Case Study: Collaborative Solutions achieves spreadsheet-free, driver-based FP&A and seamless Workday integration with Tidemark

Leaving Spreadsheets Behind on the Path to Faster Growth

Collaborative Solutions is a Washington D.C.–based Workday consulting partner that has implemented Workday for 175+ customers in over 100 countries. Rapid growth (doubling year-over-year) stretched its finance team beyond a spreadsheet-based FP&A process—budgeting and forecasting were manual, consolidated views were hard to produce, drill-downs were limited, and executives lacked the context and flexibility needed for audits, capital planning and scalable resource decisions.

Collaborative deployed Tidemark to replace Excel-based planning, integrating seamlessly with Workday and going live in 60 days. The solution automated revenue planning, enabled driver-based what‑if scenarios and in-context collaboration, and unrolled line items for deep analysis. The result was faster, more accurate forecasting, better resource utilization, support for voluntary audits and a shift to more strategic financial planning across the business.

Collaborative Solutions

Bobby Riggs

Vice President of Finance