Case Study: IRi improves sales planning with Workday Adaptive Planning

IRI improves sales planning with powerful analytics and insights

IRI, a leading provider of big data, predictive analytics, and insights for major retail, health, beauty, and CPG customers, needed a better way to manage sales planning as it grew. Its spreadsheet-based process was error-prone, siloed between teams, and too slow to keep data current, making forecasting and decision-making difficult. After using Workday for finance, IRI turned to Workday Adaptive Planning to bring the same scalable analytics and planning capabilities to sales.

Workday implemented Workday Adaptive Planning for sales, giving IRI self-service dashboards, shared data across sales and finance, and real-time reporting. The result was more collaborative goal-setting, faster forecasting, and timely updates for leadership, with teams able to monitor pipeline and progress without relying on finance.

IRi