Adaptive Planning EPM Software | Workday US

Financial and Operational Planning

• Flexible budgeting and scenario planning
• Workforce planning for future skills and hiring needs
• Company-wide operational planning aligned with finance
• Streamlined financial close and consolidation processes

AI-Powered Insights

• Advanced AI and machine learning capabilities
• Intelligent insights and forecasts
• Optimization of planning processes

User-Friendly Analytics

• Built-in analytics and reporting tools
• Easy data visualization
• Intuitive interface accessible to finance and non-finance users

Scalability and Integration

• Scalable platform that grows with business needs
• Integration with ERP, GL, and other enterprise systems
• Enables company-wide connected planning

Implementation and Support

• 30-day free trial available
• Customized configuration support
• Extensive training resources and customer support

Is Workday Adaptive Planning cloud-based?

Yes, it is a fully cloud-based SaaS solution.

What size companies is it suitable for?

It scales to work for small businesses up to large global enterprises.

Does it integrate with other financial systems?

Yes, it integrates with ERPs, GL systems, and other enterprise software.

What industries does it serve?

It serves a wide range of industries including banking, healthcare, manufacturing, retail, technology and more.

How can I get started with Workday Adaptive Planning?

1. Sign up for a free 30-day trial on the Workday website
2. Work with Workday team to configure the software for your needs
3. Import your financial data and set up initial planning models
4. Train key users on the platform's capabilities
5. Start creating budgets, forecasts and reports
6. Expand usage across departments over time