Professional and Business Services

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.

SOW automation.
Eliminate tedious manual tasks.

Business process control.
Analyze and monitor key processes with ease.

Templated services offerings.
Increase quoting efficiency.

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.

Dynamic candidate workflow.
Speed up the recruiting process.

Simplified project setup.
Start projects faster.

Automated onboarding.
Provide a seamless experience.

Skills matching.
Align skills to business needs.

Internal and external sourcing.
Widen your talent pool.

Interview and candidate management.
Hire as a team.

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.

Holistic view.
See current, backlog, and incoming projects.

Comprehensive forecasting.
Forecast resourcing across your enterprise.

Worker insight.
Understand work performed at the individual level.

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.

Financial analytics.
Assess project financial health.

Productivity monitoring.
Track worker utilization to reduce burnout.

Workforce planning.
Match hiring with career and business growth targets.

Persona-driven dashboards.
Speed decision-making with profitability insights.

Unified data.
Enable real-time updates with single source data.

Real-time budget vs. actuals reporting.
Drive resource and revenue forecasting.

Project modeling.
Predict project performance based on historical data.

Profitability analysis.
Gain insights across the entire project portfolio.

KPI scorecards.
Track project performance against business targets.

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.

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.

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.

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.

Portfolio health insight.
Find opportunities to improve outcomes.

Real-time variance reports.
Increase service delivery accountability.

Revenue insight.
Give project managers insight into spend and revenue.

Quality assurance.
Ensure higher SLA compliance against project budgets and timelines.

Object data model.
Build reports with unlimited dimensionality.

Unified data.
Bring financial, workforce, and operational data together.

Reporting alerts.
Prompt leaders to take action.

Metrics and scorecards.
Track business performance.

Customer-centric design.
Tailor experiences with bespoke invoicing and contracting functionality.

Strategic resourcing.
Meet client requirements
and financial business targets.

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.

Single system.
Invoice faster and with greater accuracy.

Automate billing.
Ensure payments faster with fewer customer disputes.

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 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.

Transactional integrity.
Trust your financial events and transactions.

Single source of truth.
Deliver accurate finance, HR, and projects to auditors.

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.

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.

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.

Workforce planning.
Leverage resources across the enterprise to support delivery.

Global solutions.
Support onshore and offshore delivery models.

Streamlined.
Eliminate tedious manual processing tasks.

Holistic reporting.
Gain insights into eliminations, payables, receivables, and reconciliation.

Seamless transactions.
Benefit from multi-currency enablement.

Real-time transfer price rate.
Calculate and price intercompany transactions.

Supplier portal.
Empower suppliers to self-serve.

Simplified RFx.

Speed up the RFx process.

Reverse auctions.

Save time and money on bids.

Electronic ordering.
Save time on purchasing.

Fast AP cycles.
Quickly pay suppliers and keep them happy.

Buyer workflows.

Streamline the buying process.

Shared data.
Securely access order and inventory data.

Demand-planning reports.
Gain insight into current and future demand.

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.

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.

Democratized opportunity.
Give everyone the chance to grow.

Career alignment.
Align client work with career journeys.

Active listening.
Develop employee-centered retention strategies.

Active intervention.
Curate feedback anytime, anywhere
on project work.

Deep insights.
Understand client issues and concerns.

Clear visibility.
Understand employee and team worker environments.

Merit-based reward system.
Reward exceptional project work.

Personalized journeys.
Identify opportunities to promote within and beyond projects.

Curated.
Intelligently suggest learning.

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.

Tailored.
Curate skills from various sources.

Skills sourcing.
Gain skills from project feedback.

Skills assessment.
Validate and verify skills proficiency.

Skills ontology.
Evaluate gaps in skills adjacency.

Machine-learning recommendations.
Intelligently suggest learning.

Service delivery.
Staff based on skill requirements.

Resume matching.
Submit skills-based worker resumes to clients.

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.

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.

Complete worker management.
Support workers from contract to retire.

Accurate invoicing.
Pay your workers on time.

Flexible contracting models.
Meet unique workforce needs.

Dynamic candidate workflow.
Speed up the recruiting process.

Contract builder.
Send offers faster.

Automated onboarding.
Provide a seamless experience.

Internal and external sourcing.
Widen your talent pool.

Interview and candidate management.
Hire as a team.

Connection to compensation.
Send competitive offers.

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.

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.

Survey and feedback loop.
Keep communication open.

Tailored experiences.
Be there for moments that matter.

Push notifications.
Keep people connected.

Dynamic candidate workflow.
Speed up the recruiting process.

Contract builder.
Send offers faster.

Automated onboarding.
Provide a seamless experience.

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.

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.

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 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.

What-if scenario modeling.
Better understand resource forecasting scenarios.

Multidimensional revenue streams.
Gain a complete complete picture of your business.

Resources and project margins optimization.
Create a unified experience across your planning and PSA tool.

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.

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.

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.

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.

Multidimensional.
Take a demand planning approach to understand services drivers.

Opportunity prioritization.
Measure account impact on the business.

Strategic planning.
Understand and manage account and plan needs to achieve key targets.

Margin optimization.
Balance client service delivery with increasing margins.

Multiple versions.
Save as many scenarios as you want.

Purchase planning.
Get ahead of demand.

Compare plans to actuals.
Better manage demand.

Automatic imports.
Reduce budget to actual variance.

Optimize execution.
Benefit from faster forecast cycles.

Real-time visibility.
Inform stakeholders at all levels of organization.

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.

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.

Strategic planning.
Identify how to attract top talent.

Skills modeling.
Close the skills gap across functions.

Seamless execution.
Turn plans into action.

Intuitive dashboards.
Monitor costs and open positions.

Workforce analytics.
See what’s working and pivot as needed.