Case Study: OneSource Virtual achieves faster billing and financial close, richer reporting, and 90% manager self‑service with Workday Adaptive Planning

A Workday Adaptive Planning Case Study

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OneSource Virtual increases efficiency to drive business performance

OneSource Virtual (OSV) is a Dallas‑based strategic consulting and back‑office services firm founded in 2008 with 850+ employees across the U.S., UK and Ireland. Rapid growth exposed a fragmented, Excel‑heavy technology landscape that left Accounting and Finance overwhelmed by manual tasks, slow reporting and limited visibility for leadership.

OSV deployed Workday to unify finance and HR processes and automate billing, close and AP workflows, enabling self‑service reporting and better analytics. The implementation avoided $325K in annual billing costs and cut billing from 5 to 2 days, month‑end close from 30 to 8 days and AP close from 5 to 2 days; it added 50+ executive reports, achieved 90% manager self‑service adoption and reduced vendor inquiries by 97%, improving accuracy and decision support.


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