Business and Professional Services Use Case

See why Workday works for business and professional services.

Workday Adaptive Planning gives business and professional services organisations the power to plan, budget and forecast the future.

Workday Enterprise Planning project planning KPI dashboard for professional and business service companies.

Key use cases.

Explore models built for the business and professional services industry.

  • Project planning – Forecast billable hours and revenue by project or customer. Track backlog, overrun and percentage completion.
  • Portfolio and account profitability – Segment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.
  • Capacity and utilisation modelling – Plan staffing, billable hours and utilisation by projects, role and region, and allocate them across projects.
  • Sales pipeline forecasting – Track leads and opportunities to roll up weighted pipeline forecasts for revenue projections.
  • Workforce planning – Plan and reconcile headcount plans and skills gaps to support portfolio and geographic growth.

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