Optimize Workday Adaptive Planning

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.

OPTIMIZATION SERVICES

foundation

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

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

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

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 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

OUR STRUCTURED APPROACH

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.

STEP ONE: OPTIMIZATION ROADMAP

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.

STEP TWO: OPTIMIZATION EXECUTION

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.
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"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 >

“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.”

Read the case study >

"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."

Read the case study >

OPTIMIZE

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

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

Address

OPTIMIZE

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

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

Address

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