PlanSuccess:
The
New Way
Of Doing FP&A
PlanSuccess was created with the vision of making Workday Adaptive Planning accessible to SMEs, delivering maximum value at a minimum cost. All packages include a complete basic FP&A model along with an extensive guidebook to ensure your rollout is a breeze.
Set Up In As Little As 4 Weeks: Quick,
Straight-forward And Cost-effective
PlanSuccess is YOUR success plan. Decide with a plan, get on board, and you will be on the right path to FP&A success.
PlanSuccess is designed from the perspective of making digital transformation simpler for all Small to Medium Enterprises (SMEs). Workday Adaptive Planning can now be implemented in a quicker and cost-effective scheme, demanding minimal effort that yields maximum impact.
Different Needs, Different Solutions:
Which One's The Perfect Fit?
ideal for medium to large enterprises
PlanSuccess - ideal for SMEs
The implementation is typically a fully customised process based on the company's specific business needs, often lasting from 3 months to 1 year.
Implementation Time
Implementation time can be slashed by 60% - from an average of 4.5 months to as little as 4 weeks.
Requires a more comprehensive process that needs customisation per customer's preferences and requirements.
Ease Of Use
Comes with pre-configured models and templates to streamline the configuration process, making it easier for you.
Strategic upfront investment can be necessary to produce outcomes that align with the customer's requirements, determined by project scope, features, integrations, and other factors to create a scalable solution.
Cost
PlanSuccess offers greater value at a more optimal pricing. The cost can be delineated into an annual subscription for easier management.
- PlanSuccess focuses on enhancing the accessibility of Workday Adaptive Planning. Our price range is substantially lower and reasonable while providing a full basic FP&A model and additional value for our customers.
- Break down the total cost into an annual subscription, making it more manageable for you.
Primarily built for enterprises with a more mature and comprehensive business planning procedure.
Accessibility for SMEs
PlanSuccess is created as a blueprint for enterprises seeking a swift and cost-efficient solution for their FP&A process.
Full Application Management and Support Services is available as an add-on service, requiring an extra investment for your post Go-Live.
Support and Health Check
All packages include selected Shearwater services based on your specific needs to support you every step of the way and enhance your systems.
Different Needs, Different Solutions:
Which One's The Perfect Fit?
ideal for medium to large enterprises
The implementation is typically a fully customised process based on the company's specific business needs, often lasting from 3 months to 1 year.
Requires a more comprehensive process that needs customisation per customer's preferences and requirements.
Strategic upfront investment can be necessary to produce outcomes that align with the customer's requirements, determined by project scope, features, integrations, and other factors to create a scalable solution.
Primarily built for enterprises with a more mature and comprehensive business planning procedure.
Full Application Management and Support Services is available as an add-on service, requiring an extra investment for your post Go-Live.
PlanSuccess - ideal for SMEs
Implementation time can be slashed by 60% - from an average of 4.5 months to as little as 4 weeks.
Comes with pre-configured models and templates to streamline the configuration process, making it easier for you.
PlanSuccess offers greater value at a more optimal pricing. The cost can be delineated into an annual subscription for easier management.
- PlanSuccess focuses on enhancing the accessibility of Workday Adaptive Planning. Our price range is substantially lower and reasonable while providing a full basic FP&A model and additional value for our customers.
- Break down the total cost into an annual subscription, making it more manageable for you.
PlanSuccess is created as a blueprint for enterprises seeking a swift and cost-efficient solution for their FP&A process.
All packages include selected Shearwater services based on your specific needs to support you every step of the way and enhance your systems.
BENEFITS
Does Complex Implementation Hinder Your FP&A Excellence?
PlanSuccess is all about making things ready to go. We've designed it to be straightforward to implement so enterprises can achieve FP&A excellence with a breeze.
Embrace complete ownership and take charge of the system; our A-Z guide has got you covered, encouraging you to jump right into implementation whenever it works best for you.
Cost effective
Fast system deployment
Simplify and expedite FP&A processes
No additional IT requires
Full control of ownerships
Flexible PlanSuccess package
A complete basic FP&A package
Post Go-Live Support
Functioning of PlanSuccess and How it Works
Work With Our Consultants
Connect with our consultants to dive into implementing PlanSuccess, covering requirements, design, and others.
Configuration and Testing
Ensuring the accuracy and efficiency of PlanSuccess involves careful model configuration and testing.
Training
To maximise the value of PlanSuccess, we provide user training to fully grasp Workday Adaptive Planning.
Deployment
The deployment phase involves moving data to the new system, executing a launch plan, and providing ongoing support.
Ready to Go-Live!
The most exciting part has arrived—you are ready to Go Live! This marks the crucial milestone of successfully transitioning to the new system.
Outgrow your Excel to grow.
With PlanSuccess, Workday Adaptive Planning is made accessible for every enterprise, requiring a cost-effective price point and less time to implement. Elevate your decision-making and make a real impact on your business.
Now, Everyone Can Make Informed Decisions With Confidence
SOLUTIONS
PlanSuccess
a Clear-cut plan to success
Your plan, your way. Discover the plan that's right for you and which PlanSuccess resonates with your goals and values.
Our packages are expertly designed to meet the unique needs of growing businesses.
Self-start
We will collaborate closely with you at the outset, and subsequently, your team will assume leadership of the process. This package is designed for businesses requiring minimal FP&A complexity, familiarity with using Workday Adaptive Planning and a strong aptitude for technology.
Standard
This package offers additional advantages, providing Shearwater's guidance from start to finish. Made for businesses working with higher FP&A complexity and has robust in-house technical expertise to guarantee seamless operations.
Premium
Premium provides a full basic FP&A setup, further elevated by Shearwater's in-depth services, ensuring a seamless implementation process. This package is intended for businesses with limited experience operating Workday Adaptive Planning and a more complex FP&A process.
All packages cover the FP&A essentials, with room to grow!
Every PlanSuccess package includes a user-friendly platform and services that fast-track your success. Come along on the PlanSuccess to connect your business and financial data, automate your calculations, and deliver visualised, connected insights in minutes.
Expert Implementation & Professional Services
- Consultancy & Advisory
- Expert-guided, fast-tracked implementation. No additional charge.
Scalability & Flexibility
- Unlimited Read-only Access
- Unlimited Platform Storage
- Ready to Scale as business evolves
Training & Continued Support
- Set-up Guide
- Generic User Guides
- Support Credits per subscription term
Reporting, Dashboards & Analytics
- Training Workshop
- Budget vs Actual Analysis
- Ad-Hoc Reporting
- Departmental Reporting
- Board Pack (Office Connect)
- Real-Time Dashboards
- KPI Tracking
Dynamic FP&A Modelling
- Model Configuration (Level, CoA, Planning Calendar, Version)
- Revenue Model
- Opex Model
- Workforce Model
- Income Statement
- Actual, Budget, Rolling Forecast, & What-If Scenarios
Integrations
- Flat File Imports
- Accounting Data
- Workforce Data
- Operation Data
COMPARISON
PlanSuccess
Which Package Fits My Goals?
Check out the full breakdown and comparison of all three packages offered by PlanSuccess.
- Self Start
- Standard
- Premium
Self Start
|
Standard
|
Premium
|
|
Implementation Time |
As little as 4 weeks | As little as 6 weeks | As little as 8 weeks |
Professional Services, Training & Continued Support |
Self Service Basic + Support Credits | Hands-on Configuration Assistance, Standard User, Training on FP&A Model, Additional Support Credits+ | Hands-on Configuration Assistance, Customized User Training on FP&A Model, UAT Support, Customized User Guides & Super User Training, Additional Support Credits++ |
Departments/BUs |
Up to 10 | Up to 30 | Up to 50 |
Plan/Version |
2 Versions | 4 Versions | 6 Versions |
Dimensionality & Attributes |
3 Planning Dimensions | 5 Planning Dimensions + 2 Attributes | 8 Planning Dimensions + 5 Attributes |
Multi-currency |
No, Single Currency only | Yes, up to 3 currency pairs | Yes, up to 5 currency pairs |
Assumptions Driven Model |
No, all standard | Yes, 1 Assumption per model | Yes, 3 Assumptions per model |
Additional FP&A Models |
No | Additional 2 itemized expense model, Additional Capex Model | Additional 3 itemized expense model, Additional Capex model, Additional Allocation Engine |
Financial Statements |
Income Statement (for each department & consolidated view) | Income Statement with dimensionality (for each department & consolidated view) | Income Statement with dimensionality (for each department & consolidated view), Integrated Balance Sheet & Cash Flow |
| Request A Demo | Request A Demo | Request A Demo |
Support Services
To guarantee sustained success, we offer support for Workday Adaptive Planning as part of our Application Management and Support Services. This includes dedicated first-line support as an integral component of your annual subscription.
Enhancement Work
Our commitment to drive changes and innovation means your business will always be at the forefront. We are dedicated to accommodating change requests for system enhancements, model improvements, and expanded use cases to keep your solution always current and effective.
Workday Adaptive Planning Release Workshops
Workday Adaptive Planning Release Workshop is a complimentary series of two workshops annually. These workshops offer users a hands-on experience with the latest platform features and improvements. Stay informed about system releases and updates to your current model so you can effectively leverage new functions.
User Training
Whether you need training at your premises or ours, on-site or online, our expert instructors will make sure your team is fully prepared and able to make the most of Workday Adaptive Planning.
SUPPORT
Stretching the value with support from us
We're committed to ensuring that your business stays ahead of the curve. Receive credits to use towards the following services, with your balance resetting at the beginning of each subscription year.
Annual Audit
Keep your system performing at its best with our annual system health check. Our team will ensure that your Workday Adaptive Planning is always up-to-date, relevant, and functioning properly in the current environment.
Systems Integration
Looking to seamlessly integrate your source systems with Workday Adaptive Planning? Our expert team is well-equipped to work with any system, creating a unified view of all your systems.
Advanced Enhancement Work
It's important to keep your system functioning according to your business goals, as every business has its own requirements. You have the option to undertake large enhancement work to accommodate unique processes, facilitate system scaling, and handle increased data loads & user demands without significant reconfiguration to ensure long-term operational sustainability.
ADD-ONS
Service add-ons
Our optional service add-ons are available to all customers and tailored to fit the specific use case.
Contact Us for Free Consultation
Ready to plan, execute, and analyse with confidence? Contact us for a free consultation and learn how to harness the power of PlanSuccess to its fullest potential.
Shearwater Asia is a leading one-stop finance and IT digital transformation consultancy in Asia with over 14 years of experience.
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