Case Study: IRI achieves real-time, collaborative sales planning and simplified forecasting with Workday Adaptive Planning

Sales planning platform simplifies forecasting at IRI

IRI, a data and analytics leader that serves 95% of the Fortune 100 across retail, health, beauty, and CPG, found rapid growth had outpaced its sales planning processes. Reliance on spreadsheets made forecasting error-prone and slow, planning was siloed between client sales and product teams, and by the time finance produced reports the data was often outdated.

Building on success with Workday Adaptive Planning for finance, IRI implemented Workday Adaptive Planning for sales to give teams a single source of truth. The change delivered self-service dashboards used on local revenue calls, enabled collaborative goal-setting between sales and finance, and provided real-time visibility for faster, more accurate forecasting and leadership reporting.

IRI

Steve Klang

Vice President of Finance