EPM Done Right.
Most Workday Adaptive Planning implementations fall short — not because of the technology, but because of the implementation methodology. The standard approach for system integrators is to deliver a working product, not measurable outcomes. Large scale transformation typically does not provide the space for FP&A system design to thrive.
For Finance-owned tools, that gap is costly. Organizations end up with slow models, broken integrations, and disconnected dashboards — and fail to achieve a return on their investment.
We founded Adaptive Planning Consultants to change that. We are 100% focused on Workday Adaptive Planning: a team of seasoned, certified FP&A experts with 15+ years of hands-on experience, delivering real results without big-firm overhead.
• 75+ end-to-end implementations
• 45+ system optimizations
• 4–6 weeks saved on average
• 13+ years average team experience
Why choose us
A Better Way to Design and
Deploy Adaptive Planning
In a crowded field of Workday partners, we were founded with one goal: to maximize your ROI and ensure your organization is truly set up for success — not just handed a system and left to figure it out.
Certified Experts Only
Every team member is Workday certified with at least 10 years of hands-on Workday, FP&A, and accounting experience.
100% Adaptive Planning Focused
We live and breathe Workday Adaptive Planning and FP&A — nothing else. Our team has collectively completed over 75 end-to-end implementations and 45 system optimizations.
The One Project Promise
Most Workday partners overstaff. We cut implementation and optimization timelines by up to 75% through focused attention and fresh eyes. We prefer to deliver rapid results for one client at a time.
Make it Easy Optimization and Stabilization
In less than 4 weeks, you will have:
> Existing Workday to Adaptive Planning Integration Failures resolved.
> Review of Adaptive Planning instance for best practice recommendations and errors along with our POV.
>Teaching team and walking through how they can on their own make recommended changes (ensuring on the path moving away from dependency to ownership)
> Training refresher sessions: Admin, Reporting, and Dashboarding.
> Multiple demos showing the “art of the possible” and leading best practices.
All for a fixed fee 80-90% typically of what your SI was previoulsy charging.
Our services
Everything You Need,
Nothing You Don’t
01 – Implementation Support & Advisory
Think of us as insurance on your implementation. Before a single line of configuration is written, we ensure requirements are thoroughly designed using our modular FDM approach — embedding planning granularity and reporting needs from day one. We ramp up your internal SMEs through hands-on, iterative training so your team owns the system when the
engagement ends.
Real Examples:
• A manufacturing firm ready to cancel their Workday
Adaptive contract used our blueprint to reimplement their instance on their
own.
• A bank that lost historical forecast data through a
poorly designed standard sheet with splits. We recovered it, rebuilt the affected components into a cube, and trained the team to prevent recurrence.
If your team isn’t confident maintaining the system two weeks after deployment, the implementation didn’t invest enough in knowledge transfer. Our goal: a Finance team capable of building an executive dashboard on demand — not one emailing IT every time something changes. Support available across East and West Coast time zones.
Meet the team
Big 4 Consulting Experience.
Without the Big 4 Price.
Every person on our team is certified, senior, and has done this before many times.
Brian Teets
Founder · Certified Workday Adaptive Planning Solution Architect & Program Manager
Brian brings 12+ years of hands on Adaptive Planning experience and 20+ years in enterprise finance across higher education, healthcare, and the public sector. Having worked at Deloitte and Accenture and on the client side he bridges Finance, IT, and HR in a way most consultants can’t. His clients consistently describe him as energetic, empathetic, and easy to work with.
Public Sector & Healthcare EPM
Workforce Planning
Grants & Funds Management
Power of One / RAAS
Executive Reporting
- Led 20+ Workday Adaptive Planning implementations
- Supported $500M $3B+ operating budgets
- Reduced planning cycle times by up to 50%
- Cut implementation timelines by 4 6 weeks on average
Alan Miller
Partner · Workday Financials & Adaptive Planning Lead
With over eight years as a certified financial systems implementation and support consultant, Alan brings deep expertise in Workday Financials and Workday Adaptive Planning across Private Equity, Higher Education, and Healthcare and is known for making complex Adaptive data integrations work seamlessly.
Workday Adaptive Planning
Private Equity / GPs
Higher Education
Healthcare
Data Integrations
- 15 Workday Adaptive Planning implementations
- 16 Adaptive support projects
- 4 Workday Financials and HCM implementations
- 3 Financials / HCM support projects
Insights
From the Field,
Not a Vendor Whitepaper
Real perspectives from consultants who’ve been inside these projects the parts other firms don’t talk about.
What I’ve Learned After 10 Years as a Workday Adaptive Planning Consultant
The SOW rarely does Adaptive Planning justice. Clients can’t picture the system until they see their own data in it. Data governance needs to be settled before the build starts and nobody takes the Workday e learning, so let’s build around that reality.
Read the article →
Why Smart Companies Keep Hiring the Wrong Workday Service Partners
These stakeholders aren’t confused about quality. They’re managing career risk. Paying 10x for “bootcamp kids” isn’t irrational if the alternative is being the person who took a chance on an unknown firm and had to defend it in a post mortem.
Read the article →
Ready to Transform Your
Budgeting & Planning Process?
Let’s talk about your challenges and whether Workday Adaptive Planning is the right solution for your organization. No sales pitch just an honest conversation.