Case Study: AAA Northeast streamlines financial planning and reporting with QueBIT and Workday Adaptive Planning

AAA Northeast consolidates 200+ reports with QueBIT

AAA Northeast, a regional motor club serving over 6.2 million members, faced a labor-intensive and time-consuming financial planning and reporting process. Their challenge was to find a more flexible, cloud-based solution to streamline reporting, improve audit capabilities, and manage workflow. They engaged vendor QueBIT to implement the Workday Adaptive Planning solution.

QueBIT implemented the solution in two phases, focusing on core structures, automated data loads, and building key financial reports before moving on to planning models and workflow. The results for AAA Northeast included consolidating over 200 reports, creating executive dashboards, and significantly simplifying planning calculations. The vendor QueBIT delivered enhanced audit processes and the knowledge transfer necessary for AAA Northeast to own the system.

AAA Northeast