San Diego, 92101, CA,
United States
Prime Planning
Prime Planning, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Prime Planning collaboration with software players such as Workday empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Prime Planning | Workday | Workday Adaptive Planning (ex Adaptive Insights) | EPM | EPM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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La Clínica de La Raza, Inc. | Healthcare | 1200 | $115M | United States | Workday | Workday Adaptive Planning (ex Adaptive Insights) | EPM | 2019 |
In 2019, La Clínica de La Raza, Inc. implemented Workday Adaptive Planning (ex Adaptive Insights) as their EPM solution to manage complex financial planning and analysis across 35 clinics. The Federally Qualified Health Center operates with a budget above $100 million, roughly 1,200 employees, over 100 clinic and administrative cost centers, and serves more than 90,000 patients, creating multi-dimensional FP&A requirements that drove the selection of a cloud planning platform.
La Clínica engaged Prime Planning to deploy Workday Adaptive Planning (ex Adaptive Insights) as a cloud solution, leveraging Prime Planning’s certified FQHC models for provider, encounter, payor, and patient fee revenue. The implementation configured driver based revenue and cost models that associate patient visits and full time equivalent staff counts with site level costs, enabling near real time visibility into provider capacity and staff allocation while supporting grant accountability reporting.
The deployment centralized financial and statistical datasets across 35 clinic sites so stakeholders work from the same source of truth, resolving prior spreadsheet fragmentation and enabling consolidated reporting across more than 100 cost centers. Operational coverage included finance, medical operations, and clinic management, with the application used for budgeting, planning provider capacity, and linking encounter and revenue drivers to operational staffing decisions.
Governance and workflow changes established interconnected cost center budgeting and a transparent budget process, accompanied by user adoption practices that emphasize frequent analysis. As noted by the Chief Financial Officer, "Now I’m in the system three to four times each day doing my own research because Workday Adaptive Planning helps me better frame the context of the data," and the Director of Medical Operations reported, "In our first year with Workday Adaptive Planning we saw the smoothest budget process ever with transparency at every step. We have more visibility into our clinic operations!" The organization cites streamlined budgets, integrated data, and more accurate workforce planning as direct results of the implementation.
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Buyer Intent: Companies Evaluating Prime Planning Services
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