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AND THE


FINANCE INDUSTRY

Read on to discover how Workday can elevate your experience with strategic
insights and efficiency, revolutionizing the finance industry.


EXPLORE MORE



THE WORKDAY ADVANTAGE:


BANKING ON BRILLIANCE

Discover how Workday is your ultimate financial ally, depositing innovative
features that amplify collaboration and streamline processes.

Explore the core features of Workday that empower finance professionals.


READ MORE



NAVIGATING FINANCIAL RAPIDS:


DODGING DIME-A-DOZEN CHALLENGES

Discover how Workday is your ultimate financial ally, depositing innovative
features that amplify collaboration and streamline processes.

Explore the core features of Workday that empower finance professionals.Sail
through common financial challenges as Workday's solutions become your financial
lifebuoy, rescuing you from the treacherous seas of uncertainty.


READ MORE



UNLOCKING PEAK PRODUCTIVITY:


WORKDAY'S PRODUCTIVE POWERHOUSE

Uncover the secrets to maximizing Workday for all it's worth, cultivating
productivity that pays dividends in time savings and streamlined workflows.

Discover time-saving tips and techniques to streamline financial workflows.


READ MORE



STRATEGIC AI & ML INSIGHTS JACKPOT:


WHERE DATA BECOMES YOUR GOLDEN GOOSE

Turn data into a treasure trove of insights with Workday's AI & ML powered
analytics, making informed decisions that transform your financial future.

Harness data-driven insights to make informed strategic decisions.


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INNOVATION IN FINANCE:


WORKDAY'S GOLD RUSH

Join the innovation frenzy as Workday leads the charge in prospecting the latest
financial technologies and trends shaping the future of finance.

Learn about cutting-edge technologies and trends shaping the future of finance.


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SHOW ME THE MONEY:


CASE STUDIES AND SUCCESS STORIES

Celebrate the moments of triumph as we present real-world success stories,
illustrating how organizations have struck gold and hit the jackpot by
revolutionizing their finance operations with the transformative power of
Workday.

Extract valuable lessons and inspiration from their success stories.


READ MORE


Explore
Sales Play

Customer
Spotlight

Buyer
Personas


EXPLORE

INDUSTRY CHALLENGES WITH BILLABLE ALLOCATIONS AND RECOVERY

INCREASING REGULATORY DEMANDS

BOTH BANKING AND INVESTMENT

BACK TO EXPLORE

CUSTOMER SPOTLIGHT

Cushman Wakefield bills clients for building services, at over 7 million
transactions per year worth over $1.5 billion in revenue.

Previously, manual work involved in tracking billable services led to errors on
invoices to customers and significant employee time to correct invoices and
ensure financial statements were accurate.

With Workday Extend, Cushman Wakefield develop an app to reclassify journal
entries within Workday, reducing manual data entry and creating a more efficient
process.

LEARN MORE

BUYER PERSONAS

Please click to see the details

CONTROLLERSHIP / ACCOUNTING
CAO / CONTROLLER

LEARN MORE

REIMBURSEMENT /
EXPENSE COORDINATOR

LEARN MORE

INFORMATION TECHNOLOGY
CIO / CTO

LEARN MORE

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CUSTOMER SPOTLIGHT

 * Cushman Wakefield bills clients for building services, at over 7 million
   transactions per year worth over $1.5 billion in revenue.
 * Previously, manual work involved in tracking billable services led to errors
   on invoices to customers and significant employee time to correct invoices
   and ensure financial statements were accurate.
 * With Workday Extend, Cushman Wakefield develop an app to reclassify journal
   entries within Workday, reducing manual data entry and creating a more
   efficient process.

GALLERY DESCRIPTION

BACK TO SALES PLAY DASHBOARD

CONTROLLERSHIP / ACCOUNTING
CAO / CONTROLLER

WHAT THEY CARE ABOUT
PAIN POINTS

 * Compliance risks related to misallocating and billing expenses
 * Time to recover outstanding payables
 * Reliance on manual effort

HOW WE CAN HELP
WORKDAY USE CASES

 * Increase transparency in the process for better auditability and compliance
   support
 * Decrease working capital investment and redeploy cash in more advantageous
   ways

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * Impact this has on cash flow and capital management?
 * How manual is your existing process? do you use a vendor solution?
 * Does your existing process break down and cause manual effort or misbilling?
 * What is your cadence of billing today and what would be ideal?

BACK TO SALES PLAY DASHBOARD

REIMBURSEMENT / EXPENSE COORDINATOR

WHAT THEY CARE ABOUT
PAIN POINTS

 * Driving accuracy for high visibility process
 * Ensuring expenses are properly assigned and allocated
 * Satisfying multiple constituents (PMs)

HOW WE CAN HELP
WORKDAY USE CASES

 * Increase transparency of expense methodology to fund controllers
 * Better ability to manage and track the entire process
 * Automate the process to decrease time spent and increase productivity

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * Number of funds managed is a great way to quantify the business size and
   complexity of the problem
 * Any exceptions that need to be managed within the process
 * Understand supporting systems that provide inputs to allocations

BACK TO SALES PLAY DASHBOARD

INFORMATION TECHNOLOGY
CIO/CTO

WHAT THEY CARE ABOUT
PAIN POINTS

 * Integrating applicable systems and ongoing maintenance
 * What expertise is required from them? What do support models look like for
   companies like us

HOW WE CAN HELP
WORKDAY USE CASES

 * Wide variety of 3rd party application support options
 * A systems that empowers business users and decreases IT pressure

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * How involved is IT in the process, if at all?
 * What systems are in play?
 * Current integration strategy?

BACK TO EXPLORE

CUSTOMER SPOTLIGHT

Reorganized Controllership, FP& A & LOB Operating Model and achieved a
centralized finance functions

Automated 40% of SOX Controls

Consolidated 18,00 Cost Centers down to 1,300

LEARN MORE

BUYER PERSONAS

Please click to see the details

CONTROLLERSHIP / ACCOUNTING
CAO / CONTROLLER

LEARN MORE

REIMBURSEMENT /
EXPENSE COORDINATOR

LEARN MORE

INFORMATION TECHNOLOGY
CIO / CTO

LEARN MORE

BACK TO SALES PLAY DASHBOARD

CUSTOMER SPOTLIGHT

 * Reorganized Controllership, FP& A & LOB Operating Model and achieved a
   centralized finance functions
 * Automated 40% of SOX Controls
 * Consolidated 18,00 Cost Centers down to 1,300

GALLERY DESCRIPTION

BACK TO SALES PLAY DASHBOARD

CONTROLLERSHIP / ACCOUNTING
CAO / CONTROLLER

WHAT THEY CARE ABOUT
PAIN POINTS

 * How non-chartfields can be added/kept on accounting transactions to support
   reporting
 * Data movements between financial systems (GL & last mile)

HOW WE CAN HELP
WORKDAY USE CASES

 * Data lineage from GL balances into operational systems
 * User defined/editable calculations to ensure adherence to processes
 * Predefined integrations between GL and downstream systems

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * Understand the different sources used to meet reg reporting requirements
 * Specific challenges with timing of data availability and reconciliations
 * Track material changes to their internal and external audit (MTM) support
   costs.

BACK TO SALES PLAY DASHBOARD

REIMBURSEMENT / EXPENSE COORDINATOR

WHAT THEY CARE ABOUT
PAIN POINTS

 * Availability of drill through to transactional data
 * Standard metrics

HOW WE CAN HELP
WORKDAY USE CASES

 * Data lineage from GL balances into operational systems
 * User defined/editable calculations to ensure adherence to processes
 * Linking reporting tools to MS Office products to standardize reports

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * N/A

BACK TO SALES PLAY DASHBOARD

INFORMATION TECHNOLOGY
CIO/CTO

WHAT THEY CARE ABOUT
PAIN POINTS

 * Pre-delivered integrations to downstream/last mile reporting systems
 * Data latency

HOW WE CAN HELP
WORKDAY USE CASES

 * Pre Delivered connectors
 * High volume extract capabilities
 * APIs between GL and data lakes/repositories

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * Understand the different sources used to meet reg reporting requirements
 * Specific challenges with timing of data availability and reconciliations

BACK TO EXPLORE

CUSTOMER SPOTLIGHT

BUYER PERSONAS

Please click to see the details

CHRO
CHRO

LEARN MORE

BACK TO SALES PLAY DASHBOARD

CHRO
CHRO

WHAT THEY CARE ABOUT
PAIN POINTS

 * In the face of intense industry competition for top talent, it must build a
   compelling value proposition aligned to employee sentiment in order to
   attract and retain talent
 * Banking and Investment Management is highly regulated; risk management &
   compliance are onerous; ESG & DEI imperatives require reliable, flexible and
   actionable analytics to avoid breaches, legal action and reputation risk

HOW WE CAN HELP
WORKDAY USE CASES

 * With real-time insights encompassing the entire employee life cycle from
   talent acquisition to employee retention, community banks can align
   employees' capabilities with its goals and to recognize contributions
   equitably.
 * Gain insight in workforce issues in advance, allowing management to prepare,
   take corrective action, and work with their teams on succession plans.
 * Reduce risk, audit effort and expense with role-based security and always on
   audit to ensure data is traceable and reporting robust.

WHERE TO DIG DEEPER
DISCOVERY QUESTIONS

 * Compare their cost of ownership to industry standard
 * Talent gaps and discuss how Workday attracts talents


GET READY TO


TURN FINANCIAL CHALLENGES INTO GOLDEN OPPORTUNITIES

With Workday's Midas touch, your company’s journey becomes a golden opportunity
to revolutionize the finance industry.

Seize this opportunity with further assistance and consultation.


CONTACT US

Next


THE WORKDAY ADVANTAGE:


BANKING ON BRILLIANCE


NAVIGATING FINANCIAL RAPIDS:


DODGING DIME-A-DOZEN CHALLENGES


UNLOCKING PEAK PRODUCTIVITY:


WORKDAY'S PRODUCTIVE POWERHOUSE


STRATEGIC AI & ML INSIGHTS JACKPOT:


WHERE DATA BECOMES YOUR GOLDEN GOOSE


INNOVATION IN FINANCE:


WORKDAY'S GOLD RUSH


SHOW ME THE MONEY:


CASE STUDIES AND SUCCESS STORIES


SALES PLAY 1:


ADDRESS INDUSTRY CHALLENGES WITH BILLABLE ALLOCATIONS AND RECOVERY


GET RADY


CONTACT US