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Adaptive Planning (Workday)

Your certified Adaptive Planning (Workday) partner.

Adaptive Planning (Workday) is a leading performance management solution that provides streamlined budgeting, forecasting, reporting, and analytics capabilities for companies of all sizes. We can help you unlock its full potential.

Our experts work with you to implement solutions that provide real-time visibility into the state of the business—so you can make decisions based on up-to-date data analysis. We’re more than technologists. We’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, and reporting who specialize in high-growth, private equity-backed environments. Put simply: we know how to leverage Adaptive Planning (Workday) to drive value creation.

Discover Accordion's Adaptive base planning model.

Income statement planning

Focus on what fuels your business — driver-based revenue modeling, expense planning, and an integrated Cost of Workforce process. With Adaptive, you have the ability to plan by any client-specified dimension, trend plans based on historical data, and adjust revenue at both a micro- and macro-level.

Workforce planning

Better manage one of your most important assets — your people. Project your detailed salary, benefits, taxes, merit, bonuses, and any other workforce-related expenses down to the employee, job profile, or department. Integrate your employee roster with the HCM tool, and plan for split-funded workers, attrition, or transfers.

Balance sheet & cash flow

Integrate the 3 financial statements seamlessly with Adaptive’s native financial intelligence. Prepare forward-looking cash flow statements to drive growth and enable quick strategic and operational decision-making.

Scenario planning & analytics

Utilize Adaptive’s scenario modeling flexibility to generate what-if plans and updated forecasts as your business environment changes. Seamlessly report and visualize all of your data through integrated dashboards, HTML/PDF reports, and Adaptive data-connected spreadsheets.

We offer customized Adaptive Planning (Workday) packages designed to maximize the value of the platform, allowing you to leverage data from all corners of your business.

Real world results.

Meet a few
of our experts.

Eduardo Braghin
Eduardo Braghin
Senior Director

Eduardo is a Senior Director within Accordion’s CFO Technology Practice. He has more than 20 years of experience leading the deployment of ERP, reporting, forecasting, and analytic solutions for companies ranging from PE-backed to Fortune 1000. Eduardo is results-oriented and has a highly effective combination of information technology expertise, diverse industry knowledge, leadership experience, and management skills. He has strong...

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Adam Stevens
Adam Stevens
Director

Adam is a Director with over 9 years of consulting experience within the office of the CFO. Adam’s experience is focused on deploying planning and financial management software for clients ranging from small businesses to Fortune 50.

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Tim Meagher
Tim Meagher
Director

Tim is a Director specializing in finance technology transformations with a focus on corporate performance management, financial planning, SaaS, and data management. He has a strong background helping lead implementation and advisory engagements in the operational and financial intelligence space.

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