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Planning & Reporting

Planning, Budgeting, and Reporting: The Tech Sector’s Imperative for Modernization

July 3, 2025 by Revelwood

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 processes to stay agile and competitive.

The Cost of Outdated Finance Processes

The report highlights that manual finance processes, such as budgeting, forecasting, consolidations and reporting, are holding many tech companies back. These outdated methods are time-consuming, costly, prone to inefficiency and have the potential for human error. Over a third of surveyed organizations reported that slow, rigid, and siloed planning and budgeting processes prevent them from responding effectively to rapidly changing market conditions.

The result? Limited visibility into financial performance, constrained ability to pivot and delayed decision-making. These factors can erode competitiveness in a fast-moving industry.

The Call for Connected, Cloud-Based Planning

To address these challenges, tech firms are prioritizing investments in modern, connected cloud services. The benefits of this approach are clear:

  • Faster, data-driven decision-making: Cloud-based systems offer real-time visibility into financial, operational and external data, improving forecasting accuracy and business agility.
  • Streamlined planning cycles: With automation and AI-powered insights, companies can shift from static annual budgeting to dynamic, continuous planning.
  • Improved reporting and compliance: Modern platforms reduce reliance on manual data entry, minimize errors and accelerate time to close, moving toward the vision of a zero-day close.

Why Modern Planning Technology Matters Now

The IDC study found that 56% of technology leaders consider finance their top priority for modernization. This underscores the urgency to transform planning and reporting systems. Tech leaders recognize that without modern, configurable technology, they risk falling behind in operational efficiency, decision velocity, and profitability.

Key drivers behind this push include:

  • The need for more agile processes that can keep pace with evolving business models.
  • The pursuit of better customer satisfaction, as accurate forecasting supports reliable delivery and service.
  • A commitment to innovative business models that require adaptable financial frameworks.

The Path Forward for Tech Companies

To compete effectively, technology companies must:

  • Replace manual processes with automated solutions that simplify complexity and reduce time to insight.
  • Standardize business processes across the enterprise to enable consistency, compliance, and faster decisions.
  • Prioritize continuous planning and forecasting to ensure resilience in the face of change.

Those that invest in these capabilities will not only enhance their financial operations but also position themselves for sustained growth and competitive advantage.

Revelwood is dedicated to helping the Office of Finance succeed through the strategic use of technology. For 30 years we have partnered with CFOs and FP&A leaders to modernize and transform the Office of Finance. Our approach is to focus on success, speak business first and to leverage best-in-class technology that suits your organization’s unique needs. We partner with leading technology providers to build best-in-class solutions for our clients.

More from our FP&A Done Right Series:

Introducing the FP&A Done Right – The Podcast

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 2

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 1

Home » Planning & Reporting

Filed Under: FP&A Done Right Tagged With: Budgeting, Budgeting Planning & Forecasting, FP&A done right, Planning & Reporting

Workday Adaptive Planning Tips & Tricks: Replacing Nested If-Statements With The Use of SWITCH Formulas in Workday Adaptive Planning

July 2, 2025 by Cameron Burke

When writing out formulas in Workday Adaptive Planning, it is common to come across multiple conditions that require complex logic to calculate correctly. Many model builders rely on nested “if” statements to handle these scenarios, often resulting in a very long formula. As the number of conditions increases, these nested “if” statements quickly become difficult to read, maintain, and debug.

The “SWITCH” function is a great solution to offer a cleaner and more structured way to write this same logic. Let’s explore the benefits of using SWITCH formulas and compare them to the traditional nested “if” statements.

Consider this example

We’ll start out simple. Imagine you are creating a formula to calculate the price per doctor’s appointment, depending on different offices. Appointments cost $300 at office 1, $275 at office 2, and $250 at office 3.  

In a traditional “if” statement, the formula might look something like this:

    iff(this.Office.code = “Office 1”, 300,

    iff(this.Office.code = “Office 2”, 275,

    iff(this.Office.code = “Office 3”, 250, 0)))

How a SWITCH Formula Works

While this “if” statement isn’t too long, a SWITCH can clean it up a bit. Here’s how it would look:

SWITCH(this.Office.code,

            “Office 1”, 300,

            “Office 2”, 275,

            “Office 3”, 250, 0)

The first value in the formula is what you want to compare against the list of values that follow.  In this example, the office code is the value we want the formula to look for. Next, the values of office codes are listed, followed by their respective appointment costs. This formula essentially reads the exact same logic as the “if” statement: if the office is office 1, the appointment cost is 300; if it’s office 2, then 275, and if it’s office 3, then 250, and if it’s none of those, then 0.

Now let’s add some more complexity.

Consider this example

Imagine you are creating a formula to calculate the price per doctor’s appointment, this time dependent on both different offices and different doctor types. Dentist appointments cost $300 at office 1, $275 at office 2, and $250 at office 3. Let’s say orthodontist appointments cost $250 at office 1, $300 at office 2, and $350 at office 3…. and so on for multiple combinations of doctor type and office number.

In a traditional nested “if” statement, the formula might look something like this:

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 1”, 300,

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 2”, 275,

    iff(this.Doctor_Type.code = “dentist” and this.Office.code = “Office 3”, 250,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 1”, 250,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 2”, 300,

    iff(this.Doctor_Type.code = “orthodontist” and this.Office.code = “Office 3”, 350,

    0))))))

While this formula does work, it is:

  • Difficult to read
    • Repetition can make it hard to follow the logic.
  • Hard to debug
    • If one condition is incorrect or an additional condition needs to be added, finding the right spot can be frustrating.
  • Error prone
    • Long nested formulas are more likely to contain syntax or logical errors.

The Solution: a SWITCH Formula

Workday Adaptive Planning’s SWITCH function would work much better to create a formula handling multiple conditions like this. A switch formula relaying the same logic could look something like the following:

 SWITCH(this.Doctor_Type.code,

        “dentist”, SWITCH(this.Office.code,

            “Office 1”, 300,

            “Office 2”, 275,

            “Office 3”, 250,

            0

        ),

        “orthodontist”, SWITCH(this.Office.code,

            “Office 1”, 250,

            “Office 2”, 300,

            “Office 3”, 350,

            0

        )

)

How it Works

The first value in the formula is what you want to compare against the list of values that follow.  In this example, the doctor type is the first value we want the formula to look for.  

  • For doctor type “dentist,” we have another SWITCH embedded, this time looking at the office code.  
  • Next, the values of office code are listed, followed by their respective appointment costs.
  • This formula essentially reads the exact same logic as the nested if: if the doctor type is dentist AND the office is office 1 (the second SWITCH looks for office code after the doctor type), the appointment cost is 300; if it’s dentist and office 2, then 275, and so on!
  • Then, once all of the offices are listed under the “Dentist” SWITCH, the same is written out for orthodontists, with the respective offices and price per appointment.

Why SWITCH Is Better

  • Improved Readability
    • SWITCH formulas are cleaner and easier to read. The logical flow is clear: first check the Doctor_Type.code, then check the Office.code. Each block is neatly separated, making the formula less overwhelming.
  • Easier Maintenance
    • Adding or modifying conditions is much simpler with SWITCH. For example, if a new condition for “Office 4” needs to be added, you can insert it directly into the relevant block without reworking the entire formula.
  • Reduced Errors
    • With SWITCH, there’s less nesting and fewer opportunities for syntax errors (e.g., missing parentheses). Each condition is self-contained, making the formula more robust.
  • Logical Separation
    • The SWITCH function inherently separates different parts of the logic into manageable sections. In the example above, you can clearly see separate blocks for “dentist,” and “orthodontist,” which improves clarity.

Real-World Benefits for Model Builders

As a Workday Adaptive Planning model builder, using SWITCH formulas can save you significant time and effort, particularly when:

  • Handling complex logic with many conditions.
  • Working on models that require frequent updates or changes.
  • Collaborating with other team members who need to understand your formulas.

Switching to SWITCH will make your models easier to maintain and improve overall performance. While nested “if” statements have their place, they can quickly become unwieldy as your formulas grow in complexity.  The next time you’re faced with a complex decision tree in your model, give the SWITCH function a try. You’ll wonder why you didn’t make the switch sooner!

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Spread Lookups

Forecast Explanations in Predictive Forecaster

2025 R1 Dashboard Improvements – Charts and Perspective Folders

Home » Planning & Reporting

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Planning, Planning & Reporting, Workday, Workday Adaptive Planning

Introducing the FP&A Done Right – The Podcast

June 26, 2025 by Revelwood

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 as a primer, introducing you to the podcast’s mission: to demystify FP&A and provide actionable insights for FP&A leaders.

The Importance of Modern FP&A

FP&A leaders play a critical role in strategic decision-making. In an era marked by rapid technological advancements and economic uncertainties, traditional financial planning methods are no longer sufficient. Modern FP&A requires agility, real-time data analysis, and a forward-thinking mindset.

Key Themes and Takeaways

  1. 1. Embracing Technology: The episode underscores the necessity of integrating advanced tools and technologies into FP&A processes. By leveraging platforms like Workday Adaptive Planning, finance teams can enhance forecasting accuracy and operational efficiency.
  2. 2. Strategic Collaboration: Effective FP&A isn’t confined to the finance department. We discuss the importance of cross-functional collaboration, ensuring that insights and strategies align across all business units.
  3. 3. Continuous Learning: The Office of Finance is evolving rapidly. FP&A leaders should focus on ongoing education and adaptability. Staying updated with industry trends and best practices is crucial for sustained success.

Episode one lays a solid foundation for future discussions, promising deep dives into topics such as scenario planning, budgeting for SaaS businesses and successful financial performance management implementations. Listeners can anticipate a blend of trends, success stories and practical tips. FP&A Done Right – The Podcast is a valuable resource for finance professionals seeking to navigate the complexities of modern financial planning. By combining strategic insights with real-world applications, the podcast aims to empower its audience to drive meaningful change within their organizations.

More from our FP&A Done Right Series:

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 2

From Static to Dynamic: How Businesses Can Embrace Agile Planning, Part 1

The Hidden Value of Strategic Planning: Gaining Operational Efficiencies

Home » Planning & Reporting

Filed Under: FP&A Done Right Tagged With: financial planning & analysis, Planning & Forecasting, Planning & Reporting, Workday Adaptive Planning

Forecast Explanations in Predictive Forecaster

June 11, 2025 by Cameron Burke

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 driving your forecasted data through visual charts and explanatory text. Learn more about predictive forecaster itself!

Business Benefits

Understanding machine learning predictions is crucial for trust and decision-making. Forecast Explanation provides clear, visual representations that make it easier to review and analyze the key components influencing each forecast made by the predictor. This feature enhances transparency and enables more informed planning decisions.

Changes

In the Forecast section of new and edited forecasts, there will now be a new Forecast Explanation option. When you enable this feature, two key insights become available in the “Confidence Metrics” tab of the Forecast History page:

  1. 1. Contribution Breakdown of Forecast Components: A visual chart that displays how factors such as seasonality, trends, and residual components (when applicable) contribute to the forecasted values.
  2. 2. Forecast Explanation: A text description that clarifies the significance of each component of the chart.

These enhancements provide a more intuitive way to understand your forecast results. You can access the Confidence Metrics when you view the history of a completed forecast.

How to Enable Forecast Explanation

To turn on this feature for existing forecasts:

  1. 1. From the main menu, select Modeling.
  2. 2. Navigate to Predictive Forecaster.
  3. 3. Hover over a forecast in the list and select the More Actions menu.
  4. 4. Click the three-dot menu and select Edit.
  5. 5. In the Forecast section, check Forecast Explanation.
  6. 6. Select Run to execute the forecast immediately, or select Save to run it later.

How to Review Forecast Explanations

Once your forecast runs successfully:

  1. 1. Select Modeling from the main menu.
  2. 2. Hover over the forecast in the list and access the More Actions menu.
  3. 3. Click the three-dot menu and select View History.
  4. 4. Navigate to the Confidence Metrics tab to review the new visual breakdown and explanatory text.

What Happens If You Take No Action?

The Forecast Explanation option is available for all new as well as existing forecasts, but it must be enabled manually to access the insights.

What’s Next?

Workday is continually enhancing the Predictive Forecaster feature. In future updates, expect even more detailed explanations and additional charts to further clarify the factors influencing the data predictions.By enabling Forecast Explanation, you can leverage machine learning forecasts with greater confidence and clarity. Activate this feature today to gain a deeper understanding of your predictive models!

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Report Parameter Behavior

Workday Adaptive Planning Tips & Tricks: Greatest & Least Formulas

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

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Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Planning & Reporting, Workday, Workday Adaptive Planning, Workday Adaptive Planning Tips & Tricks

Transforming Financial Planning: How LEARN Behavioral Streamlined Operations with Workday Adaptive Planning

May 21, 2025 by Revelwood

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 school-based programs. With multiple regional brands operating under the LEARN umbrella, the organization faced increasing complexity in managing its financial planning and analysis (FP&A) processes.

Challenges Before Workday Adaptive Planning

Prior to implementing Workday Adaptive Planning, LEARN Behavioral encountered several roadblocks in their budgeting and forecasting workflows:

  • Long Turnaround Times: The process of creating and updating budgets was time-consuming and inefficient.
  • Manual Excel-Based Templates: Reliance on spreadsheets led to errors, inconsistencies, and difficulties in consolidating data.
  • Lack of Insights Across Locations: With multiple sites operating under different brands, gaining a unified view of financial performance was challenging.

These challenges highlighted the need for a scalable and integrated solution to support LEARN Behavioral’s growth and operational complexity.

A Game-Changing Implementation

LEARN Behavioral adopted Workday Adaptive Planning to transform its FP&A capabilities. The implementation brought significant improvements, including:

  • Streamlined Processes: By automating data collection and reporting, LEARN drastically reduced the time required for budgeting and forecasting.
  • Enhanced Data Visibility: Centralizing financial data improved consistency and provided a single source of truth for decision-making.
  • Rolling Forecasts: The ability to maintain monthly rolling forecasts enabled greater flexibility and responsiveness to changes in the business.
  • Scenario Analysis: LEARN gained powerful scenario modeling tools to evaluate financial impacts and make informed decisions.

Empowering Operations with Data-Driven Insights

One of the most impactful outcomes of the implementation was empowering the operations team with direct access to financial data and dashboards. This self-service approach enabled managers to:

  • Monitor performance in real-time.
  • Identify trends and variances quickly.
  • Make data-driven decisions without relying heavily on the finance team.

Integration and Unified Systems

Another critical benefit was the seamless integration of billing, payroll, and financial data into a single platform. This unified system eliminated data silos, ensuring consistency and enabling better collaboration across departments.

Measurable Results and Future Outlook

Since adopting Workday Adaptive Planning, LEARN Behavioral has seen:

  • Reduced budgeting and forecasting timelines.
  • Improved accuracy and consistency in financial data.
  • Better insights to support growth and multi-site operations.

Looking ahead, LEARN Behavioral is well-positioned to continue scaling its services while maintaining financial discipline and operational efficiency.

LEARN Behavioral’s journey with Workday Adaptive Planning serves as an example of how technology can transform financial processes in complex, multi-site organizations. By streamlining workflows, enabling better data access, and enhancing forecasting capabilities, LEARN is now equipped to focus on its mission of providing high-quality autism services to families across the country.

Watch the webinar to learn more!

Home » Planning & Reporting

Filed Under: Workday Adaptive Planning Insights Tagged With: Planning & Reporting, Transforming Finance, Workday, Workday Adaptive Planning

Workday Adaptive Planning Tips & Tricks: Editing Dimensions

April 16, 2025 by Revelwood

Both modeled and cubed sheets in Workday Adaptive Planning offer the ability to add dimensionality to the model to further enhance data visualization. Dimensions and their values are often needed to be updated and maintained. While this could be seen as an inconvenience, Adaptive offers a feature that enables the user to edit the dimension directly on a cubed or modeled sheet rather than having to navigate through modeling to the dimension home screen. 

If you navigate towards the back end of your cubed or modeled sheet and press on column and levels, you will see your dimensions. Select the dimension you want to enable the feature on, and check the “Edit dimension on sheet” checkbox circled in red. Save your changes.

To use the feature, navigate to the front end of the sheet you are working on. Hover over the cell you want to edit under the correct dimension column, and click the drop down arrow. You will then hit the “Edit Dimension” button that is circled in red. 

Next, the window below will pop up. Circled in red is the button to add a new dimensional value directly onto the sheet. This will also be updated on the main dimensions tab as well. Additionally, you have the ability to rename an existing dimension in this same window.

This feature is also available for text-selectors and follows the same process as dimensions.

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Cube Sheet Restrictions in Workday Adaptive Planning

Workday Adaptive Planning Tips & Tricks: The User Access Calculator

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster: Lever Sheets

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Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Planning & Reporting, Workday, Workday Adaptive Planning, Workday Adaptive Planning Tips and Tricks

How We Solve Problems: Improving the Performance of Workday Adaptive Planning

March 19, 2025 by Revelwood

This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: This company manufactures premium lighting and home accessories. It produces approximately 1,000 different designs that can be made in more than 25,000 ways as a standard product. 

Problem: Granular Details Impeded System Performance

Scenario: The company worked with an implementation partner to build a Workday Adaptive Planning solution for budgeting, forecasting and reporting. The implementation they built went to the nth degree of detail and granularity. That level of granularity resulted in the system performing poorly. It also required a high level of upkeep. 

How We Helped: The manufacturer engaged Revelwood for a health check, after which we revamped the company’s model. Revising the company’s model enabled ad-hoc analysis – a key aspect of forecasting that was impossible to do in the earlier instance. 

These changes had a big impact on the company’s next budgeting cycle. By revamping the company’s model, Revelwood enabled the manufacturer to do scenario planning – something they could not do in their earlier implementation of Workday Adaptive Planning.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How we Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning for Headcount Planning

Workday Adaptive Planning for Incorporating Foreign Transactions

Using Workday Adaptive Planning to Model Revenue and Expenses

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Filed Under: Workday Adaptive Planning Insights Tagged With: Financial Performance Management, Planning & Reporting, Workday, Workday Adaptive Planning

Workday Adaptive Planning User Interface Changes 2025 R1 

February 26, 2025 by Luke Griffie

As part of the Workday Adaptive Planning 2025 Release in March 2025, Workday will be making changes to the user interface. These changes will impact Sheets, Matrix Reports, Dashboards, and Scenario Management. The goal of these changes is to adopt a user interface that is consistent with other Workday products. There will also be changes to parameter sizing and visualization of various layouts. The aforementioned changes are designed to optimize screen space and enhance the product’s usability. The User Interface will be forcibly changed in ALL instances by Workday when the 2025 Release rolls out in March (The target date is 3/8/2025). 

Make the Switch Now

Workday has provided users the opportunity to get ahead of these interface changes before they are enacted in March. The settings can be found within the administration section of Adaptive Planning, under the system portion, in visual preferences pictured below. 

In Visual Preferences, you will see the user interface section where you can check off the latest updates seen below.

It is recommended and could be very beneficial for users to make these changes manually now so they can adjust and get used to them before Workday forces the changes. If the user wishes they can deselect these options and revert back to the old interface but again, the changes will be forcibly enacted come March so it may be best to make the switch and keep the changes.

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Write-back for OfficeConnect

Workday Adaptive Planning Tips & Tricks: New Feature – Long-Running Processes in Workday’s 2024R2 Release

Workday Adaptive Planning Tips & Tricks: Machine Learning Predictive Forecaster

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Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Planning & Reporting, User Interface, Workday, Workday Adaptive Planning

10 Steps to Transform Financial Planning & Analysis: A Guide to a Successful FP&A Implementation

December 13, 2024 by Revelwood

The role of Financial Planning & Analysis (FP&A) has never been more crucial. Organizations are increasingly relying on FP&A solutions to streamline data, enhance decision-making and drive business strategy. Yet, despite the potential, many FP&A implementations fail to meet expectations.

Why FP&A Matters

FP&A systems are more than just software—they are a transformative tool for financial leaders. By centralizing data and enabling real-time analysis, FP&A allows organizations to:

  • Eliminate spreadsheet chaos and data silos.
  • Focus on strategic decision-making.
  • Align business goals with measurable financial outcomes.

But the path to success requires more than technology. It demands a strategic, phased approach that considers people, processes, and culture.

Read Top 10 Steps for a Successful FP&A Implementation to learn why the best implementations include:

  • Securing Strong Leadership: Every successful FP&A implementation begins with an engaged and empowered executive sponsor. Their support can steer the project and drive cultural alignment.
  • Defining Clear Requirements: A detailed understanding of your organization’s needs is critical. Without clarity, even the best technology will fall short.
  • Phased Implementation: Breaking the project into manageable phases ensures quick wins, sustained momentum, and reduced risks.
  • Emphasizing Ownership: Knowledge transfer is key. Ensure your team is equipped to take full ownership of the system post-implementation.
  • Communicating Effectively: Transparent communication keeps all stakeholders informed, builds trust, and minimizes resistance to change.
  • Partnering with IT: While FP&A is often led by finance, IT plays a vital role in data integration, infrastructure support, and ensuring scalability.
  • Investments in Training: The success of any system depends on its users. Tailored training programs ensure every team member—from power users to casual users—is ready to leverage the system.
  • Staffing Wisely: The right team can make or break your implementation. Carefully choose project managers, solution owners, and functional leads.
  • Closing the Loop: Measure your results against initial goals. Document lessons learned and use them to inform future projects.
  • Choosing the Right Partner: An experienced implementation partner can make all the difference. Look for expertise in your chosen software and a track record of delivering value.

Ready to Get Started?

Download the full whitepaper, Top 10 Steps for a Successful FP&A Implementation, to unlock the strategies for success.

Home » Planning & Reporting

Filed Under: FP&A Done Right Tagged With: Budgeting Planning & Forecasting, Financial Performance Management, financial planning & analysis, Planning & Reporting

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