Case Study: Equiniti achieves unified finance, HR and payroll visibility and agile forecasting with Workday Adaptive Planning

EQ drives operational agility with Workday

EQ (formerly Equiniti) is a technology-driven financial services provider that manages share registers and workplace pensions for 30 million customers across 3,000 client companies. Rapid global growth left the business with fragmented finance, HR and payroll systems and inconsistent data — a risk that came into sharp focus when a carve-out acquisition demanded new finance and HR processes within a 16‑week window.

EQ deployed Workday Financial Management, Workday Human Capital Management, Adaptive Planning and Prism Analytics to create a single, secure view of transactions and people, standardise data and enable companywide planning. The result: faster, compliant month-ends and remote closes, much quicker insight generation (weeks vs. 18 months), improved forecasting and workforce planning across five countries, and greater operational agility and transparency for decision-making.

Equiniti

Jon Millam

Director Group Financial Planning