End-to-end Workday Adaptive Planning implementation — from architecture design through model build, integration, testing, and finance team handover. Delivered to a zero-delta standard, not just a go-live date.
Workday Adaptive Planning implementations vary significantly in scope. A single-entity FP&A model for a 200-person business is a different engagement from a multi-entity, multi-currency implementation with full Workday Finance integration and workforce planning. We scope the work to what you actually need.
Business requirements documented, model architecture designed, and a written specification agreed before the first configuration step. This is the phase most implementations skip — and why they need rescuing.
Revenue, opex, headcount, capex, and cash flow planning sheets designed and built for your specific business model — not adapted from a generic Workday accelerator template.
Headcount, compensation, and hiring planning connected to the financial model and to Workday HCM actuals — built to survive reorganisations, not just to pass go-live.
Workday Finance actuals and Workday HCM data connected to Adaptive Planning through native integration and, where needed, additional data loader configuration.
Management reports, variance analysis, and OfficeConnect management pack templates built alongside the planning model, not retrofitted after go-live.
User acceptance testing support, finance team training across all planning and reporting workflows, and full model documentation. Your team runs the first close independently.
Business requirements, current process review, data source mapping, and model architecture specification. Written design document agreed before any configuration begins.
Model configuration, integration setup, data loader testing, and formula validation against your actual data. Every assumption tested before UAT.
UAT support, issue resolution, finance team training, OfficeConnect template build, and full documentation. First planning cycle run independently by your team.
Implementation timeline depends on entity count, integration complexity, and planning scope — not on a published average. We scope timelines explicitly at the start of every engagement based on what yours actually involves, so there are no surprises when something takes longer than a generic estimate suggested it would.
It depends on scope — entity count, number of planning processes in scope, integration requirements, and data cleanliness are the four factors that matter most. A focused single-entity FP&A model with clean Workday Finance integration moves faster than a multi-entity, multi-currency implementation with workforce planning and complex allocation logic. We scope timelines explicitly rather than citing an industry average.
Yes — we often step in when an implementation has stalled, when the original delivery partner is no longer available, or when the model has gone live but isn't performing as expected. We start with an assessment of what has been built, what was intended, and what the gap is before recommending a path forward.
Full documentation of the model architecture — dimension design, formula logic, version structure, integration configuration, and data lineage. Finance team training covering all planning, forecasting, and reporting workflows. And a first live planning cycle run independently by your team, not supported by us.
Yes. We frequently work as the Adaptive Planning specialist alongside a larger SI delivering the broader Workday implementation. We coordinate on integration design with the Workday Finance and HCM workstreams and deliver the Adaptive Planning layer to the same go-live timeline.
Implementation not going to plan?
Get a Model Audit →We’ll review your requirements and give you a realistic scope and timeline before any work begins.