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WebinarAdaptive Planning for Retail

Connecting Finance, Workforce, and the Store Floor

How specialty and department store retailers are replacing spreadsheet chaos with intelligent, integrated planning, from the C-suite to every store in the chain.

Retail planning was never simple. But somewhere between managing hundreds of stores, a variable workforce, a finance team buried in reconciliation, and the pressure to align brick-and-mortar performance with digital demand, spreadsheets stopped being a solution and started being the problem.

Join Workday and Okorio for a live session covering three of the highest-impact planning challenges in retail today, and how leading chains are solving them with Workday Adaptive Planning.

Reserve Your SpotThe future of retail planning starts here

This event has ended. To watch the recording, please click here.

Presenters

Alex Beall

Sales Director, Adaptive Planning, Okorio

Matt Harvison

VP Adaptive Planning, Okorio

Peter Owen

Director, Adaptive Planning, Workday


What You Will Learn

01. From roll-up chaos to real-time retail visibility
How to build store-level budget vs. actual reporting that is comparable across regions and districts, without manual consolidation.

02. Giving store managers a seat at the planning table
A practical model for decentralizing planning inputs, keeping store teams engaged and accountable while finance stays in control of the process.

03. Staffing for what’s coming, not what happened last year
How ML-powered driver-based planning connects foot traffic, seasonality, and promotional patterns to your workforce budget in real time.


Who Should Attend

  • Finance, HR, and IT leaders who feel like their planning process has outgrown the tools holding it together
  • Organizations managing multiple stores or regions who are still consolidating plans manually
  • Teams heading into budget season who know the current process is not sustainable
  • Leaders responsible for workforce costs who want better visibility before they commit to a plan
  • Anyone wondering if there is a smarter way to connect store-level planning to the bigger financial picture