Case Study: Port Nelson achieves faster budgeting, better scenario planning, and stronger growth with Workday Adaptive Planning

Financial Insights and Scenario Planning Sustain Growth of Port Nelson

Port Nelson, a major port in New Zealand handling nearly 3 million tons of cargo a year, needed a better way to budget, forecast, and plan for unexpected changes in cargo volumes and costs. Its finance team was stuck in a complex spreadsheet-based process that made it hard to decentralize financial responsibility and react quickly to events that could affect the bottom line. Port Nelson turned to Workday Adaptive Planning for financial planning and forecasting.

With Workday Adaptive Planning, Port Nelson automated budgeting and rolling forecasts, reduced reporting time, and enabled faster “what if” scenario modeling. The solution saved up to 320 hours each quarter, gave the business a more accurate long-term view, and helped managers assess impacts from events like crop damage, weather, or a shipping line leaving the region.

Port Nelson

Mason Robinson

Finance Manager