navigating unprecedented change with workday

Navigating Unprecedented Change with Workday

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Safe Harbor Statement

Introductions

Workday Confidential

Dawn Ward Senior HRIS and Workforce Planning

Manager, Calix

Rimple PatelGroup Manager, Value Realization,

Workday

Agenda

► An Era of Accelerated Change

► Customer Spotlight: Calix

► Value Index Study: Themes from High Performing Customers

► Value Index Study: State of the Industry Insights

► Workday’s Value Management Team

► Q&A

An Era of Accelerated Change

We Are Living an Era of Accelerated Change

Of the Fortune 500

in 2000, 52% no

longer exist as

stand-alone

companies

52%

Of today’s

Fortune 500,

40% are

estimated to

disappear in the

next 10 years

40%

Record $3.5 trillion in

announced mergers

and acquisitions in

2016

Source: Yale University Study; Thomson Reuters article; Washington University Study’

A Perfect Storm of Disruption:

Is Your Company Ready?

Moore’s Law:

Faster, better

and cheaper

Innovations

New business

models, products

and services

Cloud computingWorkforce is more

global, mobile and

diverse

Differentiated Capabilities Lead

to Differentiated Outcomes

Workday’s Differentiated

Outcomes

Workday’s Differentiated

Capabilities

One global system

for finance and HR

Designed for

engagement

Configurable to

support changing needs

Built-in,

actionable analytics

Workday’s Key Differentiated Capabilities

Where Workday Customers

Realize Strategic and Economic Value

Business Effectiveness

- Level 3 Outcomes -

HR and Finance Transformation


Technology Simplification


Time

Str

ate

gic

an

d E

co

no

mic

Ou

tco

me

s

Calix Spotlight

About Calix Inc.


Calix is a leading global provider of

broadband communications access systems

and software. The Calix Unified Access

portfolio allows service providers to connect

to their residential and business subscribers

and deploy virtually any service over fiber-

and copper-based network architectures

• Solutions deployed in 80+ countries

• 18M+ ports shipped to many of the

world’s leading service providers

• 100,000 systems shipped worldwide

$458M+

IN REVENUE

(2016)

1,145

EMPLOYEES

HQ in

Petaluma, CA

Workday

Webinar

PresentationValue Index

Study

Completed

Calix Journey with Workday

December

2009

November

2015

April

2017

Target In-Depth

Value

Realization

Agreement

Signed

Kickoff

February

2010

Go-Live: HCM

Benefits

October

2015

74 day deployment

Value Index

Study

Completed

November

2016

November

2017


Advanced Comp

/ Performance

Management

Jannuary

2014

Onboarding /

Absence Mgmt

Enhancement

August

2016

Enhancement

Prioritization

• Understood what drives

the most value

• Shared leading practices

• Provided empirical data to

support greater investment

Benchmark

Analysis

• Compared

performance of key

value metrics

• Evaluated progress

year-over-year

Current State

Assessment

• Validated self-assessment

• Understood maturity curve

placement

• Supported implementation

decisions

Benefits of Participating in the Value Index Study


Shift IT

Resources

• Business

Process

Framework that

reduces IT

dependence

Risk Reduction/

Compliance

Improvement

• Fully auditable

transaction

history and

security profiles

• Faster response

to regulatory and

compliance

changes

Systems Cost

Avoidance

• Avoided

addition of point

solutions – e.g.

performance

management

Employee

Experience

Improvement

• Direct access

for employees

and managers

• Manager

accountability

• User-friendly

interface that

encourages

data exploration

Corporate

Agility

• Flexible,

configurable

solution to

change with the

business

• Agility for

reorganizations,

spin-offs, and

divestitures

Global Growth

Expansion

• Replacement of

old HR systems

with an

integrated SaaS

solution

• Supported

company growth

from 400 to

1000+

employees

Value Realized


How Our Maturity Is Assessed


Strategy

alignmentHow aligned is your functional strategy with business outcomes?

Service delivery To what extent do you measure business impact for the services you deliver?

Talent management (HCM only)

How intentional are your talent programs to address the unique needs

of the workforce?

Technology

landscapeHow simple and integrated is your technology landscape?

Business

process definition

To what extent are business processes designed with a cross-functional view keeping

the customer in mind?

Data & analytics Do you have a well-defined data architecture that enables insights?


Calix HCM Maturity Assessment

Current Customer Assessment (2016)Previous Customer Assessment (2015) High Performers

HR Strategy

Alignment

Service Delivery

Talent

Management

Technology

Landscape

Business

Process Definition

Data & Analytics

Foundational0 Emerging1 Advanced2 Leading Edge3 4

Calix Top Performing Benchmarks


Business

Effectiveness

85% Time Spent on

Strategic HR Activities9.2% Voluntary Turnover

HR/Finance

Transformation

90% Manager and

Employee Direct Access

Utilization

15% Time Spent on

Transactional HR Activities

Technology

Simplification

50% Time Spent on

Strategic Workday

Support Team Activities

2 Hours to Develop New

Customer-Defined Reports

Themes from High-Performing Customers

Participants in the Value Index Study


92 HCM

customers are

included in the

study

Company size

ranged from under

1,000 to 90,000

employees

The study included

broad participation

across 16

industries

Customers at

varying degrees of

maturity

participated

Customer Maturity Progression with Workday

HR strategy

alignment

Foundational0 Emerging1 Advanced2 Leading Edge3

Service delivery

Talent

management

Technology

landscape

Business

process definition

Data & analytics

4


Average customer assessment

before Workday

Average customer assessment

with Workday

High performers assessment

with Workday

Four Key Themes Emerged From the StudyFour Key Themes Emerged from the Study

High-performers

have laser focus

on strategy

High-performers

invest & innovate

High-performers

leverage data to

drive business

outcomes

1 2 3

High-performers

enable managers to

engage employees

4


43%

34%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

HighPerformers

Others

21%

High Performers Have Laser Focus on Strategy

What high performers do

differently:

• As an organization, Human Resources

(HR) spends 20% more time on

strategic activities as compared to

other customers.

• The Workday team spends 21% more time on strategic activities as

compared to other customers.

1

45%

36%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

HighPerformers

Others

20%

% Time Spent

Strategic HR Activities

% Time Spent

Strategic Workday Activities

High Performers Invest and Innovate

What high performers do differently:

• They utilize 16% more of the HR product areas in realizing the value from their

investment, and 61% of them deploy new features and functionality quarterly.

• 24% more high performers have a right-sized Workday team.

Percentage of Workday HR Product Areas Utilized Frequency of Features and Functions Deployed

2

52%

62%

0% 20% 40% 60% 80%

Others

High Performers

% of Workday Functions Utilized

13%

15%

38%

23%

32%

38%

17%

23%

0% 50% 100%

Others

High Performers

% of customers

Annually Bi-Annually Quarterly Monthly

High Performers Leverage Data to Drive Business Outcomes

What high performers do

differently:

• Create 2.7 times the number of

reports per 1,000 employees as

compared to other customers.

• Likewise, high performers are 75%faster than other customers at creating

reports.

2Number of Customer-Defined Reports

per 1000 Employees

3

198

74

0

50

100

150

200

250

High Performers Others

2.7x

High Performers Enable Managers to Engage Employees

What high performers do differently:

• 26% of high performers have over 75%

utilization of direct access for managers.

• Managers spent <50% of their time on

transactional HR activities.

• 23% greater Internal Fill Rate and 35% lower Voluntary Turnover compared to

other customers.

4 Manager Direct Access

Internal Fill Rate Voluntary Turnover

38%

23%

25%

31%

14%

15%

23%

31%

0% 20% 40% 60% 80% 100%

Others

High Performers

0-25% 26-50% 51-75% 76-100%

17%

22%

0% 10% 20% 30%

Others

High Performers

17%

11%

0% 10% 20% 30%

Others

High Performers

State of the Industry Insights

Simple and Standardized = Smart

54% of the customers who

identify simplifying and standardizing

processes as a top strategic business

impact are enabled by Workday.

Process simplification yields better user

experience and helps drive

operational excellence.

Strategic Impact Areas

Service and Strategy Go Hand in Hand

33% of customers ranked service

delivery as their top priority.

Delivering impactful services with

business alignment helps ensure

employee engagement and that

business outcomes are realized.

Ranking of HR Maturity Focus Areas

Talent Management Drives Business Performance

49% of customers ranked

Talent Management and Succession

Planning as a top functional priority.

Customers view attracting,

developing, and retaining productive,

engaged employees of great strategic

importance.

HCM Functionality Focus Areas

Workday’s Value Management Team

We Help Customers Measure and Optimize the Strategic and

Economic Value Realized Throughout the Customer Lifecycle

Prospects

and customers

Case for

change

Baseline

assessment

Future

opportunities

assessment

Value

realization

Initial

contract signing

Go-Live

Renewal and/or

add-on contract


The Value Realization Team Collaborates

Extensively with Workday Customers

90+In-depth Value

Realization

Analysis studies

Industries

represented17

Range in number of employees of companies

that have completed a study

<350-350,000

Value Realization Proof

Points harvested

140+70+Value Index

Studies

Of companies that

have participated in a

Value Realization

Analysis are on the

Fortune 500

12%


Value Management

can help you

realize greater value

with Workday

Value is realized at

multiple levels:

Technology,

HR/Finance

Efficiency, and

Business

Effectiveness

Workday is a key

enabler to becoming a

high performing

customer

Key Take Aways