Workday Adaptive Planning Insights
Workday Adaptive Planning Earns “Customers’ Choice” Recognition in Gartner’s Voice of the Customer Report
For the third year in a row, Workday Adaptive Planning has been named a Customers’ Choice in Gartner’s latest Voice of the Customer for Financial Planning Software report — earning an impressive 96% recommendation rate from users. Gartner Peer Insights aggregates and…
August 22, 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…
August 21, 2025
Workday Adaptive Planning Tips & Tricks
Limiting the Scope of Calculated Accounts
Both modeled and cubed sheets in Workday Adaptive Planning allow the user to set a scope to limit the calculation for calculated accounts for both actuals and planned data. A user may utilize this feature to allow calculations to start at a…
August 20, 2025
Accounting and Accounts Receivable
How to Eliminate Manual Matching and Speed Up Your Month-End Close
High-volume reconciliations are the bane of the accounting team’s month-end close. From bank-to-GL reconciliations to intercompany transactions, matching the mountains of data manually wastes hours — and introduces costly errors. If your team is still relying on Excel “rainbow spreadsheets” and repetitive…
August 15, 2025
Workday Named a Leader in IDC MarketScape Report for MidMarket Organizations
Our partner, Workday, has been named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications for Midmarket Organizations 2024 Vendor Assessment, which was issued in late 2024. The IDC study assessed vendors in the worldwide enterprise planning, budgeting…
August 14, 2025
Workday Adaptive Planning Tips & Tricks
Override Formula Settings on Calculated Accounts
Workday Adaptive Planning is a powerful tool for financial planning and analysis. One of its key strengths is its flexibility in handling data input and formula calculations. One often overlooked, but highly useful feature is the Override Formula Setting on accounts. This…
August 13, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Focus Cell
As you all know, Excel performs subtle formatting when you click on a cell to graphically show you both the row and column of your cell. For example, if I click on cell B3 then Excel will highlight the headers in column…
August 12, 2025
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…