Workday Adaptive Planning

True insight into business performance

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Drive business success with New Zealand’s leading integrated financial forecasting & budgeting software 

The reality in many organisations is of a sea of individual spreadsheets used throughout departments. This acts as the glue holding your corporate data together. But with many sources of failure and hand offs disconnecting your corporate data, it’s no surprise that organisations have a fragile and disconnected view of their business.

Fusion5 has partnered with Workday Adaptive Planning. We chose Workday Adaptive Planning because it is flexible and powerful and fast. Often we find these three areas for CPM tools are mutually exclusive, but it was always important for us that our customers both have a powerful tool but still be firmly in control of the administration and evolution of their solution.

Our aim is to provide you with a high quality and trusted single source of truth of corporate data which the company relies on. No more arguing on whose number is right and where the numbers have come from. Instead you have an online and real time reporting and analysis repository that you can use live in presentations and board reporting.

With the financial results connected deeply into the various business domains, you can drill down to the budget drivers, business segments and assumptions behind the numbers and ask the right questions.

With the planning process deployed to budget holders, you get people providing input who are closest to the numbers adding more quality to the data.

Workday Adaptive Planning integrates reporting
across financial projections & budget forecasting
faster and easier for any industry.

Phil Taphouse, Principal Consultant, Fusion5

Plan & adapt in real time with powerful business analytics and reporting dashboards

Static planning with manual spreadsheets or legacy on-premises solutions doesn't cut it anymore. That outdated approach creates risk and eats up productive time. Workday Adaptive Planning gives you the speed to plan continuously, using data from all corners of your business.

Rescue your budgeting, planning, and forecasting from slow and painful manual processes to improve your productivity by more than 70%. Integrate revenue and expense planning, use rolling forecasts, and analyse performance. Model sales capacity, determine quotas, and assign territories. With a cloud-based planning system, you work the way you want to work-on the web, in Excel, or on your mobile device.

Make the move to active planning. With Workday Adaptive Planning, you can analyse real-time financial, sales, and operational data and continuously apply what you learn to improve your plans. With easy, powerful, and fast analytics, plus reporting and dashboards, you can plan and adapt in real time to drive business success.

Workday Adaptive Planning scales extremely quickly. Take on a new business, even running each on their own ERP. Or add on more complexity to a revenue model. Or take in a wider set of data. All of these typical business progressions are accommodated with ease and simplicity.

Enablement, Adoption and System Ownership
A core feature of our implementations. Much of our time in the implementation is spent showing you how the solution is built and enabling you at every step of the way so that you feel empowered and you have a sense of ownership of the solution.

This is very powerful and we leave you with the ability to understand the system so you don’t need to always call consultants in. This saves you time and money and no waiting for resources to be available.


Closing the loop between planning & execution for successful business outcomes

We recognise that a Planning implementation does not solve your entire solution in one go and that a planned journey is needed to ensure you get successful outcomes at each stage.

We plan a personalised journey with you that takes into account

  • Your internal capacity
  • The highest time to value for you
  • Ensuring successful chunks of scope are delivered in each phase
  • Making you successful

What makes getting your Planning solution from Fusion5 different?

Fusion5 has a deep relationship with a broad spectrum of operational systems in our CRM, ERP and HCM practices. This puts us in a unique position to close the loop between planning and execution.

From this, we have developed IP in the form of Planning Apps for diverse business processes:

  • Sales & Operational Planning,
  • Professional Services for project and business services based sector,
  • Education Sector enrolments and,
  • Home Care facilities in the Aged Care sector.

The integrated nature of our solutions means that we work hand in hand with business domain systems. Updates made in your source system update the live model in Workday Adaptive Planning. As the change is made to an opportunity record in CRM, the Work Order in the ERP, the forecast and corporate plan is updated.

We see this as a ‘Power of One’ where the integration of the planning, execution and monitoring is in a closed loop process.


Drop us a line through the below form if you're interested in hearing more about Workday Adaptive Planning and how it can knit together your systems for a better view of your business performance.





Great outcomes start with great conversations