Case Study: Rubrik achieves enterprise-wide planning agility and a three-day close with Workday Adaptive Planning

Sales Ops Delivers Comprehensive Territory Planning with Cloud Planning

Rubrik, a fast-growing provider of cloud-based data management and protection, scaled quickly to about 1,500 employees and had adopted Workday HCM to improve HR and visibility. However, strategic planning was still done in spreadsheets, producing fragmented and unreliable data that impeded workforce planning, territory design, demand forecasting, and executive decision-making.

Rubrik expanded Workday Adaptive Planning beyond finance, building integrations to automate planning across finance, sales, demand, workforce, and IT. The company now runs continuous, real-time financials and consistent QBRs, met the CFO’s three-day close target, and gained visual territory design, more accurate workforce forecasts, and tighter inventory control—delivering faster decisions and greater organizational agility.

Rubrik

David Lee

Senior Sales Planning Analyst