Case Study: Optiv achieves greater efficiency and collaboration with Workday

Unlocking agility for sales and finance teams

Optiv, the cyber advisory and solutions leader, wanted to give sales planners more insight into their data to better serve clients and improve internal collaboration and operational efficiency. To support this, Optiv used Workday Adaptive Planning to streamline sales quota, territory, and capacity planning across finance and sales teams.

With Workday, Optiv was able to run models in seconds, build more effective quota, segmentation, and territory plans, and forecast capacity and headcount with single-digit variances. The result was greater efficiency, stronger confidence in outputs, and better collaboration between finance and sales teams, as noted by Optiv’s Director of Operational Finance.

Optiv

Alex Mueller

Director of Operational Finance