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Workday Adaptive Planning

Workday Adaptive Planning

Move from Static to Strategic

Workday Adaptive Planning is more than budgeting software. It’s the backbone of modern finance — enabling teams to plan, forecast and report with speed, clarity and agility. Revelwood combines deep domain expertise with Adaptive’s platform to help finance leaders break free from manual processes, disparate spreadsheets and outdated systems.

What You’ll Achieve:

  • Scenario modeling on demand — change assumptions, run ‘what-if’ analysis and test strategy without breaking things
  • One trusted source of truth — unified data across your ERP, HR and operations so your financials align with reality
  • Real-time planning and reporting — dashboards and variance insights that are always current so you can spot issues early
  • Less manual work, fewer errors — reduce spreadsheet risk, redundant data entry and reconciliation headaches
  • Scalable, flexible modeling — grow or pivot without reinventing your architecture
  • Empowered teams — business-owners and stakeholders contribute directly, not just via back-and-forth through finance
  • Alex is on a deadline for this report. He really likes his job. What is he going to tell his CFO? Revelwood and Workday Adaptive Planning is the solution to Alex’s problem.

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    A Day in the Life of an FP&A Analyst

    A Day in the Life of an FP&A Analyst

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Talk to a Workday Adaptive Planning Expert

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Why Revelwood + Workday Adaptive Planning

Proven Track Record

With decades of experience implementing Adaptive and related Office of Finance solutions, our clients consistently see measurable improvements — from forecast accuracy to faster month-end closure.

Tailored Design, Not One Size Fits All

We build models, dashboards, and workflows shaped by your business, industry and finance structure — not just boxed templates.

Agility & Adoption Built In

We help put governance, training, change management and communication in place so that your finance team — and the broader organization — adopts the new way fast and fully.

Full Support, Full Lifecycle

Whether you’re starting fresh or optimizing an existing Adaptive deployment, Revelwood supports planning, implementation, performance tuning and ongoing evolution.

How You’ll See the Impact: Unparalleled Budgeting & Planning

Before Revelwood + Adaptive Planning

  • Forecasts fixed every quarter; slow to adapt
  • Multiple disconnected spreadsheets, version drift, data integrity issues
  • Manual consolidation & reconciliation; close process drags
  • Finance owning all planning & reporting load

After Revelwood + Adaptive Planning

  • Rolling forecasts and scenario updates in weeks or days
  • Unified models, consistent reporting, trusted data across teams
  • Automated feeds, faster close, more time for analysis
  • Business partners & operations empowered with dashboards and collaboration

Videos

  • What are the business advantages of implementing Workday Adaptive Planning? In our latest fireside chat, Jonathan Dunn, Revelwood’s managing director for Europe, sits down with Brian Combs, our professional services group director, to talk about the benefits of Workday Adaptive Planning. Workday Adaptive Planning is used by companies of all sizes, across all industries, for annual budgeting, monthly forecasting, what-if scenario planning and more.

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    Business Advantages of Workday Adaptive Planning

    Business Advantages of Workday Adaptive Planning

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  • “Workday Adaptive Planning allows us to pivot and be as agile as we need to be. We can change assumptions based on harvest conditions to have a defined big picture for sales and marketing.”

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    Jackson Family Wines

    Adaptive Insights Overview

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  • Hear from David Miersch, Workday Adaptive Planning practice leader at Revelwood, on what makes Workday Adaptive Planning a great solution for integrated planning, forecasting, budgeting and analysis.

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    Technology Spotlight | Workday Adaptive Planning

    Technology Spotlight | Workday Adaptive Planning

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  • “With more than 500 restaurants, using Excel wasn’t giving us a single source of the truth. With Workday Adaptive Planning, the field has more ownership of their P&L and can drill down to the costs of each location.”

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    P.F. Chang’s

    Adaptive Insights Customers

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  • “With more than 600 locations, it was difficult to collaborate and plan using Excel. With Workday Adaptive Planning, there is now transparency in each field location. Using rolling forecasts, we can be more thoughtful in the planning process and achieve our goals.”

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    Playworks

    Adaptive Insights Customers

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  • Meet Alex, the FP&A analyst navigating a financial planning puzzle. Alex is having a great day until the CFO asks him for the budget versus actuals report. Will Alex screw up the numbers AGAIN this month? How does Alex deal with the data being in multiple places? The pressure is on! Curious to see how Alex conquered his challenges? Click this video and watch the animation to find out.

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    A Day in the Life

    A Day in the Life of Alex

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Demos

  • Join us as we explore the ins and outs of Allocation Rules, providing valuable insights and practical tips to optimize your planning processes. Discover how to navigate this feature effectively to enhance your financial modeling and streamline allocation methodologies.

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    Allocation Rules

    Allocation Rules

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  • Watch Dave Miersch, Revelwood’s Workday Adaptive Planning practice leader, demonstrate how to create a new data source using an Excel file. Dave explains why the data needs to be values, and not formulas.

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    Creating an Excel File Data Source

    Creating an Excel File Data Source

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  • In this video, Cameron Burke from Revelwood walks you through how to set up and use Repeating Reports to save time, improve accuracy, and maintain consistent formatting across reports for departments, regions, product lines, and more.

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    Creating Repeating Reports in OfficeConnect

    Creating Repeating Reports in OfficeConnect

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  • Explore this instructional video by Benjamin Alcock, demonstrating techniques for creating dimensions within Workday Adaptive Planning.

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    How to Create a Dimension

    How to Create a Dimension

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eBooks

  • Maximize the value of your Workday investment and move from adoption to true impact. Download this eBook to learn how Workday Success Plans help you drive faster ROI, build internal expertise, and confidently adapt as your business and technology evolve.

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    Multiply the Impact of Your Workday Investment

    Multiply the Impact of Your Workday Investment

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  • AI is reshaping FP&A—now is the time to get practical about how to adopt it. Download this eBook to learn concrete steps for preparing your team, data, and technology to use AI for faster forecasts, smarter insights, and greater business impact.

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    Getting Started with AI for FP&A

    Getting Started with AI for FP&A

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Datasheets

  • Learn the benefits of using Workday Adaptive Planning and how the underlying technology can bring all your information into one, comprehensive platform.

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    Adaptive Planning for Finance

    adaptive planning for finance

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  • For nearly 30 years, Revelwood has worked with clients of all sizes, in all industries, to maximize their use of technology to transform the Office of Finance. Not only do we design and implement FP&A systems built on Workday Adaptive Planning, but we also work with clients to enhance, update and optimize their existing planning environments. Learn more.

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    How We Solve Problems – Workday Adaptive Planning Use Cases

    How We Solve Problems – Workday Adaptive Planning Use Cases

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Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

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