Case Study: Price Bailey achieves faster, more accurate planning and visibility with Workday Adaptive Planning

Price Bailey Models Success with Increased Accuracy and Visibility of Performance Metrics

Price Bailey, a leading chartered accountancy and business advisory firm serving clients across East Anglia, London and Guernsey, faced slowing, error-prone planning driven by spreadsheet-based processes. With a complex structure of 12 interconnected entities, time-based fee income and rapid headcount growth, the finance team needed a more agile FP&A solution to consolidate data, speed up analysis, and support partners who rely on finance for strategic advice.

Working with partner ClearPlan, Price Bailey deployed Workday Adaptive Planning to create a single version of the truth across the group, model time-based fees, and enable rapid what-if scenario planning. The solution streamlined workforce planning (adding every employee on one sheet), simplified forecasting for M&A-driven growth, produced near-instant consolidated balance sheets and cash flows, and transformed finance into a trusted advisor able to forecast months ahead.

Price Bailey

Jamie Gladstone

Operational Director of Finance