Take the Professional Services Optimization Quiz!

Professional services organizations that are attentive to the needs of their people, committed to building resilience, and able to derive meaningful insights from their data will be more prepared to anticipate and respond to market shifts. They will be better positioned to design innovative solutions and deliver measurable outcomes faster and more efficiently than their competition.

To accomplish this, you need a solution that enables collaboration across finance, HR, and service delivery with strategic planning capabilities for ad hoc, annual, or long-range planning. And decision-makers can view accurate and timely planning, financial, and employee data—from any source—in one place for real-time visibility and decision-making.

Take the Professional Services Optimization Quiz to establish what kind of buyer you are, and we’ll instantly deliver the most helpful content so you can achieve your strategic and operational goals.

1. When it comes to improving your professional services organization, what’s top of mind?

We want to improve our strategic planning We want to improve our business agility We want to move beyond our legacy ERP

2. What’s your biggest current limitation with your organization’s operations?

Challenges with delivering projects on time and budget Inability to forecast how multiple scenarios impact our cash flow Inability to consolidate and close financial statements quickly

3. What’s a critical operational challenge with your current technology? We need to:

Empower finance tracking in real time Integrate transactions into a centralized system Make forecasting and variance analysis easier

4. What is your main goal in achieving clear visibility across HR, finance, and service delivery?

Being able to continuously plan and forecast Improving our resource optimization Reducing our risk with real-time planning and data modeling

5. What’s a benefit you could realize with a cloud-based professional services platform?

Building accurate quotes leading to accurate project staffing Visibility of upcoming projects and the needed skills Real-time visibility into budget vs. actuals

6. What is your leading concern about your legacy technology? We need to:

Accelerate our timelines to meet customer demands Provide rich business insights and management reporting Access information by geography, practice, and account to increase our profitability

7. When evaluating a professional services automation solution, what’s the desired business outcome?

Reduce organizational complexity and operational costs Drive better decision-making across teams Improve our forecasting/planning for projects and financial results

8. What are the likely consequences for your organization if you maintain the status quo?

We won’t be able to improve our planning and staffing capabilities We won’t be able to plan and staff projects adequately Our financial growth will be hindered by an inability to scale

9. What would you most appreciate in a provider of professional services solutions? One who helps us:

Make better decisions with financial, people, and projects data in one platform Optimize service delivery, HR, and financial resources Adapt quickly to adopt new business and service delivery models

10.Which topics would you like to learn more about from a Workday representative?

How our professional services organization compares with our competitors How top professional services firms are preparing for the future How to implement a cloud-based real-time management solution