Collaboration between operations and finance enhances forecasting accuracy.

“Workday Adaptive Planning has removed complexity from our business. It enables me to be proactive and provide real-time dashboards on revenue.”—Director FP&A

Increased collaboration between finance and operations

Reduced annual budgeting process by seven weeks

Improved forecasting accuracy

Masonic Villages of Pennsylvania delivers care so residents in its five communities can achieve the highest quality of life. With ever-changing regulations in healthcare, the organization needed a technology partner to help it streamline business processes and boost collaboration to focus on its mission.

With Workday Adaptive Planning, finance and operations share the same data and terminology, enabling better collaboration for planning a successful business strategy. Transforming their technology has enabled them to:

  • Reduce the budget cycle by seven weeks to free up time for deeper data analysis
  • Achieve complex revenue modeling, which supports real-time revenue dashboard creations
  • Decrease stress on staffing with enhanced reporting and increased visibility to ease workload

I can customize my budget processes and my KPIs so operations is budgeting on the terminology they understand. I’m converting it to financial information and we have the data to talk collaboratively.

Director FP&A

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