Case Study: Alternative Futures Group streamlines forecasting and five-year planning with Workday Adaptive Planning

Robust reporting enables UK nonprofit to streamline forecasting, develop five year plan

Alternative Futures Group, a UK-based nonprofit providing support services for adults with learning disabilities and mental health needs, faced significant challenges with its spreadsheet-based financial planning. Its cumbersome Excel process, involving up to 100 budget collaborators, made forecasting, scenario modeling, and headcount budgeting difficult and time-consuming. To address this, the organization turned to the Workday Adaptive Planning platform.

By implementing Workday Adaptive Planning, the nonprofit completely revamped its financial processes. The solution enabled the team to finalize complex changes to assumptions in minutes instead of days and conduct robust scenario modeling. This led to more nimble cash flow reporting and an improved distribution of financial information across operations. These transformed processes were a fundamental part of the organization earning the prestigious CIMA Third Sector Excellence Award for Financial Management.

Alternative Futures Group

David Smith

Head of Financial Management and Performance