Workday Resource hub

Click to read / download resource:

• Trilogy Funds case study: Product owners can forecast and see pipeline, dashboards provide an overview of key information, and they can address potential challenges before they turn into problems 

Click to read / download resource:

• Infinite Care case study (Aged Care): Went from Excel modelling to a budget delivered two months earlier, doing monthly rolling forecasts 75% faster, and better scenario planning 
• Integria Healthcare case study: Replaced 40+ manual spreadsheets and streamlined global budgeting and scenario planning 
• Health and Aged Care webinar: Zane Ali (CFO of Infinite Care) and Merrin Nancarrow (CFO of Ask ECH) share FP&A insights and their Adaptive Planning journey 
• Aged Care whitepaper: Read about challenges in Aged Care and the role finance plays to mitigate risks, ensure compliance, and enhance overall efficiency 
• Healthcare whitepaper: We explore challenges including cashflow, workforce and capex planning, and solutions for finance teams
• Fast Track for Aged Care: A pre-configured Workday Adaptive Planning solution for Aged Care. Includes pre-built driver based models to support revenue, labour cost and capex planning.

Click to read / download resource:

• Integria Healthcare case study: Replaced 40+ manual spreadsheets with Workday Adaptive Planning and streamlined global budgeting and scenario planning 

Click to read / download resource:

• Red Energy case study: Can efficiently calculate key metrics like CTA and CTS, easily do scenario planning and version comparison, and accurately track drivers and performance

Click to read / download resource:

• Beyond Blue case study: Changes take seconds instead of 45 minutes; smooth ERP integration and actuals and plans on one platform – leads to ability to drill up and down, and quicker decision making 
• cohealth case study: Seamless integration with Microsoft Business Central, a 12-month rolling forecast, and P&Ls now take minutes instead of 48h 
• Save the Children case study: Have more information with greater transparency, moved from high level outlooks to detailed monthly forecasts, and 200 budget holders can self-serve information 
• Royal Australasian College of Surgeons (RACS) case study: Transformed outdated applications, a static budget, and error-prone spreadsheets – to a fit-for-purpose solution finance can maintain
• Royal Australian College of General Practitioners (RACGP) case study: A central solution for all financial planning that is easy to use, and has driven greater business collaboration and ownership of the budget 
• NFP webinar: The Future of Finance for NFPs – Joanne Papworth (Head of Finance and Commercial at Beyond Blue) and Al Beyan (FP&A Manager at CareFlight) share NFP insights and their Adaptive Planning journey 
• NFP whitepaper: Read about challenges in cost allocation, funding, staff retention and more. Explore how to work that into financial plans and drive the mission forward 

Click to read / download resource:

• Slater & Gordon case study: Planning models they can drill up and down; seamless integration with finance, HR and operations systems; managers can access information on demand 
• Douglas Partners’ case study: Changed basic budgeting function to one that drives transparency and accountability – they now have more insights and increased business value, aligning numbers with strategy 
• Professional Services whitepaper: Addresses challenges like revenue forecasting, headcount planning and related costs, performance visibility and more – and how FP&A solutions support these 
• Professional Services webinar: Tania Amalen (Finance Manager at Douglas Partners) shares FP&A insights; demo of Adaptive Planning dashboards, and driver-based and scenario planning for the industry

Click to read / download resource:

• Bevilles case study: Streamlined processes through automated data integration and store-level reporting, provided granular insights to drive agile scenario modelling and strategic growth 
• Red Energy case study: Can efficiently calculate key metrics like CTA and CTS, easily do scenario planning and version comparison, and accurately track drivers and performance 
• Designworks case study: Can plan further, more accurately, with more insight thanks to driver-based planning and rolling forecast capability; forecast takes small tweaks instead of weeks to update 
• Fonda case study: Needed new capability for consolidating, reporting, budgeting, forecasting and financial modelling, plus integration with NetSuite; this was done in just 6 weeks with Adaptive Planning 

Click to read / download resource:

• Tennis Australia case study: Integrated system for all budgeting, forecasting, workforce planning and reporting; quick scenario planning capabilities helped especially during the volatile COVID-19 period 
• South Australian Cricket Association (SACA) case study: An integrated model, planning based on an 18-month rolling forecast, improved user collaboration, and 100% confidence in their data 
• SACA use case – board reporting with OfficeConnect: Used OfficeConnect to create their monthly reporting pack – walk through their process from scoping to getting buy-in and implementation 

Click to read / download resource:

• Kinatico case study: Overturned an underperforming instance to a powerful FP&A tool – built to best practice, providing a solid foundation to future-proof the business  
• Global technology company: It was difficult to scale rapid growth with Excel and a small finance team; Adaptive Planning empowered scalability, also enabling automated reporting and deeper financial insights 
• TGI Sport case study: Integrated with NetSuite, standardised driver-based modelling and planning, and created reports in a few clicks instead of days – great for a global company collaborating across countries 

Click to read / download resource:

• SCT Logistics case study (rail freight): Now has an integrated view of the business, a streamlined budgeting and forecasting process, and real-time updates for quicker decision making 
• Ventura Bus Lines case study: Transformed Adaptive Planning into a high performing system stakeholders were confident with, and models can now meet complex government and bank reporting requirements 
• Royans case study: Integrated systems, saved time and resources, and enhanced insights; a month-end process that took two days of consolidation is now automated 

Click to read / download resource:

• TasWater case study (government): Sped up the budget cycle by 10x, managers adopted the intuitive system easily, reports for board and stakeholders are generated quickly 
• MessageMedia case study (media): Can plan with large datasets and drill down easily, calculate and see impacts “live”, and time to complete the budget has halved