Case Study: Collaborative Solutions achieves automated, driver-based FP&A and seamless Workday integration with Longview

Leaving Spreadsheets Behind on the Path to Faster Growth

Collaborative Solutions, a Washington D.C.–based Workday consulting partner that has implemented Workday for 175+ customers worldwide, outgrew its spreadsheet-based FP&A as it doubled in size and expanded across North America and Europe. Manual, rolled-up Excel budgeting and forecasting became slow, error-prone, and lacked the line-item visibility and drill-down executives needed to analyze revenue, expenses and resource utilization.

By implementing Tidemark integrated with Workday, Collaborative replaced manual spreadsheets with a driver-based, collaborative planning platform and went live in 60 days. The new process automated revenue planning, unrolled P&Ls for deeper analysis, enabled what-if scenarios and always-current actuals from Workday, and pushed planning to managers—delivering faster, more accurate forecasts, improved resource utilization and more strategic decision-making.

Collaborative Solutions

Bobby Riggs

Vice President of Finance