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Workday Adaptive Planning Insights
Optimizing FP&A in Multi-Site Healthcare Organizations
Managing a multisite healthcare organization – such as a group of eye doctors or urgent care centers – is a complex endeavor. These healthcare organizations have multiple locations with diverse revenue streams. it’s critical to have a robust system for budgeting, forecasting,…
August 8, 2025
Why Scenario Planning is a Must-Have Skill for Today’s FP&A Teams
In today’s fast-changing business environment, agility is everything—and that’s where scenario planning becomes indispensable. In a recent episode of FP&A Done Right – The Podcast, titled Scenario Planning: Critical for Today’s FP&A Professionals, we unpack why this strategic tool is no longer…
August 7, 2025
Workday Adaptive Planning Tips & Tricks
Understanding Drill Down in Web Reporting
Drill down reporting is a powerful feature in Workday Adaptive Planning Web Reporting. It allows businesses to dive deeper into data for more precise insights. Here’s a quick guide to understanding its benefits and how to use it effectively. Why Drill Down…
August 6, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Default Settings
Do you sometimes find yourself repeatedly changing your IBM Planning Analytics Workspace (PAW) settings within the view screen, the dimension editor screen, or other areas of PAW? Did you know that you can define your own defaults for many of these settings?…
July 29, 2025
Workday Adaptive Planning Insights
Workday Adaptive Planning for Managing Cash Flow
This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem. We’ll explain our approach to how we solved…
July 25, 2025
What Happens When IBM Uses Its Own Tech to Transform Finance
As a global technology and consulting powerhouse, IBM faced a familiar yet daunting challenge: it had more than 500 distinct financial systems, isolated data silos and inefficient manual workflows that hampered planning, forecasting, and decision-making. IBM recognized the need for a transformative…
July 24, 2025
Workday Adaptive Planning Tips & Tricks
Using Integration to Hard Code Calculated Values
While it's super helpful to have the ability to lock your plan versions in Workday Adaptive Planning, it’s not a perfect solution all the time. A “locked” version will prevent users from entering new data or updating formulas, but the formulas themselves…
July 23, 2025
Workday Adaptive Planning Tips & Tricks
Scheduled Report Notifications with Attachments
In today’s fast-paced business environment, timely access to critical financial and operational data is essential. Workday Adaptive Planning offers a powerful feature—Scheduled Report Notifications with Attachments—that ensures key stakeholders receive the right information at the right time, without the need for manual…
July 16, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Picklists
You may have read our previous blog posts about creating picklists in IBM Planning Analytics and using them in the Planning Analytics Workspace (PAW) interface. PAW version 101 introduced the ability to easily create picklists from a view. This is done by…