H&R Block transforms forecasting to drive accuracy and save time.

“With Workday Adaptive Planning, we delivered the forecast in nine days. That’s when I knew we had something special.” – Director, Corporate Financial Planning and Analysis

Reduced forecast cycle from weeks to 9 days

Improved accuracy in headcount planning

Enabled better conversations with business partners

For global tax advisory firm H&R Block, forecasting used to take weeks and require different systems and processes.

In this video, we hear from Aaron Haugh, director of corporate financial planning and analysis, on how Workday Adaptive Planning was the “something special” that shortened this process and helped the organisation to:

  • Deliver a single P&L view.
  • Drive more accurate headcount forecasting.
  • Identify process efficiencies and save costs.

It’s freed up our team to identify process efficiencies, look for cost savings and have better conversations with our business partners.

Director, Corporate Financial Planning and Analysis

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