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Enterprise budgeting & planning

Workday Adaptive Planning helps people do their best work and helps enterprises operate with agility

Used by more than 5,200 companies in more than 50 countries, Workday Adaptive Planning EPM software accelerates budgeting, planning, forecasting, and reporting by up to 70% across geographies, locations, divisions, business units, and subsidiaries at some of the world’s largest enterprises.

Enterprises from every industry trust us to power active planning

Kindred at Home Customer Testimonial
P.F. Chang's China Bistro and Workday Adaptive Planning
Food and beverage
Cumulus Media Customer Testimonial
Boston Scientific Customer Testimonial

Powerful, accessible modeling and analytics

Everybody plans. However, in large enterprises, not everyone is always on the same page when it comes to planning collaboratively and continuously using a shared enterprise planning system. That's because complex, expensive, and difficult to use legacy systems remain the domain of power users in finance rather than used across the organization. We believe successful organizations deserve a solution that is easy, powerful, and fast so that everyone can plan effectively as a team.

Workday Adaptive Planning supports sophisticated business planning and modeling at the world's largest enterprises, where it scales to support thousands of users across departments. Completely cloud-based, our software makes it simple to support business users across departments, business units, branches, and plants. It's the ideal true-cloud alternative to traditional and expensive on-premise solutions like Oracle Hyperion, SAP BPC, and IBM Cognos.

Deploy quickly and realize a lower TCO

Traditional on-premise planning and reporting solutions are complicated, hard to implement, and even tougher to maintain. The result? Spiraling IT consulting costs, unrealized project benefits, and a lack of agility. People secretly use Excel for most of their planning and analysis tasks, only using the enterprise planning system to upload their final numbers at the end of the month or quarter. They keep "the real numbers" to themselves, and the rest of the organization is left in the dark.

Our cloud-based EPM solution delivers enterprise-class performance and security—and can usually be configured in weeks rather than months. Our total cost of ownership (TCO) is a fraction of traditional on-premise enterprise solutions. Workday Adaptive Planning doesn't require the same dependency and burden on IT like many other enterprise systems. Its click-not-code approach to integration and modeling gives business users the power and flexibility to model anything they need.

Find out how we can help your enterprise plan, report, and analyze better.

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Analysts and customers love us

Experts recognize how our ease of use and flexibility drive wide-scale adoption

Workday Adaptive Planning is a leader in CPM & business budgeting
"Workday Adaptive Planning once again is a Leader in this market. Its scores for Ability to Execute reflect its high customer satisfaction ratings, sales execution, and cloud experience." Read the Report
“easy to use and has a straightforward planning and modeling capability that makes it faster and less costly to deploy than most EPM solutions.
“Workday Adaptive Planning is a good choice for medium-size organizations with a preference for SaaS as well as large companies looking for rapid time-to-value and planning flexibility.” Read the Report

Users consistently rank Workday Adaptive Planning as a Leader

Workday Adaptive Planning recognized in Corporate Performance Management (CPM) based on user reviews
try the best CPM software rated by TrustRadius

Built for self-service and ease of use

Analysts like Gartner and Forrester rate Workday Adaptive Planning #1 in ease of use and satisfaction because our intuitive user experience and reporting accelerates user adoption. Business and operational managers assume greater ownership of their numbers and have deeper visibility into their KPIs, while FP&A teams benefit from enhanced self-service reporting, modeling, and dashboards to reduce their reliance on IT.

Integrate enterprise apps with your planning

Workday Adaptive Planning integrates with enterprise-class ERP, CRM, and HCM applications such as Oracle, PeopleSoft, SAP, Salesforce, Workday, and more. We also integrate with financial consolidation software like Oracle HFM, as well as BI, data warehouses, and other custom legacy applications. Business-managed integrations let you set up manual and scheduled integrations—even export Workday Adaptive Planning data back into your ERP system, CRM, or data warehouse. The tight integration ensures that you'll always work with the latest data in your models and reports.

My favorite thing about Workday Adaptive Planning is that it gives us, as financial leaders within a healthcare organization, the ability to deliver a product that helps our clinicians focus on good clinical outcomes and quality care.

Brandon Ballew, SVP of Operational Finance, Kindred At Home

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Use multiple instances in a federated environment so every group can plan their way and roll-it up to corporate.

Federated planning

From corporate finance through operating departments to business units, Workday Adaptive Planning enables groups to plan their own domains. Individual plans come together into a holistic, fully linked corporate plan. What’s more, each planning domain can have its own comprehensive model based on the planning cadence of their part of the business. This architecture of federated planning domains mirrors the organizational structure of complex enterprises, aligning well to how organizations manage data access and control. Federated planning domains enable corporate finance to orchestrate planning and performance at the local and enterprise level. This empowers departments and business units to model, plan, and report at levels specific to their need.

Trusted, scalable enterprise platform

Built on an in-memory computing platform designed for large scale multi-dimensional modeling, Workday Adaptive Planning scales to tackle complex calculations and problems quickly. We enable sophisticated planning and analytics around many important business dimensions (e.g. segment, customer, channel, product line, regions, sales rep, etc.), by day, week or any time period you choose to model. The platform also supports what-if analyses to evaluate opportunities and the impact of potential decisions for the enterprise.

Enterprise security

Workday Adaptive Planning provides enterprise-class protection, service, and resiliency you can rely on and trust. Workday Adaptive Planning is SOC 2, Type II compliant and certified, which is obtained via third-party security audits. SOC 2 is the AICPA standard for reporting on controls at service organizations, including Software-as-a-Service providers (SaaS). We maintain an exhaustive security program aimed at securing and maintaining the integrity of our customer’s data via physical and logical security and data encryption. Our security program covers both the technology platform itself as well as how we develop, test, and deploy software. Learn More About Our Security Programs.

Have a specific question about how we've helped enterprises, or what teams achieved because of Workday Adaptive Planning? We'd love to show you.

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