Investment Banking

Function: Products:
Rolling ForecastsWorkday Adaptive Planning

business challenge Challenge

A premier investment management firm serving more than one million investors with more than $35 billion in assets under management wanted deeper reporting and forecasting of several key performance indicators (KPIs). The firm’s existing planning and reporting systems consisted of multiple spreadsheets. The company’s outdated financial forecasting process made it far to complex to aggregate operational data. As a result, the investment management firm had an inadequate understanding of historical business metrics and trends versus present and future performance.


By selecting Workday Adaptive Planning, the investment management firm now relies on rolling forecasts to drive precise decision-making throughout the organization. The company can easily identify trends and measure key performance indicators with intuitive dashboards. Workday Adaptive Planning dashboards enables Finance to help operational leaders to gain instant visual insights into financial performance.



As a result of moving off of spreadsheet-based planning and onto Workday Adaptive Planning, the firm has cut several days out of its forecasting and reporting each month and has reduced its annual budgeting process by one full week. The investment management firm now relies on a rolling, eight-quarter forecasting and reporting process that drives more strategic, long-term business decisions.