Case Study: Orion Advisor Services achieves streamlined financial reporting and rolling forecasts with Workday Adaptive Planning

High-growth firm improves financial management with seamless data integration, scenario planning

Orion Advisor Solutions, a holding company for multiple financial services subsidiaries that manage more than $800 billion in assets, struggled with fragmented data and poor data integrity that made real-time reporting and consolidation across entities difficult. The finance team needed a more reliable, flexible reporting tool to compare actuals to plan and to manage the complex, varied businesses under the Orion umbrella.

Orion implemented Workday Adaptive Planning — using its web-based interface, custom models, and seamless data integrations after a 30-day trial and a short consulting engagement — and rolled it out to 24 users. The result was a single, up-to-date source of financial reporting, faster consolidation and capital-planning processes, real-time, drill-through reports people trust, and a new 12-month rolling forecast with quarterly reforecasts, delivering immediate ROI.

Orion Advisor Services

Andrew Rosenberg

Financial Analyst