Workday Adaptive Planning Functions

Workday Adaptive Planning provides highly user-friendly solutions for budgeting, planning, forecasting, reporting, and dashboards.

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“Workday Adaptive Planning has far exceeded our expectations. Our finance team and managers now have easier access to financial information, improved data analysis, and better alignment across the company.”
~ Corporate Controller, IntegraMed America

Workday Adaptive Planning Functions

No matter what size your business is, Workday Adaptive Planning can be tailored to your exact needs, making it a perfect fit for small, medium, and large enterprises.

Financial Consolidations

Workday Adaptive Planning allows businesses to effortlessly generate financial, board, and narrative reports for internal and external stakeholders, consolidate intercompany transactions and allocations in real-time, and improve transparency and compliance through enhanced audit trail, keeping everyone informed with real-time updates.

Budgeting and Forecasting

You can effortlessly plan and forecast based on your calendar, funding schedules, revenue recognition schedules, and other key company milestones. Analyze data by program, department, or business unit and create a connected financial model for your business. Achieve the flexibility to budget expenses and forecast revenue.


Workday Adaptive Planning offers versatile reporting options, including PDF, HTML, and Excel formats. Its intuitive interface allows users to drill into individual values, create snapshot reports, add comments, and collaborate easily, all without requiring coding expertise.


Integrate your ERP, CRM, and HCM applications with Workday Adaptive Planning for effortless data import and immediate access to valuable insights. Streamline operations, reduce risk and overhead, and improve reporting speed with this powerful solution.

Process Tracker

Optimise your organization's performance with Workday Adaptive Planning's Process Tracker. Assign tasks associated with budget, forecast, and reporting cycles to individual users, and monitor their status in real time. It facilitates communication between team members, tracks progress towards completion dates.


Effortlessly generate reports and receive prompt feedback from internal and external stakeholders. The platform automates consolidations and streamlines real-time intercompany transactions across multiple systems and currencies. Real-time status updates ensure transparency and compliance.


Why Choose Shearwater Asia

Shearwater Asia is an award-winning Workday Adaptive Planning solutions provider in Asia with over 14 years of experience in helping businesses enhance financial planning and analysis procedures to optimise decision-making and achieve superior business results.

Our experienced consultants have a proven track record of over 200 successful financial planning and analysis implementations, providing tailored solutions to meet clients’ specific needs and objectives.

Workday Adaptive planning Rising Star


Shearwater Asia has grown rapidly as the leading financial digital transformation consultant in the ASEAN and Asia Pacific regions, with clients in Singapore, Malaysia, Indonesia, Thailand, Vietnam, Japan, China, Taiwan, and South Korea.

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