Case Study: Vertex achieves greater efficiency and faster decision-making with Workday Adaptive Planning

A less taxing approach to efficiency at global scale

Vertex, Inc. helps businesses manage compliance across jurisdictions, but as it expanded globally, outdated systems and complex processes were slowing operations and limiting agility. The company needed a simpler way to scale, improve planning, and speed decision-making, and turned to Workday Adaptive Planning for support.

Workday Adaptive Planning helped Vertex streamline operations and unify key planning processes. The company cut SKU complexity from 10,000 to 700, reduced ARR and sales analysis from 14 days to 1 day, and integrated budgeting with headcount planning. The result was lower operational cost, faster transactions, and better decision-making at global scale.

Vertex

Ben Askin

Chief Information Officer