Software

Workday Financial Management

Create an operational environment that scales with your organization through modern financials.

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Transformational Processes

Workday Financial Management is a unified, cloud-based system that delivers real-time insights on all aspects of your business. Streamline transaction processing, multidimensional reporting, consolidations and compliance in a customizable, straightforward solution. When coupled with world-class advisory, in-depth finance expertise and managed services, it helps you prepare for rapid market shifts and enable scalable growth.

Holistic Services

Solutions for Every Stage

Whether you’re selecting an enterprise resource planning (ERP) system for the first time or you’re an experienced ERP user, the goal is to enable growth and adapt to changing market needs quickly. No matter your stage or the challenges you’re facing, we can help you achieve full transformation, from identifying your key goals to turning them into reality:

Determine Workday Financial Management’s viability for your organization by pinpointing your largest challenges and learning how the solution addresses them. At this stage, we partner with you to build a technology roadmap and identify what’s required to get you where you need to go, whether you're a startup that has never deployed an ERP and needs hands-on management or an enterprise organization that needs added resources for a successful deployment and ongoing system improvements.

Depending on the level of direction needed, our deployment and advisory experts partner with you to adjust and tailor modules to your existing infrastructure and work with you to strengthen internal processes to smooth the transition to Workday.

We can train you on the core tasks your internal team will handle routinely with your system as well as how to integrate features uniquely suited to your business. You can speed up the process with practical, hands-on courses through the Armanino Academy.

Whether working side-by-side or relying on our managed services, we help get your solution up and running as smoothly as possible, using a keen eye for detail to minimize growing pains.

At any point, as your business needs evolve, we’re here to ensure your system is aligned with your objectives. We work alongside you to maximize the value of your Workday investment by enabling your company’s growth and helping you adjust to market changes.

Industry Expertise

As a Workday Services partner, our accounting experts have a strong background in key industries, including:

Path To Success

1. Assess

We help you evaluate and identify your biggest pain points

2. Roadmap

Working together we develop a plan to use the tech for your needs

3. Deploy

Tailor Workday with our industry experts to streamline processes

4. Optimize

We help you manage your solution to keep up with your evolving business

Workday Financial Management and Salesforce

In Perfect Harmony

Salesforce and Workday Financial Management pair well because they’re both powerful, cloud-based tools that can be easily integrated to provide a seamless end-to-end solution for managing business operations.

Integrating your Salesforce platform with Workday Financial Management can deliver key benefits to your organization, including:

Improved Visibility

Salesforce and Workday integration allows real-time access to financial data, for better visibility into financial performance

Enhanced Productivity

By automating data transfer between the two systems, you can save time and resources on manual data entry and reconciliation

Streamlined Processes

Integration helps streamline processes like quote-to-cash, lead-to-cash, order management and financial reporting

Increased Accuracy

Automated data transfers greatly reduce your risk of errors associated with manual data entry

Better Decision-Making

Improved visibility into financial data drives more informed decisions about sales forecasts, resource allocation and financial planning

Improved Customer Experience

Integration helps create a smoother customer experience, from initial sales to billing and ongoing support

Get Started on Connecting Salesforce and Workday

Director

Chris Lee

Chris is a member of the Strategy and Transformation team and a leader in the firm's emerging markets practice.

San Ramon, CA

Partner-in-Charge

Ryan Prindiville

Ryan leads Armanino’s Consulting practice, helping to solve clients’ broad, increasingly digital business challenges.

San Ramon, CA

Partner

Scott Schimberg, CPA, CMA

Scott leads the cloud solutions implementation teams. He has over 19 years of experience implementing ERP solutions.

San Ramon, CA

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Resources

Accelerating Ahead: A CFO’s Guide to the Future of Finance

Article

Your Guide to the Future of Finance

Act now to embrace innovation, prioritize agility and future-proof your organization.

February 20, 2024

Article

What Are the Options for Integrating Your PE Portfolio Company’s Finance Tech Stack?

After an add-on acquisition, do you standardize on a single ERP or move ahead with a hybrid tech environment?

September 18, 2023

White Paper

Growing Beyond QuickBooks & Legacy Accounting Systems

A guide to help you determine which financial management system best matches your evolving business needs.

April 04, 2022

View All

Get Started

Deploying best-in-class finance technology and strategy can be the difference between missing opportunities and being a market leader. Get a free consultation with our Workday experts to see how Workday Financial Management could elevate your organization.

Workday Financial Management

Empower Your Finance Team to Be a Strategic Value Driver

Solutions for Every Stage

Get the Most Out of Workday Financial Management

1. Assess

2. Roadmap

3. Deploy

4. Optimize

Make It Easier for Your Business to Succeed