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5001 Spring Valley Rd suite 450E, Dallas, TX 75244, United States

+1 214-646-3353

info@okorio.com

WebinarStaffing Ahead
of the Curve

Adaptive Planning for Retail: Connecting Finance, Workforce and the Store Floor

In this webinar, Workday and Okorio explore how professional services organizations can use Workday Adaptive Planning to create a more connected, accurate, and scalable approach to project forecasting and staffing. The session covers how teams can move beyond spreadsheet-based planning and disconnected systems by bringing together pipeline, delivery, CRM, time tracking, capacity, and margin data into one planning process.

Topics covered include:

  • Why accurate resource utilization and capacity forecasting matter
  • How project-driven organizations can align staffing plans with real demand
  • How CRM and time tracking data can connect directly into Adaptive Planning
  • How teams can model margin and profitability across active and future work
  • What it takes to move from reactive staffing to proactive, connected forecasting

Featured Speakers

Ben Pierce

Ben Pierce is the General Manager of Workday Adaptive Planning, where he leads the business unit’s global strategy, growth, and innovation. Based in Dallas, Ben is focused on helping organizations shape the future of enterprise planning by combining Workday’s planning platform with advances in AI to drive more connected, confident decision-making.

Matt Harvison

Matt is Vice President of Workday Adaptive Planning at Okorio, where he leads the Adaptive Planning practice and works with organizations to build more connected, scalable planning processes. He also hosts Okorio’s Planning Pulse segment, sharing practical insights, demos, and best practices for helping teams get more value from Workday Adaptive Planning.

Justin Williams

President and Chief Revenue Officer at Okorio, Justin leads the company’s growth strategy and go-to-market execution across the Workday ecosystem. With nearly a decade of sales leadership experience at Workday, Justin brings deep expertise in helping organizations drive more value from Workday solutions across HCM, Financials, Adaptive Planning, and AI & Analytics.

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