普通外文研报
WDAY: Takeaways from Workday Elevate in SF & Survey Results
研报英文原文证据摘录
WDAY: Takeaways from Workday Elevate in SF & Survey Results
U.S. Software Equity Research
What Industry is your organization What is theorganizationestimated size of your How likely are youof SANAto investoverintheadditionalnext 12 months?WDAY products outside Whatsolutionsis theinlargestproductionroadblockenvironmentsor impedimentat yourtoorganization?WDAY Agentic How would you ratein comparisonyour perceptionto industryof WDAY'speers?agentic solutions Which if anyadoptingWDAYoragentlearningsolutionsmore about?are you(Selectmost interestedall) in Additional Notes
Mentioned they have deployed no WDAY agents today but are interested in possibly testing and
implementing 1 or 2 over NTM. Currently don’t want to invest in Sana because they use Notion,
Technology 1-5K employees Likely (strong interest, but not yet budgeted) Pricing and forecasting Slightly behind leading solutions Frontline Agent agentClaude,specificallyOpenAI andit feelsCursorlike productsit’s laggingandcomparedfeel theretoisotheran overlap.data toolsMentionedoffered withby suppliersdeveloperlike
databricks. Specifically interested in front line agent for time card approval automation and
manufacturing managers
Was an ADP house prior just launched with WDAY this year. Grew from 500 to 1,500
employees. Working towards employee system of record - was having trouble with ADP not
Technology 1-5K employees Unlikely (limited use cases identified) Data architecture Competitive / top-tier but not clearly leading Payroll Agent & Financial Audit Agent updatingon their WSBacrossortheservicesentirecontractsworkflowfor- focusconsultingis on implementationhelp post purchase.and theyBiggestreceivedissue isdiscountsgetting
the organization systems and processes ready for new WDAY and AI processes / unstructured
data
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