Case Study: Optiv achieves faster, more collaborative sales and finance planning with Workday Adaptive Planning

Unlocking agility for sales and finance teams

Optiv, a cyber advisory and solutions leader serving more than 7,000 companies, needed to give sales planners deeper insight into their data and improve collaboration with finance by streamlining quota, territory, and capacity planning. The goal was to increase operational efficiency and confidence in planning outputs while enabling faster, scenario-driven decision making.

By leveraging the full Workday Adaptive Planning suite, Optiv automated multi-dimensional sales planning so teams could run models in seconds and jointly explore scenarios. Within six months they were setting more effective quotas and territories, forecasting capacity and headcount with single-digit variances, and improving collaboration and confidence between finance and sales.

Optiv

Alex Mueller

Director of Operational Finance