Workday Adaptive Planning

25+ Years of Experience

100% Go-Live Success Rate

1000+ Clients Served

Elevating Financial Planning for Growing Organizations

As your organization grows, your financial systems must evolve alongside it. Workday Adaptive Planning allows you to master your enterprise planning and analytic needs with continuous planning, forecasting, and AI capabilities that adapt to your organization as you scale and grow. With robust financial reporting and forecasting, your organization can keep up with changes and evolving stakeholder expectations.

Our experienced advisors offer practical knowledge to help you navigate the next steps and elevate your financial planning capabilities. From implementing the software for the first time to optimizing your current solutions and providing ongoing support and training, we support you through it all.

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Why Choose Workday Adaptive Planning?

Workday Adaptive Planning enables cross-functional planning, either centralized or decentralized between finance, human resources (HR), sales, and operations, consolidating data from independent operational systems into one single source of trust.

Eliminate Data Silos

This integration eliminates data silos and fragmentation, helping you gain access to reporting that is both accurate and efficient.

Real-Time Planning Insights

The software standardizes and automates reporting processes, helping your team save time and improve decision-making with real-time insights.

Automated Processes

Transform labor-intensive tasks with manual adjustments into streamlined operations with automated processes, generating a comprehensive, up-to-date report with just a click.

Adapt to Changes

Last-minute changes are inevitable, but Workday Adaptive Planning allows you to automate planning-to-execution workflows.

Current & Accurate

With all your data centralized and updated in real time, you can integrate new data seamlessly, refresh your reports on-demand, and leverage current and accurate information at any time.

Enterprise-Grade Scaling

By building a custom Workday Adaptive Planning solution, your organization can scale with enterprise-grade integration and modeling, positioning your team to keep up with changing needs.

Is Your Workday Strategy Aligned for What's Next?

Connect with our Workday advisors to discuss implementation, optimization, governance, or ongoing support.

Speak with our advisors

EisnerAmper’s Adaptive Planning Advantage & Structured Approach

Engaging an experienced Workday Channel Partner can significantly improve your team’s Workday Adaptive Planning experience and how smoothly and effectively your organization transitions to this powerful planning tool. Our professionals have more than 25 years of ERP & FP&A experience helping growing companies take the next steps to plan smarter, report faster, and analyze better than they do today. We have worked with over 1,000 clients across multiple industries and have a 100% go-live success rate. With EisnerAmper, you get an experienced team that can help you get the most out of the software.

Our Partnership

At EisnerAmper, we take an advisory first approach and focus on partnerships, aligning Workday Adaptive Planning with your strategy, compliance, and growth goals. We begin the process by analyzing the current state of your financial systems to understand the core of your organization and what the end state needs to look like.

Deep Understanding

As your Workday partner, we will develop a precise grasp on your data and reporting needs, how you think about your organization operationally, and how similar companies in your industry leverage data, so we can define your priorities.

Implementation Timeline & Methodology

Our experienced advisors work with you from execution to knowledge transfer and beyond. This includes the initial design, configuration, data migration, and validation/acceptance phases, and then empowering your team to own the solution.

We help you navigate the next steps and elevate your financial planning capabilities through the following phases:

Phase 1

Design

Phase 2

Configuration

Phase 3

Walkthrough

Phase 4

Refinement &
Acceptance

Phase 5

Ongoing
Optimization

Optimizing Your Solution

This phased, transparent approach is designed for collaboration, and our certified consultants and CPAs work together with you throughout the process, keeping you involved. Our proactive knowledge transfer and client adoption empower you to own the solution and become a forward-looking hub for strategic thought and action, so you walk away feeling confident navigating your solution.

Our team begins by analyzing the current state of your solution with a comprehensive heatmap on how it is being used for analytics, reporting, people, and processes around data, technology, and security. Once we understand your business model and how your solution needs to support it going forward, we identify opportunities for improvement, define your optimization roadmap, and make the envisioned state a reality—creating a prioritized set of initiatives that fully enable your business for immediate, near, and long-term success.

Client Outcomes

EisnerAmper helps you get the most from your solution. With Workday Adaptive Planning, your organization can:

Improve financial reporting processes
Boost efficiency of existing resources
Fulfill real-time reporting demands
Increase accuracy and compliance
Enable forecasting
Empower teams across departments
Own your solution

See Client Success Stories

Today, we have a more professional, elevated presentation of data that’s readily available at [the] click of a button. Plus, we can use Process Tracker to help…complete quarterly forecasts. Getting…the entire organization to be more aware and engaged in forecasting quarterly using Workday Adaptive Planning, and not Excel, was just more efficient.

Brikty Zeggai

Finance Director

Workday Adaptive Insights

Learn how Workday Adaptive Planning can support your organization with continuous financial planning, forecasting, reporting, and analysis.

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Technology

Kyle Nesslar

Kyle Nessler is a Director in the firm with 15 years of experience. Kyle specializes in Workday Adaptive Planning and serves Public, Closely Held, Small and Medium-sized Business, and Mid-Market clients in various industries.

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