Hands-on Test Drive Workshop in Melbourne

Event details

This Test Drive workshop is designed for finance, planning, and business leaders who want to streamline planning, model business scenarios, analyse performance, and use AI-powered insights to support faster, more confident decision-making.

In this session, you’ll see how easy it is to update a budget, build a report, add new employees, and model planning scenarios.

You’ll also explore how Workday Adaptive Planning helps finance and business leaders analyse trends, identify anomalies, understand variance drivers, and make faster, more confident decisions using real-time insights.

There’s no coding required. Business users can work through point-and-click planning, reporting, and analysis experiences designed to reduce manual effort and free up more time for strategic analysis and decision-making.

During the session, you’ll receive login credentials to Workday Adaptive Planning. Our experts will be on site to guide you, answer questions, and help you explore how Adaptive Planning can support more agile, governed, and insight-driven planning.

Agenda

Part 1 – Welcome, Navigation & AI-Powered Assistance

Get familiar with Workday Adaptive Planning and learn how to navigate hubs, tasks, sheets, reports, and dashboards. You’ll also explore Ask Workday, an AI-powered help feature that supports natural language questions and guidance based on role and security access.

Part 2 – Intelligent Analysis

Use intelligent analysis tools to identify historical trends, anomalies, and variance drivers. See how anomaly detection can flag unusual values, reduce manual review effort, and help teams focus attention where it matters most.

Part 3 – Agility & Scenario Planning

Enter data and formulas to support a budget, forecast, or plan. Create planning detail and model what-if scenarios with immediate visibility into consolidated results, helping teams evaluate options before updating the live plan.

Part 4 – Real-Time Reporting & Decision Insights

Modify an existing variance report, create a multi-dimensional report, and analyse revenue across customers, products, and time. See how real-time reporting helps teams work with current data and support decision intelligence at scale.

Part 5 – Active Dashboards

Use interactive dashboards to analyse results, drill into key metrics, and understand business performance from multiple dimensions. You’ll also make changes directly in a dashboard and see the impact flow through connected charts and planning views in real time.

Part 6 – OfficeConnect Demo

View a brief demo of OfficeConnect, a tool that leverages Microsoft Office products to develop pixel-perfect reports and build complex queries in Excel.

Seats are limited, so be sure to register today.