Workday Adaptive Planning For


With Workday Adaptive Planning, Armanino has helped hundreds of nonprofits streamline their planning and analysis, increase transparency and build added trust with their boards, because Workday Adaptive Planning has allowed our customers to:

  • View rolling forecasts: Improve accuracy and turnaround time in the planning and reporting process, and conduct frequent re-forecasting and what-if analyses. 
  • Consolidate your organization: Nonprofits are able to plan for and consolidate multiple funds (restricted and unrestricted), programs, and locations. 
  • Perform detailed staff and overhead planning: Easily report on fully loaded costs by employee, while allocating headcount and overhead to funds, programs, locations and more. 
  • Model financials: Model integrated profit and loss (P&L), balance sheet and cash flow statements.

Create custom reports: enable cross-fund and cross-department reporting, use dashboards to analyze key business drivers, and distribute report books via email for financial presentations (e.g., board packages and executive reporting). Spreadsheet-based systems are inefficient, error-prone and fundamentally unsuited for the complex, dynamic planning and reporting required by nonprofit organizations. As a SaaS, cloud-based solution, Workday Adaptive Planning requires no new hardware, software or IT support for initial implementation or ongoing maintenance — and it even has an intuitive Excel-like user interface for increased user adoption.

Integrate Your Technology

Workday Adaptive Planning can use reports to perform variance analysis, including drill-downs into underlying transaction details from other systems. Built on Workday Adaptive Planning’s cloud platform, the Workday Adaptive Planning Integration solution allows nonprofit finance teams to connect their existing best-in-class applications (e.g., Blackbaud, Salesforce, Sage Intacct, etc.) with Workday Adaptive Planning — securely importing data from your GL, ERP and other proprietary systems with ease.

Why Armanino for Nonprofits

If you’re considering implementing Workday Adaptive Planning, you should know that choosing the right implementation partner is the most important choice you’ll make. As your implementation partner, Armanino provides you with the confidence that comes from having a partner who has worked with hundreds of nonprofit clients. Armanino’s Workday Adaptive Planning development and implementation team is the largest in the nation. Our staff has the kind of hands-on FP&A experience that leads to a deeper understanding of the issues, operations and processes unique to nonprofits.

We combine both our clients’ priorities and our own best practices. For example, in addition to a turnkey implementation, we offer a tiered implementation. Our tiered approach can help your internal team learn Workday Adaptive Planning gradually, get more involved in the implementation process and increase user adoption over the long term.

In addition, our certified development and implementation team includes experienced CPAs and former CFOs with extensive finance backgrounds, which means we understand the pain points the CFO Organization battles each day — financial planning, data consolidation, analytics, reporting, internal controls, data security and more. We’re dedicated to helping you achieve the financial transparency and streamlined reporting your stakeholders, your board and your donors deserve.