Workday Adaptive Planning vs Power BI: Choosing the right tool for your needs
Do you need Workday Adaptive Planning if you already use Power BI? While both tools are powerful, they serve different purposes in an organisational setting.
Director

With 10 years working in finance roles before moving into IT consulting, Brett provides a powerful combination of skillsets to guide and strategise with organisations to achieve the right outcomes from their technology investments.
He has over 20 years’ experience building solutions in Business Intelligence and Analytics, Data Warehousing, and Budgeting and Planning across industries including manufacturing, distribution, construction, government, healthcare, retail and sports.
At QMetrix, Brett leads efforts to ensure that our clients receive exceptional service, whilst also enabling potential clients to understand how the QMetrix team can solve their pain points through delivering outstanding solutions. He loves seeing how successful investments in technology optimise business processes and drive business profitability.
Brett is a Certified Practising Accountant (CPA), and holds a Graduate Diploma in Software Development and Bachelor of Business in Accounting.
If you come by our office, try and beat Brett in a game of table tennis. Otherwise, you’ll find him keeping his kids entertained or watching AFL (mainly the mighty magpies!).





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Do you need Workday Adaptive Planning if you already use Power BI? While both tools are powerful, they serve different purposes in an organisational setting.
In this webinar, we discuss the challenges and opportunities finance leaders face in the Professional Business Services sector, and how they can drive better planning and improve performance.
We discuss what financial management and strategic planning looks like for health and aged care organisations, alongside CFOs of Infinite Care and ECH, Zane Ali and Merrin Nancarrow.
In this whitepaper, we explore the challenges faced by finance teams in professional services. We discuss their role in strategic planning, mitigating risks, and enhancing overall efficiency.
What are the cost savings and business benefits enabled by Workday Adaptive Planning? This research tells you the return on investment (ROI) organisations have gotten from it.
A key challenge for finance leaders is managing cashflow to support operations and capital position to support strategic growth. Learn about the disciplines, processes and technology that can help you do this.
Allied Health organisations need to continually invest in new equipment. How can finance leaders exercise prudent financial management and plan for capex investments?
Allied Health organisations are facing a staff shortage. How can finance leaders work with HR to create a robust workforce plan and get the right people in the right positions?
Thank you to our team, clients and partners for the past decade – what a journey it has been! Here are some thoughts as we celebrate our 10th anniversary.
Budgeting, forecasting and reporting is a necessary but often expensive process. Planning solutions might look like just another cost – but what is the true opportunity cost and Return on Investment?
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Here are the 9 most common pitfalls we have encountered with Excel models – and how they can be overcome with a budgeting and planning CPM software solution.
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In this podcast for finance executives, Brett Ruwoldt shares about common challenges faced by finance teams and best practice solutions to get results.
The most successful NFPs are those that can leverage robust financial management to maximise impact. Here are 3 key things that CFOs of NFPs need to consider.
What challenges are finance teams in Allied Health and related organisations facing, and how these can be effectively tackled? Read the whitepaper here.
[Webinar] The COVID-19 pandemic has been a catalyst for organisations to re-imagine FP&A. Learn about key planning trends that are driving organisational agility and empowering finance teams to drive execution of strategy.
While spreadsheets can be a good personal productivity tool, their limitations can cause significant financial and operation harm for organisations. Here are 4 key benefits organisations can immediately gain from replacing them.
[Resource] Organisations are navigating uncharted waters in the post-pandemic business environment. CFOs now have an opportunity to rethink the organisation. Here are 3 lessons CFOs must learn from COVID-19.
[Resource] Businesses can no longer afford to be reactive. Instead, they must be able to anticipate market changes and respond ahead of time. Here are 4 ways CFOs can lead business agility.
The market will continue to be volatile. And now that we work in a digitalised world, businesses need greater agility than ever. Here are 3 key things organisations must have to optimise business performance in the new market.
Many organisations are now investing in automated solutions to adapt to the changed global business environment. Here are 3 cost-effective tools that can arm CFOs with the automated and flexible capabilities required for competitiveness.
Do you trust your organisation’s data and use of data? Here are 3 ways CFOs can effectively leverage trusted data for business reporting and build the foundation for organisational resilience and agility.
What does financial management and strategic planning look like for not-for-profits? From deep experience working with not-for-profits we share the challenges they face and how these can be tackled.
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As your organisation grows and changes, the once manageable spreadsheet budgeting and reporting model soon becomes unwieldy, inefficient and a business liability
Budgeting and forecasting is an essential part of any business and is typically hard to get right. Can the right software really help, and if yes, how do you choose what’s best for your business?
[Resource] Annual budgets get outdated, while rolling forecasts happen on a regular cadence and help you optimise decision making based on facts relevant to today. Learn how to get the business on board with rolling forecasts.
With a growing importance and focus on business performance, the latest version of Adaptive Insights 2017.2 has stepped up to empower the user with next level analytics and reporting with a couple of clicks.
Learn why businesses are shifting their budgeting and forecasting management to Adaptive Insights cloud technology. How does it compare?
As accountants, we all know the value of rolling forecasts. Most of us have the vision, but quite often we are lacking on the execution. So what are the top 5 tips for rolling forecast success?
Financial reporting is a tricky balancing act. Here are 3 steps to improve your financial reporting – and get your stakeholders the information they need.
No department can do its job without the others. But somehow when it comes to numbers, it can feel like finance is stuck in a silo. How can you improve collaboration and drive accountability in the planning process?
Doing annual budget and monthly forecast cycles in Excel takes a lot of resources. But what if you could slash your cycle times by 90%? What’s the ROI?
Solve your Dynamics planning and reporting issues today. More than 400 customers integrated Adaptive Insights with Dynamics.
Don’t get confused into thinking that BI is simply a reporting and monitoring tool. Discover the real value it can provide to your business.
Budgeting and Forecasting in Excel spreadsheets is fraught with danger. Here are the top 7 indicators or signs that you should be moving away from it.
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