Case Study: Birch Family Services achieves faster, more accurate budgeting and forecasting with Alight Solutions and Workday Adaptive Planning

Birch Family Services reducing time spent budgeting by 70% with Workday Adaptive Planning

Birch Family Services, a New York City non‑profit serving more than 2,000 people across 31 locations, was hampered by Excel-based budgeting and an unsatisfactory general ledger—manual data entry, formula errors and version control issues slowed decision-making. The organization engaged Alight Solutions to modernize its FP&A and accounting functions, selecting Workday Adaptive Planning alongside a new cloud ERP to create a connected budgeting and financial platform.

Alight Solutions deployed Workday Adaptive Planning integrated with the cloud ERP, eliminating spreadsheet rework, improving forecast accuracy and delivering connected insights across finance systems. As a result, Birch Family Services shortened its budget cycle from 3–5 months to about 2 months and reduced the budget team’s time commitment from roughly 90% to about 20%, freeing staff to focus on analysis and higher‑value priorities.

Birch Family Services

Josh Scher

Chief Financial Officer