Workday Adaptive Planning Specialist

The architects your Workday Adaptive Planning system actually needs.

Not a generalist firm. Not a staffing layer. A specialist Workday Adaptive Planning architecture practice, built on 15+ years architecting enterprise planning systems across FP&A, EPM, and Workday Adaptive Planning, embedded directly in your finance transformation.

Workday Adaptive Planning model architecture, FP&A, Workforce Planning, AI & Intelligent Automation, and Integration, backed by wider EPM delivery experience across OneStream, Oracle EPM Cloud, and Anaplan.

Book an Architecture Review How we work
Adaptive Planning · Variance Dashboard
Forecast vs Actual
Q2 · Multi-Company View
Revenue
88%
Opex
74%
Headcount
95%
Capex
61%
$4.2M
Forecast Variance
+12%
vs Prior Year
Illustrative Adaptive Planning output
Specialising in
What we do

Finance systems that actually work.

We design and deliver Workday Adaptive Planning models, FP&A systems, data architecture, and AI solutions, built to be owned by your finance team, not dependent on a consultant.

Adaptive Planning Architecture

Workday Adaptive Planning models built for your business: account structures, dimensions, drivers, workflow, and reporting your FP&A team can run every month without help.

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FP&A Planning & Modelling

Driver-based budgets, rolling forecasts, and scenario models in Workday Adaptive Planning, built for your business logic, tested to zero delta, handed over fully documented.

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Workforce Planning

Headcount, compensation, and hiring models in Workday Adaptive Planning, connected to your actuals, built to survive a reorg without rebuilding from scratch.

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AI & Intelligent Automation

AI-powered forecasting, variance commentary, and planning agents built into your Workday Adaptive Planning environment, with governance and human oversight from the start.

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Data, BI & Analytics

FP&A data architecture, planning data marts, Power BI and Tableau reporting: clean data in, trusted numbers out, every month-end.

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Integration & Automation

Workday Finance to Workday Adaptive Planning integration, ERP and HR system connections: your actuals flowing in automatically, reconciled and on time.

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Advisory Service

Enterprise EPM Advisory

Platform assessment and roadmap across Workday Adaptive Planning, OneStream, Oracle EPM Cloud, and Anaplan, vendor-neutral, architecture-led advice on which platform fits your business.

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How we work

Architecture before configuration. Every engagement.

01

Scope & Assess

We review your current process, data sources, close calendar, and pain points before any architecture decisions are made.

02

Architecture Design

Model structure, dimension design, driver logic, and integration architecture agreed in writing before configuration begins.

03

Build & Test

Configuration built against your specification and tested with your actual data, zero delta against source before UAT.

04

Handover & Train

Full documentation, finance team training, and a first live planning cycle run independently. No dependency on us to operate.

Why EPMLogic

Architecture first. Always.

Architecture before configuration

Every model decision is documented and agreed before a single sheet is built. No surprises mid-delivery, no scope creep.

Finance-first, not tools-first

We understand the FP&A problem before opening Workday Adaptive Planning. The architecture has to be right before the build begins.

Delivered, not demoed

Zero unexplained variances, fully documented, trained and handed over. Finance teams we work with can run their own models after we leave.

What we work in

Workday Adaptive Planning at the core, across the wider EPM landscape.

Workday Adaptive Planning is our primary practice: the platform we architect, build, integrate, and support end to end. Alongside it, we bring delivery experience across the wider enterprise performance management landscape.

Core practice: the Workday ecosystem
Workday Adaptive Planning
Primary platform: architecture, FP&A & AI
Workday Finance
Actuals connected to your plan
Workday HCM
Headcount & compensation in the model
Workday Extend
Custom apps inside Workday
Prism Analytics
External data inside Workday
Wider EPM experience
OneStream
Consolidation, close & planning
Oracle EPM Cloud
Planning, FCCS & reporting
Anaplan
Connected planning & model design
Enterprise EPM Advisory
Platform-neutral assessment & roadmap
Beyond Adaptive Planning

Cross-EPM services and solutions.

Workday Adaptive Planning is where we go deepest. But finance architecture problems rarely respect platform boundaries: consolidation logic, close processes, and source-system integration follow the same principles whichever tool sits underneath. These are the areas where our wider EPM experience applies.

OneStream

Consolidation architecture, close automation, planning models, and ERP integration on OneStream, delivered with the same design-first standard we apply to Adaptive Planning.

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Oracle EPM Cloud

Planning, FCCS consolidation, model architecture, and integration on Oracle EPM Cloud, including migration work from legacy on-premise environments.

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Anaplan

Model design, module architecture, integration, and optimisation on Anaplan, including reviews of models that have outgrown their original structure.

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Close & Consolidation

Entity structure, elimination logic, intercompany matching, and currency translation: the architecture decisions that determine how your close actually runs.

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Enterprise EPM Advisory

Platform-neutral architecture reviews, scope assessment, and proposal reviews. Independent advice before you commit to a build or a vendor.

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AI Across EPM

Native platform AI configured and validated first (Workday Illuminate, OneStream Sensible AI, Oracle embedded ML), with custom automation only where native capability falls short.

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If you are choosing between platforms rather than building on one, our Enterprise EPM Advisory engagements are fixed-scope and platform-neutral: the written output is yours to use, including with a different implementation partner.

Insights

From the architecture desk.

Why Workday Adaptive Planning Actuals Don't Match Your GL — and How to Fix It
Workday Adaptive Planning

Why Workday Adaptive Planning Actuals Don’t Match Your GL – and How to Fix It

Actuals in Adaptive Planning showing different numbers than your general ledger? This is one of the most common…

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How to Build a Budget Model in Workday Adaptive Planning
Architecture & Model Design

How to Build a Budget Model in Workday Adaptive Planning

How to Build a Budget Model in Workday Adaptive Planning

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Workforce Planning in Workday Adaptive Planning: Headcount, Salary, and Benefits
Architecture & Model Design

Workforce Planning in Workday Adaptive Planning: Headcount, Salary, and Benefits

Workforce Planning in Workday Adaptive Planning: Headcount, Salary, and Benefits

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All Insights →

Ready to talk about your planning architecture?

Tell us where things stand today, and we’ll give you a clear, specific view of what it would take to move forward.

Book an Architecture Review → All Services
"The architects your Adaptive Planning system actually needs."

Workday Adaptive Planning architecture and AI forecasting practice, with wider EPM delivery experience across OneStream, Oracle EPM Cloud, and Anaplan.

info@epmlogic.com EPMLogic on LinkedIn

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