Case Study: Montclair State University achieves game-changing streamlined reporting—cutting board report time from a week to seconds—with Workday Adaptive Planning

Streamlined reporting makes a game-changing difference to operations

Montclair State University, a leading New Jersey higher-education institution serving over 20,000 students, faced limitations from an on-premises legacy financial system that required IT programmers for routine updates and left departments without robust budget-tracking or flexible reporting. Producing the monthly board management report took a week, and fluctuating state government funding made rapid, reliable financial planning difficult.

By adopting Workday Adaptive Planning, the university implemented a user-friendly solution quickly without IT support, consolidated multiple data sources into a single version of the truth, and reduced board-report compilation from a week to mere seconds. The finance team gained nimble reporting that adapts to state funding changes and expanded modeling capabilities—including financial, planning, and course reporting—restoring control and speeding decision-making.

Montclair State University

Brian Teets

Financial Systems Manager