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Workday Adaptive Planning

The enterprise planning cloud for a changing world.

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Overview

Workday Adaptive Planning is a comprehensive business planning and forecasting platform. While primarily focused on financial planning and analysis (FP&A), it offers robust solutions for sales planning. It allows sales and finance teams to collaborate on forecasts, model different scenarios, and align sales plans with corporate financial goals using AI-driven forecasting.

✨ Key Features

  • Financial Planning and Analysis (FP&A)
  • Workforce Planning
  • Sales Planning and Forecasting
  • Modeling and Analytics
  • Reporting and Dashboards

🎯 Key Differentiators

  • Ease of use and fast implementation compared to other enterprise EPMs.
  • Elastic Hypercube Technology for powerful modeling.
  • Seamless integration with the broader Workday ecosystem (HCM, Financials).

Unique Value: Workday Adaptive Planning provides a flexible, scalable, and easy-to-use platform that empowers organizations to plan collaboratively and make faster, more informed decisions.

🎯 Use Cases (4)

Financial Planning and Analysis (FP&A) Sales Forecasting and Performance Management Workforce Planning Operational Planning

✅ Best For

  • Creating collaborative, company-wide plans that link sales, finance, and HR.
  • Generating baseline forecasts using AI to analyze historical data.
  • Modeling the financial impact of different sales strategies and compensation plans.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Teams needing a CRM or sales engagement tool.
  • Organizations looking for real-time conversation intelligence.

🏆 Alternatives

Anaplan Planful Oracle EPM Cloud

It is generally considered more user-friendly and quicker to deploy than traditional EPM solutions like Oracle Hyperion or SAP BPC. Its tight integration with Workday's core applications is a key advantage for existing Workday customers.

💻 Platforms

Web API

🔌 Integrations

Workday (native) Salesforce NetSuite Microsoft Dynamics Other ERPs and CRMs via connectors

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Custom tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing
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