Case Study: DocuSign achieves automated, Excel-free budgeting, reporting and forecasting with Workday Adaptive Planning

DocuSign replaces Excel for budgeting, reporting and forecasting

DocuSign, the San Francisco–based leader in electronic signature cloud services, was growing rapidly and relying on error-prone Excel spreadsheets for budgeting after a prior, costly SAP implementation failed to meet expectations. With revenue and headcount set to increase dramatically, the finance team needed a faster, more reliable planning solution that could be deployed quickly and used by non-technical managers.

DocuSign implemented Adaptive Planning, which provided easy drag-and-drop reporting, robust headcount modeling, and straightforward data imports (including SFDC), and was rolled out to finance and executives in time for the next budget cycle. The result: top-down and bottom-up planning with real-time updates, no more manual spreadsheet consolidation, significant time savings, and a solution the finance team can maintain without IT support.

DocuSign

Mike Wong

Director of FP&A