Customized Solution

Workday Adaptive Planning for Small and Mid-Sized Businesses

Cost-effective access to a best-in-class corporate performance management (CPM) solution.
Adaptive Planning for Small and Mid-Sized Businesses
Extensive Features

All the Tools You Need

Whether you need a more efficient solution for planning income statements, developing specific revenue and capital models, or fully integrating balance sheets and cash flow plans, our Workday Adaptive Planning implementation packages provide core financial planning and analysis functionalities out of the box.
Adaptive Planning for Small and Mid-Sized Businesses Screenshot

Customized Options to Meet Your Needs

With three implementation packages, we can help you decide what features you need now, so you can get up and running on your solution quickly. As a Workday Platinum Solution Provider, our experts have the knowledge and experience to help you get the most out of your software and create a plan to ensure the solution scales alongside your organization.


Services Ultimate Advanced Enhanced
Revenue 2-3 Revenue Models 1 Revenue Model N/A
Currency USD USD USD
Expenses Workforce
Operating Expenses
Capital
Travel
Allocations
Workforce
Operating Expenses
Capital
Workforce
Operating Expenses
Financial Statements Income Statement
Balance Sheet
Cash Flow - Indirect
Income Statement
Balance Sheet (Actuals Only)
Cash Flow Indirect (Actuals Only)
Income Statement
Balance Sheet (Actuals Only)
Cash Flow Indirect (Actuals Only)
Reporting HTML - I/S, B/S, C/F, BVA
OfficeConnect - Board Reporting
Dashboard - 3 Perspectives
HTML - I/S, B/S, C/F, BVA
Dashboard - 1 Perspective
HTML - I/S, B/S, C/F, BVA
User Adoption Training
Standard Go-Live Support
Training
Standard Go-Live Support
Training
Standard Go-Live Support
Integrations:
Excel Imports X X X
ERP Integration* X X
* (NetSuite, Sage Intacct, GP)
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Get Started Today!

Speak to our experts to find out which implementation package best serves your organization’s financial planning and analysis needs.