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WebinarAdaptive Planning for
SAAS

From spreadsheet chaos to financial planning that drives growth

SaaS finance teams are under pressure to plan faster, forecast more accurately, and make smarter decisions across revenue, headcount, expenses, and growth scenarios. But when planning still lives across disconnected spreadsheets, static reports, and manual analysis, it becomes harder to keep pace with the business.

In this webinar, Okorio and Workday explore how Workday Adaptive Planning helps SaaS organizations move from spreadsheet-heavy processes to connected, driver-based planning. The session highlights practical ways finance teams can improve visibility, model recurring and consumption-based revenue, run what-if scenarios, and use AI-powered insights to accelerate decision-making.

 What You Will Learn

  • Build more flexible ARR, MRR, and consumption-based revenue models
  • Connect CRM, HCM, and financial data for more complete forecasting
  • Model churn, renewals, expansion, upsell, and customer growth assumptions
  • Compare best-case, base-case, and worst-case scenarios in real time
  • Using machine learning and external data (like weather) to improve forecasts
  • Use AI to summarize reports, identify variances, detect anomalies, and support faster analysis
  • Give finance leaders a clearer view of performance, planning assumptions, and growth opportunities

Featured Speakers

Matt Harvison

Matt, the VP of Workday Adaptive Planning at Okorio, bringing extensive experience from leading planning implementations across industries. He specializes in building scalable, driver-based models that connect finance, workforce, and operations for more agile decision-making. Known for his practical, in-the-trenches approach, Matt helps organizations move beyond manual processes to more strategic, insight-driven planning.

Jacob Schuler

Jacob is the Senior Director FP&A at Kodiak Solutions. He is an FP&A professional with a strong technical-finance background and executive-level communication skills. Experienced in Workday Adaptive Planning implementation, financial forecasting, revenue modeling, and productivity analysis to deliver forward-looking insights, manage margins, and support business growth.

Christopher Howard

Christopher Howard is a Planning Account Executive at Workday, helping finance leaders modernize planning, improve forecast accuracy, and drive business agility with Workday Adaptive Planning. He partners with CFOs, FP&A leaders, Finance Directors, and Controllers to move beyond Excel-heavy processes and enable faster, more strategic decision-making through connected, scalable, and AI-powered planning.

Still have questions about your Workday environment?

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