Case Study: Lucid Software achieves faster headcount planning and forecasting with Workday Adaptive Planning

Organization pivots with ease for forecasting and headcount planning

Lucid Software needed a faster, more reliable way to handle headcount planning and forecasting as its FP&A needs kept changing. The company struggled to keep up with frequent pivots, making it hard to align teams and maintain confidence in the numbers. It used Workday Adaptive Planning to improve its planning process.

With Workday Adaptive Planning, Lucid Software can build and update scenarios quickly, find a single source of truth for headcount planning, and collaborate more effectively with RevOps on sales planning. The result was increased trust in the numbers, better cross-team collaboration, and less time spent reconciling data so the finance team could focus more on analysis.

Lucid Software

Jon Lau

Senior Manager of Strategic Finance