Case Study: AGF achieves faster, data-driven forecasting and better financial decision-making with Workday Adaptive Planning

INTO adds precision to forecasting and modelling capabilities

INTO, an investment-management firm, was struggling with spreadsheet-heavy planning, complex data aggregation, and limited visibility into historical and forward-looking performance metrics. The company needed a better way to forecast, report, and analyze key business drivers across finance and other departments, and used Workday Adaptive Planning to replace its outdated process.

Workday implemented Workday Adaptive Planning dashboards, scenario planning, and rolling forecasting to give INTO clearer, real-time insights and more reliable planning data. The results included instant visual access to KPIs, several days saved each month in forecasting and reporting, at least one week cut from annual budgeting, and a new eight-quarter rolling forecast that supports faster, more strategic decisions.

INTO

Chris Wright

Group Reporting Analyst