Case Study: AGF achieves clearer data-driven decisions with Workday Adaptive Planning

Frequent rolling forecasts drive precise decision-making throughout AGF

AGF, the investment firm, needed a better way to spot business trends and track key performance indicators across its financial planning process. Using Workday Adaptive Planning, AGF wanted to improve FP&A efficiency and gain clearer, more actionable insight from its data.

Workday implemented six intuitive dashboards in Workday Adaptive Planning to track KPIs such as AUM vs. budget, revenue, SG&A, net income, EBITDA vs. budget, and headcount by function vs. budget. As a result, AGF says it can identify trends much more easily than with raw numbers, while finance now delivers instant visual insights that are also being expanded to marketing, sales, and senior executives.

AGF

Quinn

AGF