Case Study: YMCA London South West achieves visibility and control of cash-flow projections with Workday Adaptive Planning

YMCA St Paul's Group Gains Visibility and Control of Cash Flow Projections

YMCA St Paul’s Group, part of the YMCA federation supporting accommodation, youth and community services, relied on Excel-based budgeting across multiple sites, which made forecasting and payroll tracking fragile and error-prone. Finance needed clearer, consolidated cash-flow and workforce visibility to support operational and long-term decisions.

By implementing Adaptive Insights and importing accounting and HR data, YMCA St Paul’s created a single version of budgeting data with real-time updates accessible across sites. This eliminated spreadsheet glitches, improved workforce planning and hiring alignment, enabled five-year cash-flow forecasting for development projects, and produced more accurate, regular reports for the board—making planning faster, more efficient, and more strategic.

YMCA London South West

Carrie Bowers

Principal Finance Officer