Case Study: Birch Family Services reduces budgeting time with Workday Adaptive Planning and Strada

Birch Family Services reducing time spent budgeting with Workday Adaptive Planning

Birch Family Services, a New York-based non-profit supporting individuals with autism, faced significant challenges with a manual, spreadsheet-based budgeting process that was prone to errors and consumed excessive time. Seeking to enhance their financial planning and analysis, they partnered with Strada to implement a new cloud-based ERP system integrated with Workday Adaptive Planning.

Strada implemented and integrated Workday Adaptive Planning, which automated the budgeting and forecasting process. This solution drastically reduced the time required for budgeting from three-to-five months down to just two months and cut the effort involved from consuming 90% of employees' time to only about 20%, allowing the finance team to focus on analysis and other high-priority goals.

Birch Family Services

Josh Scher

Chief Financial Officer