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Analyst Insight: The Decision to Replace Legacy Planning Solutions with Workday Adaptive Planning

Today, Amalgam Insights has published the following Analyst Insight: The Decision to Replace Legacy Planning Solutions with Workday Adaptive Planning. This report explores the decisions of eight Workday Adaptive Planning customers interviewed in 2022 to understand why companies chose to switch to Workday Adaptive Planning from another financial planning and budgeting solution.

The decision to choose a planning, budgeting, and forecasting solution is a complex one in 2023 as we have had to adjust to the challenges of more agile planning cycles using a wide range of data, the shift from purely financial planning to a broader array of business planning demands, as well as the need to create more scenarios based on the wide variety of potential business drivers and outcomes that are now potentially anticipated. Planning is treated less as a fixed, deterministic exercise and increasingly as a stochastic and broadly variable process that is ongoing and continuous.

In that light, when does it make sense to consider another planning solution? Our research shows that the following traits were most common in organizations that ended up switching to Workday Adaptive Planning.

Key drivers for switching to Workday Adaptive Planning

To learn more about why these traits showed up and the best practices that these companies discovered for making a solution change for a technology used to support executive demands and managing the cash flow lifeblood of the company, visit the Workday website for a free copy of the report.

This report is also available for purchase on the Amalgam Insights website.

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Now Available: The CIO’s Guide for Managing Wireless Expenses in 2021

Amalgam Insights has just published the definitive guide to managing the financial aspects of enterprise mobility in our new report “CIO’s Guide for Managing Wireless Expenses for 2021.” This report, co-authored by Chief Analyst Hyoun Park and Senior Research Analyst Kelly Teal focuses on

  • managing mobility in the New Normal of the hybrid workplace
  • identifying what is differentiated and what is not in the wireless expense world
  • why your mobility costs have risen faster than expected, especially if you took the advice of certain research firms that misread COVID
  • and the 15 vendors that Amalgam Insights recommends that mid-sized and large businesses consider based on their cost management and mobility management needs.

This report is available at

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Tidelift Launches Catalogs to Support Open Source Maintenance

“On February 2, 2021, Tidelift announced several updates to its Tidelift Subscription designed to help companies manage open source in their IT and software environments. Amalgam Insights has covered Tidelift in the past as an emerging vendor dedicated to solving the thorny problem of supporting open-source maintenance and paying maintainers across the breadth of open source projects that are used in the business world.

Amalgam Insights finds today’s announcement by Tidelift to be interesting in supporting open-source portfolios for a few reasons.”

To learn more about this announcement and our recommendations for the Open Source community, read the full report: Tidelift Catalogs Clean Up the Enterprise Open Source Portfolio