Case Study: Relativity achieves streamlined KPI visibility and deeper forecasting with Workday Adaptive Planning

Deeper Forecasting, Reporting in Adaptive Suite Appeals to Growing eDiscovery Firm

Relativity, a Chicago-based software company that provides an e-discovery platform used by thousands of organizations, faced scaling challenges as it grew past 400 employees. The finance team struggled with disconnected sales and financial systems, slow report production, and reliance on limited spreadsheets, making it hard to see the broader financial picture or the impact of hiring and sales trends.

By implementing Workday Adaptive Planning (with partner Armanino), Relativity gained a single cloud-based source for KPI tracking and streamlined reporting across integrated data sources. The solution improved visibility into sales and hiring impacts, enabled access from any device, and increased process efficiency, giving finance a reliable “big picture” view to support growth.

Relativity

Todd Bailey

Controller