A specialist Workday Adaptive Planning practice for enterprise FP&A. We design, implement, integrate and support Workday Adaptive Planning models that finance teams run every month, backed by 15+ years across EPM and finance systems.
Around Workday Adaptive Planning, we deliver OneStream close and consolidation, Workday integrations, Workday Financial Management, Workday Prism Analytics, Workday Extend and Workday AI. Every engagement is architect-led and delivered by Workday certified consultants.
Workday Adaptive Planning is our core practice. OneStream, the Workday finance stack and Workday AI sit around it, so finance works with one team that understands planning, actuals, integration and close, and can own the result after handover.
Architecture, implementation, integration, optimisation and support for Workday Adaptive Planning. We build models around your planning process: levels, dimensions, sheets, versions, drivers and workflow, tested against your actuals and handed over fully documented, so your FP&A team can run every cycle without help.
Financial close, consolidation, planning and reporting on OneStream, for organisations on any ERP. Entity structures, currency translation, intercompany eliminations and close workflow are designed before the build. Many Workday customers pair Workday Adaptive Planning for FP&A with OneStream for statutory consolidation, and we deliver both sides.
OneStream overviewActuals, worktags and HR data only help planning when they arrive on time and reconciled. We set up Workday Financial Management, Workday integrations, Workday Prism Analytics and Workday Extend so data reaches planning and reporting cleanly, using EIB, reports as a service, web services, Studio or Orchestrate, chosen for the job.
Workday AI now reaches across HR, payroll, finance and planning: Workday Illuminate agents, Sana as the place to ask for work in plain language, and AI inside Workday Adaptive Planning. We help you choose what to switch on, prepare the data, set permissions and controls, and build what Workday does not provide.
Workday AI overviewAn independent review of an existing Workday Adaptive Planning model: integrations, actuals, formulas, versions, performance and security, with a clear list of fixes in priority order.
Most finance systems problems are design problems that show up as data problems. These are the ones we are asked to fix most often.
We trace the integration from Workday Financial Management to Workday Adaptive Planning, fix the mapping and reconcile every account and level to zero before close.
See how we fix itWe review formulas, versions, levels and sheet design, find why the model is slow or wrong, and fix the architecture instead of patching symptoms.
See how we fix itWe document each allocation step from driver to target, so a difference can be traced to its source instead of argued about in review meetings.
See how we fix itWe connect workers, positions and compensation from Workday HCM to the workforce plan, so the plan starts from the real roster every cycle.
See how we fix itWe design consolidation on OneStream with entity structures, currency translation and eliminations that finance can explain line by line.
See how we fix itWorkday Prism Analytics, reports as a service and governed APIs bring Workday data to reporting and AI tools, with security that matches Workday.
See how we fix itWe review your current process, data sources, close calendar, and pain points before any architecture decisions are made.
Model structure, dimension design, driver logic, and integration architecture agreed in writing before configuration begins.
Configuration built against your specification and tested with your actual data, zero delta against source before UAT.
Full documentation, finance team training, and a first live planning cycle run independently. No dependency on us to operate.
Every model decision is documented and agreed before a single sheet is built. No surprises mid-delivery, no scope creep.
We understand the FP&A problem before opening Workday Adaptive Planning. The architecture has to be right before the build begins.
Zero unexplained variances, fully documented, trained and handed over. Finance teams we work with can run their own models after we leave.
Every engagement is led by a Workday certified architect who designs the solution, stays through the build and signs off the handover. The person who scopes the work is the person who delivers it. EPMLogic is an independent consultancy, focused on Workday Adaptive Planning and the finance systems around it.
Workday is building AI into the platform itself: agents that work inside business processes, Sana as one place to ask for work in plain language, and AI features inside Workday Adaptive Planning. The value depends on clean data, clear permissions and controls that finance and HR can audit.
Illuminate agents support HR, payroll and finance work, and Workday has announced more finance agents for close, cost and profitability. Workday is bringing Sana and its agents into Teams, Slack, Microsoft Copilot, Gemini Enterprise and Claude. We assess which agents fit your processes and what data and security they need.
Workday lists Adaptive Decision Intelligence, Variance Analysis, Predictive Forecasting and an MCP server that connects external language models to Workday Adaptive Planning. We configure what fits, test forecasts against your history and keep finance in control of the numbers.
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