Workday

A Cloud ERP leader in Finance & HR

B2B/ SaaS / Web / Visual

Overview

Workday is an enterprise cloud software specialized in financial management, human resources, and planning. Each year Workday needs to present to Gartner its latest capabilities. Then, Gartner evaluates Workday’s software along with peer software like Oracle and SAP. Gartner's rating and evaluation are important because they can help the sales team promote Workday to its potential customers.

RESPONSIBILITIES

Workday hired me for the second time to work on a marketing demo for Gartner. I collaborated with the Director of Product Marketing and Product Managers to create the financial, healthcare, and recruiting vignettes.

ROLE
Product Designer, I worked with theDirector of Marketing, Product Managers and 2
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DURATION
3 months

The Challenge

The team and I had 3 months to craft a few stories to show how Workday can help clients in the technology, professional business services, and healthcare industries in a video format.

Two years ago, our team had 4 product designers to make the user flows, high-fidelity wireframes and prototypes for this project. This time, due to budget constraints, only 2 designers (including me) were hired to finish the same workload.

The Approach

I worked primarily with the product managers for the technology, professional business services and healthcare sectors, together with 2 senior product designers for each episode. The Product managers drafted stories to tell how Workday’s software can help with customers’ success in different scenarios. I then designed prototypes to showcase the stories the product managers wanted to present at the demo.

Technology Demo

In this vignette, the PMs wanted to highlight how Gen AI could help with analysis. I created high-fidelity wireframes and prototypes on the CFO Hub and the Subscription Billing Hubs, showcasing how Gen AI could help. We showed how a fintech company, MQ Pay, used Workday to thrive and prepare for its IPO, empower the best talent, scale for growth, and drive profitability, all in one AI-enabled system.

CFO Hub

We started by telling how Teresa Serrano, the CFO, reviews a quarterly performance dashboard for MQ Pay at the end of Q1. She could see the dashboard of consolidated data into key metrics across finance, operations, and people. The purple alert notifies the user that analysis powered by Gen AI is available by clicking the purple star in the top navigation bar.

By clicking on the Gen AI button, a sidebar appears with analysis of the Q1 revenue. A sidebar is designed so that the CFO can access essential information without disrupting the main content area. The AI provides commentary that revenue is 6.2% higher than expected.

She would like to analyze revenue to uncover the reasons for the performance spike. When Teresa types into the search bar, she sees a curated set of queries for her to examine the revenue. She could see the revenue by location, country, and product and compare it with the revenue from 2 years ago.

She decided to see the revenue by product line. From the pie chart, she could see the composition of the revenue.

Subscription Billing Hubs

On the subscription billing hub dashboard, the revenue team can analyze the B2B and B2C performance. The subscription hub dashboards did not exist. I worked with the PM to create the dashboards so she could explain how Workday subscription billing can analyze customer segments and spot upsell opportunities to boost revenue growth.

B2C Subscription Hub

I created the B2C dashboard that highlights key subscription metrics, where we see the subscriber count rising, with a 12% growth this quarter.

B2B Subscription Hub

I created the B2B dashboard so the CFO could have a quick oversight of performance, KPIs, profitability, and actions to take on upcoming renewals or overdue accounts. The “Customer Profitability Outliers” chart pinpoints any outliers and uncovers margin losses. We can easily see that we are losing margin with Bluestar Ltd, a large account.

Then the CFO drilled into the Bluestar account, where she gained critical information into the health of their account, including key metrics like Annual Contract Value and Lifetime Value.

Drilling into the Bluestar's usage data reveals the sharp increase in Guard AI. If this trend persists, Workday risks further margine erosion on this account so adjustment is made to their subscription before the next renewal.

The “Forecast Usage” screen allows the CFO to compare conservative or aggressive forecasts for future usage.

Since Bluestar will surpass the agreed transaction volumes in the next 6 months, we can create and execute an overage charge by clicking the “Create Charge Model” button.

This moves Bluestar to a new premium tier and includes the overcharge from their existing contract.