Professional and Business Services
Deliver profitably and delight customers.
To grow your business, you need faster ways to work. Workday brings finance, HR, and professional services automation (PSA) into a unified system. So you can build for the future and move your business forward efficiently.
WHY CUSTOMERS CHOOSE US
"We chose Workday to be part of our transformative culture."
By integrating its data and streamlining workflows, Transurban has empowered its business for the next global growth cycle in Australia.
SOLUTION USE CASES
A use for every aspect of your organization.
To meet your unique demands as a professional services organization, you need a proven pathway to the cloud. With Workday, you benefit from the support you need to adapt, innovate, and scale—all while fast-tracking your move to the cloud.
Multidimensional Services Pricing and Quoting
HOLISTIC OPERATIONAL EXCELLENCE
Multidimensional services pricing and quoting.
Reduce project start-up time, reduce time-to-quote services, and improve bid effectiveness. With Workday, you can:
Effectively quote service offerings
Plan and allocate resources
Improve quote approval process
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Unified Solution
Embedded quoting function.
Replace spreadsheets and paper documents.
CRM integration.
Manage future resource needs across the organization.
Centralized system.
Manage projects and resource plans in one platform.
Ease of Quoting
SOW automation.
Eliminate tedious manual tasks.
Business process control.
Analyze and monitor key processes with ease.
Templated services offerings.
Increase quoting efficiency.
Multi-Dimensionality
Robust.
Quote across worker, rate, hours, and skills.
Flexible.
Plan according to timelines, phases, tasks, and milestones.
Bundling.
Price based on bundled products and services.
Intelligent Resource Management
HOLISTIC OPERATIONAL EXCELLENCE
Intelligent resource management.
Align top talent, automate project recommendations, and sync service delivery work with worker lifecycle processes. With Workday, you can:
Put the right people on the right projects
Increase project profits
Build the skills needed for the future
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Built-in Automation
Dynamic candidate workflow.
Speed up the recruiting process.
Simplified project setup.
Start projects faster.
Automated onboarding.
Provide a seamless experience.
End-to-End Talent Acquisition
Skills matching.
Align skills to business needs.
Internal and external sourcing.
Widen your talent pool.
Interview and candidate management.
Hire as a team.
Consumer-Grade Experience
Mobile-driven.
Allow candidates to search and apply for jobs from anywhere.
Configurable job applications.
Tailor the application to your needs.
Social media connectors.
Reach everyone’s network.
Informed Capacity and Demand Management
HOLISTIC OPERATIONAL EXCELLENCE
Informed capacity and demand management.
Improve time to staff and ramp-up resources, maximize project margins, and support staffing models to meet demand. With Workday, you can:
Model resourcing scenarios for incoming work
Effectively manage demand for resources
Improve people management against project pipeline
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Manage Capacity and Demand
Holistic view.
See current, backlog, and incoming projects.
Comprehensive forecasting.
Forecast resourcing across your enterprise.
Worker insight.
Understand work performed at the individual level.
Multi-Dimensional Resource Management
Centralized and decentralized management.
Meet service-line needs.
Hard and soft booking.
Resource opportunity projects in advance.
Resourcing alerts.
Trigger hiring or contracting to meet demand.
Client and Colleague Success
Financial analytics.
Assess project financial health.
Productivity monitoring.
Track worker utilization to reduce burnout.
Workforce planning.
Match hiring with career and business growth targets.
Real-Time Project Financial Performance
HOLISTIC OPERATIONAL EXCELLENCE
Real-time project financial performance.
Ensure on-time, on-budget project delivery, engage stakeholders to take action, and keep service line leadership informed. With Workday, you can:
Have visibility into how project changes could impact margins
Know the status of your projects
Forecast financial success across your projects
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Project Financial Reporting
Persona-driven dashboards.
Speed decision-making with profitability insights.
Unified data.
Enable real-time updates with single source data.
Project Planning for Performance
Real-time budget vs. actuals reporting.
Drive resource and revenue forecasting.
Project modeling.
Predict project performance based on historical data.
Management and KPI Reporting
Profitability analysis.
Gain insights across the entire project portfolio.
KPI scorecards.
Track project performance against business targets.
Optimized Utilization
HOLISTIC OPERATIONAL EXCELLENCE
Optimized utilization.
Reduce turnover, decrease “bench time,” and measure utilization-based performance. With Workday, you can
Maximize productivity for client work
Track employee resources against client needs
Manage timing of available resources with new projects
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Project Delivery Excellence
Resource tracking.
Ensure project work completes within budgets and timelines.
Historical project data.
Understand effort required using data from past projects.
Opportunity insights.
See where to allocate bench resources across your project portfolio.
Colleague Capacity Management
Workforce data.
See workforce availability and forecasts.
Productivity monitoring.
Track worker utilization to reduce burnout.
Utilization metrics.
Ensure targets are met at the individual worker level.
Company Performance
Service-line insight.
Measure service-line utilization against revenue targets.
Flexible plans.
Adjust hiring and contracting plans based on utilization.
Resource modeling.
Predict optimal future resource demand.
Automated Budgeting and Forecasting
HOLISTIC OPERATIONAL EXCELLENCE
Automated budgeting and forecasting.
Enable empirical data analysis for future project budgets, increase project performance against planned budget, and reduce manual variance analysis. With Workday, you can:
Easily measure budget vs. actuals throughout the project lifecycle
Model budget scenarios for project changes
Better manage project spend
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Optimal Planning
Unified system.
Use project data from PSA to model revenue scenarios.
Roll-up reporting.
View portfolio-level forecasts.
Streamlined processes.
Focus more on delivery excellence.
Predictable Profitability
Portfolio health insight.
Find opportunities to improve outcomes.
Real-time variance reports.
Increase service delivery accountability.
Stronger Project Management Control
Revenue insight.
Give project managers insight into spend and revenue.
Quality assurance.
Ensure higher SLA compliance against project budgets and timelines.
Comprehensive Services Financials
Service-Based Revenue Recognition
COMPREHENSIVE SERVICES FINANCIALS
Management reporting/KPIs.
Improve profitability, create confidence in data-driven decisions, and ensure on-time, on-budget project delivery. With Workday, you can:
Easily transform data into actionable insights
Ensure reports are accurate and complete
Tailor reporting to individual, unique roles
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Robust Reporting
Object data model.
Build reports with unlimited dimensionality.
Unified data.
Bring financial, workforce, and operational data together.
Drive Business via Insights
Reporting alerts.
Prompt leaders to take action.
Metrics and scorecards.
Track business performance.
Flexible Costing and Automated Billing
COMPREHENSIVE SERVICES FINANCIALS
Flexible costing and automated billing.
Enhance customer experience, improve billing accuracy, and efficiently manage project costs. With Workday, you can:
Manage various fee structures
Report on labor costing methodologies
Ensure billing is accurate and DSO is low
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Meet the Customer Where They Are
Customer-centric design.
Tailor experiences with bespoke invoicing and contracting functionality.
Strategic resourcing.
Meet client requirements
and financial business targets.
Scalability and Growth
Agility.
Support new billing and fee structures.
Robust.
Manage across a range of fee structures and project types.
Billing rate rule framework.
Support complex contractual terms.
Accurate, Rapid Billing and Invoicing
Single system.
Invoice faster and with greater accuracy.
Automate billing.
Ensure payments faster with fewer customer disputes.
Automated Intercompany and Transfer Pricing
COMPREHENSIVE SERVICES FINANCIALS
Automated intercompany and transfer pricing.
Support period close events with automated manual processes and quickly process intercompany events. With Workday, you can:
Effectively leverage global resources
Reconcile intercompany events
Automate recurring intercompany events
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Resource Sharing
Workforce planning.
Leverage resources across the enterprise to support delivery.
Global solutions.
Support onshore and offshore delivery models.
Automated Processing and Reporting
Streamlined.
Eliminate tedious manual processing tasks.
Holistic reporting.
Gain insights into eliminations, payables, receivables, and reconciliation.
Intercompany Finance
Seamless transactions.
Benefit from multi-currency enablement.
Real-time transfer price rate.
Calculate and price intercompany transactions.
Automated Compliance and Audit Support
COMPREHENSIVE SERVICES FINANCIALS
Automated compliance and audit support.
Ensure compliance controls and build detailed reporting. With Workday, you can:
Ensure segregation of duties policies are upheld
Improve visibility into control policy violations
Accurately track pricing transactions
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Risk Management
Always-on auditing.
Track all system activity at the worker level.
Security architecture.
Match permissions to your segregation of duties policies.
System alerts.
Get notified of policy conflicts.
Auditor Visibility
Auditor dashboard.
Answer questions with a centralized view of data.
Secure permissions.
Authorize auditor access in your ERP environment.
Materiality highlights.
Show auditors what areas to focus on.
Data Integrity
Transactional integrity.
Trust your financial events and transactions.
Single source of truth.
Deliver accurate finance, HR, and projects to auditors.
Rapid and Remote Close
COMPREHENSIVE SERVICES FINANCIALS
Rapid and remote close.
Deliver a faster time to close and reduce efforts around reconciliation. With Workday, you can:
Confidently close books remotely
Gain a holistic view of results across multiple sources
Automate processes to reduce time to close
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Leverage a Single System
Foundational data model.
Review activity in depth with a single source of truth.
Streamlined close tasks.
Spend more time analyzing results.
Automated processes.
Reduce manual intervention outside of Workday.
Reimagine Recon and Consolidation
Comprehensive financials.
Consolidate results across Workday and non-Workday companies.
Real-time at a glance.
View consolidated results any time.
Holistic insights.
Leverage real-time currency translations, intercompany eliminations, and retained earnings calculations.
Reduce Time to Close
Intuitive technology.
Leverage period close dashboard to drive close.
Configurable business processes.
Automate tasks, route approvals, and send reports.
In-memory accounting and reporting.
Close faster.
Management Reporting/KPIs
COMPREHENSIVE SERVICES FINANCIALS
Management reporting/KPIs.
Improve profitability, create confidence in data-driven decisions, and ensure on-time, on-budget project delivery. With Workday, you can:
Easily transform data into actionable insights
Ensure reports are accurate and complete
Tailor reporting to individual, unique roles
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Robust Reporting
Object data model.
Build reports with unlimited dimensionality.
Unified data.
Bring financial, workforce, and operational data together.
Drive Business via Insights
Reporting alerts.
Prompt leaders to take action.
Metrics and scorecards.
Track business performance.
Workforce for the Future of Services
Employee Engagement
WORKFORCE FOR THE FUTURE OF SERVICES
Employee engagement.
Improve employee retention, enhance adoption of performance and career management, and enable internal mobility. With Workday, you can:
Create an environment that enables for the retention of your most valuable workers
Empower your workforce through growth and development
Cultivate a sense of belonging
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Field-Level Feedback
Deep visibility.
Gain employee level insight into project and organization level management.
Improved employee retention.
Compare organization retention and feedback metrics to address changes.
People investment.
Drive new ways to incentivize the workforce.
Growth and Development
Opportunity graph.
Offer up clear career pathways.
Skills ontology.
Chart your career path based on skills.
Data-based recommendations.
Intelligently suggest upskilling roles and projects.
Engaging Worker Experience
Democratized opportunity.
Give everyone the chance to grow.
Career alignment.
Align client work with career journeys.
Active listening.
Develop employee-centered retention strategies.
Project Level Worker Performance
WORKFORCE FOR THE FUTURE OF SERVICES
Project-level worker performance.
Create an enhanced performance cycle, establish a merit-based reward system, and effectively address organizational risks. With Workday, you can:
Gain insights into the quality of work
Collect feedback from non-direct supervisors
Reward employees for work accomplished on projects
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Omnichannel Feedback
Active intervention.
Curate feedback anytime, anywhere
on project work.
Deep insights.
Understand client issues and concerns.
Clear visibility.
Understand employee and team worker environments.
Recognize and Reward
Merit-based reward system.
Reward exceptional project work.
Personalized journeys.
Identify opportunities to promote within and beyond projects.
Curated.
Intelligently suggest learning.
Remediate Risks
Democratized opportunity.
Identify areas for growth at the worker level.
Workforce analytics.
See what’s working and pivot resources as needed.
Productivity.
Assess benchmark performance targets.
Dynamic Skills Curation
WORKFORCE FOR THE FUTURE OF SERVICE
Dynamic skills curation.
Support automated skills management, implement right-sized staffing based on skills, and understand upskilling needs. With Workday, you can:
Support client project role requirements
Track skills development for your workforce
Measure skills attained from client work
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Source Worker Skills
Tailored.
Curate skills from various sources.
Skills sourcing.
Gain skills from project feedback.
Assess Skills Growth
Skills assessment.
Validate and verify skills proficiency.
Skills ontology.
Evaluate gaps in skills adjacency.
Machine-learning recommendations.
Intelligently suggest learning.
Skills-Based Service Delivery
Service delivery.
Staff based on skill requirements.
Resume matching.
Submit skills-based worker resumes to clients.
Extended Workforce Management
WORKFORCE FOR THE FUTURE OF SERVICE
Extended workforce management.
Gain agility to augment your project team quickly, optimize resource alignment, and realize tighter integration with ERP and VMS. With Workday, you can:
Gain visibility on when to staff an FTE vs. a contractor
Manage the client contractor relationship
Oversee the contingent worker lifecycle
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Holistic Workforce Management
Driver-based assumptions.
Gain full visibility into full-time and contingent worker availability.
Labor cost insight.
Understand cost versus profit at the worker level.
Project staffing.
Align workforce capacity with demand.
Cost-Effective Staffing
Client onboarding.
Build happy relationships right away.
Multiple staffing models.
Staff projects based on client needs.
Client oversight.
Empower clients to take charge of work.
Contingent Worker Lifecycle
Complete worker management.
Support workers from contract to retire.
Accurate invoicing.
Pay your workers on time.
Flexible contracting models.
Meet unique workforce needs.
Enhanced Employee Experience
WORKFORCE FOR THE FUTURE OF SERVICE
Enhanced employee experience.
Reduce time spent on administrative tasks and deliver an engaging and comprehensive user experience. With Workday, you can:
Attract the right workers for every job
Hire and onboard workers faster
Better plan for employee attrition
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Built-In Automation
Dynamic candidate workflow.
Speed up the recruiting process.
Contract builder.
Send offers faster.
Automated onboarding.
Provide a seamless experience.
End-to-End Talent Acquisition
Internal and external sourcing.
Widen your talent pool.
Interview and candidate management.
Hire as a team.
Connection to compensation.
Send competitive offers.
Consumer-Grade Experience
Mobile-driven.
Allow candidates to search and apply for jobs from anywhere.
Configurable job applications.
Tailor the application to your needs.
Social media connectors.
Reach everyone’s network.
Modernized HR Service Delivery
WORKFORCE FOR THE FUTURE OF SERVICE
Modernized HR service delivery.
Improve HR efficiency, reduce HR case volume, and reduce total cost of ownership. With Workday, you can:
Quickly roll out HR programs to a distributed workforce
Offer compelling self-service options
Better engage with your employees
Discover how to run great projects from start to finish. See Workday in action.
Featured capabilities.
Digital Self-Service
Data integrity and synchronization.
Offer up-to-date information.
Faster search results.
Provide help at the moment of need.
Personalized content.
Meet people where they are.
People-Centered Design
Survey and feedback loop.
Keep communication open.
Tailored experiences.
Be there for moments that matter.
Push notifications.
Keep people connected.
Built-In Automation
Dynamic candidate workflow.
Speed up the recruiting process.
Contract builder.
Send offers faster.
Automated onboarding.
Provide a seamless experience.
Continuous and Firmwide Planning
Skills Planning
CONTINUOUS AND FIRMWIDE PLANNING
Skills planning.
Align top talent to projects, implement faster staffing in new markets or services, and improve internal mobility. With Workday, you can:
Have full visibility into your teams available skills
Plan for future skills
View staffing by skills capacity
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Know Your Workforce
Skills ontology.
Understand the skills you have.
Skills tracking.
Find candidates with skills qualifications across the enterprise.
Skills Assessment.
Find skills gaps to drive hiring and contingent worker plans.
Upskill Your Organization
Curriculum development.
Generate roadmap based on colleague development plans, feedback, and project demand.
Skills insights.
See skills gained from project work and feedback.
Reports and dashboards.
Model skills analytics, demand, and gaps by location, cost, and ramp time.
Meet Market and Client Demand
Service delivery.
Determine skill demand and upskill your workforce accordingly.
Market expansion.
Understand skills and workforce needed to enter new markets or sell new products and services.
Project and Revenue Forecasting
CONTINUOUS AND FIRMWIDE PLANNING
Project and revenue forecasting.
Effectively redirect resources to growth areas, realize improved billable utilization, and improve forecast accuracy. With Workday, you can:
Confidently forecast upcoming revenue
Improve hiring strategies by business unit and geography
Determine key growth areas and align accurate resources
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Plan with Project Actuals
Project modeling.
Drive project forecasting and revenue based on historical data.
Persona-based.
Create a tailored persona experience across PSA and planning tools.
Planning tools.
Use empirical projects data to more accurately plan future engagements.
Forecast Resources and Revenue
What-if scenario modeling.
Better understand resource forecasting scenarios.
Multidimensional revenue streams.
Gain a complete complete picture of your business.
People, Projects, Pipeline, and Profits
Resources and project margins optimization.
Create a unified experience across your planning and PSA tool.
Project Planning
CONTINUOUS AND FIRMWIDE PLANNING
Project planning and capacity utilization.
Improve project profitability, reduce bench time for billable resources, and gain efficiencies in the office of project management. With Workday, you can:
Manage project costs more efficiently
Deliver future pipeline visibility across stakeholders
Maximize resource utilization
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Portfolio Planning and Budgeting
Company-wide alignment.
Plan across service lines.
Spend management.
Manage at the portfolio level to increase project margins.
Real-time modeling.
Understand backlog, pipeline, and current project demand.
Model and Maneuver
Multidimensional.
Benefit from capacity planning, buy-borrow-build modeling, and project spend analysis.
Deep insights.
Update project plans, timelines, resources based on real-time data.
Impact modeling.
Prioritize project investment.
Create and Collaborate
Seamless visibility.
Break down silos by integrating with unified ERP, PSA, and HCM applications.
Intuitive collaboration.
Share models and plans across different teams.
Self-service reporting.
Empower data-driven decision making.
Demand and Account Planning
CONTINUOUS AND FIRMWIDE PLANNING
Demand and account planning.
Optimize staffing and project team composition; expect on-time, on-budget project delivery; and improve project profitability. With Workday, you can:
Establish optimal staffing levels
Gain visibility into how exceptions impact project delivery
Understand your options for maximizing profitability
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Optimize Delivery Strategy
Improved visibility.
Conduct frequent pipeline forecasting.
Delivery modeling.
Understand delivery commitments based on historical trends.
What-if scenario modeling.
Better account for demand and current accounts in-flight.
Balance Demand
Multidimensional.
Take a demand planning approach to understand services drivers.
Opportunity prioritization.
Measure account impact on the business.
Align Field with Finance
Strategic planning.
Understand and manage account and plan needs to achieve key targets.
Margin optimization.
Balance client service delivery with increasing margins.
“What If” Scenario Planning
CONTINUOUS AND FIRMWIDE PLANNING
“What if” scenario planning.
Gain planning efficiencies, reduce budget to actual variance, and quickly respond to change. With Workday, you can:
Plan for future M&A investment
Align capacity for continuous planning
Allow for quick reallocation of resources
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Unlimited Modeling
Multiple versions.
Save as many scenarios as you want.
Purchase planning.
Get ahead of demand.
Compare plans to actuals.
Better manage demand.
Reforecast and Remodel
Automatic imports.
Reduce budget to actual variance.
Optimize execution.
Benefit from faster forecast cycles.
Real-time visibility.
Inform stakeholders at all levels of organization.
Enable Collaboration and Execute
A single source of truth.
Save time and automate aggregation with a centralized data source.
Strategic decision-making.
Unite the organization around shared data.
Streamlined.
Easily move from plan to execution.
Workforce Planning
CONTINUOUS AND FIRMWIDE PLANNING
Workforce planning.
Improve resource capacity planning and billable utilization and optimize labor costs. With Workday, you can:
Access the right resources for the right projects
Reduce labor costs
Maximize your resources time
Plan, budget, and forecast with confidence. See Workday in action.
Featured capabilities.
Model Workforce Dynamics
Driver-based assumptions.
Model hiring, transfers, and retention plans.
Cost-impact modeling.
See workforce costs right away.
Global drivers.
See how global attributes impact plans.
Align Workforce Plans and Business Goals
Strategic planning.
Identify how to attract top talent.
Skills modeling.
Close the skills gap across functions.
Seamless execution.
Turn plans into action.
Keep a Pulse on Talent Needs
Intuitive dashboards.
Monitor costs and open positions.
Workforce analytics.
See what’s working and pivot as needed.
How can Workday help your firm level up to move at the speed of change? PwC has the latest insights.
See how we put our customers at the center.