Case Study: IFM Investors achieves faster, more strategic reporting and monthly forecasting with Workday Adaptive Planning

IFM Investors Simplifies and Speeds Revenue Modelling and Reporting

IFM Investors, an Australia-based investor‑owned fund manager representing more than 15 million members and operating across multiple global offices, faced rapidly increasing complexity that outpaced its spreadsheet-based planning. Finance spent up to a month finalising prior-month reports and lacked the detailed, timely forecasting and variance analysis needed to support strategic decision‑making as the business grew.

By implementing Workday Adaptive Planning and connecting it to NetSuite ERP, IFM shortened reporting from days to hours, moved forecasting from twice yearly to monthly, and now reports in nine currencies rather than only Australian dollars. The finance team also uses OfficeConnect for quick visual reports, freeing time for forward‑looking analysis and delivering more timely, relevant insights to senior leadership.

IFM Investors

Philip Dowman

Global CFO