Active Planning for Business Agility & Success using Adaptive - - PowerPoint PPT Presentation

Active Planning for Business Agility & Success

using Adaptive Insights & Workday

Speakers

Matt Palmer Regional Director Kainos Garth Lumb Vice President IntuitiveTEK Matthew Cowan FP&A Manager Snap Finance

Kainos & Workday

Workday partner

Full service Workday partner since 2011

Smart

Only automated testing tool for Workday, launched 2014

600+ Workday certifications Workday Customer #580

HCM, Financials, Recruitment Workday experts – developers, consultants, product leads

Adaptive Insights

Largest partner globally

We’re all-in on Workday – Kainos is a leading provider

• f Workday services and test automation

Are you…

using manual spreadsheets and processes on a number of legacy systems? spending time compiling numbers from various business departments? fully trusting of your budgeting, modelling or forecasting to drive results?

Agility is key to business success

GLOBAL COMPETITION DATA EXPLOSION BUSINESS UNCERTAINTY CHANGING REGULATIONS

Today’s reality: static planning

Sales Marketing Finance Operations HR R&D

Active Planning: A new model for agility

Collaborative Comprehensive Continuous

Broad cross-functional participation and visibility High-fidelity visibility into every level of every

• perational function

Ongoing measurement and decision-making and fine-tuning

Active Planning: A new model for agility

Collaborative Comprehensive Continuous Active Planning Process Easy

Easy to use by everyone

Powerful

Model & analyze entire business

Fast

Iterate and update quickly with rapid time to value

Solution Requirement

Planning Platform for Everybody

Adaptive Insights Business Planning Cloud

Finance IT Operations Marketing HR Sales

Finance IT Operations Marketing HR Sales

Financial Planning

Planning, Budgeting & Forecasting Profitability modeling Scenario planning Strategic planning Financial and management reporting

Sales Planning

Territory Account segmentation Quota Capacity Sales forecasting

Marketing Planning

Campaigns and programs Trade promotions Scenario planning Pricing optimization Brand investment

Workforce Planning

Headcount & cost Skills capacity plans Talent requisition Compensation plans Retention programs

Operational Planning

Demand Forecasting Production planning and unit costs Call center volumes Foot traffic, store unit economics Grant and student planning

IT Planning

Project planning Data center capacity Hardware, software CapEx & investment Upgrade and maintenance

Plan, execute & analyse with the Power of One

Enabling success for 4,900+ customers

Demo

Matthew Cowen FP&A Manager

Snap Finance

• Largest Privately-Held Tertiary Finance Company in US
• Caters to ~30% of Americans who have undeveloped or

imperfect credit

• Thousands of merchant partners across all 50 states
• 3 Offices – Salt Lake City, UT; Santa Cruz, CA; Costa Rica
• Founded in 2012
• Adopted Adaptive Insights in May 2019

Challenges

RESOURCE LIMITATIONS Small Finance Team Limited Dedicated Tech Resources Small Budget for Software BUDGET REPORTING Limited Drill-Down Capacity Scenario Planning Impossible Frequent Reporting Errors

1

MANUAL BUDGET CONSOLIDATION ”Excel Hell” Trouble with Version Control Slow Processing Time

2 3

Value Added with Adaptive Insights

Before Adaptive Insights After Adaptive Insights Consolidation took hours Instantaneous Consolidation Limited Reporting Reporting in a Flash Version Latency Strong Version Control Limited Drill-Down Highly Detailed Drill-Down

Measurable Benefits

90%+ Reduction in Errors Increase in Department Engagement in Budget Process 17 Budget Scenarios Created (12 COVID-Specific Scenarios) Consolidation Cycle Time Eliminated (3-5 Hrs/ Consolidation) 28 Live Reports for Analysis

Q&A

Get In Touch

W: kainosworksmart.com E: workdayinfo@kainos.com

Find out more at kainosworksmart.com or intuitive-tek.com

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