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Transforming Finance

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

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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 » Transforming Finance

The Role of Finance Reimagined: A Manifesto

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Our world is in the midst of a transformative technological revolution that is impacting every nation, industry, enterprise and human being on this planet. It is a revolution because it is radical and happening so fast. It is transformative because it is so pervasive and fundamentally changing the way we live.

We’re seeing changes in business and technology never before imagined. For example:

  • Ten years ago, the Internet of Things (IoT) consisted of approximately 500 million connected devices. Today that number is 9 billion. At the end of this decade that number is projected to be 50 billion. And, not long after that? One trillion.
  • Self-driving cars are no longer a dream. They’re real and very close to becoming the standard. Did you ever consider Google a car company? It is projected that the soon-to-arrive proliferation of self-driving cars will increase the capacity of our roads and highways by a factor of 10-15 times. Imagine the impact on safety, quality of life… even real estate prices.
  • Crowdfunding means that institutional investors are no longer needed to fund startups. In fact, you can now validate new products without even creating them yet.
  • The largest hotel company in the world—Airbnb—doesn’t own a single hotel room. It has disrupted the business model by reducing both the cost of demand and supply to next-to-nothing.
  • 50% of all business ground transportation costs in the U.S. are paid to Uber. And, it doesn’t own a single vehicle.
  • Jeff Immelt, CEO of GE, said in a recent interview with McKinsey and Company, “We can’t be an industrial company anymore. We need to be more like Oracle. We need to be more like Microsoft.”

Given these changes—and those to come—what role must the Office of Finance play as organizations change? How can it best support corporate strategy and operational effectiveness? How can Finance be viewed as a strategic partner to the business in its quest to disrupt itself and transform organizational behavior?

We explore how the Office of Finance is changing in our Manifesto. We invite you to download it, consider how your organization is changing, and how the Office of Finance needs to transform to facilitate that change.

Consider what Charles Darwin told us, “It is not the strongest or the most intelligent who will survive but those who can best manage change.” Does your Office of Finance have a strategy for managing today’s—and tomorrow’s—changes?

Home » Transforming Finance