Workday Adaptive Planning

A Performance Management Solution for Companies of All Sizes!

Screenshots - workday - dashboard

Workday Adaptive Planning (formerly Adaptive Insights) is a leading cloud software for enterprise performance management (EPM). Easy to use, powerful and fast, it tackles budgeting, forecasting, analytics, consolidation and reporting processes for companies of all sizes.

In our rapidly changing world, Workday Adaptive Planning paves the way for collaboration, real-time access to information, and quick and reliable decision-making.

Financiers can assume a strategic role in relation to management and free up their time thanks to the automation of repetitive, low-value-added tasks such as compiling, correcting and validating data. You will thus be able to contribute more to reducing operational costs, increasing cash flow, and minimizing data dissemination times.

  • Eliminate manual processes
  • Foster alignment and collaboration
  • Ensure coherent planning throughout the organization
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Functionalities That Support Your Financial Management

Workday Adaptive Planning is designed to simplify daily operations. Each process is collaborative, complete and continuous. Adaptive Planning’s functionalities facilitate financial close and profitability management, to name a few.

Budgeting and Forecasting

Relieve yourself from manual processes and boost your productivity by over 70%.

One of the leading functionalities of this solution is the actual planning. It has been developed to stop cumbersome procedures such as budgeting, forecasting and planning. Thanks to this module, you will not be juggling with static spreadsheets and invalid formulas anymore. Adaptive Planning offers great flexibility by centralizing actuals, budgets, forecasts, plans, calculations and cell notes. This module lets you work from a reliable database that calls for responsibility so that the process flows seamlessly and adapts to your business reality.

  • Create templates for (virtually) all facets of your company.
  • Plan according to your fiscal year, funding schedule, revenue recognition schedule, etc.
  • Break down your projections by program, department, business unit, etc.

Screenshots - workday - process tracker


Create your own financial reports and analyses without IT support, thanks to the self-service platform

The Financial Reporting module empowers your team members to generate reports and financial analyses in an intuitive and interactive manner, notably in self-service mode! Your management team will then receive ad hoc reports. This module allows for efficient report distribution as well as quick and easy data mining.

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Dashboards & Analytics

Stay agile and foster change with dashboards and data visualization

This module offers dashboards, diagrams and data visualization tools in an interactive, custom and collaborative mode. Your teams can analyze, in real time, the strategic, operational and financial data necessary for the proper running of your business.

By reducing data reporting and cross-linking times, you will get a clear view of the financial, business and operational performance of your organization.

Real-Time Financial Consolidation

Benefit from an integrated, powerful accounting intelligence to automate and close in a timely manner

Designed to support complex accounting requirements, the consolidation system speeds up your financial close process thanks to real-time consolidation, and automation of intercompany eliminations. Functionalities such as currency translation, reclassification and reporting allow making gains in time and precision.

Financial Performance Improvement Services

Adopt leading financial practices and reach your full potential. Our experts bring their extensive experience to the optimization of processes and the implementation of technological tools.


Why Choose Createch to Implement Workday Adaptive Planning?

For over 25 years, our sole focus has been to significantly improve our clients’ profitability. Createch is unique on the market for its in-depth combined expertise in business process optimization and technical solutions implementation. More than 1,500 organizations across Canada have placed their trust in us.

Choose Createch to gain access to our 250 employees who collectively hold over 200 different certifications in a wide variety of fields.


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