What’s Your Financial Planning and Analytics Posture?

Organizations across industries are upgrading their financial planning solutions—and with good reason. Spreadsheets and legacy on-premises systems no longer cut it. To succeed in today’s rapidly changing world, companies need full visibility into their business, strategic insights driven by real-time data, and the ability to act fast. As a result, they’re moving planning to the cloud to achieve the kind of data-driven agility necessary to think quickly, move first, and act with the confidence that comes from making decisions based on insights, not instinct.

Take the Modern Financial Planning and Analytics Quiz to establish what kind of buyer you are, and we’ll instantly deliver the most helpful content, so you can achieve your financial planning and analytics goals.

1. What do you consider necessary to improve your financial planning?

We need to modernize our planning so our organization can be more agile and act faster We need a modern planning alternative to our legacy enterprise performance management We need a financial planning solution that will enhance our business agility

2. What is your biggest FP&A challenge?

Our legacy application’s fragmented architecture makes it costly to deploy, maintain, and upgrade Our planning is limited, infrequent, and focused on the rearview mirror Our current planning processes are reactive, methodical, and linear

3. Why is improving FP&A important to your organization?

We want our data to deliver the agility our organization needs We want to realize the advantages of cloud-based planning, budgeting, and forecasting We can’t provide actionable insights and drive timely course correction

4. What would be the biggest business benefit of a cloud-based FP&A solution? The ability to:

Continually reprioritize strategic activity in response to new events Build data-rich reports for modeling complex scenarios Scale and adapt to rapid data growth

5. What is a prominent FP&A goal for your organization? Being able to:

Continuously monitor financial goals, metrics, and milestones for existing priorities Use FP&A to accelerate our business processes Forecast and budget using current data

6. What do you wish your current financial planning system could do?

Empower us to take action rapidly with real-time data Automatically integrate data with on-premises ERP systems Provide a single source of truth

7. What’s an advantage you’d like to achieve with a cloud-based platform?

Modeling scenarios quickly and easily Making data-based decisions faster Providing a framework for smarter company-wide decision-making

8. What would you most appreciate in a provider of FP&A solutions?

A cloud-based FP&A solution that enables us to plan continuously A scalable and adaptive technology platform A proven cloud alternative to legacy on-premises applications

9. What are the likely consequences for your organization if you don’t improve your FP&A?

We will waste time and money maintaining an on-premises solution We won’t be able to make accurate, data-based decisions quickly We won’t have the type of data-driven agility needed to act with confidence

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

How we can switch to modern planning, budgeting, and forecasting capabilities How we can analyze at scale, deliver insights faster, and automate manual finance tasks What steps we need to take before selecting a modern financial planning solution