Case Study: Chuy’s achieves smarter financial planning and forecasting with Workday Adaptive Planning

New on Chuy’s menu smart financial modeling and forecasting

Chuy’s, the Austin-based full-service Tex-Mex restaurant chain, needed a better way to handle financial planning, SEC and board reporting, and store-level budgeting during rapid growth and the uncertainty of the pandemic. With a small FP&A team, Chuy’s turned to Workday Adaptive Planning to improve forecasting flexibility, automate reporting, and support ROI planning for new restaurant locations.

Workday implemented Workday Adaptive Planning with integrations to Chuy’s general ledger and POS data, giving the company a single source of truth for companywide planning. The results included a reduction in reporting and budgeting work from five people to two, a savings of 2–4 days in operating and financial reporting, and stronger scenario planning that helped Chuy’s increase restaurant-level operating margin by 880 basis points to over 23% in Q3 2021.

Chuy’s

Jordan Cole

Manager of Financial Planning and Analysis