Case Study: Opteon achieves faster global growth and streamlined finance and HR processes with Workday Adaptive Planning

Integrating new acquisitions in professional services

Opteon, one of Oceania’s largest independent property services firms, was pursuing international M&A growth and needed a way to bring more than 30 acquired businesses together across different countries, financial systems, and people processes. The company turned to Workday Adaptive Planning and the broader Workday platform, including finance and HR capabilities, to create a single system that could support its global expansion.

Workday Adaptive Planning helped Opteon standardize workflows, centralize people data, and begin consolidating financial reporting across regions. The result was a clearer single source of truth for employee and finance information, more streamlined recruitment and onboarding, better self-service for pay, learning, and time, and faster collaboration across the globe. Opteon also reduced manual month-end consolidation delays, cutting the close process by about five days.

Opteon

James Harkness

Chief Financial Officer