List of Workday Adaptive Planning OfficeConnect Customers
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Since 2010, our global team of researchers has been studying Workday Adaptive Planning OfficeConnect customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Workday Adaptive Planning OfficeConnect for Analytics and BI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Workday Adaptive Planning OfficeConnect for Analytics and BI include: Fairview Health Services, a United States based Healthcare organisation with 35150 employees and revenues of $6.20 billion, Chuy's Holdings, Inc., a United States based Leisure and Hospitality organisation with 6700 employees and revenues of $1.19 billion, Urban Utilities, a Australia based Utilities organisation with 1261 employees and revenues of $1.17 billion, Australian Venue Co (AVC), a Australia based Leisure and Hospitality organisation with 8300 employees and revenues of $720.0 million, Dennys Corporate, a United States based Consumer Packaged Goods organisation with 3700 employees and revenues of $456.0 million and many others.
Contact us if you need a completed and verified list of companies using Workday Adaptive Planning OfficeConnect, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Australian Venue Co (AVC) | Leisure and Hospitality | 8300 | $720M | Australia | Workday | Workday Adaptive Planning OfficeConnect | Analytics and BI | 2020 | n/a |
In 2020, Australian Venue Co. implemented Workday Adaptive Planning OfficeConnect. Workday Adaptive Planning OfficeConnect, categorized as Analytics and BI, was deployed to support the commercial finance team in Melbourne and to centralize reporting and monthly roll forward activities used in acquisition due diligence.
The implementation focused on purpose built reporting and configurable financial models. Functional capabilities implemented included acquisition templates, cost benchmarking models, synergy calculations, ROI analysis templates, and automated month end roll forward workflows enabled through OfficeConnect linked reporting and model orchestration.
The solution integrated explicitly with Workday Financial Management to surface general ledger and financial master data into the Adaptive Planning models and OfficeConnect reports. Operational coverage was concentrated on the commercial business analyst group supporting M&A activity and monthly consolidated reporting in Melbourne, with outputs consumed by finance and corporate development stakeholders.
Governance changes emphasized template standardization and process automation, with commercial business analysts owning model configuration and the roll forward cadence used during due diligence. The intent of the deployment was to improve the due diligence process and automate the monthly roll forward of results, streamlining reporting workflows without introducing additional named system integrations.
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Chuy's Holdings, Inc. | Leisure and Hospitality | 6700 | $1.2B | United States | Workday | Workday Adaptive Planning OfficeConnect | Analytics and BI | 2020 | n/a |
In 2020, Chuy's Holdings, Inc. implemented Workday Adaptive Planning OfficeConnect to centralize Analytics and BI for finance and real estate decision making. The deployment is cloud based and established Workday Adaptive Planning OfficeConnect as a single source of truth for planning, reporting, and scenario modeling across the organization.
The implementation retains multiple planning models inside Workday Adaptive Planning OfficeConnect, including a store level operational budget model, a street projections model, and a long range five year planning model. These models are supplemented with Capex planning, balance sheet projections, and cash flows forecasting, and the environment is configured to allow flexible slicing and dicing of the same dataset for different analytical views.
OfficeConnect is used to integrate planning outputs with Microsoft Office applications to produce high quality reports, board books, and presentations with a one click refresh of data. The cloud based architecture enables use in the field, where the real estate team can open prototype store models, input known Capex and rent assumptions, and receive immediate forecasted ROI and cash on cash return projections for site selection.
Governance and operational workflow shifted toward centralized model management and automation, enabling a single finance resource to generate board decks and freeing up team capacity to provide more value to the business. Chuy's cites better planning and better guidance as explicit outcomes, and the Workday Adaptive Planning OfficeConnect implementation has been positioned to support planned restaurant expansion.
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Dennys Corporate | Consumer Packaged Goods | 3700 | $456M | United States | Workday | Workday Adaptive Planning OfficeConnect | Analytics and BI | 2019 | n/a |
In 2019, Denny's Corporate deployed Workday Adaptive Planning OfficeConnect to modernize financial planning and reporting workflows. The deployment focused on Analytics and BI capabilities for the financial planning and analysis function, shifting planning away from manual spreadsheet collation toward a cloud-based planning platform.
Workday Adaptive Planning OfficeConnect was configured to support a unified general and administrative expense planning process, with explicit modules for headcount planning and operational expense planning. The implementation included OfficeConnect report generation for monthly and board reports, configurable dashboards for cost center owners, and an expanded what-if scenario modeling capability that enables rapid scenario creation and sensitivity analysis.
Operational coverage centered on the FP&A team and approximately 100 Denny's cost center owners, with planning and reporting extended down to supplier and project levels. Integrations implemented include daily integration of financial data and on-demand integration of headcount data to keep models current and enable more granular, timely reporting across cost centers.
Governance and process changes emphasized accountability and end user engagement, allowing cost center owners to configure dashboards and produce their own reports. Results reported include adoption by roughly 100 cost center owners, an increase in official forecasts from 5 yearly forecasts to 12, a 25% reduction in annual budget cycle time, a 60% increase in what-if scenarios generated, and a reduction in scenario generation time from three days to just hours.
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Fairview Health Services | Healthcare | 35150 | $6.2B | United States | Workday | Workday Adaptive Planning OfficeConnect | Analytics and BI | 2018 | n/a |
In 2018, Fairview Health Services implemented Workday Adaptive Planning OfficeConnect to strengthen its planning and reporting capabilities within the Analytics and BI category. The deployment targeted finance and FP&A workflows across a multibillion dollar health system that includes 56 primary care clinics and 12 hospitals, addressing complexity from rapid growth and acquisitions.
Workday Adaptive Planning OfficeConnect was configured to centralize budgeting, forecasting, and scenario modeling, and to automate above the line system allocations so stakeholders could see instantaneous impacts of assumption changes. The implementation emphasized what if scenario analysis, standardized report templates, and automated calculations to reduce manual spreadsheet maintenance and to simplify multi-entity plan consolidations.
The engagement included technical consultation from IntuitiveTEK to tailor the Workday Adaptive Planning framework to the organizations chart of accounts and allocation rules, and to embed OfficeConnect into the finance reporting cadence. Operational coverage focused on consolidated revenue and expense allocations across clinics, hospitals, laboratory and senior care sites, supporting cross-departmental collaboration between finance, operations, and executive leadership.
Governance and workflow changes introduced shared, versioned models and role based visibility to move teams away from emailed spreadsheets and ad hoc reporting. Report generation and analysis shifted from manual processes to running within Workday Adaptive Planning and OfficeConnect, shortening plan consolidation cycle times from weeks to hours and enabling executive ready reports in a few hours while increasing collaboration and transparency in budgeting and forecasting.
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Urban Utilities | Utilities | 1261 | $1.2B | Australia | Workday | Workday Adaptive Planning OfficeConnect | Analytics and BI | 2022 | n/a |
In 2022 Queensland Urban Utilities implemented Workday Adaptive Planning OfficeConnect as an Analytics and BI application to centralize FP&A planning, budgeting and reporting. The deployment targeted financial planning and performance reporting, with Workday Adaptive Planning OfficeConnect configured to support company wide annual budgeting and monthly forecasting for the finance organization.
The implementation emphasized planning, modeling and reporting capabilities consistent with Analytics and BI workflows. Workday Adaptive Planning OfficeConnect was used alongside Excel for OfficeConnect driven templates and PowerBI for executive dashboard visualization, and the CFO dashboard was redesigned to communicate business drivers, KPI measures, risks and opportunities using data visualization and storytelling.
Operational coverage extended across the FP&A function and the finance team that partners with operational business areas, led by a Performance Planning and Reporting Manager and a team of six finance professionals. The scope included coordination of company wide budgeting cycles and monthly forecasting processes that support commercial performance management across Urban Utilities service regions.
Governance and process changes were enacted to standardize forecasting cadence and reporting ownership, with the finance leadership team managing rollout and ongoing stewardship of planning models and dashboards. The implementation supported improved commercial performance outcomes through analytics and trusted partnerships between finance and operational teams, and it established a controlled reporting framework leveraging Workday Adaptive Planning OfficeConnect, Excel integration, and PowerBI visualization.
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Buyer Intent: Companies Evaluating Workday Adaptive Planning OfficeConnect
- Anacortes, a United States based Government organization with 383 Employees
- Educare Dc United States, a United States based Education company with 150 Employees
- Sweetwater, a United States based Retail organization with 3000 Employees
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