Case Study: San Francisco Museum of Modern Art achieves timelier financial analysis and stronger controls with Workday Adaptive Planning

San Francisco Museum of Modern Art Re-Architects Its Financial Model

San Francisco Museum of Modern Art (SFMOMA), a San Francisco–based nonprofit founded in 1935 and recently reopened after a major renovation and expansion, faced rapid growth in staff, departments and public space. That scale-up left a lean finance team struggling to deliver timely, accurate operational and financial metrics needed by senior leaders to manage store margins, attendance forecasting and departmental expense ratios.

SFMOMA implemented Workday Adaptive Planning with OfficeConnect to automate consolidation, reporting and trend analysis. The solution delivered faster, more accurate performance analysis and stronger financial controls with the existing team, expanded organizational participation in planning, and automated KPI and financial statement reporting to better inform board and executive decision-making.

San Francisco Museum of Modern Art

Stacy Robson

Director of Finance