Case Study: Evo achieves streamlined budgeting and faster, more accurate forecasting with Workday Adaptive Planning

Evo evolves budgeting & forecasting process with Adaptive Insights

evo, a Seattle-based retailer that grew from a dorm-room ski shop into a 40-person company, needed a budgeting solution that could scale with its rapid growth. The team had been relying on Excel, which proved time-consuming, hard to collaborate on, and ill-suited for scenario planning; enterprise tools were too complex and costly for their size. The core challenge was to decentralize and streamline budgeting so managers could own their numbers and leadership could focus on growth.

evo deployed Adaptive Planning in 60 days, giving managers an intuitive, web-based, Excel-like interface to update budgets and run what-if scenarios in real time. The result was faster annual planning and re-forecasting, improved data accuracy and accountability, reduced workload for the president, and better collaboration across departments — all enabling more timely financial decisions while preserving work/life balance.

Evo

Shilo Jones

President