Case Study: H&R Block achieves faster, more accurate forecasting with Workday Adaptive Planning

H&R Block transforms forecasting to drive accuracy and save time

H&R Block, the global tax advisory firm, had a forecasting process that took weeks and relied on different systems and processes. Using Workday Adaptive Planning, the company needed a faster, more accurate way to improve forecasting and headcount planning while supporting better business conversations.

Workday Adaptive Planning helped H&R Block deliver a forecast in just nine days, reducing the forecast cycle from weeks to 9 days. The solution also improved headcount planning accuracy, created a single P&L view, and identified process efficiencies that saved costs.

H&R Block