FP&A · Workday Adaptive Planning

FP&A models your finance team can run every month.

Driver-based budgets, rolling forecasts, and scenario models in Workday Adaptive Planning — built for your business logic, not for a demo.

What we deliver
Driver-based budget models — revenue, opex, capex, and cash flow connected to your real business drivers
Rolling forecast architecture that updates cleanly each period without manual rework
Scenario planning your leadership can use to make real decisions
Model audits — we find what is broken, why it is slow, and fix it
Built for the FP&A team to own, not the consultant to maintain
How we work

A clear process. No surprises.

01

Audit or design

For new models we design from scratch. For existing ones we audit first — finding the gaps before we rebuild.

02

Build to your business logic

Every driver, formula, and assumption is mapped to how your business actually works — not a generic template.

03

Test and hand over

We test every model to zero delta before handover and train your team to run it themselves.

Our approach

FP&A models in Workday Adaptive Planning should be tools that finance runs with confidence — not black boxes that require a consultant to explain. The difference is in how the model is built: driver logic that is transparent, formulas that the FP&A team can follow, and structure that reflects how the business actually works.

We have rebuilt models that started as good intentions and became unusable after two planning cycles. The problems are nearly always the same: rushed dimension design, undocumented formula assumptions, and account structures that made sense at go-live but broke at the first reorg.

Every model we deliver is tested to zero delta against the source data, documented at the formula level, and handed over with training. Finance teams we work with budget, forecast, and close their next cycle without calling us.

Related services

Ready to talk about your planning architecture?

Talk to our team →

Let’s talk about your FP&A models.

We’ll assess your current environment and give you an honest view of what needs to change — and how to get there.