Case Study: McKinstry achieves 65% faster budgeting and automated reporting with Workday Adaptive Planning

McKinstry Slashes Budget Time by 65% with Automated Reporting, Dashboards

McKinstry, a Seattle‑headquartered design‑build‑operate‑maintain firm with about 900 staff, 18 regional offices and $500M in annual revenue, faced a fragmented budgeting process spread across 40–50 Excel spreadsheets. Manual rollups, broken formulas, no centralized budget or privacy controls made consolidation slow and error‑prone, prompting the finance team to seek a more reliable, auditable solution.

They implemented web‑based Workday Adaptive Planning—centralizing data, locking down formulas, mapping to the general ledger and enabling real‑time dashboards for executives. The rollout to 58 users automated reporting, cut budgeting time by 65%, saved roughly 10 hours per month on report preparation, and shifted finance time from fixing spreadsheets to analyzing performance.

McKinstry

Mike Shannon

Sr. Finance Analyst