FP&A Resource hub
Financial Planning & Analysis resources
Explore resources on Financial Planning and Analysis (FP&A) – also known as Corporate Performance Management (CPM) or Enterprise Performance Management (EPM). Find thought leadership articles, practical tips, industry case studies, and other resources for your planning journey.
Explore all Financial Planning & Analysis resources
FP&A Transformation 101 video series: Your guide to FP&A solution implementations
FP&A case studies:
Real stories of finance transformation across APAC
FP&A resources: Whitepapers, webinars and events for finance teams
How to Prepare for a Great Budget Process
How can a finance team set up their Workday Adaptive Planning instance to ensure the budget season runs smoothly? Here are 6 key areas to focus on.
Can you back your numbers and decisions?
Can you confidently explain how every number is derived or explain variance? Generating an accurate and useful financial budget is essential – here’s how finance teams can achieve that goal.
4 Common Reporting Challenges And Considerations | QMetrix
Everyone relies on reports to understand how their business is performing and to make decisions. But how do you create accurate, timely and insightful reports that engage stakeholders?
The financial benefits of automated planning and reporting
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.
Tools that help CFOs build speed and flexibility into their forecasting, reporting and analytics
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.
How to improve your financial reporting process
Financial reporting is a tricky balancing act. Here are 3 steps to improve your financial reporting – and get your stakeholders the information they need.
How to implement a reporting and budgeting solution, and choose a project partner
IGO’s Group Finance Manager, Struan Richards, shares his advice for implementing a solution and choosing a project partner.
Featured case studies
Kinatico’s path to a more efficient and powerful Workday Adaptive Planning instance
Discover how QMetrix helped Kinatico make their Workday Adaptive Planning instance more efficient and powerful.
On the right track: FP&A transformation in rail freight with SCT Logistics
Here’s how SCT is driving FP&A transformation in rail freight logistics with QMetrix and Workday Adaptive Planning.
cohealth: A not-for-profit getting the right financial and business insights
To complement Microsoft Business Central, not-for-profit cohealth brought in Workday Adaptive Planning. Learn how it changed budgeting, forecasting and reporting at cohealth.
How Tennis Australia integrated financial and strategic planning
Learn how Tennis Australia achieved an integrated budgeting, forecasting and reporting solution and wider business goals with Workday Adaptive Planning.
A win for the Slater and Gordon finance team
Discover how Slater and Gordon got more business partnering and value-add with QMetrix and Workday Adaptive Planning.
Re-energising Financial Planning and Analysis with Red Energy
Learn how Red Energy powered up their finance and commercial teams, as well as the wider business utilising Workday Adaptive Planning.
Fashioning a suitable FP&A solution for Designworks
Learn how Designworks changed their Financial Planning and Analysis process to one that is smoother, cleaner, easier, more accurate and more insightful.
Integria Healthcare achieves better planning through Workday Adaptive Planning
Learn how Integria Healthcare replaced 40+ manual spreadsheets with Workday Adaptive Planning to streamline global budgeting and scenario planning.
Infinite Care, infinite possibilities with Workday Adaptive Planning
Learn how Australian residential aged care provider Infinite Care implemented Workday Adaptive Planning to enhance their budgeting, forecasting and planning.
How RightShip navigated FP&A transformation and implemented a solution in just 8 weeks
Learn how RightShip partnered with QMetrix to replace 40 spreadsheets with Workday Adaptive Planning FP&A software in just 8 weeks.
How StarHub fast-tracked FP&A with Workday Adaptive Planning
Discover how StarHub fast-tracked FP&A and transformed financial reporting by implementing Workday Adaptive Planning with QMetrix.
Small team, big results: How this global tech company levelled up their FP&A
See how a global tech company moved from manual Excel to Workday Adaptive Planning with QMetrix to automate reporting and scale FP&A.
No more finance blues for Beyond Blue
Learn how Beyond Blue achieved a simplified and streamlined budgeting, forecasting and reporting process, and quicker decision making across the organisation with Workday Adaptive Planning.
Douglas Partners: From number crunchers, to business partners
Workday Adaptive Planning enabled Douglas Partners’ finance team to reduce manual work and increase their capacity to bring greater value-add for the business.
Royans case study: A game changing financial planning system
Discover how FP&A at Royans changed when they brought Workday Adaptive Planning on board. Watch the interview with Cindy Gregory, CFO at Royans.
Maximising mission impact with Save the Children
Learn how Save the Children transformed financials and maximised their mission impact with Workday Adaptive Planning.
TGI Sport case study: Connecting sport brands, fans and financial plans
TGI Sport went from spending time compiling data to focusing on analysis and strategy, thanks to a tool that enables them to efficiently manage global operations and drive performance.
Ventura Bus Lines case study: Transporting the team to planning utopia
Learn how Ventura Bus Lines worked with QMetrix to bring an underperforming Workday Adaptive Planning instance to one that is now seamless, fast, accurate, and easier to use.
Surgical precision: How RACS modernised budgeting with Workday Adaptive Planning
Outdated applications, lack of support, a static budget and error-prone spreadsheets were a part of the Royal Australasian College of Surgeons’ budgeting and planning process. Learn how they changed this with Workday Adaptive Planning.
Batting for rolling forecast success with SACA
SACA wanted to move from an error prone annual budget to a rolling forecast. Learn how they achieved their goals with Workday Adaptive Planning.
TasWater case study: How Tasmania’s water authority sped up their budget cycle by 10x
TasWater needed faster budget cycle completion times. Learn how QMetrix worked with them to speed it up by 10x with Workday Adaptive Planning.
Taking Fonda from 30 messy spreadsheets to 100% accuracy in just 6 weeks
Fonda needed new capability for consolidating, reporting, budgeting, forecast and financial modelling. Learn how they did this in just 6 weeks with Adaptive Insights.
Modernising financial and strategic planning with Australian retailer Bevilles
Bevilles transformed their financial processes with Adaptive Planning replacing messy Excel spreadsheets, achieving automated data integration, and store-level reporting for better strategy.
Trilogy Funds invested in the right planning solution
Learn how Workday Adaptive Planning enabled Trilogy Funds to better manage their loans, forecast, report and make data-backed decisions.
Healthy planning: How RACGP transformed their budgeting process
Not-for-profit organisation, RACGP, made the shift from a legacy budgeting tool to a cloud-based budgeting and planning solution to achieve their goals. Learn how in this case study.
A game changer for global communication as MessageMedia transforms their forecasting
Learn how MessageMedia moved from Excel spreadsheets to an easy, powerful and fast budgeting and planning system that was a “game changer”.
SACA use case: Board Reporting with Workday Adaptive Planning OfficeConnect
The South Australian Cricket Association used Adaptive Planning OfficeConnect to create their monthly reporting pack. Walk through their process from scoping to getting buy-in and implementation.
FP&A services by QMetrix
Financial Planning & Analysis solutions
The goal of modern FP&A is to free your time for strategic work, moving you from inefficient processes to reliable, insightful analysis.
We leverage technology and empower your finance team to go beyond the “spreadsheet trap” and evolve into true strategic partners within your business. Get the control and clarity needed to plan effectively and drive performance.
Workday Adaptive Planning Implementation
Workday Adaptive Planning is a market-leading FP&A solution built specifically for finance teams to budget, forecast, plan and report with.
QMetrix delivers seamless implementation and optimisation, helping you replace manual processes with strategic, data-driven decision-making that drives performance.
Have questions about FP&A?
Whether you are considering solutions, building a business case, or just want to learn more, let’s chat and see how we can help.
































