Workday Adaptive Planning

We are using Workday Adaptive Planning for Budgeting, Reporting, Forecasting, and Financial planning. It has helped us solve and manage financial-related matters very well in an organized manner. Mainly, we have implemented this to address budgeting issues and future planning within our organization, enabling us to focus on various financial aspects.

• Budget planned very easily.
• Reporting also became simple.
• Forecasting become simple with this application.

ADP Next Gen HCM

Qlik Analytics Platform, Salesforce CRM Analytics, Salesforce Service Cloud

We use Workday Adaptive Planning to do headcount planning at a very granular level. We do headcount planning at a team level. We also do planning for headcount at various international entities at a local currency level. Further we are also able to track our contractor workforce within Adaptive Planning and adjust for any changes to our original Plan.

• Reduction in manual processes
• Faster turnarounds
• Ability to run scenarios

Planful, Paylocity and BambooHR®

Sage Intacct, AWS CloudTrail, Anthropic Claude

We use it for financial and operations planning. We use it to understand the overall expense across the departments, revenue, margin, etc. We use the software as its no-code application with minimal manual intervention required to generate reports.

• time saving
• centralised visibility
• better decision making.

Salesforce Sales Cloud, HubSpot Sales Hub, Dropbox DocSend

We use Adaptive Planning on a daily basis as a key function of my job. We utilize Adaptive for personnel planning, product P&Ls, Budgeting, Forecasting, Bookings, dashboards, and reports. Adaptive is incredible in its functionality and flexibility. Adaptive has been the most valuable tool (outside of Excel) for myself as an FP&A Manager.

• Adaptive has made my life so much easier and has had an incredibly positive impact on my work life
• I will always use Adaptive over NetSuite when pulling data or trying to model out information
• Adaptive allows me to model out complex scenarios with ease

NetSuite ERP

• Improved Forecasting Accuracy and Speed. I would say about 30% in our ME process in putting together our Variance Analysis
• Enhanced Financial Reporting Efficiency
• Streamlined Workforce Planning and Optimization. Integrations played a big role in time reduction.