Case Study: Maritz achieves unified, real-time planning and faster reporting with Workday Adaptive Planning

Planning goes from a clunky, complicated process to company game-changer

Maritz, a holding company that provides business performance solutions such as incentive programs and rewards, faced fragmented, manual financial planning across independently run business units. Its highly customized legacy system was inflexible, required extensive manual maintenance, and left finance teams unable to collaborate effectively or forecast items like capital expenses and rent.

By implementing Workday Adaptive Planning, Maritz centralized siloed data and integrated 11 systems (ERP, CRM, and others) to deliver a unified, real-time view of the business. The new platform automated data imports, enabled flexible yet standardized revenue and expense models for each unit, improved top-line accuracy, sped up reporting, and reduced admin effort—allowing the company to do more with fewer people and earning praise from the CFO.

Maritz

Erin Riesmeyer

Financial Analysis Director