Name: Maximize Manufacturing Profitability: Achieving Real-Time Alignment with AI-Powered Integrated Planning
Uploaded: 2026-01-16T18:16:05.784Z
Duration: 53 min 12 s
Description: Maximize Manufacturing Profitability: Achieving Real-Time Alignment with AI-Powered Integrated Planning

Transcript for "Maximize Manufacturing Profitability: Achieving Real-Time Alignment with AI-Powered Integrated Planning": Hi, everyone. Good morning, good afternoon. We're going to go ahead and get started in maybe about thirty seconds and let people continue to join the webinar. All right. So I think we're going to go ahead and get started with our webinar. So good morning, good afternoon, everyone. Thank you all for joining. Today's webinar is focused on manufacturing, maximizing manufacturing profitability, and how we leverage AI with planning for manufacturing companies. Now, today's webinar is being recorded. So if any time you want to refer back to this webinar, all you need to do is click on the same link that you used to join the webinar. There is a Q and A available throughout this hour, so if you have any questions at all during this presentation, please put them in the Q and A, which is found over on the right hand side of the Goldcast screen, and either I or John will be able to answer it in real time for you. Quick note on our product statement. So this is essentially saying we are demoing features and functionality that are currently available in the system today. We may be talking about and looking at future functionalities. So in that case, we advise that you make your purchasing decisions based on what's currently available in the solution today. You will be joined by myself and John Miller. So hi, everyone. My name is Becky Garcia, and I'm one of our solutions consultants here, specifically working with our Workday adaptive planning product. I've been working with the adaptive product for about six and a half, close to seven years now, working with current customers, prospective customers who are interested in Workday and learning the various use cases that they can do within adaptive planning. John, do you wanna go ahead and say hi real quick? Yeah. Thanks, Becky. Hi, everyone. Nice to meet you. John Miller, solutions consultant. As well, I've been with Workday for about four years now, but come from an FP and A background. So looking forward to to showing you all some of the the capabilities that can help manufacturing organizations with the planning process. Awesome. Thanks, John. So as for our agenda today, we're going to do a quick overview in case some of you don't know what who Workday adaptive planning is, have not seen a demo or spoken to anyone about us. And then we'll actually go into the live demonstration. So a couple of topics as you can see on the screen. We'll be talking about, manufacturing supply and demand planning as well as labor, materials, even tariff planning. And John will jump in and talk about how we can use our product called Episode to help with contract analysis and how that works alongside adaptive planning. Also, AI and planning agents, so we'll do a deep dive into functionality that's currently available today and things that are in early adopter on the roadmap coming soon, and then, of course, reporting and analysis. We'll do a quick wrap up on next steps and q and a. Remember, you can ask questions throughout the presentation, so don't feel like you need to to wait until the end to ask questions. Now Workday adaptive planning has close to 7,000 customers, and we're continuing to grow at a rapid pace. And you'll see why based on the capabilities of the solution that we're gonna be demoing today, but you'll also see why in terms of the ongoing support that we provide, the ease of use, and really the true business ownership of the system. And because Adaptive is easy to use, it means you're spending less time gathering the data and more time analyzing and making more informed decisions. So Adaptive gets you quick answers to, you know, the complex questions that might you might have using flexible modeling, the unlimited scenarios. Everything is real time, so it real time updates your reports and dashboards. And then, of course, you know, why we're all here is the embedded AI capabilities. So the next time you ever need to run a new scenario or make a change in the plan, you can quickly make the change or just have the system do that, you know, predictive forecast for you. So it is a a powerful, scalable, flexible solutions, not just for the finance team, but for the operational teams that need to handle the various use cases. And these are just a couple of the the use cases that we've seen our customers using Workday adaptive planning for. And this is not meant to be a complete list of use cases, but here just to give you an idea of what you can potentially do and what we've done in the past. So, really, the end goal here is to get you out of Excel or really out of any legacy system that you are in today and into a more flexible and adaptable system that can help you efficiently manage those operational plans. And one of those customers that many of you may be familiar with is Alcoa. So Alcoa is one of the largest producers of materials needed to, make aluminum. And in the past couple of years, they've been using Adaptive. They've seen significant improvements in their overall planning process. So you can see some of the highlights here on the slide, but another one of the reasons they chose Workday was because unlike other products they had evaluated, they they saw that they can configure Adaptive to meet the needs of their global teams, where with other solutions, it was the the complete opposite. They would have to really just modify their business processes to fit the software. So, really, it's in the name. Right? Adaptive will be adaptable to to how you wanna plan in your business. So this case study as well as other customer stories are found on our website, workday.com. So if you're interested in reading about them as well as other manufacturing customers that are using Workday. This slide is Workday Illuminate. So Workday Illuminate refers to our AI capabilities that are embedded directly into the Workday adaptive planning architecture. So where customers can naturally apply AI as part of their planning process to produce more accurate forecasts and predictive plans to to make the process faster, make better decisions. So a couple of the features that are live and available today as well as something that's early adopter and in the future. What's live today is for the predictive forecaster, which is going to allow you to create smarter, more accurate plans using various algorithms as well as external data to help influence that forecast. The anomaly detection is going to alert planners of data that's probably out of range. So think of it as sort of like an extra set of eyes to kind of pinpoint you to data that you may need to take an extra look at. And then something called ask Workday. So it's you know, ask Workday, what you think it's gonna be. It's it's a conversational planning tool that allows you to ask Workday in natural language to do a deeper dive into your data. And it leverages a number of what we call planning agents, and they have specific skills to do those deeper dives. So something like intelligent variance analysis where that agent is specifically specifically going to analyze variances within your your data and help you understand the key differences between plan versions. It can even generate additional reports for you. So if you wanted to generate a report within a PowerPoint or even Google Slides, you can do that as well. So this is also there's also more information on this on our website on the planning agents as well. Now, a customer, and there's actually many customers that are using our predictive forecaster, but Team Car Care is a they're the largest franchisee of Jiffy Lube shops across the country, and what they use our predictive forecaster for is to plan store traffic so they can appropriately plan for staffing and labor. And how do they do this? They leverage weather data in addition to their historical actuals, which then runs through a series of prebuilts or algorithms that are already within the system to give you that that forecast going forward. So, again, it's not just Team Car Care. There are hundreds of customers who are already leveraging this technology as part of the planning process. So at this point, we're going to begin our demonstration. So as part of the agenda, we're gonna focus on more of the manufacturing use cases. And then and in that demo, it's gonna be run through a series of what we call active planning dashboards where we might want to set targets at a top level and then work through a bottoms up plan to adjust various drivers to those different products and items. And then we're gonna look at the demand side as well as the supply side, labor planning, raw materials, and even tariff planning. And then we'll get on to the rest of the demo, which is where John will take over and talk about in-depth about AI. So I'm gonna jump into a a demo model here, and I'm gonna give just a very quick brief overview on some key elements that you might see as we navigate around the system. And remember, we're gonna be working through these through this demo through active dashboards. So in this dashboard, you'll notice here that we can see information by different levels. So we call them levels, and levels is essentially your hierarchy and how you're planning for your organization. So this specific instance is set up by looking at our different plants that roll up to the very top here, which is our global modern manufacturing organization. So key point to note here is as plans are being updated and entered, everything is automatically rolling up to the very top of the tree structure. So there isn't any processing that needs to be done to consolidate those plans. Now in the right hand corner is are your versions. So think of your versions as your many iterations of the budget. Right? They can be secured by different security parameters in terms of who can see these budget versions. You are unlimited in nature across everything in the system, so that's as far as accounts, dimensions, versions, reports, dashboards. So really allowing you to to plan as many different, you know, what if scenarios as as possible within the system to find the most optimal solution going forward. Now, these sheets that you see on the dashboard, these are why they're interactive. So these are going to be the data input sheets. And you'll notice that they're right next to some KPI charts and graphs and scorecards. So as we make adjustments to any of these sheets on the dashboards, they're automatically going to update and impact the the charts that you see on the right hand side. So from a target setting perspective, as we go through this this demo story here, because we're setting the target so we're imagining this is maybe the beginning of your annual budgeting cycle. We're gonna set the targets at at the top level and see how it's going to trickle down to the months as well as to the different allocation tabs that we're gonna look at next. So I'm actually gonna toggle over to that only level so that we can make adjustments there. Now as we can see in this target drivers sheet drivers for revenues as well as services. Today, we're only focusing on the revenue part of it. And then you'll notice that we can see what the actual growth was in the past from FY twenty three to '25, and then we're planning forward from '26 and '27. So these can be set up to go as far forward as you plan. So when you think of long range planning, this can really be set, you know, ten, thirty years out if you really wanted to. Now let's just say for our product revenue growth, we're going to adjust our driver from 5% to to maybe 15% in this use case. So once I change that from five to 15 for FY '26, you'll notice it's gonna update the the charts on the right hand side. So we jumped from 4.3 to 4.6. And then it also did the allocation month by month for FY '26 as well from the product standpoint. Okay? So as we're following these tabs, it took that 15% and then it did that quick allocation, you know, for us. So no need to manually adjust it, that's what the calculation automatically did for you. Now as we move over to the rest of the tabs, this is where you may want to do some sort of allocation across products or items, regions, or even channels. Right? So this tab is focusing on allocating across products. And we can see the product mix, our unit value mix. And then down below, we have a sheet where we're looking at it a little bit deeper, which is set up, you know, by the different individual items. So I can quickly expand any of these tiles or sheets so it's easier for you to see. And specifically, we're going to change the product mix for item one here. And some of the information you're seeing on this sheet is, you know, what was the prior year revenue. It looks like that item one is weighted about 42% based on the historical mix and that manual adjustment of 5% making that 42. So in this case, you know, maybe we want to create a scenario where we're moving that five percent instead of it that mix being in January. Let's have that 5% mix be in June instead. So as we're making changes and saving those changes, it's going to update update those charts, you know, automatically. Now remember, everything you're seeing today is going to be completely configurable. So if you wanted to view the items all in one single view instead of using the dropdowns, that that can be done too, it's easier to see it from a more holistic standpoint there. Now in addition to all of this, we can see some nice visualizations on units versus capacity here. At the very top here, something that's very important and common is this mix shift analysis. So this is just a nice visualization where we have our target product revenue for all of our items here as well as, you know, the historical mix of those items in the past. So really allowing you to see how that product mix has changed over time. Now from here, we're looking at a breakdown by region. So this tab is further breaking it down by region or plant. So again, you can toggle to the different plants if you wanted to see the data divvied up that way. So in this case, if we just purely focus on our plant one, we can see that plant one has about 57% of that revenue allocation. And then as we scroll down, you can see for Plant one prior year's performance versus the current year's plan as well as production versus capacity in terms of units. Now if you're doing any allocations by channel, again, you know, we could get as deep we want. So as we're looking at the breakdown by channel, this nice bar chart here is looking at our revenue by either direct sales, authorized distributors, OEM, retail partners, so really giving you that nice visualization and breakdown there. And everything is going to be completely drillable, you can see all of the data that's underlying underneath all of these charts here. Now expense allocations, so pretty similar to revenue, but obviously we're just focusing on those expense accounts. So I'm not really going to go into depth here, but again, if you want to plan with expenses alongside revenues, that can also be done by plant. So now that we've set our targets at a top level at work, now I'm going to focus on the demand and sales planning side of things. So if we look at this next active dashboard for demand and sales planning, The first tab is really just giving us metrics on our prior year performance. So we see the units that we shipped last year, what did our revenue look like, other charts such as our on time in full percentage rate, our customer fill rate, our revenue by product here. And if you ever want to understand, you know, what's making up or who and what is making up, you know, 3036% of this revenue by product, you can drill really any which way you want into these dashboard perspectives. So they're not predefined drill paths that you need to know or need to to build as part of your implementation. As long as there's data in that intersection, we can maybe understand this by channel, for example. So we can see that by drilling into item one, most of that revenue came via our authorized distributors. Okay. So really quick way to find answers for anyone who's going to be in the system working within Adaptive. Now as far as the product forecast goes, this is where we can make adjustments to our unit by sales, by channel. So for reference again, in this planning sheet, by item and by channel, we can see, you know, prior year units sold, what the target is for that item, what the baseline forecast is, and the ability to override it by percentage. And maybe you want to say, well, this might be, you know, 10% of that baseline, or maybe you want to just do one off adjustments based on specific months. Right? So of course, we can like I just said, we can manually input this data or use various forecasting methods. So if you wanted to use the AI capabilities such as the predictive forecaster, John is actually gonna show you how you can set that up and how you can, you know, schedule that essentially. But for this purpose, we're gonna do everything, you know, manually. So, again, remember, this is where scenario planning comes super super helpful because we can create a new scenario, make changes, isolate it to that new scenario, and then maybe run a comparison report or look at different dashboards to see which version you wanna use. So to create scenarios are are pretty simple. They're really fast and easy to do. We can click that button for a new scenario and say, this is going to be our new, you know, what if scenario. And once we create that new scenario, it's going to quickly flip over to that that scenario to to work with. And that's where we can start making those one off adjustments and then compare it against that previous version and decide, do I want to really work with that change? So in this example, for the direct sales channel item for item one, instead of the baseline, we're going to do a 10% increase or maybe even 20%. Let's make it pretty big. So saving that change, we're isolating to that what if scenario in the right hand corner here, and it's always going to highlight the change that you've made. And these scenarios can be shared so you can share them amongst different users, collaborate on it. And then once you're ready and you're happy with those changes, you can merge it to that that main version that we had we were just on earlier. Okay? So from here, if you are doing it by customer, this is where it's not only taking it by item, but by item and by channel, but you'll notice there's a customer drop down in this sheet as well. So if we look closely at this sheet, this was essentially driven off of a predictive forecast or an AI driven forecast, but there is a space or a row where users can override some of that information if they think that, well, they're being pretty optimistic. So even though the predictor forecaster is telling you one thing, we can still make that change and put that within our plan. And for those of you that are doing any marketing planning, does marketing planning impact the demand of your products? It might. So there are ways to plan for different campaigns or trade shows or even promotional events. We all know that marketing comes with a cost, but even though there's a cost to it, there is a potential to sell more units than expected, right? So as you're making these one off adjustments to these individual tabs, eventually, we're gonna get to an overall consensus plan. So based on the product forecast inputs, whether they're manually entered or AI generated, maybe based on those one off adjustments or marketing plans, what do we think our final demand will be, and do we think we can meet that demand? And this is where it takes us to the supply side of things, and we're going to look at raw materials and labor and even situations like tariffs. So if we look at our supply consensus dashboard here, imagine this obviously, a tab for some summarized information, but imagine being able to bring in some important information like purchase orders. So your purchase orders will be integrated and put in from the external system. From there, we can look at what are we looking at or what's already been committed to ship. And most importantly, how are we going to get it? Is it by sea? Is it by air? Is it going to be a partial or a full container fulfillment? So really, this tells us, will we have enough units on time in order to fulfill the products that we need to sell? All right? So before we actually look at the individual materials here that are coming from our suppliers, let's first look at our labor consensus plan. And so when we think about labor, do we have the staff we need to fulfill that demand that we just planned for? So some metrics here on FTE, direct labor demand, indirect labor. And then this is where it gets interesting because this report here is telling us, you know, where we may be short in labor. So it looks like for plants one, plant three, and four, we are short in machinists, but we also have a surplus of machinists as well in plant two. So if we look over at our labor plan on the right hand side here, we can go ahead and maybe shift people to maybe different plants. Or if they're willing to work overtime, we can tag them as working overtime. And what's really nice about these sheets is that if we look at the the road details, it's gonna tell us how everything is being calculated because it's all driver based. So based on their title, based on how many hours they're working, if they're going to be working overtime, it's calculating all of that information. So the regular rates overtime, are they a part of the union? So do you need to pay for union dues or even pensions? And again, configurable, right? So you can calculate really whatever you want from a labor planning perspective. And then as we scroll down, if there are contractors that you work with, obviously wanting to capture all of that contract labor information as well so that you can capture that as part of your costs. Now to the interesting part of raw materials and tariffs here. So from a raw materials perspective, we are loading in all of your bill of materials, the whole, you know, the recipe mix as an assumption. So this really calculates, you know, how much of each raw material do we need in order to meet that consensus demand plan. Now each raw material is or can be ranked by criticality. So you'll notice in this risk portfolio distribution chart here, we have materials that are either rated as high, medium, or low value or not as critical. And maybe there are certain materials that are critical that you can only get from one vendor or you can only get from one location. So something that's just really important to highlight so that you're never too low in a material that's critical to creating your product. Now for the supply plan, this report is telling us where we're short in materials. And in this scenario, it's looking like a lot. Sorry, I messed with this data a little bit. But in real life, you probably wouldn't have all these orange marks. But this report is telling us where we're short in materials. From here, we can make adjustments to the plan rate. So again, maybe getting it from a different supplier, maybe getting it from a different location. And then tariffs. So how can we plan for potential tariffs or the volatility of changing tariff rates? So remember, this scenario planning gets become super powerful. So you can plan out scenarios of, you know, what if tariffs go suddenly from 10% to 25% next month, and how would that impact your company? Or what if there's no tariffs? So essentially, what can you do today to be prepared, three, six, nine months from now? So in this tab, you can see that we're looking at the total tariff cost by region. In this case, a lot of that cost is coming from China, Mexico, maybe Germany even. So based on the information, if we want to maybe reduce that cost, what if it's possible to maybe source that material from a different country or a different location? So as we're looking at our raw materials here, we can decide, okay, instead of China, maybe we can, I don't know, source this raw material from Brazil instead? So that's going to drop from $2,995 to then $2,939 so a little bit of a drop there. So really, Adaptive is really here trying to help you make those decisions and help you analyze, you know, where tariffs will impact you, how it will impact your operations, and how you can, you know, mitigate that risk based on the changing tariff rates. Now for supplier negotiation, this is where, you know, obviously, many of you are working with various suppliers. You're probably dealing with a lot of contracts with those suppliers. So in in a couple seconds here, John is going to go more in-depth on the topic of using a solution called Avasort alongside adaptive planning. So Avasort is going to take all of that rich information from your contracts, analyze it, and then help you better plan with your suppliers going forward. All right. So at this point, I'm going to turn it over to John, and he is going to talk about the rest of our agenda. John, you may be on mute. Okay. What about now? There we go. Okay, so now I see you in your Okay. okay, thank you. Alright. Great. Okay. So as Becky mentioned, where she left off was with the supplier negotiations. So just wanted to introduce you all to our contract life cycle management platform called Evisor. It also has built in contract intelligence. And so what what what we're seeing our customers do is is that ability to bring all their contracts into one place and then start doing asking questions, natural language questions to get information. So as an example, here we can we have our our Ask AI, and now I can come in here and start asking questions. So, for example, I've loaded all my contracts from all my different suppliers into Aviso, and I might ask a question like, find contracts with early rebates. And so now that's gonna go through all my documents and try to find those contracts and pull them for me. So while this is while this is pulling that information, just a little bit more information on Evisor. So, again, that ability to bring all your contracts, be able to to research those contracts, the ability to categorize your documents into different folders. So as you can see here, a bunch of different folders, again, how you wanna look at that information, The workflow, so from a contract life cycle management and approval process, we can see, you know, which contracts need action, which are in progress, which have been canceled. Again, the ability to track all that information. And then a library. So if there's specific clauses that you're looking for, we we can actually categorize contracts based on this information. So, again, easy for the end user to find. And then then finally, dashboards. You can start really, users will be able to create their own dashboards that allow them to start filtering on specific contract types or effective dates, renewal types. So, again, all that information allows users to start really digging into the data to find those different contracts. So back to our the results of our AI. You can see here that it's provided me with a list of those those contracts, volume rebates. You can see here when I highlight over any of these different contracts, it actually gives me the clause. It tells me what the what the terms are. And, also, if I come down here, I can also then go and it'll take me to those specific contracts. So, again, a really easy way to in this example, hey. Where where can we find value with our suppliers and and start taking advantage of, in this example, early early rebates? So now we've we've identified those different contracts. Now we wanna start doing analysis on those results. So instead of having to export that information into an Excel file and go through the manual process, we can actually bring it into Workday adaptive planning. So now I'm gonna leave Evisort, and I'm gonna bring us back into into Workday. And, you know, Becky's introduced you to, again, the the concept of these dashboards with the different KPIs and reports. And so in this example, we're looking at a contract that is gonna list all of our suppliers. You'll notice up here that I have the ability to filter on the different rebate types. And if I scroll down, I have the list of all of my contracts. So I'm able to, again, bring in all those different contracts from Aviso. I could see, you know, which cost center that that that they may be identified with, the supplier, ability to identify the different contract types, rebate types. And then, again, all these other configurable columns that that may be relevant to your organization. So what I wanna do now is really identify, hey. What is that rebate value? What are the potential savings that that we could maybe leverage with with those contracts that have early rebates. So now what I'm gonna do is find that specific ex that specific rebate type. So we have our early renewals. And so now it's gonna filter on all my contracts that are only early renewal. And if I come down here, again, we can see early renewals, and we're just gonna go ahead and assume we're gonna take all these. So we're gonna turn all these, calculate those, go ahead and save our results there. And now you'll see in my KPI that it's telling me that I'm gonna get about a I can get about a a a rebate value of about $740,000. So we've leveraged our sheets. We've leveraged our dashboards with our KPIs, and then we can even get down to the report or leveraging web reporting to identify the different contracts. So of that $740,000, what's the low hanging fruit that we need know, that we should be going after? So here we have a good example of that contract of $640,000. We have another one for a $100,000 that we can now identify, go after, and and find those those big savings. So that was just an example. Again, manufacturers with their suppliers leveraging a platform like Evisoar to to to identify the different clauses and different contracts, and then be able to take that information and then do some analysis with adaptive planning. Alright. So next area I wanna take you all to, Becky identified that ability to use predictive forecasting to to identify, you know, maybe your units or or other other calculations within within your models. And so I just wanted to show you all what the predictive forecaster looks like. Alright. So here is an example of an organization that is is is is budgeting and forecasting their units. And so if we look here, for example, we have our units. So this is gonna be what what as an organization, this is our our budget for for units. But now what happens if I take that budget and I run it against my different algorithms? So within Workday adaptive planning, the the predictive forecaster is built in and embedded into the platform. So it's not an additional cost to our customers. All customers have this this functionality available to them today. And we have eight different algorithms that users can leverage. So in this case, example, we have one called endbeats, and we have one with called profit. And then with lever means that we're bringing in an outside information, outside data. And so she she she referenced that example with Team Cloud Care. They were bringing in outside information, weather information. So that would be an example of how a company might leverage or or use that outside information with Lever. In this particular example, the the Lever that we're using is that consumer price index. And now we can see by running the different algorithms, we can see what how how they compare to our forecast. So the ability to to highlight the different algorithms will get into what where how this gets created, and we can see the different how that compares to our budget. And then finally, Becky also called out that ability to we have we have those forecasts and those breakouts, and now we have it by month. So just instead of seeing that full year example, we can actually get it broken out by month. And then if you need to to make any adjustments, you have the ability to override those those changes to get more in line with your out of what your expected output is. So let's talk about, just real quickly here, how you know, I'm not a data scientist. I don't know about algorithms. I don't I this is kind of foreign territory for me here. So let's let's take a look at what that what what it takes to really manage the predictive forecaster. So kinda take me behind the curtains here to show you how this works. So here we have an example of the different forecasts that we've run. Becky mentioned that you can you can either schedule or you can create a new forecast. And if we go into the details here, kinda walk you through how this gets set up. So, again, the goal with the predictive forecaster is really that the FP and A team can can run this themselves without having to go to a data scientist, without exporting the data, and and and and load it into another tool. So the way this works is you you create your new forecast. You determine which sheet. So, again, every sheet that's in all the different models that are available to you, you can leverage those to to run the different forecast, the forecast version. In this case, we're we're we're working off of our our working budget. What time frame are we working with? So in this case, we're we're looking at almost a two year output levels. So this gives you you know, if there's specific plants or a specific plant that you run wanna run this for. Maybe you're doing your corporate planning. You wanna run it for, you know, for for for maybe expenses. You can call out specific areas within the organization that you want to run that for, also different dimensions. In this case, we're we're gonna use customer and product. And then if I come down here to the advanced settings, this is the the list of the different algorithms. So this is where you can choose what algorithm you want to run. The this auto fit here is really allowing the user to say, hey. I'm not really sure about the rest of these different algorithms. I'm not up to speed on the different use cases. So the auto fit is actually Workday's ability to kinda take the best based on the data. Hey. These are the different algorithms that we think will fit will best work with your output. And then, again, this is where you can load your your levers, and you can load up to three different levers per per forecast to to to to to to run against those different forecasts. So, again, as you can see here, there's no coding. Everything here is just a drop down list, allows you to choose what, you know, what your your your your templates, your models, the time frame that you wanna run for the algorithms, your accounts. So, again, fairly straightforward. But as I alluded to earlier, hey. I don't really know these different algorithms all that well. I'm not up to speed on on what they can do. So another thing that's built in with with with with the Workday Adaptive platform is what we call Ask Workday. So it's our conversational AI. And this really allows you to start asking the platform any questions. How do I build a report? How do I build a dashboard? And you'll get instructions for that. But in this case, I don't know, as I mentioned earlier, I don't know the different types of predictive algorithms. So here, I can say, hey. Explain to me the different types of predictive algorithms. And you'll see here that it's going to provide me those different that definition. It's gonna have a a definition of all the different algorithms, and I can continue to get more information. So I can drill into different sort different resources or different reference sheets. And so now I'm I'm drilling back in and even getting to more detail, more explanation of those different algorithms. And, again, this ask Workday feature is also available currently to all customers. So, again, customers functionality that customers can start using today. Oh, the next thing I wanted to show you, as I mentioned that auto fit, wanted to show you all we have a a a confidence metric. So if I come back to this particular forecast, I can view the history, and we have confidence metrics. And now I can break this down to a specific intersection. So I have my level chosen, and now I wanna go for a specific customer and a specific product. And now it's gonna tell me that the accuracy, the confidence is is about 94%. It also indicates for me for for for this combination, this is the diff this is the algorithm that it chose. But if I were to say, let's go customer two, you'll notice that the confidence metric is much higher, and it used a different algorithm. It also gives you that explanation. So, again, having that you know, how is this how is this being calculated? What are the different algorithms along with a with a summary? Again, really helpful for for for those of us in FP and A that, again, might not dabble so much in in NPF to speed on all of our different algorithms, again, giving you all the tools to to be successful, but also help explain how those those calculations are being made. Alright. So so we've talked about the Aviso and Workday adaptive planning, the ability to bring those those two platforms together, showed you examples of how predictive forecaster can be used. Next area I wanted to show you all is what we call the planning agent. Now the planning agent referencing Becky's slide at the very beginning that called out product the product statement. So this is a this is functionality that is in limited release right now and will be coming out in our spring r r one release. And so a little bit different well, slightly different than ask Workday. Looked a little bit more options. So the first here is we can start asking the the the planning agent to summarize our report. We can ask it to detect anomalies. So, again, the that ability to really get into the data underlying information and then identify variances. So the first one I just wanna do is, hey. Summarize this report. And, obviously, a lot of times when we're doing month end analysis or budget commentary, we we you know, it's it's helpful to to to have the system provide that summary for us. And so what you'll see here is it's gonna based on this particular report that's focused on our our on product revenue specifically, give us a summary of what this what what those variances are here. And as this is thinking, you'll see here that, as I mentioned, that that the ability to do to detect anomalies and then also the the the actual planning agents. So we have two two agents at the moment that are being leveraged, the first being what we call variance analysis and then data exploration. And, actually, the summary was was even more than I was expecting. So it gave me it's breaking it out here by contribution margin, by revenue, by by by the different product groups, cost of goods got goods goods goods sold, operating expenses. So, again, a lot of information just to give you kind of a head start on, hey. What are the areas that I need to be need to be looking into? The next one is we want to be able to we're gonna just go ahead and give that a a thumbs up. And now we want to identify our variances. And so now by doing that, you'll notice here on the right hand side that it's identified the top variances for us. And there's that analyze variant. So, again, this is an example of a specifically of an agent that is is around the variance analysis. So now it's going to give me that variance analysis here specifically on my product revenue. It's gonna break out that revenue by product a, product b, and product c, and give me again a little bit of a summary. You notice now when I go to click on this again, gives me even more information. So this is that data exploration agent that now allows me to, in this example here, drill in by by location. All this information can now be we can put it into different charts, again, all on the fly to to to to visually see this information. And you even have the ability to auto generate a presentation, which will then produce the chart for us as well as the summary. So it gives you, again, that starting point of, okay, you can start tweaking enough or tweaking your your your commentary, but it gives you gives you that starting point. Again, saving you a ton of saving users a ton of time of having to to really dig into the information. Here, it's bringing that information to us, allowing us to continue to ask questions and dig further in further into the data. So, again, the data exploration and the the the variance agents will be available to all customers coming this spring, and then Workday continues to invest in more agents. So we hopefully will have some more coming out later in the in the year as well. Alright. The last area I wanted to show you all is with regards to reporting. This is our what we call OfficeConnect, and OfficeConnect is our it's it's our Excel add in, but you're not losing any Excel functionality. This is allowing you to bring data directly from the Workday adaptive platform into Excel. We know at the end of the day, as much as we might wanna get out of Excel, we are always gonna have users or situations where we need to use it. So, again, having the ability to bring the data directly into an Excel spreadsheet without having to, you know, use our favorite VLOOKUP formulas or match index formulas, the data's been brought directly into our Excel templates. So in this case here, I'm leveraging sorry. Not leveraging. We're looking at an example of a board package. So every, you know, every month end, we have to put together a summary. Or maybe if you're going through the budgeting process, you have to put together a board package to to present to to the executive team or or to the board. So I just wanna show you really how easy it is to to make updates to to to an a template like this. And so here, we're looking at a a summarized p and l. I started my operating expenses here. I wanna go ahead and insert a couple new accounts. And on the right hand left hand side here, you'll notice it's just a drag and drop exercise. You don't have to worry about any MDX formulas or, really, any kind of scripting. So we're just gonna go ahead and bring those accounts into our spreadsheet. Go ahead and refresh. And so we bring us that data. So now we have our we have our actuals. We have our budget data. Again, as I mentioned, you're not losing any Excel functionality. So your if error formula is just like you would do for variance analysis and some conditional formatting, just drag and drop. We have the ability, again, once you have that information, you're doing some ad hoc analysis. Just like you have in Excel, you might have that group in grouping functionality, the ability to drill in or expand our data. And then what I really like is, as you're doing any kind of ad hoc analysis, is you still are connected to the Workday adaptive planning platform. So I can drill back into the system, and I can start investigating that charge. So here, I can see what's that that 2.7. I can see what account. I can see in this case, it's my total company. So I could continue to drill into this data, or I could drill into the transactional information. So, again, the ability to have all of your data in one place and not have to go to different systems to to gather that information. Alright. So as we're going through the month end process, we wanna roll this this this data over. We're currently looking at March. We want to move this over roll forward to April. So, again, very simple. I wanna come in here and pull my April data. And in this example, I'm gonna go ahead and I wanna update my entire workbook. So, again, all my different tabs are getting updated with that April data. You'll notice now that highlighted column that was March is now April. If I go to different tabs here, all my information's updated. Another thing I just wanted to call out is the ability to write back. So as I mentioned, not everyone is ready to get out of Excel. So if you do need to load data from an Excel spreadsheet into into our data planning, you have the ability to leverage our write back functionality as well. And finally, you've gone through the month end process. You're ready for those board packages. There's always last minute adjustments, tweaks to the plan, and so that requires a lot of change. And so if you're if you're responsible for putting together any kind of PowerPoint presentations, you know that data that is constantly changing creates a lot of headaches, making sure all of your data reconciles. So with our OfficeConnect tool, it works with Excel, PowerPoint, and Word. And so now I've updated my Excel file with my April data. Now I wanna update it my PowerPoint presentation to reflect the results of April. And so as I refresh all, you know, I I chose this particular tab here with the different charts and graphs. You can see that those all updated. And now if I go to my different views of my different templates, those all have April as well. So, again, thinking about late nights, trying to get all my data to tie and stressing out, did I catch did I miss anything? In this case here, because all our data is coming from the same source, we're we're confident that the data is gonna reconcile and tie, and we can really start focusing our time on doing analysis and explaining the results or or or focusing on what is our strategy for our budget for next year. So huge time saver for for for our finance teams. And with that, that con is going to conclude our presentation. We're about eight minutes early here, but, you found this helpful. So if you do have any more questions, please email or call your your sales exec. And then, also, if you want to review this recording, you should receive a link when you're registered or, again, contact your sales representative to to get a copy of this recording. So behalf of Becky, just wanna say thank you all for joining us on this Friday. I hope you have a wonderful workday and a wonderful weekend.