Has your Adaptive Planning instance become a drag?
Workday Adaptive Planning should be functioning as a robust tool providing significant benefits to your FP&A function. But if it’s not, there may be certain challenges preventing it from delivering the desired business value. If you recognise these common frustrations, it’s time for an expert review.
It’s time to get a Health Check
The Workday Adaptive Planning Health Check by QMetrix generally focuses on 5 key areas. However, the scope will be tailored to your preferences and problem areas.
Re-evaluate goals
We consult with you to re-examine the original objectives and where it is falling short of the key business value drivers.
Evaluate design
We review the configuration to determine if they align with best practice. This includes a review of the core instance, foundation structures, rules and formulae, and appropriate use of sheet types.
Data check
We review integration methods, refresh speed and reliability, and the extent of manual intervention required to support it.
Planning and reporting models
We assess the usability and capability of models, and how well they suit existing business requirements. We may identify further models, data sources and reporting methods that could add value.
Adoption and security
We get feedback from users on performance and usability, and consider opportunities to grow usage. We identify training needs and assess the suitability of your existing security model.
What do you get
from a Health Check?
After a thorough review by QMetrix, we provide a comprehensive report and walkthrough. This document provides clear findings and a focused path forward, giving you a clear ROI case for remediation.
A formal report
You will receive a formal report outlining all findings and necessary remediation activities for improved performance and user uptake
A solution
There will be an estimated time and cost for all required fixes (if any), allowing for clear resource planning
A way forward
You will get a strategic roadmap of future initiatives, prioritised by effort and business value to help you make an informed decision on next steps
Why choose QMetrix
Work with the best in the region
QMetrix has been awarded by Workday as APAC Partner of the Year, in recognition of our successful implementations with clients across Australia, New Zealand, and Southeast Asia. We combine deep specialisation, a proven methodology, and ongoing support to ensure success for your implementation.
Unrivalled expertise
We have been named APAC Partner of the Year (2024 and 2025) by Workday Adaptive Planning, validating our proven track record of quality and delivery
Finance professionals
Our consultants are qualified finance leaders, many holding CA or CPA qualifications, who speak your language and understand your concerns firsthand
End-to-end services
We provide end-to-end solutions from analysis to design and delivery, plus training to equip your team with the knowledge required to own and confidently run the system
Trusted expertise
Our consultants create the popular “Two Minute Tuesdays” series, featuring Workday Adaptive Planning tips watched by thousands of Adaptive Planning users worldwide
FAQs on the Health Check
Here are answers to common questions about a Workday Adaptive Planning Health Check. For more information please contact us.
Workday Adaptive Planning should function as a powerful tool that can deliver significant benefits and efficiencies to the finance team and wider organisation. However, this isn’t always the case due to a poor initial implementation, material changes to business operations, finance team turnover and other reasons. In most cases, a significant investment has already been made in the technology.
Instead of beginning the search for a new solution, we provide a cost effective Health Check to assess things. The report we provide has helped current Adaptive users decide if they want to continue moving forward with Workday Adaptive Planning.
If your instance is performing poorly and there is a lot of manual effort involved, there might be things we can do to change that. This is where a Health Check helps. Having correct methodology and best practice applied is important – it ensures models are easily supportable, perform well, and are extensible. This in turn ensures any build out of further capability is as cost-effective as possible.
Our consultants are rigorously trained in the latest software releases and maintain stringent certification requirements. We have over 100 successful implementations in the region, and our clients include Tennis Australia, Slater & Gordon, Michael Hill and Starhub. We have also been recognised by Workday Adaptive Planning as APAC Partner of the Year in 2024, 2025 and 2026.
We request a walk through by one of your team members to understand current use and concerns. For a holistic view, having a non-finance business user available for an interview would be ideal. We do require administrator login to review your instance, and a mutual Non-Disclosure Agreement (NDA) can be arranged beforehand.
Case study
A fresh start: Kinatico’s path to a more powerful instance
Kinatico was using Workday Adaptive Planning but it was performing poorly. They approached QMetrix for a Workday Adaptive Planning Health Check, and lifted their instance’s capabilities to get a fresh start and stronger FP&A capabilities.
