Workday Adaptive Planning
What Is Workday Adaptive Planning?
Workday Adaptive Planning is a cloud solution for planning, forecasting, reporting, financial consolidation, dashboards, modeling, analysis, and collaboration.
How Will it Be Implemented?
Improving upon our existing Workday system, our Adaptive Planning implementation goals are to:
Enhance transparency of the new budget model leveraging Workday
Facilitate multi-year planning within Workday Adaptive
Simplify the process of financial data analysis leveraging core financial system
Unify user experience of budget planning process leveraging Workday
Scope
MONTH | ACTIVITY | BENEFIT TO USERS |
August 2023 | Dashboards and reports |
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November 2023 – January 2024 | New Expense Request Form (NERF) – via Fusion |
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February 2024 | Updated Dashboards and reports |
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Summer 2024 |
Bottom-up Budgeting |
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Summer 2024 |
Personnel Planning |
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What’s In It For Me?
FEATURE | BENEFIT |
Dashboards | Interactive visualizations and charts |
Integrations | Save time and improve accuracy with automated data loads |
Single Source of Truth | Improve accuracy and replace gap systems |
Adaptive Planning Capabilities
Excel for Planning
Easily downloaded into Excel for planning, reporting and creation of customized charts and graphs.
Consolidated Reporting
Allows you to map various hierarchies into a single source of truth.
Excel-Like Formulas
Sheets allows user to save and edit and delete values, edit check boxes and dates and save data similar to Excel.
Dashboards
Dashboards provide real-time visibility to analyze key drivers.
Driver-Based Planning
Business forecasts driven by key drivers i.e., enrollment to derive revenue.
Scenario-Based Modeling
Using a combination of versions and modeled sheets.
Integrated Planning
Adaptive has quite a versatile and easy to connect integration platform.
Rolling Forecasts
Forecast turnaround time will be reduced significantly.
Questions? Comments? Feedback?
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