Case Study: Trilogy Funds achieves more accurate forecasting and sharper investment decisions with Workday Adaptive Planning

Pin-point data helps Trilogy Funds make sharp investment decisions

Trilogy Funds, a growing lending and investment firm, struggled with inflexible Excel-based forecasting that was prone to human error and depended heavily on one subject matter expert. As the business expanded, it needed a more scalable, intuitive way to connect data from its CRM, loans management, and investor registry systems. Trilogy Funds turned to Workday Adaptive Planning to improve cash flow forecasting and reporting.

Workday Adaptive Planning implemented a tailored planning solution for Trilogy Funds’ complex pooled mortgage fund requirements, reducing manual effort and improving reporting accuracy. The results included dramatically more accurate bottom-up forecasts, better redemptions and repayments predictions, improved lending intelligence, and low-touch weekly lending reports. The company also reported 15–20% time savings for portfolio managers, model building that previously took 4 weeks and 2 FTEs now completed in 5 minutes, and the COO no longer needing to support budgeting and forecasting.

Trilogy Funds