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Workday Adaptive Planning
Business Planning Software
Flexible real-time planning, budgeting, forecasting, and modeling for dynamic management in rapidly changing environments.

Planning for Agility

Adaptive Planning is a Corporate Performance Management (CPM) system
that supports enterprises in their business planning using data-driven insights.
Its agility allows users to adapt to the quick-changing trends in their businesses.

Save up to 90%
on FP&A management time
Dealing with a large number of Excel spreadsheets means you don't have the time or agility to spend on analyzing performance. The study shows that with Workday Adaptive Planning you can save 90% of FP&A process time.
Realization of real-time
outlook management
Your data is always comprehensive, relevant, and fresh, the interactive dashboards you create and share will always be up to date. Spend more time advising your operational executives and managers and less time cross-referencing the numbers and creating reports.
Accelerate the speed of
PDCA cycle for business
Users can quickly leverage components of existing reports to build new reports, easing the creation of management of scheduled reports but also making it much easier to apply the PDCA cycle.
Accelerate the speed of
PDCA cycle for business
Users can quickly leverage components of existing reports to build new reports, easing the creation of management of scheduled reports but also making it much easier to apply the PDCA cycle.
Speed
50-70% reduction in planning, reporting, and analytics cycles.
Productivity
80% reduction in low-value tasks for finance.
Cycle-time
Accelerated cycle-time by 30% or more.
Higher value-added tasks
Increased time spent on higher value-added tasks by 20-30% or more.
Higher value-added tasks
Increased time spent on higher value-added tasks by 20-30% or more.

What Can We Achieve with Workday Adaptive Planning?

The best alternative to static planning in Excel sheets
  • Maximize Your Visibility Into Plans, Forecasts, Revenue, Expenses, and Headcount.
  • KPI Dashboards That Give Everyone Instant Insight Into the Past, Present, and Future.
  • Financial and Management Reporting That’s Incredibly Easy to Use and Always Up to Date.
Consolidation-Accelerate your financial close 
  • Full Visibility, Anytime anywhere. All financial consolidation executes in real-time, with no batch uploads or slow processes running in the background.
  • Automate intercompany eliminations, reclassifications, and allocations.
  • Adaptive also integrates with your current financial and operational systems. 
Management and ad-hoc financial reporting
  • Create financial dashboards with built-in intelligence. Choose from a large selection of visualization options. 
  • Move on from resource-heavy data visualization, no coding or programming required.
  • See the real-time impact of actual and budgeted data, from a single department to your entire organization.
Integration - Connecting to your ERP, CRM, and HCM Applications easily.
  • Simplify and Automate the integration of your Workday Adaptive Planning instance across multiple data sources, directly from spreadsheets or directly integrating data from the cloud or other on-premises business apps. Always have available the most up-to-date data.
  • In short, reduce risk, reduce overhead & improve reporting speed.

4 features of Adaptive Planning

With Workday Adaptive Planning, you can collaboratively plan across the enterprise without
manual spreadsheets or clunky legacy systems. Get business agility in a fast-moving world.

Financial Planning
Everything you need for continuous and comprehensive financial planning, reporting, and analysis. Deliver stunning reports in minutes. Collaborate from anywhere—by web, mobile, and Excel.
Workforce Planning
Take workforce planning to the next level. Strengthen the collaboration between HR and business leaders to optimize workforce plans to achieve your strategic goals with the modern workforce.
Sales Planning
Quickly optimize sales resources and improve predictability. Create rep capacity plans to meet topline bookings targets. Get a single source of truth by linking your sales and financial plans.
Operational Planning
Workday Adaptive Planning helps companies across a wide range of industries seamlessly connect financial and operational data to support faster, smarter, company-wide decision-making. 
Operational Planning
Workday Adaptive Planning helps companies across a wide range of industries seamlessly connect financial and operational data to support faster, smarter, company-wide decision-making. 

Industries & Users-Cases References

Adaptive works for your industry.
Shearwater will help you implement and reap the rewards of Adaptive no matter what your industry. 
Go ahead and choose your industry-specific insights, continue exploring this page, or book your demo.

Free Online Adaptive Seminar

3 PM - 4 PM, 20th April 2021 (Singapore time)
As the finance professional of the company, are you still using Excel or an on-premise legacy system to manage your planning, budgeting, forecasting, closing, reporting, and analysis? Join in our webinar (40 minutes) to know more on how you can automate & streamline your entire FP&A process and save your valuable time for more strategic work.

✔︎ What is Corporate Performance Management (CPM) solution?
✔︎ Active Planning Concepts and transforming your FP&A process
✔︎ Basic Modelling for cloud-based FP&A
✔︎ Create a Report and Dashboard in a minute
We perform monthly demo webinars. Please drop us a note would you be interested, and we'll send the link. Looking forward to talking further!

Contact Us

Shearwater Asia+Workday Adaptive Planning

Let us help you achieve your potential 
- Shearwater is a proud partner of Workday Adaptive Planning -

Shearwater, one of the Workday Adaptive Planning Partners, offers Workday Adaptive Planning because it will enable you to visualize performance, plan effectively, and monitor results.

We also provide high-quality customer support in several languages (Japanese, Chinese, English, Korean, French) striving to give a fast and actionable answer to quickly resolve the issue.