How Adaptive from Workday works for you.

Balance sheet planning.

Model loan portfolios, deposits, and assets to forecast complete balance sheets, income statements, and cash flows down to the specific branch or product level.

Driver-based forecasting.

Adjust rates, yields, and pricing to instantly see portfolio profitability. Stress-test assumptions and service providers with advanced what-if scenario models.

Regulatory reporting.

Seamlessly satisfy both GAAP and statutory requirements while automatically allocating departmental, state-level, and product-line expenses.

Workforce planning.

Optimize branch, call-center, and advisor staffing models to balance capacity, while precisely budgeting all corporate non-interest expenses.

How Adaptive from Workday works for you.

Predictive forecasting.

Model admissions, patient days, visits, and cases across acute care and physician practices to precisely predict future service volumes.

Net revenue modeling.

Plan gross revenue, contractual allowances, and charity care by service line, patient type, and payor to secure financial sustainability.

Labor management.

Optimize capacity by tracking productive vs. idle hours, staffing models, and integrated payroll to manage labor.

Supply & demand planning.

Match medical supply needs directly to patient volumes, aligning procurement costs with procedure profitability to protect margins.

How Adaptive from Workday works for you.

Expense budgeting.

Plan direct costs and allocate salaries and overhead across segments like colleges, schools, and departments. Give budget owners access to data with drill-down capabilities.

Student & tuition planning.

Perform what-if scenarios around tuition and fee revenue based on user-defined assumptions and trends. Assess the real-time financial impacts of rapidly changing enrollments.

Grant planning.

Create grant-level funding and spending plans for visibility into income and expenses. Gain big-picture clarity into your research portfolio to effectively compete for grants.

Staff & faculty planning.

Plan headcount as well as salary, benefits, taxes, and total employee costs across colleges and departments. Seamlessly integrate HR and payroll systems to pull in data and use fringe rates.

How Adaptive from Workday works for you.

Project planning.

Forecast billable hours and revenue by project or customer. Track backlog, overrun, and percentage completion.

Portfolio & account profitability.

Segment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.

Resource planning.

Plan headcount, bridge skills gaps, and optimize staffing, billable hours, and utilization by project, role, and region.

Sales pipeline forecasting.

Track incoming leads and opportunities to roll up weighted pipeline forecasts for precise revenue projections.

How Adaptive from Workday works for you.

Decision package modeling.

Model decision packages using what-if scenarios to choose items, build budgets, plan staff, and forecast fee and collection income.

Program expense budgeting..

Plan direct costs and allocate overhead across funds, programs, and locations. Give budget owners access to drill-down data.

Staff & personnel planning.

Plan headcount and all employee costs across departments. Integrate HR and payroll systems to pull in data and use fringe rates.

Revenue forecasting.

Forecast income from tax collections, fees, port traffic, grants, service offerings, and other revenue generating activities.