Workday Adaptive Planning
492 Case Studies
A Workday Adaptive Planning Case Study
Sift, a Bristol-based digital media specialist serving over 1,500 clients, faced slow, manual financial processes and limited visibility across its complex revenue streams. The finance team spent significant time aggregating and validating data, which hindered timely closes, accurate forecasting and strategic decision-making across the business.
By deploying the cloud-based Adaptive Planning suite with pre-built Salesforce integration and GL imports, Sift automated consolidation, enabled rolling weekly forecasts and real-time, multi-department collaboration. The result: a quick ROI — data validation and aggregation time cut by 3 days per month, monthly close and reporting accelerated by 36 days per year, ongoing visibility for 20 department leaders and faster, evidence-based financial decisions.
Steven Priscott
CFO