Case Study: Perpetual achieves unified, trusted data and faster board‑level reporting with Workday Adaptive Planning

Earning client trust while growing a global financial organization

Perpetual, an Australian asset management, wealth and trustee group with over 1,200 employees across APAC, the UK, US and Europe, faced outdated legacy HR systems that produced unreliable data and required labour‑intensive manual reporting. As the business prepared to scale its asset management operations globally, it needed a secure, scalable HR platform that could deliver timely, trusted insights for strategic and board‑level decision making.

Perpetual implemented Workday as a unified source of live people data, streamlining and automating processes, supporting acquisition integration, and removing manual workarounds. The result: accurate, sophisticated reporting for the board and Remuneration Committee, an exponentially improved employee self‑service experience, greater HR efficiency to focus on strategic priorities, and a scalable foundation for continued global growth.

Perpetual

Paul Chasemore

Executive General Manager