Case Study: Masonic Villages achieves better forecasting and faster budgeting with Workday Adaptive Planning

Collaboration between operations and finance enhances forecasting accuracy

Masonic Villages of Pennsylvania, which provides care across five communities, needed a way to streamline business processes and improve collaboration between finance and operations amid changing healthcare regulations. The organization turned to Workday Adaptive Planning to help simplify planning and support more accurate forecasting.

With Workday Adaptive Planning, finance and operations now work from the same data and terminology, improving alignment and enabling real-time revenue dashboards. The result was a seven-week reduction in the annual budget cycle, better forecasting accuracy, and improved reporting and visibility that helped ease staffing stress and free up time for deeper analysis.

Masonic Villages