Hello everyone and thank you so much for attending today's looking forward with work day webinar. That's all about being a Better Business partner with next generation revenue planning and analysis and work day. We sincerely appreciate you taking the time out of your busy days during these difficult times with many people are really juggling work, working remotely, and in new environments, navigating uncertainty and taking care of their families. On top of all of that, and managing health obligations and priorities too. So we hope that you're all staying safe, healthy, and happy throughout all of this change. My name is Chris site. I'm a product marketing manager for the analytics and reporting business here at work day and I'm really excited to share how work they can help you navigate a changing world with data driven planning and analytics. And really, how you can just be a Better Business partner overall with next generation revenue planning, analysis and work day before we begin. If you've been attended any of these sessions before, I want to cover a few housekeeping items and I also want to say we apologize for any type of noise you might hear in the background or anything. We're all. Doing the best we can given the circumstances of working remote. So in terms of housekeeping at the bottom of your screen, you're going to see a Gray bar that has multiple application widgets that you can use. I'm going to walk through each one of those just so you're familiar with it. So there's a help widget and there you're going to find the resources and information for all the common technical issues that you might experience with this webcast. You'll also see a slides widget where you can expand your slide area. You can maximize it to fill up your full screen by clicking on those arrows that are going to be in the top right corner. You also have the media player so audio on any screen share. That's going to take place during today's session is going to come through that widget. Next importantly, if you have any questions during the webcast, you could submit them through that kewene widget that you see. There is the speech bubble with the question mark in the middle of the screen. We're going to try to answer these during the webcast. If a Fuller answer is needed or we run out of time, it's going to be answered later through email, and we promised they were going to send send you a response within the next couple weeks. So please know that we do capture all questions and we're going to make sure to respond. You also have a resource list and there you could find additional materials around planning and Analytics. We encourage you to download those. We've included a link to register for upcoming dates of the looking forward with work day web webinars series as well, and then an on-demand version of this web cast is going to be available approximately one day after the web cast. It could be access using the same audience link that was sent to you earlier. Here's a quick run through of today's agenda. We're going to begin with an overview of planning and analytics and work day on men going to hand it over to one of our really awesome solution consultants to run through an extended demo on revenue planning and analytics, and were briefly going to talk about some of our recent customer momentum with planning and Analytics at work day today and next. We have one of our leading planning and Analytics experts on the column who were going to run through a lightning round kewene of some of the most frequently asked questions about planning and analytics that work day. Finally. If, uh, will close with a dedicated open Q&A if we have the time, hopefully we can get to some of the questions, but again, we're going to try to answer most of those throughout the session in that queue in a box. So if any of those that don't get answered, we will send you a response. And with that, let's begin the session. So let's first start with workdays vision, which is really a single business operating system worked. It really enables customers to work the way that they've always wanted to, where they can continuously plan, execute, and analyze all in one single system. For this webinar specifically, we're going to be focusing on how we help our customers analyze. And how we help them plan? Analytics at work day or really woven into this very fabric of our application and it's right into that financial management and HTM system where you already transact and manage your financials and your workforce on a daily basis. And that's all with your real time transactions and your worker details. So this spans all the rich reports and dashboards on existing work data all the way to combining things like critical external information. It could be legacy details. External HTM and financial data. Or it could be high volumes of operational data. All that stuff that's kind of on the outskirts. At the lines lines of business for you to really make further strategic decision capabilities to really further your strategic decision capabilities and surface up new insights for you. We've also had the privilege of helping thousands of customers operate with more agility and certainty with enterprise planning, and you're going to hear a bit more about this customer momentum later on in the session. So no matter where we look or from where we're looking the path forward, it's really full of a bunch of change and insert uncertainty. This environment planning it in like in this environment planning analytics leaders are responding to more demand from the business for more guidance. They're tasked with finding solutions to some of the most extremely complex and difficult challenges. Things like how can we model the dramatic range of possible scenarios and outcomes? Or things like can we respond to the demand for more data and more information? And how can we derive deep insights that are most relevant to our business? And then there are some barriers to effective data driven planning and analysis. You know, at the same time. These are the things that we hear when we speak to our customers around barriers so more data is being generated an captured than ever before. But it also fragmented in a bunch of different systems and formats. They just scarcity of specialized planning analytics resources there ever more stringent requirements on data privacy and security that really limit access to those? Those frontline decision makers in the business and there's trouble and fostering a culture that. That's used to really being data driven as well as jointly accountable for all your data management, your governance, your analytics end, you're planning activities. And finally, many organizations still really rely on mainly on non secure Excel spreadsheets. We totally get it there. Agile using all the time. We use him too, but you really that we know their non secure and many are really forced to invest in multiple recording, reporting and analytics planning, ETL, data management and data visualization tools in conjunction with those spreadsheets all will still spending countless hours waiting on data from IP4, spending hours and days cleaning up and reconciling it for use in planning and Analytics you may know. Worked as a best in class system for ACM and financial management, but our capabilities of planning and analytics are increasingly driving value for our customers. Many of our customers have trouble with cobbled systems for by data management, planning, budgeting, forecasting, an modeling, and they're all held together. Like I said earlier, with that multitude of those manual Excel spreadsheets someone cloud someone premise on multiple clouds on desktops in various versions and instances with a bunch of different data definitions. So let's just talk about quickly for like a bottoms up revenue planning example. Simply reconciling your skew details before between your core financial management system or ERP. A separate point of sale system and your CRM system is often massively painful. Imagine if you could have a full Queen and connected picture of all of your product's views so that you could analyze, plan, budget and forecast. You could bring in your opportunity pipeline data. For example, perform what if scenario analysis can next year skews at a detailed granular level. All of your opportunities, your product details, and even headcount and cost of work for us if you connected into your HTM system and then you could connect it all into your revenue and expense planning in one place. Work day planning and analytics can help take away the pain of data duplication and data reconciliations. An all of these barriers that we've been talking about. So really then you might be wondering how exactly is planning an analytics with work. They add this unique value. What we like to talk about these three key differentiators. Better customers, often site, and I'm going to walk you through each one of them. 1st, it's secure. Take advantage of your existing, robust workday security model to spend not just your transactions and financial management and ACM, but a complete analytics in planning process as well. We talked to organizations all the time and they have all these applications from multiple vendors and not not only is data sitting in these multiple places, but it's often secured, inconsistency inconsistently, and access is limited, which prevents agility in decision making at work day. We provide a different experience. Analytics are available just like any data and work day. It's iaccessible on any device and distribution visibility and the ability to take action governed by the exact same security model that's already in place. If you have roller organization changes, that's no problem. Permissions are automatically reflected in your Analytics. And you don't just do this on your work day data. Like I said, right? But also your blended high volume external data as well. Now in the planning front, single sign-on allows users to seamlessly toggle between execution and planning tasks. Planning processes are integrated within the work day business process framework, which I think many of you have probably heard about. If you're a customer and adding a user and work, they automatically adds a user for planning, cutting down on duplication of efforts. Our road map, though it's it's aligning domains and work day cord to roles in planning, driving further value to already robust security around the creation, collaboration and the execution of plans in a work day. So that's all about security. 2nd, it's extremely powerful. As you could easily tackle your analytics and planning with unlimited dimensions, unlimited versions and unlimited data without impacting your performance will get complete planning analysis with ease and a great user experience. There's no legacy constraints around. The amounts are the types of data. There's really no need for replication of your cubes or your models due to technical limitations, and there's no complex proprietary code stitching it altogether. Work, they really allows you. Let's have that robust planning and Analytics. It gives you the ability to do things like what if scenario planning, rolling forecasts, and long-term planning. You can do complex calculations through a clicks, not code configuration as well. So plan for is made dimension as makes sense for your business plan for as many versions as you want and perform your analysis on all the data. That's extremely powerful. And finally it's complete, driving superior ownership experience with a complete solution for planning and Analytics. We have this end to end solution that includes data integration, your data prep, data governance planning, budgeting, forecasting, modeling, reporting and even Self Service Analytics. You have the access to your most critical work day and external data in one place. The ability to leverage that external data for planning purposes and you're still all in work day and again, your tide to the transactional system of record in your ERP. Your financial management system or HTM system. Which means you can see your decisiones through to execution. Contrast in the current state for Legacy Solutions could be those reporting tools with no access to details, several cubes to store other data, planning systems that act as a repository, and probably a bunch of data marts SQL databases. These tools. And like we said XLS the fail safe. I mean, this means analysts are spending all their time compiling and reconciling and not really analyzing or providing any strategic insight to the business. With work day, you flip the script. Instead of spending 80% of your time compiling and reconciling, you're actually spending 20% an analysis. You're now able to spend the majority of your time on analysis and provide value to the business. And your natively aligned the transaction systems you can execute on the results of your plant analysis. All we're used to entering transactions an manage in your workforce on a daily basis where you do your work today. So now with that. I'm gonna hand it to one of our amazing solution consultants, crosley, so he could introduce himself and actually show you what I'm talking about by running us through a really awesome work day. Revenue planning and Analytics demo. Which is why everyone's here today. So crosley. Hey, thanks Chris, I appreciate that introduction and good morning. Good afternoon everyone and thanks for joining today. Uh, what we hope to. I guess before we get to the demo, a little background myself. I've been with work day for about a year and a half. Focused on planning and Analytics. Also spent some time at Salesforce Partners as well as some other customer specific point applications for planning and Analytics within the industry. But Chris, we can advance and hop into the. Demonstration. Terrific, and if you can just let me know that you can see. Teresa Serrano OK, hopefully everyone can see my screen if not. Perfect thank you, um, So what would like to do today is kind of step through a vignette. A scenario around what Chris was alluding to right? And it's that plan execute analyze in a single platform a single system. So we think about what work day has provided its customers for the ability to Transact from a general Ledger financials system to track and maintain your workers within your workforce. To plan budget and forecasts within the planning and modeling engin. And then to analyze all that information within our analytics engine, Prism Analytics. We can also leverage the tool set to bring in external data that may be relevant to your process. To give you a really good trends, visible view, transparent view into your business without inflating anything. Taking in things like a credit risk analysis or what your existing pipeline looks like from your CRM system. So you actually have a really good view as to the health of your business, an what the forecast for revenue might look like. So with that were logged in. Here is to re says you can see and we've got a number of our work. Let's are icons that we're accustomed to leveraging adaptive insights for single sign-on technology to move data, move you into the application from a user perspective, and also to move data back and forth. As Chris alluded to. But we're going to spend a good bulk of time here within our revenue planning and Analytics work lit. And the purpose here is to highlight again the convergence of all those different systems to give you a single view. Does it end user and in this case understand what's the health of our customers? What are sales look like? Once are sales pipeline look like? What is the impact of the credit rating of our customers, right? So if we look at, we've got understanding here around revenue trend by region so we can look at the regions that we operate within the world and you know, just simply hover to look at those different data points. We can see our our revenue by customer and we can kind of hover over those and will drill into these details in just a moment more as well we can look at revenue and then the midpoint collection right? So you can look at revenue sold particular customer then you can apply that credit risk waiting and say well what would we actually expect to collect and then we can also give arrange to that low, medium and high based on that credit risk rating will dig into that in a bit as well and then we can get into our. You know revenue by country as well. If we wanted to dig into the various regions that we operate from an organizational perspective. So our first stop here would be to dig into our revenue by customer. So with the left click I'm able to drill into this particular chart. Here and now I can slice and dice this data and we're in this case we're looking at Wayne Industries as the customer. I can slice and dice's data by the things we're accustomed to write by region or or or revenue category payment status. But you also see components around credit risk or right, so that's that data we've brought in from a credit risk agency applied it against our own customer record. Our own customer database as well as the transactions that have occured to give us the insight into, well, how likely are they actually to pay that 10 point $9,000,000 bill? What can we actually expect? Right, so we can drill into our customer invoice detail. And if I just follow that winky here for those a custom with work day and look at this customer invoice, we can kind of get a pop out that shows me OK. Here's my invoice. It was invoice status has been paid. No, it has not the customer itself, the invoice date so on and so forth. And this is all great, rich information that you can certainly gain from as an analyst. However, this is where most systems stop, right? Because that outside transactional information. When we talk about pipeline, when we talk about credit risk detail, it's just not present in the application and this is where it work day is different. With Prism Analytics we have the capability to store that data in in the system and then aggregate an bring it all together to give us a holistic view of our customer. So if we go into a separate view here we can now see across this particular customer the different transactions associated with. That particular invoice so a couple of things to highlight. We have detail around from our CRM system. What's the account name? What's the opportunity? Created date when did it close? When was the invoice date right? Then we also have detail from. Our work day objects right? What is our cost center? What's our customer account? We know that already, but it's of course it's listed here as well and we're going to dig into that in a bit. What are the associated documents that invoice we drilled into having a category sales Rep will access brandens worker profile in a bit as well. And then we also have some detail around that credit risk. We've been talking about, right? So what's the credit risk? Or one, by the way, is not good. What are the associated impacts of that score based on this revenue that we pulled off of this particular invoice, what do we expect to actually gain from a collections perspective from this customer? So this helps us to sort of paint a picture on the viability of gaining retreiving the collections from the customer based on the revenue that we actually sold. And then from here we have the ability to continue to drill so we can drill into Wayne Industries as a customer. Look at this particular customer record and now, of course we have access to all the detail Rita custom or accustomed to on this customer records such as invoices and payments. We can see the aging detail not terribly healthy. OK, not a big surprise based on what we've seen here so far. We can then also bring in that prison related detail, so all of the different invoices associated with Wayne Industries. Are broken out and we can showcase the various revenue amounts and then that low, medium and high rating for our credit risk detail to give us an idea of what it do, we expect to see here from a collection perspective based on that credit risk detail. All stored on the customer record, right? And it's not limited to the customer record. We can bring it into the cost center, right? So if we're looking at our total cost centers, we can see our overall detail for our members. But again, if we hop into that prism analytics detail that we've layered into this particular cost center detail, we can now see all the customers associated with that cost center. And again, that revenue compared to that risk, weighted collection, midrange value. And again for Wayne Industries. It's that 10,000,000 versus the roughly 6 million. So having that visibility against these different viewpoints, all dependent upon the angle that you're most comfortable in taking to give you the information that you're looking for about your customers. It can also glean some information from our worker profile, so if you're looking at if your work day, human Capital Management Customer, you want to look at Brandon Harris is worker profile. We have all Brandons information. He's very successful. It's terrific. We can also look at the performance associated with Brandon and we can track our revenue trends by product by worker in this case. But for Brandon, we can see the trends across the products that Britain has sold. We can also see the associated invoices. That Brandon has been responsible for all against that worker profile record. Right, so depending on the angle you want to take to glean this information, that the point here is you have options and it's iaccessible because of the flexibility of the analytics platform. We may also want to take a look at an income statement. So if I just go up into search and I'm going to look for this five quarter trending income statement, we select our company. We select our time period. And now we can see. Our income statement. And if we want to look at our revenue number and then again drill right, we have the option to select that drop down all of our different business dimensions as we'd expect will take a look at this business document option. And I'll just go ahead and sort this and we'll just go back and look at that same invoice that we saw before, right? So back to our invoice. Wayne industries roughly 5,000,000 are reports option. Get into that detail right back to that detail that we're bringing in for revenue and collections. So again, at the point is that you have the ability to get all this information in one system. You can access it from a number of different avenues dependent on on the see you hold. So if we flip back to our home page here and hop back into our revenue analysis, we can also get into a credit risk tab that we put together. So this gives us some viability of understanding rather on what is the viability of our payment. We talked about the credit risk impact against our revenue. We can look at our average scores by our customers that we work with currently. We can look at the collections by region. Maybe this is regional in nature or something we need to address and then we can look at those high, medium and low ranges as well to give us some information on what kind of. Cash will actually be collecting. Now if we want to take this more of an ad hoc approach, we can leverage our data discovery. Boards to do so. So if we go into our drive and then access revenue planning and Analytics Discovery Board. Or provided the flexibility to visualize information in a very ad hoc manner, right? These are discovery boards that users can you not only report with, but also ask the questions to get the answers very quickly. So we have some discovery boards built out here. If I just go ahead and add edit and then add a visualization. I can then select my database that I'd like to use and I'll just do a quick search and select a data set in this data set is what we've been using thus far to represent the data that we've been sharing right? And that's all those data points across that transactional system. In financials are CRM data as well as our credit risk detail that we've brought in through Prism Analytics. But now we have this data set complete and organize. These are all the different data fields. As a combination of that data set that we can leverage too easily, just drag and drop X&Y Axis, visualize and off you go, so ask the question. Here's your answer. As long as you're so you can find the detail that you're looking for. If we flip right back here again, how do we go into the planning and modeling arena, right? How do we leverage this information in that capacity? Well, we can create a report. And just get a viewpoint of what is our CRM data, open opportunities for planning, right? So we have our organizational level. We've got our account name, opportunity, product created close date, so on and so forth. So now we represent that in the modeling arena, right? So we take a look at what does this data look like from a modeling perspective. When I say modeling, I'm referring to versions. So versions are simply buckets of data. That the adaptive insights, which is a work day planning and budgeting modeling tool, allows you to create. So if your provision to do so, you can create as many versions as you'd like, simply a bucket of data, whether it's actual plan, budget or forecast, and this I created this revenue analysis Riva version so that we could say you know what I happen to feel very bullish on Rockwell medical technology, and I think this is going to be a big opportunity for us, so we're going to update that opportunity to $200,000, right? Blue tax means I've made a change, hadn't saved it yet. Excuse me, so once I run that save we can see we've updated our sheet. Our forecast has been updated accordingly with our probability. And then here's a report that I just created last night. I really just very easy to manage, reports drag-and-drop technology. So if we Scroll down, we should see a quick variance against our Rockwell Medical Technologies. There's our variance, the increase 165%, very bullish indeed. And then again, we can slice and dice this report, right? So we're still in the modeling space, but we still have access to all those work tags, also known as business dimensions, that allow us to. Get the information that we're looking for. Sliced by organizational level. Sliced by projects are very product rather, so get the information you're looking for across those various versions that we've been talking about. So as many versions you'd like, pull different levers, see the impact immediately, no jobs to run, no data movement or anything like that. It's all real time in memory database store. So now that we've done our modeling analysis, if we hop back over to the viewpoint here from Analytics perspective will take one more stop for a scenario analysis, operate, look. So for ministerial analysis now we can bring in all that information that we've now modeled, right? So we've got our forecasted ACV annual contract value by location in product. We can see it by stage 'cause we're bringing this in through our our CRM tool for our pipeline which stages this particular forecast. At right. We can see a full view of our year are actuals layered in with our forecast interview. So we're marrying the transactional detail from my general Ledger workday financials. With the modeling capabilities that we've just updated within adaptive planning and now with in prism analytics were getting a full view of all that reflected right here within this visual. We can see our budget versus forecast explicitly for a particular year and we don't lose that slice and dice capability, and we have that functionality still present, able to maybe select byproduct or by location. OK. So this is really where it all comes together, right when we talk about the plan, execute and analyze vision, an execution from work day, we have the capabilities in place to manage the transactional. That course source system information from your human Capital Management, Your General Ledger in your financial systems. We can also model. We can plan budget forecast model that data within adaptive insights and then bring it all together in conjunction with that external data that's relevant to your business. So whether it is that CRM or that credit risk detail bring it in through Prism Analytics and then have a single place where you can truly plan, execute, and analyze. So Chris back to you. Awesome, thank you so much Crosley and crowds it can you see are we back on the slides here? Yes you are, yeah. OK, great so you know not everyone that you've seen it in action. We really want to talk through just a little bit of our planning and Analytics. Customer success really quickly. And our momentum here. Uhm, you know planning analytics is driving incredible success for work that customers spanning organizations of every size, every industry, and really every geography. So when we look at it, we have over 400 prism analytics customers. After the product's only been GA for a little bit over a year, it's our fastest growing product and work day history. And now we have over 4700 adaptive planning customers and then really bringing those two things together. We're starting to see a lot of momentum at that cross section of the two. With over 90 joint prism analytics and adaptive planning customers, so we're extremely excited about where we are, where we're going with work Day Planning Analytics. We know this is the beginning, but we think we have this extremely strong and robust solutions that that's really going to be solving a bunch of challenges for you guys and for all of our customers out there. And so just to give you insight into one customer, we yes we do drink our own champagne. We think we're a little bit ahead of the curve here with the planning and Analytics at that we're talking about, of course, but we here at work day we call this work day on work day or wow are amazing work day analytics and planning team and Enterprise Analytics team. They support our business. They support our finance team who's also amazing and there really doing some great stuff. So if you look at a lot of what? Crosley talked about a lot of We've been talking about from the revenue planning perspective or product profitability. Even so, there doing things like gaining full insight into product profitability all the way at this few level detail, all in a single dashboard. And it's all surfaced up on one dashboard similar to what Crosley had showed at the end. There where you can see all of your different external data sets at the detailed granular level with drill ability. You can look at your forecast for one year out that they're taking from the adaptive planning side as you saw crowds and go through. And five years of the actual's financial actuals. So whether revenue, revenue and expenses, and that's all surfaced in one single dashboard there allocating expenses at Askew level with prisms data management capabilities, they're feeding it into that product into product profitability forecast, and it's all looping back around. And then there are also performing aggregated revenues, skew planning with installment lines from core work day, and adaptive planning, and all of those complex joins and transformations on things like the company structure. And they're doing things like looking at, like doing text transformations for example with any of their fields, and cleaning up the data right, blending it together, cleaning it up, doing joins, and doing it in a lightweight, really quick fashion on high volume, granular skew details. They're doing all of that with. Analytics and so you can really see this all coming together again. We know this is work day but we like to give this example we really like we're doing here with it again. We drink our own champagne think we're ahead of the curve, but also if you talk to your sales reps we are always happy to have the folks from our work Dan work day and Enterprise Analytics team talk through some of the stuff that they're doing. Showcase a lot of it. I'm sure a lot of you have seen that in the past, so we're super excited about that. And so feel free to ask your apps if you if you're interested in learning more about what we do here at work day with analytics and planning. And so now, now that we told you about the goodness of work day playing the Analytics, we showed you. So what we're talking about with proudly is awesome demo where you really walk through everything. We talked about some of the momentum we thought would be good to have one of our key planning and Analytics experts on the web and R to answer some of our really most frequently asked questions. And we're just going to call a lightning round before opening it up to an open Q&A. So. Joe, do you wanna quickly introduce yourself before I start grilling you on some planning analytics here at work today? Yeah, sure Chris, Everyone Joe Markley sluice consult with work day an my areas of focus at work today or are planning, Analytics, product side done with work day now forward. Just about four years. An about 20 years altogether in the FDA space. So really excited to join everyone on the web and R Today. An Chris. Look forward to the Lightning round. Very awesome. We're entering the thunderdome here. Joe. Alright, Alright, so first question for lightning round we get this one a lot right? So we have planning and Analytics. This robust solution set that crosses over a few different types of solutions. Just curious when should I report using Watt, whether it be planning or the analytic side. If you could just give me some insights that that would be helpful. Sure, Anne, I would say it really depends on who you are. If you are a an accountant or a cost center manager, say you're looking at performance, actual versus budget. Something like that you're really going to be leveraging the reporting capabilities within work, they've financial management that could also include some operational data from prism as you saw in the demo from Crosley, you can get right from that consolidated financial statement all the way down to the details. So especially when you're investigating, variances and looking at the details of actuals and things like that, you may want to leverage. Prism for for that component of it as that accountant cost center manager for that persona. For a planner though, and my background is in FP and A. For a plan, are you going to be primarily using adaptive planning for that reporting capability as well? I know when I was building out my budget, the last thing in the whole world I wanted was my CFO to see my budget before I was finished with it, so I made sure that everything looked perfect and then back then I uploaded it into our really old planning solution so she could see it and then pick it apart and then we would have hour long conversation about all the mistakes I made. But that was that was the way that we used to do it. But the idea is that as a planner I don't want anyone to see my plan while I'm building it. I want to see what the results are of my what if scenarios. I'm doing an optimistic, realistic, pessimistic view of the world I don't necessarily want my cost center manager to see that, but I do want my FP and a team to take a look at that. So that's really where we leverage. Kind of the capabilities from a planning perspective of the analysis right within adaptive. But the beauty of this is that it is all connected together in one single system, so. Back when I was doing FP network as a practitioner we used to joke that we are looking for a needle in a haystack when we're trying to investigate these variances and so now we've eliminated that problem of that variance, investigation and now all of that information is available to you at your fingertips and you have the capability to be able to flow through and understand the variances. And as you mentioned at the top, Chris flip from doing a whole bunch of reconciliation and compiling data. Into doing true analysis. Awesome, yeah no, it's not so great response, right? So just about who you are as a user or persona, what group you're in really drives, what tools you're going to be using? I kind of what you're used. That use case might be right, so want to get deep in the line of business and those granular details you might be in your analytics platform, right in prison analytics getting that external data blended with your core data. Looking at your financial statements and things like that going to be in your core reporting financial management solution. And like you said with the with. Planning and FP and a going to definitely play more in the adaptive planning space, but again, it all comes together really nicely as Crosley had shown earlier and as you just spoke to Jess, that's awesome. And so. The next question I have for you, Joe. Can I use the same business dimensions that I have an HDM or financial management for my analytics and or my planning? Yes, and as a matter of fact, this is a key differentiator. With work day planning and Analytics. What you have configured from an HTM perspective. So think about all of the organizations that you may want to leverage. Something like supervisory order, cost center or region, and it could be a custom work tag or a custom organization as well as all your positions are open Rex and all of that other detail on the financial side. Anything having to do with your financial data model so your Ledger accounts, your companies, your cost centers. Uh, maybe there's some custom work tags, revenue category, spend categories, etc. You can leverage all of that from a planning perspective, and all of that from an analytics perspective, so you don't have to worry about keeping dimensional data In Sync across multiple systems. There's one single point of maintenance for all of that activity, and then you can share those dimensions from a planning perspective. From an analytics perspective, so it is very robust. From that perspective, I would also say that. Whether we're talking about detailed analytics with prism or on the planning side, you could also create dimensions for those specific processes, so there may be a need for a dimension. From a planning perspective that you don't need in your transactional system of record, and maybe it's not even something that you're worried about when you're looking at your detail Analytics, but for planning purposes you may need it. So you could create those specific dimensions for those business processes and have those reside kind of off to one side. And have those available to you as well. So you kind of have the best of both worlds. The ability to be able to leverage already have without having to replicate it and worry about security in multiple locations and things like that. But then you also do have the flexibility to create your own dimensions for use cases where they make sense. OK, great yeah. So we are that that's great. We like to talk about kind of that unlimited dimensionality concepts and then even with prism, the depth of the granularity that you can aggregate up right and send that into your planning to you. So really unlimited depth an unlimited dimensionality so that that's awesome. So Joe, another one for you here, we're just ripping right through him, so the next one you know, how does my day to really get from analytics to planning? And what about from planning back to Analytics? Yeah, so the data that you would want to leverage from a planning perspective, whether that's core HTM data, core, financial transaction data or analytics data that's coming from prism. All of that information is available from a planning perspective. Leveraging a productize integration that allows us to share all that information seamlessly, so any of that information, whether it's transactional data, dimensional data combination thereof, we can share that seamlessly with the planning solution today and allow that to build a monthly forecast, a budget, a long-term plan, whatever you looking to do from planning perspective. So that's all very elegant. That can all be scheduled to update in whatever frequency you want. You know, typically customers or maybe updating some of that information on a daily basis, maybe in the month and closer doing it every 15 minutes you have the ability to be able to do that if you'd like. Getting the planning data back. For analytics purposes. So if we go back to the persona where your cost center manager, you're not going to be looking at the creation of the plan in the planning system, but you want to see that end resolve that is currently something wear for work, they customers. So that is an EIB integration to get that plan data back on our road map is the ability to push that plan directly back into work day financials via publish button. That's something that we're working on Safe Harbor of course applies for that, but that's going to make it much, much easier. For those non planners to be able to see that published version of the plan currently that is an EIB to get the plan data back into like a work day financials report. Got it, got it so there are integrations that have been built back and forth. Then there are some reports that go back and forth, but it's all within the same environment. Everything like we talked about, right? But then we're still on the road map. We do have some things in place to, you know in plans to make those integration stronger, right? And just more seamless, right? Absolutely not I I would just add to that that the integration capabilities. Today I think for us or are a big differentiator, the ability to be able to share all the dimensional information, all the transactional information, whether you're an analyst looking at some real detailed operational data or you're planning for your cost center, or you're in the Accounting Department and you're trying to close the books everybody is reading from the same sheet of music. It's so much. Different than the legacy systems were. Many times you're just trying to figure out what are the differences between these two systems, whereas with work day we've largely solved that problem. And as you mentioned Chris, these tightness of the integration is just going to get better and better overtime. Great great thanks Joe um, so the next one we have here we get this one a lot. So are there any prebuilt dashboards that are available within work day? So work day does provide what I would call a standard reporting framework an within that framework. Reports are very easy to create, so you can create reports, dashboard, scorecards. We also do have just introduced and we're very excited about our people analytics application which is a prebuilt. HR Analytics application leveraging augmented analytics so it take delivered application. It's something that we can stand up in a couple of weeks from an implementation perspective is very fast. Time to value an. What it does is it essentially saves a whole bunch of analyst. I'm trying to figure out where the anomalies in the data so its surface is up that data to you provides it in a really easy to view dashboard and then also leveraging natural language generation creates the explanation as to what is going on with your organization. So that's something that we're very, very excited about. We just introduced that recently. So if you are interested in people Analytics, that's something we're very happy to talk to you about. Great great. And so we got one more for you. Just so, um, if I prepare my periodic business and my flash reports or or something like that in PowerPoint, How do I do that with work day? Yeah, so there's a couple different ways to do that. Chris, one might be leveraging slides, so for work they customers that were at work day rising a couple years ago, we announced that we were going to be creating something called live pages, so we've changed that to the name of that is slides an what that really is an on line presentation viewer that allows customers to grab snippets of reports and charts, be able to populate slides with that. It's just a nice way for you to be able to be still within work day, right? So within that same secure environment, but then have more of that live presentation view as you're starting to think about how you want to start to compile some of this information, whether it's for senior leadership or a board book or something like that. The other option is office connect, which is a way for us to. Connect via Microsoft Office. So Excel, PowerPoint and word an through API calls. We have the ability to be able to refresh those, whether their reports in Excel or PowerPoint decks refresh those documents with live data connected to the system. So that's a really nice way for you to sort of have the best of both worlds from a reporting perspective, 'cause you can have that pixel perfect reporting that you're probably used to in Excel and PowerPoint. But then you also have that connectivity. So instead of having to maybe copy and paste a whole bunch of things from several different systems into Excel and then using a bunch of some ifs and Vlookups and things like that, and then copying that back into power point, and then maybe forgetting what you copying have to recopy it all again. That all kind of goes away with office connect, so that's a really nice elegant way for us to be able to sort of have that end state where you want to be able to present some of that information to whether it's senior leadership or other stakeholders. Awesome yeah I you know we're super excited about office connect. Super excited about slides so it's really great to just see that stuff gaining momentum and just to just see and hear about some of those use cases like flash reporting and any of that executive type of reporting or management reporting you might be doing in PowerPoint today. So awesome, Joe, thank you so much for inviting us with your expertise. As always, Joe will have you stick around for this open Q&A that's about to start in just a minute. But really, before we read out some of the questions asked throughout the session, we really want to reiterate just these three unique value drivers that work day planning analytics provides. First one, is it secure? 2nd it's powerful and 3rd. It's complete. And don't forget that all of this is within the context of where you transact, where you manage your workforce and where you do all of your work on a daily basis. So with that I am going to open up the Q&A. We have the chat box, so we're going to take a look at a couple of those in there and what I will do is read those out and then we'll have Joe. If Crowley wants to jump in and answer it, but I think we'll start with you, Joe. So I'm going to take a look at what we have opened here. So the first one. Yeah, I think I think you could handle this one. We have a question. Are there any connectors to to directly work with legacy systems or mainframes or anything like that? Yes, and I realized I was just typing out the answer, so I might as well just tell everyone. So yeah, what we can do from that perspective is we can leverage integration as a service providers. So something like a snaplogic, Dell Boomi, Jitterbit, Mulesoft etc and connect to those legacy systems where whether it's Odbc, JDBC etc. And then from there what we have as a component of prism is the prism data API. Which allows us to work with those integration as a service providers and then bring that information directly into prism, and so that's a nice way, especially if you already have an integration as a service provider setup, we can just leverage that and basically fork the integration. So if it's already may be going into a data warehouse or something like that, we can also have it point to prism and then have the data refresh from that perspective. Certainly another way quick and dirty would be maybe just setting up an FTP and having that runner schedule as well, so that's another way to be able to. Grab data from other systems and bring it in from an integration perspective. Got it, thanks Joe. So another one that I think you shouldn't have trouble with here. So we have a question around the credit score. There was one of the external data points that Crosley had used to segment customer by. The question really is for those credit scores, is Prism Analytics the only way to bring in external or non work day data into adaptive so such as pointing it to like a SQL database or something like that? So now, uhm, I would say that for data that you need for analytics purposes throughout your organization. So think of non planners line of business leaders, people, managers, cost center managers etc. There I would say you want to leverage prism because then we would bring all that information together. We can distribute it out using reporting and dashboard and capabilities within work day. That's the system that people are going to anyway, whether it's from an HR financial transaction, system of record perspectives, or there already there. If though you needed some external data for planning purposes only. Then adaptive does have worked out after planning does have a. Um open integration framework that allows us. We talked about seamlessly bringing data from HTM, financials and prism over to build a plan. A budget of forecast. That's something that's productize integration, but there are other integrations that we can configure as part of the implementation for non work day data as well. If you do need it just for planning purposes, that could be something that's an integration. Tasks that set up as part of the implementation. You can also very, very simply upload a CSV file or something like that and have that be scheduled to run outta cadence. So there are other ways to accomplish that, so it's just a matter of understanding that non work day data. Do we need it for analytics? Do we need it for planning? Do we need it for both right? And so answering some of those questions will help determine the best way that we would want to bring that data in. Got it, thanks Joe. So any other questions out there please feel free to submit to the chat box. I think we answered a bunch of them throughout the session. We had one around the credit risk, so wondering whether that was part of the AR functionality or whether it was external data. Joe responded here that's brought in from external data through prism analytics like he one of the mediums by which he was just talking about that. You can do that and we join the credit risk data to the customer record for reporting and analytics and to create. Calculations like risk weighted collection in a high, medium, low range for example. Yeah, now went to Chris just just because I probably should have included this as part of my answer directly to the question. You know there is capability within Rar functionality to have that credit risk score available so you can attach that to the customer record which you get. In addition by bringing all that information together in prism, is the capability to create those calculations and have those flow through as part of your analysis. So as you're building out. Your reports and dashboards you know that risk weighted credit score trying to determine the high, low, medium collection probabilities and things like that. That's all where we're leveraging prison for that piece of it. Just just bringing in the score itself is something that is available within the native work day, our functionality. Right, right, and so prism is present used for the external datasets, but more so for the transformation that joins right? And all of that type of calculations like the light weight of calculations, mag aggregations you can do right, and then obviously like we talked about the high volumes right? You could pretty much have almost any volume of data that comes into prism, so if it's real granular unaggregated up need to clean it up. Need to do any type of data manipulation. That's what prisms power is, right? Exactly, Yep. OK, awesome, we have another question here around and we get this one too. So can they integrate power BI tableau? How is that different? Yeah, so I would say you know many of our customers if not all of our certainly our large customers have some sort of by tool and place. Whether it's power, BI or tableau, or click or domo or something like that. And I would say what? What we're doing with work day that I think is very different than those tools is. We are not looking to replace an enterprise data warehouse or a corporate data Lake that maybe has power BI or tableau sitting on top of it. What we are looking to do is to create a Department TLE data hub for HR and finance that can be managed by the business and so instead of having a report request come in and you have to wait in the IT queue for the report, you know that's something that can be managed by. Maybe it's the HR Analytics team, or maybe it's the FP and A team. So many of the capabilities that exist within tableau and power BI. We just showed you today. Crazy showed you a demonstration that we have that capability. It's really though the ownership of the analytics is something that we're putting into the hands of the business instead of relying on it. So we're happy to have for the conversations about that. If you're if you're interested. Perfect. Um, another one joke for a data size. So is there any limit on the data size for their reports? So. As far as overall data, there is no limit into the amounts and types of data, uhm? Whether you're talking about number of columns or number of records, whether it's hundreds of millions or billions of rows of data, we have customers that are bringing in our one customer interactions, which is based not too far from me in Franklin Mass. They have a 1.4 billion road data set, and they're bringing in 3,000,000 records a day for daily flash revenue reporting. So certainly the amount and type of data not limited there at all. I will say that on the reports themselves, yes there is a limit in terms of. Row size on the reports. I think it's 50,000 rows. Uhm is the limit, but that's really something from a reporting perspective that we could certainly handle through drilling in the details and things like that. And very rarely are going to be looking at a report with with 50,000 rows on it. But in terms of. Number of records of data within work day. There is no limit there at all. Awesome, and that's where prisms all about right? So we can store all that data, but it's just those reports reports which makes sense to me. Write some of those standing report for the most part, you're not really going to look at something with more than 50,000 rows, for example. OK cool, I'm so I think that's all the questions we had here. Uhm, you know, thank you Joe so much. Thank you crazy so much. You guys are awesome just so everyone on the session is where we have these other. Looking forward with work day webinar webinars coming up. So please attend these if you can. If you're interested in any of these upcoming webinars, we have one on the 31st, 7th, the 9th, 21st, 23rd and 28th. We people asked for more so we're giving you more and we are. Covering Whole bunch of different solutions are whole bunch of different users and customer base is right and so different types of different parts of the organization with different different solutions. So really excited about all of that. You can't say thank you enough to everyone. We really appreciate you taking the time again. Please stay safe and healthy. Hopefully everyone get through these difficult times. A OK, so really appreciate it. Thanks Joan Crosley. Thank you so much for attending and please reach out with questions and reach out to your sales reps in CS. EMS. Have a great day and thanks again. Awesome, awesome creature of guys. Thanks Derek. Thank you Crowley. Thanks Joe. Thanks Chris, thanks everyone. Everyone's that was great. Have a good rest of your day. You have a good day everyone.
For finance leaders, becoming a better business partner means delivering fresh insights and dynamically adapting plans as business conditions change; Something that continues to prove difficult with legacy BI & EPM solutions. In this webinar, we'll show you how finance teams can use Workday Prism Analytics and Workday Adaptive Planning in tandem to perform next generation revenue planning & analysis in Workday. In this session, learn how to dig into granular operational and financial data and run what-if scenarios to uncover new insights and make better business decisions, all within Workday's Power of One.