Technology

Technology

Technology providers are facing regulatory changes, cost of compliance, macroeconomic challenges, a dynamic workforce, and more competition. Focussing on productivity v costs ratio to drive business growth? View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for software and technology companies, including B2B subscription waterfalls, B2C lead conversion and cohorts, as well as hiring and OPEX.

Subscription waterfalls for the software and technology industry. Forecast new and renewal ACV/ARR, retention, and churn by segment.

Workforce planning for the technology industry. Budget and reconcile head-count plans to manage a growing workforce.

Sales rep productivity for the technology industry. Model sales rep capacity, plan quota coverage, and carve territories.

Cohort modeling for the technology and media industries. Model B2B and B2C subscriber cohorts, retention, lead conversion, and contract ramping.

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With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Nonprofit

Nonprofit

Not for Profit Organisations focussed on Planning Optimisation experience challenges with Workforce Planning, Revenue/Funding, Program expenses, Fund Raising and Scenario Planning. View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for nonprofit organizations, including forecasting multi-year grants, program expense budgeting, and personnel planning.

Grant planning for nonprofits. Create grant-level funding and spending plans for restricted and unrestricted donations. Generate visibility into income and expenses over the life of a grant.

Program expense budgeting for nonprofits. Plan direct costs, and allocate head count and overhead across funds, programs, and locations. Give budget owners access to data with drill-down capabilities.

Staff and personnel planning for nonprofits. Plan head count as well as salary, benefits, taxes, and other employee-related costs across programs. Integrate HR and payroll systems to pull in employee data and utilize multiple fringe rate assumptions.

Membership and events modeling for nonprofits. Forecast membership fees, event ticketing, services offerings, and other revenue-generating activities.

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Manufacturing

Manufacturing

Manufacturing & CPG companies continue to invest in technology, R&D, and innovation to streamline operations and maintain a competitive advantage. Sales Forecasting and Workforce Planning are key to budgeting and profitability. View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for the manufacturing industry, including driver-based revenue by product and sales rep, and detailed bill of materials and costing.

Bill of materials/inventory planning for the manufacturing industry. Build detailed component lists to plan standard costs, manage inventory turnover, and forecast cash flow.

Revenue and expense target setting for the manufacturing industry. See how to set top-down revenue and expense targets and build detailed operational budgets and workforce plans to achieve them.

Product revenue and profitability planning for the manufacturing industry. Plan product revenues as well as both direct and allocated costs to forecast margins by category.

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Insurance

Insurance

Insurance organisations are facing regulatory, multiple market and margin challenges, customers want more control and the industry is looking for customising their experience. Integrating data to improve the planning process is key. View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for the insurance industry, including claims and premiums forecasting, reinsurance rates, and product P&Ls.

Claims modeling for the insurance industry. Forecast cost per claim, time to settlement, and frequency across categories (such as auto, health, home, and life).

Premiums forecasting for the insurance industry. Model gross and net written premiums, and revenue per policyholder across plans and categories and across insurance type.

Product and branch profitability for the insurance industry. Plan revenues and direct costs by product and branch, and allocate personnel and overhead to analyse expense and loss ratios by segment or location.

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Healthcare

Healthcare

Healthcare continues to grow, shifting towards value-based care, their focus is on cost controls and information security, forecasting revenue and costs is critical to the allocation of capital and personnel. View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for acute care providers (hospitals), including adjusting top-down drivers, such as patient days and bed utilization, and comparing them against detailed bottoms-up staffing and job-level plans.

Net revenue modeling for the healthcare industry. Plan gross patient revenue, contractual allowances, charity care, reimbursement across service lines, patient types, and payers.

Physician practices modeling for the healthcare industry. Plan visits, relative value units (RVUs), salaries, and revenue across locations and providers.

Staff and workforce planning for the healthcare industry. See how to plan FTEs, retention, and turnover, as well as compensation, benefits, taxes, and other costs for salaried and hourly workers. Integrate HR and payroll systems to pull in employee data and utilize multiple fringe-rate assumptions.

Cost of living adjustments (COLA) for the healthcare industry. Run what-if scenarios around COLA and other expense assumptions to assess the impact on budgets.

Forecast vs. actuals data integration for the healthcare industry. See how to compare budgets to actual results and drill back into transactional data in financial and HR systems.

Major volumes and units of service forecasting for the healthcare industry. See how acute-care providers, physician practices, and skilled nursing facilities can plan admissions, patient days, visits, cases, RVUs, and occupancy rates.

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Business & Professional Services

Business & Professional Services

Professional Services see trends across Increasing Margins, Revenue Growth, Talent Acquisition and Retention and Digital Transformation. Focussing on productivity v costs ratio to drive business growth? View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for professional and business services companies to forecast service engagements and contracts, as well as plan staffing and utilization rates.

Capacity and utilization modeling for professional and business services companies. Plan staffing, billable hours, and utilization by project, role, and region, and allocate them across projects.

Portfolio and account profitability for professional and business services companies. Segment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.

Project planning for professional and business services companies. Forecast billable hours and revenue by project or customer. Track backlog, overrun, and percentage completion.

Sales pipeline forecasting for professional and business services companies. Track leads and opportunities to roll up weighted pipeline forecasts for revenue projections.

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008


Financial Services

Financial Services

Financial Services providers are facing challenges with low rates, customer loyalty, innovation, online presence and functionality. Automation, Insights and Driver Based Planning are key. View the short presentations below to assist with your Planning Optimisation journey.

Scenario planning for banks and asset managers to plan and forecast net interest income/expenses, as well as advisory fees and assets under management.

Balance sheet planning for the banking industry. Build loan portfolio runoffs, including principal, prepayment, interest, deposits, and fees, as well as new origination/deposit models so you can forecast a comprehensive balance sheet, income statement, and cashflow.

Non-interest expense budgeting for the banking industry. Plan for non-interest expense items such as salary, benefits, taxes, and facilities costs.

Product and branch profitability for the banking industry. Plan revenues and direct costs by product and branch. Allocate personnel and overhead to create product and branch P&Ls.

Assets under management (AUM) for the financial services industry. Wealth management companies can plan AUM and advisory fees.

Credit union membership for the banking industry. Forecast member adds, retention, and fees, as well as instrument-level details (such as credit cards, car loans, and mortgages).

Personalised Online Demo

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without manual spreadsheets or clunky legacy systems.

Get in touch via the form below to discuss your organisation’s challenges and learn how we can work together to help you gain business agility in a fast-moving world.

Workday Adaptive Planning Video Series
[See Demos for Other Industries]

Get in Touch

To learn more please call us on:

AU: +61 2 8067 8589
NZ: +64 9 283 0669

Alternatively, please use the contact form and we’ll be in touch.

Our Offices:

Level 24 | Three International Towers,
300 Barangaroo Avenue, Sydney, NSW 2000, Australia

Level 23 | Collins Square Tower Five,
727 Collins Street, Melbourne VIC 3008