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Unlock enterprise insights with Workday Adaptive Planning

The financial planning of a company is challenging in an ever-changing world, especially when you’re dealing with outdated planning tools. The process can be slow, tedious and often inaccurate. Forecasting growth and budgeting plans become siloed and out of sync with long-term business goals. For CFOs, this makes it difficult to gain a complete picture of the company’s finances.

However, this no longer has to be the case. Workday Adaptive Planning is a new generation of financial planning and analysis software driving business agility in a fast-moving world.

This cloud-based solution delivers a new level of analysis and forecasting solutions, enabling companies to act quickly and apply forward-thinking solutions to counter challenges as they arise.

Workday Adaptive Planning ensures the days of individual plans obstructing the bigger picture are a thing of the past. It’s powerful, easy to use, and robust.

Welcome to the future of budgeting, modelling and forecasting.

How Workday Adaptive Planning can help your business

Enhance agility & make intelligent choices 

When planning and determining courses of action, accuracy and speed are paramount. It’s no longer sufficient to rely on multiple static spreadsheets and email-driven processes. These methods create data duplication issues, compromising security and precision.  

With fast-tracked insights through Workday Adaptive Planning, you can simultaneously create accurate and timely processes to ensure you make better decisions at pace. 

Implement flexible modelling without second-guessing 

With a frequently volatile environment creating challenges, robust foundations for operational success have never been more critical to the future of business. 

Workday Adaptive Planning is an intuitive way to create truly scalable models to prepare for growth, crisis, and business-specific scenarios.

Improve strategic processes & focus on the future

The financial and business planning of any organisation is key to strategic forecasting. Workday Adaptive Planning enables your business to streamline the planning stage through powerful modelling and insights. Collaborative features allow every business unit to follow a step-by-step process to work in harmony, remaining agile and adaptable.

Teams can spend less time on mundane data entry jobs and more on analysing trends and forecasting for the future.

Integrate Business Wide Stakeholders & Strengthen Collaboration 

Planning and insights data are not just limited to CFOs. Each separate business unit can sit under one forecasting and planning tool with collaborative features allowing key stakeholders to play their part and have their say. 

This higher level of functionality eliminates plans being made in silos, confusion, and conflicting goals. It’s the best way to make smarter decisions and gain the trust of leaders. 

You can even involve operations, marketing, IT, sales, and HR with integrated report sharing. In turn, workforce plans can align with your finance and corporate plans.

Workday Adaptive Planning Success Stories

Workday Adaptive Planning integration changes the way businesses forecast, model potential scenarios, and plan for growth. With the support of our financial planning experts, you can streamline processes to reflect the fast-moving nature of the business world and discover adaptive insights using intelligent data-driven reports. 

Take a look at some of our recent success stories to see how adopting this innovative financial planning software and working with Formulate has benefited several businesses.


Blind Veterans 

Blind Veterans was founded in 1915 to help soldiers blinded during the First World War. To this day, the charity still supports thousands of former service personnel rebuild their lives after sight loss, no matter the cause or how long they served. 

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Zest Plan

Zest Plan is a comprehensive home appliance insurance provider founded in 2006. Since then, they have continued to rapidly grow at a rate of 20% annually, with new sites and products rolling out frequently. 

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Since forming in 2002, Kynetec has become a global leader in market research for animal health and agriculture. Helping companies worldwide understand the dynamics of their marketplace, turning research into business opportunities.

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Team Up With A Workday Adaptive Planning Expert Partner

Formulate is a leading partner for Workday Adaptive Planning in the UK and Europe. We help CFOs cut budgeting time in half and revolutionise financial forecasting by adding real value and engagement. As a part of Kainos, we offer unrivalled expertise through accounting logic, IT experience, and business capabilities. Team up with us today and see the benefits.