Implementation services from Morrison & Morrison

Workday Adaptive Planning turns disjointed financial and operational data into trusted reporting and actionable strategy.

You track revenue, expenses and cashflow every day. But if you aren’t tying your financial data to your operational processes, you’re missing the big picture.
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Our Workday Adaptive Planning solutions make the connection for you, empowering you to make better operational decisions, foster internal collaboration and drive meaningful success for your company.

ABOUT US

With Workday Adaptive Planning, you get the technology you need for continuous financial planning, forecasting, reporting and analysis. And with EisnerAmper, you get an experienced partner that can ensure your technology yields results.
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For more than 25 years, we’ve designed, implemented, integrated and supported financial management (ERP), business intelligence (BI) and financial planning and analysis (FP&A) solutions.
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Our team of CPAs and certified associates specialize in FP&A and business analytics systems like Workday Adaptive Planning for growing companies and nonprofits.
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By combining a roll-up-your-sleeves approach with uniquely flexible methodology, we configure and deliver a design that not only meets your needs, timeline and budget but also transforms your business.

OUR PROCESS

STEP ONE: KNOW YOUR BUSINESS BETTER

Foundation Planning, Analytics and Reporting

Creates a single source of truth that speeds up cycle times
Enables your teams to access reliable data and collaborate in real-time
Linear process fosters company-wide alignment every step of the way

STEP TWO: MAKE BETTER BUSINESS DECISIONS

Customized Driver-Based Model

Moves beyond budgeting to forecasting
Improves current forecasting process and creates formulas for easy what-if modeling
Custom workflow allows for the exact guidance you need—when you need it

SEE WHAT YOU NEED, FASTER.

Our proven process is backed by a suite of cloud, SQL and custom API automations so you can always access the information you need—in real time.

You don’t have to take our word for it.
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"With Workday Adaptive Planning, we now send a daily flash report to everybody, from our tribal council to our board, to our gaming commission, to all of the execs and hiring managers. They can go in at any point, look at the data on the whole and drill down to look at trends themselves."

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“You’ll never get someone who fully understands your business, but you can get close with EisnerAmper. It was clear they knew Workday Adaptive Planning inside and out, and they spent so much time understanding our business that they remembered requirements we forgot we requested.”

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

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OUR structured approach

Our CPAs and Workday Adaptive Planning Certified Consultants deliver the knowledge and care required to identify and implement the right solution across your organization.

SOLID METHODOLOGY

Our process is flexible enough to fit your needs—and strong enough to meet your goals, maximize your investment and deliver a transformative solution.

1) Project Kick-Off & Status Calls, 2) Requirements Execution, 3) Walk Through, 4) Data Validation & User Acceptance, 5) Workshop & End-User Training

DETAILED IMPLEMENTATION TIMELINE

Our detailed implementation timeline lets you know when we kick off, what each stage entails and where we’ll involve your team.

Project kick-off, status calls and communication
Functional requirements definition and design
Data preparation
Foundational structure configuration
Modeling configuration
Integrations and automations
Reporting and analytics
Walk through
Data validation and user acceptance
Workshops and end-user training

Chart showing M&M vs Client participation

Timeline: typical engagement = 8-12 weeks

Find out how we transform your software into a comprehensive intelligence solution that creates agility in a changing world.

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implement

Workday Adaptive Planning turns disjointed financial and operational data into trusted reporting and actionable strategy.

You don’t have to take our word for it.‍

Address

You don’t have to take our word for it.
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