Case Study: Investment firm AGF achieves faster, more accurate rolling forecasts and clearer financial insights with Workday Adaptive Planning

Frequent rolling forecasts drive precise decision-making throughout AGF

AGF Management Limited, a leading Canadian investment firm serving over one million investors, faced slow, error-prone planning driven by dozens of spreadsheets, cumbersome data aggregation, and limited insight into historical versus future performance—hindering timely, strategic decision-making.

By implementing Workday Adaptive Planning and six KPI dashboards (AUM vs. budget, revenue, SG&A, net income, EBITDA vs. budget, and headcount), AGF established rolling eight-quarter forecasts, scenario planning, and integrated financial and payroll models. The changes cut several days from monthly FP&A work and a week from annual budgeting, improved data integrity, and gave leaders clearer, faster, data-driven insights for strategic decisions.

AGF

Jenny Quinn

VP of Finance and Controller