Infographic: Learn How Workday Adaptive Planning Customers Realized 249% ROI
Forrester took a multistep approach to evaluate the impact that Workday Adaptive Planning can have on an organization. See the infographic for the results.
Forrester took a multistep approach to evaluate the impact that Workday Adaptive Planning can have on an organization. See the infographic for the results.
Calculating the potential return on investment (ROI) enterprises may realize by deploying a modern planning platform is no simple task—it’s a comprehensive undertaking and a job for the (objective) experts. That’s why we commissioned a Total Economic Impact™ (TEI) study by Forrester Consulting to understand the benefits, costs, and risks associated with deploying Workday Adaptive Planning.
As part of its research, Forrester interviewed five of our customers. Prior to using Workday Adaptive Planning, these interviewees noted how their organizations relied largely on spreadsheets and manual processes for their financial planning and forecasting activities, either because they didn’t have other solutions in place or because their legacy planning solutions were difficult to use. Aggregating, manipulating, reconciling, and reporting on data was time-consuming and error-prone, limiting the depth of analysis the financial planning and analysis (FP&A) team could perform.
For a quick snapshot of the results (and they are significant), check out the Forrester Consulting infographic below. It explores how Workday Adaptive Planning helped the composite organization drive cost optimizations, increased FP&A productivity improvements, and delivered positive ROI, specifically:
More Reading
Workday has been recognized as a Customers’ Choice in the 2025 Gartner® Voice of the Customer for Financial Planning Software report. Based entirely on verified end-user feedback, this recognition reflects the strength of our partnerships and our continued focus on delivering modern, intuitive financial planning tools that help organizations thrive.
Excel’s flexibility and powerful calculation engine make it a natural choice for building and refining financial forecasts alongside core FP&A platforms. Its familiar interface, shared workbook capabilities, and built-in audit trails boost usability, drive collaboration, and ensure the team works from a single, reliable source of truth.
Finance leaders must understand these key aspects of AI—from foundational capabilities and strategic value to data, risk, and talent—to drive growth and competitive advantage in an AI-driven world.