Case Study: Lunds & Byerlys achieves near-instant monthly closes and faster forecasting with Workday Adaptive Planning

Accelerated Reporting Processes Tip the Scale Towards Flexibility for Upscale Grocer

Lunds & Byerlys, a family-owned upscale grocer operating 13 Lunds and 13 Byerlys stores in the Minneapolis–Saint Paul area, struggled with time-consuming financial processes driven by Excel—lengthy reformatting and maintenance, difficulty modeling impacts across four union pay levels, and a monthly close that took a full week.

Implementing Workday Adaptive Planning gave managers intuitive, real-time access to data and simplified modeling (even allowing one-cell changes to reflect union contract impacts). Reporting and forecasting accelerated dramatically: the monthly close dropped from a week to minutes, forecasting became faster, and the finance team shifted from spreadsheet maintenance to more strategic, value-added work.

Lunds & Byerlys

Gwen Hendrickson

Director of Finance