Case Study: Ivanti achieves integrated sales and financial planning for accurate forecasts and growth with Workday Adaptive Planning

To Drive and Manage Growth, Ivanti Brings Sales Into the Planning Fold

Ivanti, an IT software leader with more than 30 years’ history and multiple legacy brands, needed to tighten planning as the organization grew. Excel-based processes lacked version control, rolling up quotas and capacity across distributed teams was cumbersome, and the sales and financial models were not integrated—preventing quick, company-wide what-if analysis needed to set accurate targets and support growth.

By adopting Adaptive Insights, Ivanti built integrated sales and financial planning with real-time dashboards to add reps, adjust hire dates, ramping and attrition, and immediately see forecast impacts; automatic integration moves targets, headcount, and expenses between sales and corporate plans, and visual charts monitor quota coverage. The outcome was faster, more accurate forecasting, clearer functional interdependencies, and improved ability to hit targets and drive profitable growth.

Ivanti

Mark Chamberlain

Vice President of Sales Operations