Workday Revenue Management

BY WORKATO

Helps organizations in syncing their CPQ orders from CRM into WRM as a contract.

Robust Solution
Digital Business

Organizations are enabling both business and IT teams to build more automations faster with Workato's low-code/no-code platform to propel their business vision forward. 

This Accelerator provides a “plug and play” resource for Workato builders to implement the Revenue Management in Workday. It gives an immediate starting point to remove the majority of the upfront development work typically required for this kind of framework and is customizable to suit any organization’s ecosystem of applications.

Implementation of the order to cash business process varies across organizations.  The process involves creating the billing schedules so that the organization can issue invoices and do the revenue recognition. So, this accelerator is built with a design that applications can be changed or replaced with minimum changes.

Features include:

  • Pre-build recipes for creating/Updating/Renewing/Cancellation of contract in Workday based on corresponding action in Salesforce CPQ
  • Cross reference data maintained in Workato for data transformation
  • Modular service based design with using common data model
  • Flexible notifications based on status