Blueprint and governance
The level structure, dimensions, versions and the drivers behind each sheet are agreed with the FP&A lead and the budget owners before any sheet is built.
Platform implementation
Workday Adaptive Planning
We build Workday Adaptive Planning models that FP&A can maintain themselves, with rolling forecasts and headcount plans that update from actuals every month.
Adaptive Planning is usually chosen by finance teams that want driver-based budgets and rolling forecasts without a large technical team behind them. Workforce planning is often the first model, because salaries, allowances, GOSI or pension contributions and end-of-service accruals make up a large share of Gulf operating cost. Plans then roll up across entities and currencies to group level.
We design levels, dimensions and versions first, then build standard and modelled sheets, and cube sheets where the analysis needs many dimensions. Actuals arrive from the ERP and HR systems through Data Designer, with a direct link to Workday where it already runs HR or finance, and model owners are trained to change sheets and formulas themselves.
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How we implement Workday Adaptive Planning
Design, build, integration and run-state support, with each decision recorded for your steering committee.
Rolling forecasts
Monthly or quarterly rolling forecast versions that lock actuals and extend the horizon automatically.
Scenario modelling
Scenario versions for pricing, hiring and cost changes, compared side by side before the board pack is drafted.
Board and management packs
Dashboards and OfficeConnect reports that refresh from the model, so monthly packs are no longer rebuilt by hand.
Hypercare and managed support
Workday adds Adaptive Planning features through regular releases, and we review each one for changes to sheets, integration and reporting. After go-live we support the first budget cycle, adjust drivers and versions, and monitor the scheduled data loads.
Is Workday Adaptive Planning right for your finance team?
Adaptive Planning fits mid-sized and growing finance teams that want to own their models, and groups already on Workday. Very complex statutory consolidation is usually better served by another platform in this family.
- An FP&A team willing to own and change models after go-live
- Agreed planning drivers for revenue, headcount and cost
- Monthly actuals available from the ERP within days of close
Plan Workday Adaptive Planning with Hosn Al Tomoh
Share your current systems, compliance themes and integration map. We will return a phased plan, a risk register and a governance model for your stakeholders to review.