Case Study: Equiniti achieves operational agility and a single view of finance, HR, and payroll with Workday

EQ drives operational agility with Workday

Equiniti, a financial services provider serving 30 million customers across 3,000 client companies, was struggling with fragmented data and outdated finance, HR, and payroll systems as it expanded globally. The company also faced an urgent 16-week deadline to stand up new finance and HR processes for a carve-out acquisition, while still meeting the security and regulatory standards expected of a financial institution. Equiniti turned to Workday for a more agile, centralized platform.

Workday implemented Workday Financial Management, Workday Human Capital Management, and Workday Adaptive Planning to give Equiniti a single secure view of finance, HR, payroll, and workforce data. The result was standardized processes and better reporting, faster decision-making, and more accurate forecasting across the business. With Workday, Equiniti also went live globally during COVID-19, closed its books remotely for the first time, ran payroll successfully, and used Workday Prism Analytics to uncover more insights in weeks than it had in the prior 18 months.

Equiniti

Robert Bloor

Group Financial Controller