Financial Planning Solutions: a Buyer’s Guide — Five Steps for Selecting a Planning Solution

13 Pages

This Workday guide outlines five key steps for selecting a cloud-based financial planning platform. It emphasizes aligning with goals, recognizing industry trends, seeking scalable and collaborative tools, and applying structured vendor evaluation. Featuring frameworks like DACI/RACI, the guide aids buyers in identifying agile, AI-ready systems that unify data and support real-time, cross-functional planning—helping organizations confidently adapt to rapid change.

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Financial Planning Solutions: a Buyer’s Guide — Five Steps for Selecting a Planning Solution

Financial Planning Solutions: a Buyer’s Guide — Five Steps for Selecting a Planning Solution

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