Success Story

“One of the things I liked about working with Revelwood was their knowledge of best practices. I didn’t want them to just do what I wanted – I wanted their insights and experiences from working on other Workday Adaptive Planning implementations. From the beginning, the Revelwood team was able to understand where we were”coming from and where we needed to go.”

Andres Velasquez
Director of Finance and Revenue Operations
Carpe Data

Carpe Data, headquartered in Santa Barbara, California, is a next-generation online data provider for insurers. The company collaborates with insurance carriers to navigate the chaotic, ever-expanding data landscape. Carpe Data’s employees span the US, UK and Portugal with a commitment to helping insurers achieve peak efficiency.


Create a planning process with detailed data for personnel reporting and annual recurring revenue


Workday Adaptive Planning


  • Enabled multi-year planning
  • Detailed reporting on P&L data
  • Quick integration of data from its General Ledger and ERP system