Case Study: Orion Health achieves faster financial planning and scenario modeling with Workday Adaptive Planning

Orion Health uses real-time data to streamline financial modeling

Orion Health, a global healthcare software company, needed faster and more flexible financial planning to support budgeting, scenario analysis, and complex FP&A reporting. Using Workday Adaptive Planning, the team wanted to better model business changes, respond quickly during COVID-19, and improve how finance supported decision-making.

With Workday Adaptive Planning, Orion Health streamlined financial modeling with real-time data, faster reporting, and robust scenario planning. The company cut 30 days from its annual budgeting process, shortened month-end reporting by 5 days, and increased FP&A time spent on strategic work by 3x, while also producing 3 new financial forecasts per year.

Orion Health

Yue Qiu

Financial Planning and Analysis Manager