Case Study: McKinstry slashes budget time by 65% with Workday Adaptive Planning

McKinstry slashes budget time by 65% with automated reporting

McKinstry, a construction and energy-services company, needed to improve a manual budgeting process that was time-consuming and prone to inconsistent calculations. After discovering Workday Adaptive Planning, the team looked for a web-based planning tool that would let users across regional offices access budgets remotely and give finance better control over formulas, assumptions, and historical data.

Workday implemented Workday Adaptive Planning to automate reporting, map to McKinstry’s general ledger, normalize historical data, and support forecasting. The rollout went smoothly to 58 users, and the company cut budget time by 65% while gaining real-time access and more reliable calculations.

McKinstry

Mike Shannon

Sr. Finance Analyst