Workday希望客户从人员配置和外包预算中为其AI代理买单，而不仅仅是IT支出，因为该公司正在将更多人力资源和财务职能开放给自动化。在拉斯维加斯年度会议上向投资者发表讲话时，这家SaaS厂商表示，AI带来的生产力提升可能使其在新增员工较少的情况下实现增长。不过，客户可能面临不同的成本计算。Workday预计，代理费用将随使用量增长，而不仅仅是根据获准使用其软件的员工人数来计算。
Workday wants customers to fund its AI agents from staffing and outsourcing budgets, not just IT spending, as it opens more HR and finance functions to automation. Speaking to investors at its annual conference in Las Vegas, the SaaS slinger said AI productivity gains could allow it to grow with fewer new hires. Customers could face a different cost calculation, however. Workday expects agent charges to grow with usage rather than simply the number of employees licensed to use its software.
首席AI官乔尔·赫勒马克（Joel Hellermark）告诉财务分析师，自动化人力资源任务等工作，可能将Workday的市场从“软件预算”扩展到“劳动力和服务支出”，在那里“客户在外包上花费数千万美元”。赫勒马克声称，自助式AI代理已将常见任务的解决率提高了25%。“我们才刚刚开始，”赫勒马克说，并认为Workday可以显著降低客户的外包支出。
Chief AI Officer Joel Hellermark told financial analysts that automating work such as HR tasks could expand Workday's market "beyond the software budgets into the labor and services spend," where "customers are spending tens of millions of dollars on outsourcing." Hellermark claimed self-service AI agents had increased resolution rates for common tasks by 25 percent. "We're only getting started there," Hellermark said, arguing that Workday could significantly reduce customers' outsourcing spending.
Workday联合创始人兼首席执行官阿尼尔·布斯里（Aneel Bhusri）表示，公司内部使用AI正在帮助其在不相应增加员工数量的情况下实现增长。“我们正在审视所有软件供应商的产品，[以展示]如何利用AI推动利润率，”他说。“这可能不在于进一步裁员……但也有机会不再招聘过去曾招聘的领域，而是转而利用AI。”本周，Workday宣布扩大其人力资源和财务系统的“无头”访问，允许AI代理读取数据并执行任务，而无需用户浏览其应用程序界面。
Aneel Bhusri, Workday co-founder and CEO, said using AI internally was helping the company grow without a corresponding increase in headcount. "We're looking at the products across all of our software providers [to show] how we can use AI to drive margin," he said. "It may not be in terms of more reductions in workforce… but there's also the opportunity to just not hire in areas we were hiring in the past and just leverage AI instead." This week, Workday announced broader "headless" access to its HR and finance systems, allowing AI agents to read data and perform tasks without users navigating its application interface.
其模型上下文协议（MCP）工具在Workday的权限、审批和审计追踪约束下提供访问。Workday数据云支持访问运营数据和历史数据，包括与Snowflake、Databricks和Salesforce等平台共享。其架构包括一个使用Apache Iceberg开放表格式的数据湖。
Its Model Context Protocol (MCP) tools provide access subject to Workday's permissions, approvals, and audit trails. Workday Data Cloud supports access to operational and historical data, including sharing with platforms such as Snowflake, Databricks, and Salesforce. Its architecture includes a data lake using the Apache Iceberg open table format.
布什里预计，客户将根据实际使用量来为人工智能服务付费，使用量越大，账单金额也就越高。“这是一个良性循环机制——一旦启动，就会持续加速发展。相较于目前仍长期存在的以人员数量为基础的订阅制模式，这种模式要优越得多。看看我们需要支付给谷歌云、亚马逊云服务和微软Azure的费用，我就明白自己为何想投身这一行业，”他说道。
Bhusri expects customers to pay for AI agents based on consumption, with bills increasing as usage grows. "It's a flywheel. Once it gets going, it really gets going. It's a far better model than a people-based subscription-based model, which will continue for a long time. I see the bills we have to pay to Google Cloud and AWS and Azure, and I think why I'd like to be in that business," he said.
今年8月，路透社曾报道称私募股权公司银湖资本正在洽谈收购Workday的事宜，当时这家软件公司并未作出回应。今年2月，布什里重新出任首席执行官，接替了当时以360万美元的一次性现金补偿离职的卡尔·埃申巴赫。本周，布什里在面向投资者讲话时表示，他希望将人工智能相关职责集中管理。“我重新上任时，相关职责分散在各处：人工智能相关工作由各个应用团队负责，API管理也由各应用团队承担。坦率地说，我们的进展实在太慢了。”
In August, Reuters reported that private equity firm Silver Lake was in talks to buy Workday. The software company did not comment at the time. In February, Bhusri returned as CEO, replacing Carl Eschenbach, who stepped down with a lump-sum cash payment of $3.6 million. Speaking to investors this week, Bhusri said he wanted to centralize responsibility for AI. "When I came back, it was very diffuse. AI was owned by all the application teams; APIs were owned by all the application teams. And frankly, we're moving too slowly." ®