Case Study: Public Trust improves planning agility and decision confidence with Workday Adaptive Planning

Planning agility strengthens decision confidence at Public Trust

Public Trust needed a better way to handle budgeting, forecasting, and scenario planning in a volatile environment. The team wanted to move beyond reactive planning and give leaders more confidence in workforce and financial decisions, using Workday Adaptive Planning to improve agility and collaboration across the business.

Workday Adaptive Planning helped Public Trust streamline reporting and budgeting, cutting an estimated 20 business days from the annual budgeting cycle and halving the time needed for what-if analysis. It also improved forecast completion by 25%, reduced key-person risk, and allowed staff to spend more time on strategic work rather than compiling data.

Public Trust

Dan Devcich

Head of Finance