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
Spread Lookups
Spread lookups are a functionality in Workday Adaptive Planning that are found on Modeled sheets. It allows the user to spread an amount over any number of periods by any percentage they would like. This functionality allows the user to customize their…
June 18, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Attributes Types
Do you know how to see attributes and attribute types in IBM Planning Analytics Workspace (PAW)? While in the dimension editor, click on the tab that says Attributes. The attributes will be presented to the right of the elements. But how do…
June 17, 2025
Workday Adaptive Planning Tips & Tricks
Forecast Explanations in Predictive Forecaster
With machine learning predictions, it can often be challenging to understand why certain forecasts were made. To bridge this gap, Workday has a new feature: Forecast Explanation in Machine Learning Predictive Forecaster. With this feature, you gain deeper insights into the factors…
June 11, 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
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Rule Auto Complete Display
There are various ways to use the IBM Planning Analytics Workspace (PAW) rules auto-complete feature to help you create rules in your environment. For example: when referencing a specific element, you can simply type a left bracket and a single quote to…
June 3, 2025
Workday Adaptive Planning Tips & Tricks
Reset to Default View on Sheets
When navigating display options or filters on different types of sheets in Workday Adaptive Planning, it can get messy quickly and even cause the data for a sheet to not load and have an error message. Workday recently released a function where…
May 28, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Settings – File Upload Action Button
Have you ever written a TurboIntegrator (TI) script that used a manually uploaded file as a source? If so, this requires a two-step process: upload the file and then run the script. As long as you remember to follow both steps, the…
May 27, 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…