Case Study: Evariant achieves real-time, 360° financial visibility and improved revenue forecasting with Workday Adaptive Planning

Flexibility Puts Enterprise Healthcare CRM Platform in Control of Decision-Making

Evariant, a healthcare-focused software company that helps providers optimize patient acquisition and retention, faced limits from spreadsheet-based planning: no secure role-based collaboration, difficulty running what-if scenarios, and reliance on backward-looking ad hoc reports that weakened decision support. These constraints made it hard to get a consistent, forward-looking view of financial performance across the organization.

By adopting Workday Adaptive Planning, Evariant gained a flexible, integrated planning platform that consolidated data into a single source and enabled what-if modeling, revenue forecasting, and role-based access to financial models. The change delivered real-time information for executives, improved forecasting of revenue and cash with drill-down capabilities, and a comprehensive view of historical and forecast drivers to support more confident decision-making.

Evariant