How do you evolve from Microsoft Excel-based budgeting and planning, while creating a new FP&A department and reacting to significant changes in the industry? With Workday Adaptive Planning with OfficeConnect.

Rogers & Brown, founded in 1968, is a family-owned business created to fill a service void in the logistics industry. Today the company consists of three entities, with 130 employees, providing a full range of transportation and supply chain services. The company’s mission is to provide the most efficient, reliable, personalized supply chain solutions and information to customers, allowing them to focus on further development and growth of their core business. 

As Rogers & Brown evolved, they realized their existing approach to forecasting would not suffice for a more complex organization. The organization opted to create an FP&A department rather than using its existing Excel and “gut feel” approach to managing the company.

Rogers & Brown worked with Revelwood to set up the new FP&A department, its processes and its approach to budgeting, planning and forecasting. “One of the great things in working with Revelwood was their interest in transferring knowledge,” said Capers Barr, FP&A manager and general counsel, Rogers & Brown. “It’s one thing to have a consultant fix the stuff you need fixed. It’s another thing to have your consultant partner teach you what to do to fix your issues.”

After the initial phase of setting up the budgeting data and processes, Revelwood worked with Rogers & Brown to refine and tweak the process and reporting. 

“I can’t imagine where we would be today without Workday Adaptive Planning and an FP&A team,” added Barr. “We’ve had so much transformation in a short time. Adaptive Planning has made us proactive, rather than reactive. We’re very excited for the future things we can achieve with Adaptive Planning and Revelwood.”

Interested in learning the full story? Read the success story to learn how Rogers & Brown benefits from Workday Adaptive Planning.

Read more blog posts on Workday Adaptive Planning:

Workday Adaptive Planning Tips & Tricks: How to Create a Dimension

Workday Adaptive Planning Tips & Tricks: Reusable Reports

Workday Adaptive Planning Tips & Tricks: Crosstabs – The Significance of and How to Build