EPMLogic Consulting
Workday Adaptive Planning for FP&A teams.
We help finance teams fix slow planning models, broken actuals-to-plan flows, and unreliable forecasts.
Our work focuses on Workday Adaptive Planning, with deep support for Workday Financials, reporting, and data automation where needed.
Modern Planning & Forecasting (Workday Adaptive Planning)
- Redesign slow or complex planning models
- Build driver-based revenue, workforce, OpEx, and CapEx planning
- Automate actuals → plan integration from Workday Financials
- Deliver rolling forecasts and scenario modeling
- Replace spreadsheets with a governed planning framework
- Fast, connected models for workforce, revenue, costs, and operational drivers.
Reporting, Dashboards & Finance Data Architecture
- Build unified reporting using Workday Reporting, Prism, and Adaptive
- Automate variance, management reporting, and KPI packs
- Standardize COA, dimensions, and metadata for clean reporting
- Build finance dashboards using Prism, Power BI, or Tableau
- Deliver ESG, compliance, and KPI automation from one data model
- Accurate reporting built on clean structures, governed data, and strong COA/metadata.
Workday ERP + EPM Integration & Automation
- Connect Workday Financials → Adaptive → BI → external systems
- Build automated ETL pipelines without manual uploads
- Fix broken integrations and remove reconciliation issues
- Build API/RPA-based automation for month-end workflows
- Create auditable, repeatable data flows across planning layers
- Reliable data pipelines and automated flows between Workday, Adaptive, and analytics tools.
AI-Enabled FP&A & Intelligent Finance Workflows
- Apply AI/ML for forecasting, anomaly detection, and scenarios
- Use Python + cloud tools to build predictive planning models
- Automate data transformations and reconciliations
- Build FP&A automation workflows using RPA and scripts
- Deploy a library of AI use cases across FP&A and reporting
- Streamlined close, reconciliations, forecasting, and anomaly detection with automation and ML.
Problems We Solve
Finance teams outgrow spreadsheets, disconnected systems, and slow ERP-driven planning. We fix the root causes so FP&A can work faster and with confidence.
- Workday Financials and Workday Adaptive Planning
- ERP + EPM, FP&A, Data + Integrations
- Automation + AI
- Planning models that are slow, complex, or unreliable
- Manual Excel files that break every cycle
- Fragmented data across ERP, EPM, BI, and spreadsheets
- Lack of COA or metadata governance leading to inconsistent reporting
- Slow month-end cycles that block forecasting
- Workday data that is hard to use for planning and reporting
We redesign finance systems so planning becomes faster, reporting becomes cleaner, and data becomes trustworthy across the entire cycle.
What We Do
We help teams build connected planning, reporting, integration, and automation across Workday and modern EPM systems.
Workday Financials + Adaptive Planning
- Workforce Planning & SWP, Sales & Revenue Planning
- Redesign slow or complex forecasting models
- Workday Financials Reporting & Dashboards
- Workday Prism & Data Architecture
- FP&A model design (Rev, HC, OpEx, CapEx, BS/CF)
- Automate actuals → plan flows from Workday
- Build revenue, workforce, OpEx, and CapEx planning
- Remove spreadsheet dependency
- Enable rolling forecasts and scenario modeling
EPM & ERP Integration
- Integrations across Workday, Adaptive, Oracle EPM, Snowflake
- Automated data ingestion and transformations
- Dimensional mapping and data alignment
- Reduced reconciliation time and mismatches
- ERP → EPM → BI connected architecture
- COA, metadata, dimensions & governance
- Integrations, ETL pipelines, APIs, RPA workflows
- AI forecasting, anomaly detection & automation
- Automated ETL/API/RPA workflows
- Workday–Adaptive–Snowflake–Power BI connections, reconciliation logic, and auditable data flows.
Reporting, Dashboards & Analytics
- Workday Reporting, Prism, Worksheets, Composite Reports
- FP&A dashboards in Adaptive, Power BI, Tableau
- Automated variance and driver insights
- ESG and compliance reporting
- Snowflake / BigQuery Fundamentals
- Unified reporting layers, clean COA/metadata, Prism analytics, dashboards, and governed data structures across ERP → EPM → BI.
Automation & RPA
- Month-end close automation
- Reconciliation and data transformation scripts
- RPA and API-based workflow automation
- Automated reporting and distribution
- Automation for month-end, reconciliations, transformations, forecasting, anomaly detection, predictive planning, and scenario intelligence.
AI & Predictive Planning
- Predictive forecasting (Python + cloud)
- Anomaly detection for actuals
- AI-assisted scenario modeling
- AI use-case libraries for FP&A teams
EPM Strategy
- COA and dimensional design
- Metadata & governance frameworks
- Long-term architecture for planning, reporting, and AI
- Finance data foundations
- Reusable planning templates, reporting packs, data checklists, integration patterns, governance frameworks, and AI use-case libraries.
How We Work
We follow a simple, repeatable method that keeps planning, reporting, data, and automation aligned across Workday Financials, Workday Adaptive Planning, and modern EPM systems.
Assess
We review your planning models, reporting structure, COA, metadata, data flows, and integrations.
We identify what slows FP&A cycles and where numbers break between systems.
What we do:
• Model review & complexity analysis
• Reporting & dashboard audit
• COA, hierarchy, and metadata review
• Data quality and mapping assessment
• Integration & reconciliation checks
Design
We redesign your planning architecture and reporting workflows using clean structures, driver-based logic, and governed data.
- Rebuild driver-based planning models
- Define dimensional structures & metadata strategy
- Map ERP → EPM → BI data flows
- Design integration patterns (ETL, API, RPA)
- Create reporting & dashboard frameworks
Implement
We configure Workday Financials, Adaptive Planning, reporting layers, and automation workflows end-to-end.
What we do:
• Build revenue, workforce, OpEx, CapEx, and balance sheet planning
• Create dashboards and reporting layers in Workday, Prism, Adaptive, Power BI
• Build automated ETL pipelines and reconciliations
• Deploy RPA/API-based automation
• Deliver documentation & training
Evolve
We provide continuous improvements, support, training, AI scenarios, and advanced analytics as your business grows.
What we do:
• AI forecasting & anomaly detection
• Scenario automation and rapid reforecasting
• Finance data governance & metadata maintenance
• Dashboard expansion & reporting enhancements
• Ongoing support and optimizations
Our Focus
We specialise in modern enterprise performance management — connecting finance systems, planning models, reporting, integrations, data, and AI across Workday and EPM platforms.
Core Platforms We Work With
- Workday Financials
- Workday Adaptive Planning
- Workday Accounting Center
- Oracle EPM Planning
- Workday Reporting & Prism Analytics
- Power BI, Tableau, and modern BI
- Snowflake / BigQuery fundamentals
- Cross Platform- OneStream and Anaplan
What We Focus On
- FP&A model design (revenue, workforce, OpEx, CapEx, balance sheet)
- Workforce Planning & SWP (FTE planning, HC modeling, compensation modeling, hiring workflows)
- Sales & Revenue Planning (quotas, pipeline, bookings, renewals, drivers)
- Operational Planning (projects, capacity, supply/ops drivers)
- Workday Financials Reporting & Dashboards
- Workday Prism & Data Architecture
- ERP → EPM → BI connected architecture
- COA, metadata, hierarchies, and finance data governance
- ETL, API, and integration patterns for Workday + Adaptive
- Automated forecasting, anomalies, and workflows
- AI / ML use cases for FP&A and reporting
- EPM roadmaps and long-term finance system strategy
Why This Matters
Finance systems only work when planning, reporting, data, and automation move together.
Most teams operate these as separate projects — we treat them as one connected architecture.
Boutique Expertise. Big-Firm Outcomes. EPMLogic Consulting
Why Teams Work With Us
We solve the problems that slow finance teams down — model complexity, broken data flows, slow reporting, and lack of automation. Clients work with us because we deliver systems that run smoothly every cycle.
We understand both finance and systems
Most partners understand tools.
We understand FP&A workflows, accounting logic, planning models, reporting requirements, and how Workday/Adaptive/EPM platforms must work together.
We connect ERP, EPM, BI, data, and AI
We treat planning, reporting, data, and automation as one architecture — not separate projects.
We simplify planning models, not make them bigger
We remove unnecessary logic, restructure dimensions, and use driver-based workflows that scale.
We deliver frameworks, templates, and reusable assets
Our work includes repeatable model templates, reporting packs, data checklists, integration patterns, and documentation.
We design systems finance teams can run without IT
Finance should control planning, reporting, and scenarios — not depend on long development cycles.
We stay until it works end-to-end
We don’t drop a system and leave.
We stay through data validation, dashboards, training, and automation — until everything works together.