Workday Adaptive Planning To Do More

We help growing companies and nonprofits take the next steps to plan smarter, report faster and analyze better than they do today.

EisnerAmper applies our best practices and implementation expertise to take the next steps in transforming Workday Adaptive Planning to meet your business needs now and in the future.  Our knowledge transfer empowers you to own your solution moving forward.


Foundation - services icons


Foundation optimization to enhance analytics (M&A activity, ERP change)

  • Organization level, attributes, dimensions, dimension attributes and rollup hierarchy
  • General ledger (financial) chart of accounts and custom account (operational) with rollup hierarchy 
  • Metric (key performance indicator) accounts and calculations
  • Versions, time strata and currencies
  • Security enhancements including level or access rules
Modeling - services icon


Enhance existing or establish new revenue, personnel/workforce, balance sheet, cash flow, operational, long-range and other planning

  • Driver-based planning sheets (standard, modeled or cube) including: dimensions, assumptions, formulas, version formulas and/or links to accounts/levels
  • Allocation rules definition including: source with allocate-out, target with allocate-in, allocate-out value formula, and allocate-in weight formula (including version scope and rule period)
Data management - services icon

data management

Automated data flow from ERP, HCM, data warehouse, CRM or other operational sources

  • Native cloud, CCDS, JDBC or file-based definition, configuration and walk-through
  • Define end points including adaptive insights accounts, levels and dimensions
  • Define mapping considerations and integration schedule
  • Establish an automated integration from client provided end points and mapping to adaptive insights to adaptive insights standard sheet (monthly activity) and transaction detail
Reporting - services icons

enhanced reporting and analytics

Board books, active dashboards and self-service reporting 

  • Establish dashboards 
  • Establish management and financial reporting via Web Reporting and Office Connect 
  • Establish board reporting and board decks via Office Connect 
Knowledge transfer - services icon

knowledge transfer and deployment support

Virtual walk-throughs, administration and model fundamentals and other workshops

  • Deployment and data migration assistance
  • Knowledge transfer and walk-throughs (virtual)
  • Administration and model fundamentals
  • Web Reporting, Office Connect, Discovery and other virtual workshops


  • Software, Technology and Media
  • Business, Professional and Financial Services
  • Life Sciences and Healthcare
  • Retail/CPG Manufacturing, Transportation and Hospitality
  • Non-Profit:  Association, Membership and Performing Arts
  • Non-Profit:  Zoo, Aquarium, Museum, Social Impact and Education
Learn more >


Our Workday Adaptive Planning Certified Associates show you how to optimize your solution for where your organization is now. And then we turn that roadmap into reality. Our process is flexible enough to fit your needs while strong enough to meet your goals, maximize your investment and deliver a transformative solution.


Analyze Current State

Understand how your software is currently setup and heatmap how it is being used,  from analytics and reporting to people and processes to data, technology and security.

Explore Art of the Possible and Envision Future State

Understand your business model and how your software needs to support it now and going forward. Identify other opportunities for improvement and determine prioritization.

Define the Optimization Roadmap

Create a prioritized set of initiatives that fully enables your business.


Make the Future State a Reality

Our structured, phased approach: design, configure, walk-through, migrate, validate and accept.

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

Emergency Nurses Association (ENA) logo

"EisnerAmper’s approach was very collaborative in working with us. They were accessible when we needed something and helped us connect the dots between what the financial impact is and what the user is looking for from an experience standpoint."

Read the case study >
Boat Rocker Media logo

“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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YPO logo

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

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