The intuitive nature ofWorkday Adaptive Planning results in low implementation timescales and training requirements. And we’re focused End to end Delivery enabling you to realise the value of your investment in the shortest timescales.
Through a detailed design workshop, we’ll work together to establish and agree on project success. During this phase we review existing practices and materials, existing spreadsheets and gain a broad understanding of users, roles and submission processes. It is important to conduct an early identification of key challenges across revenue modelling, personnel modelling, cash flow and balance sheet. We will conduct a walk-though of the design to ensure optimum fit; agree project structure, phases and timescales, and clear deliverables. The end result is a formal schedule and detailed project plan that helps us all reach your ultimate solution.
Your model is designed using organisation structure, chart of accounts, dimensions/attributes and assumptions. We create sheets containing formulae and calculations; format and display which we test and review with you. We undertake incremental linking: assumptions and drivers to sheets; sheet-to-sheets; sheets to CoA. This is an iterative process to ensure design and build meets your requirements at all times.
Deployment includes end user roll-out, training materials, workshop and train-the-trainer activities. Documentation is the final handover and finance then becomes the full owner of the solution with ongoing support from Clear Plan.
