Welcome to the Workday Adaptive Planning Success Hub

This Success Hub provides Customer Success related resources and information that have been curated for you. These resources support you along your journey in achieving your business goals by realizing maximum value from Workday products and services. Regardless of your experience level, these tailored resources are here to help you along the way.

Helpful Resources

Need technical resources specifically for the Adaptive Planning Administrator? We’ve got you covered:

Adaptive Planning Product Hub 
Your Adaptive Planning Administrator home page. Browse content related to configuring the product, including administrator documentation and training, product strategy roadmaps, and featured videos on new enhancements.

Help Center
Your how-to instruction manual for Adaptive Planning. Located here are step-by-step instructions for setting up features and configurations from a technical perspective.

Discussion Forum
Post questions, answers or simply start a general conversation about the Adaptive Planning product and features.

Support
Adaptive Named Support Contacts are able to submit a Workday support case 24/7. Our Support Organization ensures that specific roles can create or view Workday-related cases: Named Support Contacts (NSCs) can create cases for Product Support defects, Instance Management requests, Customer Care, and Training-related inquiries.

Find more information on role-based tasks here:

• Named Support Contact Hub
• Training Coordinator Hub
• Workday Community Organization Administrator

Adoption and Value

Have you been looking for more ways to get the most out of Adaptive Planning? Use these resources to learn tips and tricks to seamlessly adopt functionality and maximize value.

• Financial Planning Adoption Guide
• Workforce Planning Adoption Guide

Customer Stories

When it comes to digital transformation, some people ask, “What are the risks of transformation?” For leaders at KeyBank, the real question is, “What are the risks of not transforming?”

In this video, leaders at KeyBank share insights about their transformation, why they selected Workday as a partner, and the benefits they’re enjoying. KeyBank is now able to:

• Apply digital capabilities to expand their banking footprint to all 50 states
• Access integrated data at their fingertips, with visibility into finance, IT, and HR
• Shift focus from organizing data to helping customers grow their business
• Breakdown barriers and silos across their organization

Learn from other customers who have achieved success within their organizations using Adaptive Planning.

Thought Leadership

Learn from experts about the latest insights, innovation, and shaping trends that can help deepen your understanding.

Workday Adaptive Planning eBook | Five Costs of Static Planning
Unlock the power of employee engagement and address the global crisis with practical strategies you can use. 

eBook | The Importance of Company-Wide Planning
Learn how company-wide planning transforms business uncertainty into opportunity. Benefits of company-wide planning include visibility into business performance, access to real-time data, and faster, more effective decision-making.

4 Common Financial Reporting Challenges and How to Tackle Them
Businesses largely run on accurate, timely financial reports, as they are home to critical financial and operational key performance indicators. This is why it’s imperative to ensure that creating timely, accurate, consolidated, and easy-to-digest reports is a smooth experience for FP&A teams.

Finance Agility: Change Is Part of the Plan
Change and disruption are inevitable; in response, finance must build agile practices into its work to help develop resilient companies that can meet their goals in the face of disruption. This guide presents three axes of action to pursue agility, with specific ideas for supporting activities.

Driving Effective Headcount Planning & Reconciliation
Closely managing your headcount plan is critical in today’s environment. Learn how Workday Adaptive Planning helps you drive effective headcount planning and reconciliation.

Events and Webinars

Join an upcoming live session or replay a webinar to gain insights empowering to realize maximum value from your product.

Next Level
Learn about tips on deploying and using features in our Next Level webinars. These sessions are for everyone - project teams, subject matter experts, or anyone wanting to learn more about Adaptive Planning functionality.

Looking Forward with Workday
Take an inside look into where we’re headed. This webinar series demonstrates how Workday can support your organization as you respond to the changing needs of your business.

The Journey to Company Wide Planning
Explore how the modern role of finance can serve as a catalyst to unleash better planning across every department in the enterprise, including HR, sales, and services.

Related Resources

Services

If you’re looking for a Partner to help you deploy or adopt new capabilities, we’re here to help you to make the best selection. For more information, NSCAs can open a Customer Success Request through Workday Community. If you’re unsure who your main contact is, please contact a Named Support Contact within your organization.

Financial Planning Adoption Guide

Utilize this Adoption Guide to get the most out of your Workday Adaptive Financial Planning investment. Read on for resources, success stories, demos, and deployment options. 

Workforce Planning Adoption Guide

Utilize this Adoption Guide to get the most out of your Workday Adaptive Workforce Planning investment. This Adoption Guide includes success stories, demos, and deployment options.