flex up and add typical add ons like balance sheet, cash flow, more advanced driver based revenue planning, allocations. So we are very flexible with launch, allow you to to flex up again into that that full model that you're looking for. So Workday launch is a great way to make significant positive impact on your business with quick time to value. The next one I wanna talk about is called YourWay, and package solutions. YourWay is just exactly that. It's YourWay. It's a very, customized solution, for organizations with more complex needs. They they typically cater to those larger customers again with with over 7,500 employees, global operations, diverse planning requirements, multiple business units. It's a fully bespoke solution, meticulously designed to meet your specific needs. Timelines generally range from eighteen to twenty six weeks. Could be multiple phases as well where, you know, you go through multiple iterations of deployment, to get all of your your use cases done. It can be structured either fixed fee or time of materials. And many times, Workday will partner with will join our certified partners to deliver these larger projects, giving the customer further assurance that Workday is there to support them in all phases of their journey. Packaged solutions are prebuilt accelerators, many of which are industry specific. They provide a valuable starting point, offer reusable examples directly relevant to your unique use case. The certified partners are really making progress with the types and numbers of these use cases. Many involve other Workday products to solve complex needs as well. We'll talk more about these when we get into the Workday marketplace where you can see these packages. Those are the different approaches that Workday uses for deployment. Lessons learned really covers all deployments, not only Workday, but partner as well. So Workday successfully completed thousands of deployments. Through this extensive period experience, we've developed a robust set of best practices. Regardless of the deployment path you choose, you can be confident that our deep expertise will guide your project to a successful outcome. A few of the key ones I usually focus on, start simple, think about what those key priorities are. However, you still wanna have that broader strategic goal in mind so you can build that foundation. Adaptive is an application you can easily add on in future phases. Standardizing is the best way to lower cost, timelines, and maintenance. A hard look should be taken, to things that could be common across the organization like personnel expense or SG and A. You wanna build one model across those areas that can support the entire organization. Lastly, the more you can be engaged in the project, the quicker the path to self sufficiency. A deployment gives your resources the opportunity to learn from the best in the business, leverage the opportunity along with our training needs or or training tools, and your odds of self sufficiency and lower cost of support increase dramatically. So what do you need to think about? Let's get ready. As you get close to deployment, there's few things outside of choosing your deployment approach and partner to focus on. Identify the internal resources. Align them on taking the recommended training classes. We'll talk more about these topics later. Define your goals, but, again, focus on what priority is, what can be phase two, phase three, etcetera. These key items and other on this list will properly prepare you for starting a deployment. You might ask yourself, what type of resources do I need to deploy? On average, an adaptive deployment is around one full time FTE. But keep in mind, these are roles and not people. So one person might have a few roles or this might be spread out across multiple people. Again, this is an average. Smaller complex deployments like the Financial Planning Foundation would be on the wind and light end of these recommendations. Larger organizations, your waste deployments would be on the higher end. Once live, it's not a full time role to maintain adaptive with most customers having two admins, one for backup. Spending, you know, maybe 2025% of their time on adaptive maintenance, they usually are in FP and A and have other roles within FP and A. If you're a very large complex organization or you're aggressively deploying future phases, this could be on the higher end potentially above 25% for those administrators. What will you be doing in a deployment? So Workday follows a proven methodology, to to deploy adaptive, and this is a methodology that's broader than the just adaptive. It's applied across all of our products. There are many tasks the customer is responsible for in each phase. This slide gives you an idea of what those tasks are by phase. This is not meant to be a complete list, just a high level summary of the type of deliverables your team will be involved in. Again, the more your team can be involved in, even configuration, things like building calculations, building reports, the quicker your path to self sufficiency and self reliance. I wanna spend some time to talk about partners here. We view our ecosystem as partners as a vital extension of our own team. We foster a very collaborative environment supporting each other to ensure your complete success. While the majority of our deployments do not include resources from both Workday and the partner, Many times they do. If you have a trusted partner, yet you want Workday to be involved as well, that is a model that has led to multiple successful deployments. If you have an existing certified services partner that you trust or you have highly specific implementation needs, one of our rigorously qualified and certified partners could be an excellent option. They bring specialized expertise and can tailor their approach to your unique circumstances. If needed, Workday can even offer recommendations based upon your use case. Many of our partners will support customers go live as well through, application managed services if that's a need for you as well. While we have numerous partners with a large number of successful deployments, I wanna go a little deeper on Kainos and and offer some more information on them. Customers have had great success with with Adaptive working with Kainos. They deploy Adaptive for both platform customers, whether it's workforce planning, financial planning. They also deploy customers that do not own Workday Financials or HCM. They have a deep history of Adaptive going back prior to, when Adaptive and and, was acquired by Workday. They're a great choice for deployment as are any of our certified partners that deploy Adaptive. I encourage you to reach out to to KANOS for a demo or a consultation on how Adaptive can exceed your goals. I touched on Workday marketplace earlier. To to further enhance the value of your platform, explore intuitive, innovative, natively built partner applications that are available on the Workday marketplace. These solutions, again, address specific use cases and could be deployed rapidly to extend your planning capabilities. I wanna touch on a few examples. Developed by IBM, the Financial Planning Accelerator is a preconfigured solution, and it offers customers a rapid out of the box deployment. It addresses fundamental financial planning requirements and provides best practice of foundation upon which you can build further business solutions. The cash flow accelerator empowers FP and A teams to effectively model their cash flow using an indirect method. It's designed to bring scalability, speed, and flexibility to your modeling and forecasting capabilities, while also fostering improved collaboration with the finance team and across the wider organization. This accelerator delivers interactive dashboards, insightful data visualizations, and clear charts that can be easily shared to drive improved business performance. Simultaneously, management and board reporting can be significantly enhanced with instant updates drawn from your existing ERP platforms, financial systems, and other relevant data sources. These are just a couple of the, the the packages that are available on Workday Marketplace. I encourage you to go look at all the others. Adaptive training is a comprehensive critical element in fostering collaboration and driving end user adoption. If you have Workday success plans, these training courses are included in your subscription. Our award winning web based training provides your team with the flexibility they need to integrate learning into their existing schedules. Many of our courses include dedicated training environment, allowing your administrators to gain hands on experience within a live system. They can seamlessly transition between learning their day and their daily tasks, picking up right where they left off. Prior to deployment starting, there are several courses we highly recommend for your power users and administrators. This allows a foundation for these key resources and less time is spent during the deployment covering those foundational elements. This progresses to more advanced training as you grow in supporting adaptive. Again, the primary focus of this is on administrators and power users. We also provide an online hub specifically for your training coordinator. This offers access to a wealth of additional resources designed to ensure a smooth rollout and provide ongoing support for your team. If you're an existing Workday customer, you're already familiar with all the robust resources available to you. We wanna emphasize we're committed to being your partner, dedicated to ensuring the long term success of your organization with adaptive planning. The teams that we bring to the table, post go live with Adaptive Planning, your customer success manager will be your advocate within Workday. They're focused on ensuring your satisfaction and helping you maximize the value of your investment. You can get quick and efficient answers to your day to day product questions through Workday support, leverage the expertise of our professional services team and certified partners for both your initial deployment and ongoing post support needs. By the way, Workday does offer more than just deployment. We also offer support for future phases and even support around your planning cycles to ensure your success. WSP customers have access to a range of options, including ask an expert. Our training materials are continually updated to assure you can take full advantage of the latest features and functionalities that Workday is committed to to delivering, addressing your evolving business needs, and driving continued value. Connect with adaptive planning advocates within the Workday community for learning shared feedback and exploring peer to peer opportunities. Workday and our trusted partners offer a range of services specifically designed to fit your organization's unique requirements. Whether you're seeking an accelerated path to value or a highly customized solution, we have you covered. Workday's core values of customer service, innovation, and integrity are at the heart of everything that we do. We bring these values to every project and customer interaction to ensure you have the best possible experience. Workday is your trusted partner backed by proven experience and a commitment to your success. With that, I will turn it over to Luke. Thank you for your time, and he'll cover next steps. Awesome. Thanks, Brad. I often find it helpful to translate subjective value into quantifiable numbers, and our value management team has spent some time doing exactly that. So you can read what's on the screen. The gist here is that Adaptive frees you to do higher value tasks. Often, those of us in FP and A feel like our jobs revolve around data aggregation and being an Excel jockey, troubleshooting errors on weekends and endless wrangling of outdated data. Adaptive frees you from that tedious work to actually be the a in your FP and A job. We have, recommended resources in the doc section in the top right hand corner. These include hundreds of customer stories broken out by industry and more information on Workday Illuminate, which is our approach to AI for FP in May. Alright. So, we will now launch this quick survey. Again, this should just take five or ten seconds, but the goal here is for us to be able to know how to work with you following up in next steps. And as you complete this survey, I just wanted to say thank you for the time you've taken out of your day today and for being a Workday customer. We look forward to supporting you transform your financial planning and reporting processes, leveraging Workday to active planning. And remember, don't think of these next steps as a process that will overwhelm or that will be terribly time consuming or challenging. Indeed, many of our customers begin to derive value from workday to active planning just weeks into deployment. So thank you wherever you are in this world, and I hope you have a great day.