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Date Posted
22/07/21 15:50
Reading Time
1 minute read
Posted By
Formulate - A Kainos company

A Dynamic, Time-Saving Forecasting and Budgeting Solution

Richmond Fellowship is a national mental health charity. They have been working with individuals, families and communities to make recovery a reality for over 60 years.

They work hand-in-hand with people they support to give them the confidence and self-belief that they have an essential contribution to society.

With a need for greater flexibility and agility within their forecasting and budgeting, Richmond Fellowship needed a proven Workday Adaptive Planning partner.

The Challenges

Richmond Fellowship first went live with Workday Financials in January 2019. The plan was to implement Adaptive and use the tools and features for the 2020/2021 budget.

However, Richmond Fellowship knew they were only scratching the surface with Workday Adaptive Planning software.


richmond fellowship quote on workday adaptive planning

Benefits & Outcomes

  • Enhanced reporting with Workday Adaptive Planning and Workday Financial Management
  • Link to Office Connect
  • Light touch for continuous reforecasting
  • Time savings of two weeks to create a budget for finance and operations
  • Hours saved across the whole organisation.

Read the full case study, find out the challenges they faced and what made Richmond Fellowship look at enhancing how Workday Adaptive Planning was working for the charity. 


Read Richmond Fellowship Success Story

Topics: workday adaptive planning