IBM Planning Analytics Recognized in 2025 TrustRadius Top Rated Awards
IBM Planning Analytics has been recognized by TrustRadius in its 2025 Top Rated Awards, earning distinctions in multiple categories including: Workforce Analytics Corporate Performance Management (CPM) Budgeting & Forecasting Financial Planning & Analysis (FP&A) These awards reflect strong user feedback across a…
July 8, 2025
Planning, Budgeting, and Reporting: The Tech Sector’s Imperative for Modernization
Today’s competitive technology industry relies on more than innovation in products and services—it requires innovation in how companies plan, budget, and report. According to a recent IDC study sponsored by Workday, technology organizations are feeling the pressure to modernize these core finance…
July 3, 2025
Introducing the FP&A Done Right – The Podcast
We’ve launched a podcast! FP&A Done Right – The Podcast. In the first episode of FP&A Done Right – The Podcast, we set the stage for a transformative journey into the evolving world of Financial Planning & Analysis (FP&A). This episode serves…
June 26, 2025
30 Years of Office of Finance Excellence—And We’re Just Getting Started
In 1995 two colleagues sat down and imagined a different kind of consulting firm—one laser-focused on helping Finance teams plan, analyze and make better decisions. That conversation between Ken Wolf and Dan Bernatchez, sparked by disillusionment with the status quo and energized…
June 23, 2025
Workday Adaptive Planning Tips & Tricks
2025 R1 Dashboard Improvements – Charts and Perspective Folders
There is tons to be excited about in Workday Adaptive Planning 2025 R1. There are new improvements to further enhance the Adaptive interface, along with user experience. Some key improvements have been made to the dashboard feature in Adaptive. Some of the…
June 4, 2025
Workday Adaptive Planning Insights
Transforming Financial Planning: How LEARN Behavioral Streamlined Operations with Workday Adaptive Planning
We partnered with our client, LEARN Behavioral, on a webinar highlighting how multi-site healthcare organizations can benefit from adopting Workday Adaptive Planning. Here’s their story LEARN Behavioral is a leading provider of autism services, specializing in Applied Behavior Analysis (ABA) therapy and…
May 21, 2025
Workday Adaptive Planning Insights
Learn The Ins and Outs of Reporting in Workday Adaptive Planning
We have another new course offering in our Workday Adaptive Planning Open Enrollment training program. Our Workday Adaptive Web Reporting & Dashboards course is designed for both beginner and intermediate users who want to expand their reporting skills in Workday Adaptive Planning.…
May 7, 2025
Accounting and Accounts Receivable
Modernizing Financial Close: Automation, Accuracy, and Agility
The financial close process is a mission-critical function for finance and accounting teams. Yet, for many organizations, it remains a bottleneck filled with manual tasks, reconciliation errors and time-consuming workflows. To stay competitive in today’s fast-paced business environment, finance leaders must embrace…
May 2, 2025
Accounting and Accounts Receivable
Are You 7 Metrics Away from Future-Ready Financial Operations?
Finance leaders know that a stable, scalable and efficient financial close process is critical to long-term success. Yet, many organizations continue to struggle with slow, manual workflows that delay financial reporting, create unnecessary risk, and hinder strategic decision-making. But what if you…