Workday Adaptive Planning services
Traditional financial planning and analysis (FP&A) workflows face major hurdles, including time-consuming manual workflows, data entry, manual reconciliations, and a lack of unified platforms that consolidate data across departments and allow real-time collaboration. This can lead to last-minute fire drills that delay critical decisions. AI-powered planning can help finance teams move beyond repetitive work by identifying patterns, surfacing relevant insights, and supporting more proactive forecasting and scenario analysis.
We employ a business-first approach designed to align people, processes, and technology investments with a company's specific profit and growth drivers. We focus on establishing a strong information and data foundation to help organizations unlock the value of automation, analytics, and AI. This foundation helps make AI-generated insights more useful, accessible, and aligned with the decisions finance leaders need to make.
AI Planning with Workday Adaptive Planning
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WHY WORKDAY ADAPTIVE PLANNING?
Accelerate planning and reporting cycle times by 50-70% with Workday Adaptive Planning solutions.
Provide timely reporting and actionable insights.
Facilitate better and faster decision-making through what-if modeling and course corrections, making your organization more agile and responsive to customer and market changes.
Eliminate data silos and disconnects for more collaborative, efficient planning and reporting processes.
Use AI and predictive analytics to identify trends, test assumptions, assess risk, and explore potential outcomes.
Support continuous planning with scenario modeling that helps teams evaluate changing business conditions and adjust plans with greater confidence.
Make sophisticated insights easier to access through intuitive experiences, including natural-language interaction with data.
Workday's corporate performance management (CPM) tools are designed to be agile. They scale with ease, harness AI, and run what-if scenarios to empower informed decisions.
OUR END-TO-END APPROACH TO DRIVING VALUE WITH WORKDAY
We help organizations before, during, and after implementation to align people, processes, data, and technology for stronger planning and performance management, while creating the foundation needed to use AI responsibly and effectively.
Develop and deploy a Workday Adaptive Planning roadmap to transform how your organization plans and monitors performance and streamline your financial planning and analysis processes. We help identify where AI, predictive analytics, automation, and scenario modeling can add practical value across the planning lifecycle.
We employ a business-first approach designed to align people, processes, and technology investments with a company's specific profit and growth drivers. Rather than treating AI as a stand-alone capability, we connect it to defined business needs, decision points, and measurable outcomes.
Develop future-state processes for planning, reporting, and analysis, with a prioritized roadmap for potential improvements. This may include reducing manual work, enabling continuous forecasting, and helping finance teams spend more time interpreting insights and advising the business.
We work on Office of the CFO transformation, designing financial operating models that integrate budgeting, forecasting, and planning capabilities. By incorporating AI-assisted insights and scenario analysis into these processes, organizations can shift from reactive reporting toward more forward-looking decision support.
Integrate Workday Adaptive Planning with your other business solutions to maximize the value of your organizational data while eliminating data silos. Connected data gives AI and predictive models a more complete foundation for identifying trends, evaluating assumptions, and supporting planning decisions.
We evaluate whether your data is accurate, accessible, and structured before implementing applications, ensuring a strong foundation for AI, analytics, and automation. This focus on data readiness helps reduce the risk that incomplete, fragmented, or poor-quality information will undermine the value of AI-enabled planning.
Provide your team with the skills and knowledge required to optimize the benefits of the Workday platform. We help users understand how to interpret AI-supported insights, apply professional judgment, and incorporate new capabilities into day-to-day planning and decision-making.
We look beyond the application itself to connect data sources, align workflows and processes, and help ensure teams are empowered to use the technology. Intuitive capabilities such as natural-language data interaction can make advanced insights more accessible without requiring users to have deep technical expertise.
Monitor for opportunities to improve and evolve your Workday application. As planning needs and AI capabilities evolve, we help assess opportunities to refine models, expand use cases, and improve how insights support business decisions.
We provide customized, cost-effective managed services to manage, monitor, and optimize applications and core infrastructure.
WHAT SETS COHNREZNICK APART?
Our experienced advisors have spent decades helping organizations optimize processes, strengthen planning capabilities, and implement enterprise technologies that drive growth, efficiency, and long-term value.
What sets our approach apart is a combination of deep business and technology experience, strategic alignment, and a focus on long-term success. We help organizations connect AI-enabled planning capabilities to the people, processes, and data required to make them valuable in practice.
Our approach is grounded in three core principles that help turn technology investments into measurable business outcomes:
Business-first approach
We align people, processes, and technology investments with a company's specific profit and growth drivers, rather than focusing solely on software installation. AI use cases are prioritized according to the decisions, workflows, and outcomes that matter most to the organization.
Data-readiness focus
We evaluate whether your data is accurate, accessible, and structured before implementing applications, ensuring a strong foundation for reliable analytics, automation, and AI-supported insights.
A holistic path
We look beyond the application itself to connect data sources, align workflows and processes, and ensure teams are empowered to use the technology. This includes helping users understand and adopt AI-enabled capabilities as part of their everyday planning processes.
Frequently Asked Questions (FAQ)
Workday Adaptive Planning is a corporate performance management platform for budgeting, forecasting, reporting, and scenario modeling. Workday's CPM tools are designed to be agile. They scale with ease, harness AI, and run what-if scenarios to support informed decisions. Its AI-enabled capabilities can help finance teams recognize patterns, explore potential outcomes, and interact with planning data more intuitively.
We work across five areas: roadmap development and deployment, FP&A transformation, data integration, training and education, and post go-live support and continuous optimization. In practice that spans designing the future-state planning process, connecting Adaptive Planning to your other business systems, enabling your team, and monitoring for opportunities to improve the application after go-live. Throughout the process, we help align AI and automation opportunities with business priorities, data readiness, operating processes, and user adoption.
Workday Adaptive Planning solutions may accelerate planning and reporting cycle times by 50-70%. Beyond speed, the aim is timely reporting and actionable insights, faster course corrections through what-if modeling, and the elimination of the data silos and disconnects that make planning and reporting a manual exercise. AI-powered forecasting and continuous scenario modeling can also help teams assess changing conditions, stress-test assumptions, and move from reactive reporting toward more proactive planning.
Yes. Workday Adaptive Planning brings AI and machine learning into planning and analysis to help teams identify patterns, uncover insights, evaluate scenarios, and make more informed decisions. Predictive analytics can support forward-looking forecasts and risk analysis, while natural-language capabilities can make interactions with planning data more intuitive. These capabilities are designed to augment finance professionals by reducing repetitive work and helping them focus on analysis, judgment, and strategic decision-making. Learn more in John Stanovich's insight article: Transform your budgeting with AI and automation.
AI is most valuable when it supports, rather than replaces, the experience and judgment of finance professionals. It can analyze large volumes of data, surface patterns, and accelerate routine work, while people provide business context, evaluate recommendations, and make final decisions. The goal is to give finance teams more capacity for strategic analysis and collaboration across the organization.
Effective AI-powered planning begins with trusted data and connected processes. Organizations should evaluate whether data is accurate, accessible, properly structured, and integrated across relevant systems. Clear governance, user training, and alignment with defined business needs are also important for turning AI capabilities into useful planning insights.
Alongside implementation, we work on finance transformation and integrated business planning – designing financial operating models that integrate budgeting, forecasting, and planning capabilities. We can also help modernize your operational capabilities, navigate accelerated changes in technology, and identify information sources that provide greater insights for stronger decision-making. Our goal is to help your organization build a connected planning environment in which data, automation, analytics, and AI work together to support more agile and informed decisions.
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Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.