Plan to Thrive
Packaged Workday Adaptive Planning implementations to help you deploy quickly and plan confidently.
Based on a decade of experience across 100+ Workday Adaptive Planning implementations, QMetrix has created a “Plan to Thrive” offering, which is designed to remove the risks associated with software implementations.
Plan to Thrive pre-packaged solutions enable our customers to receive a best-practice Workday Adaptive Planning solution, delivered with the shortest possible time to value, at an affordable entry level price.
Plan to Thrive packages reduce risk,
can be deployed in as little as 4 weeks,
and are designed to deliver these benefits
Improved budget and forecast accuracy
Reduced effort undertaking reforecasts or rolling forecasts
Fast what-if scenario analysis to understand impacts of changing business conditions
Minimised effort to prepare month end reports
and board packs
Interactive Executive dashboards
Easy self-service
reporting for end users
to improve visibility
Increased accountability of numbers and performance across the wider business
Reduced time transposing and manipulating
data in Excel
Improved focus for the finance team to partner with the business
Plan to Thrive Options
The Plan to Thrive offering has 3 different options to suit your organisation’s needs and budget.
Every package includes the essential building blocks that finance teams need, and include unlimited budget and forecast versions, configured reports, rolling forecast and scenario analysis capabilities, and training and go live support.
Base
The Base package is the simplest way to get started with Workday Adaptive Planning.
It includes the essentials you need to undertake basic profit and loss budgeting and forecasting, scenario modelling and monthly reporting.
Core
Our most popular package, Core adds to the fundamental building blocks delivered in Base, allowing you to get further with Workday Adaptive Planning.
It introduces driver-based planning for the profit and loss, balance sheet reporting and a financial dashboard to visually represent performance.
Plus
The Plus package expands on Core capabilities, driving further value and functionality in Workday Adaptive Planning.
It introduces cashflow through 3-way financial statements, automated integration to the GL system, drill to transactions and further driver-based planning.
Which option do you need?
Streamline planning and reporting with our implementation packages
Base | Core | Plus | |
Deployment time | 1 month | 1 month | 2 months |
Engagement Model | Fully Remote | Fully Remote (onsite optional with fee) | Onsite & Remote |
Financial Statement Sheets | Profit & Loss Only | Profit & Loss and Balance Sheet | Profit & Loss, Balance Sheet and Cashflow |
General Ledger Integration | Excel or flat file | Excel or flat file | Automated |
Configured Reports | Up to 2 | Up to 4 | Up to 6 |
Templated Financial Dashboard | – | Yes | Yes |
Bottom-up Planning | $ input by GL Account by Cost Centre | $ input by GL Account by Cost Centre | $ input by GL Account by Cost Centre |
Templated Driver-based Planning Models | – | 1 Templated Model | 2 Templated Models |
Unlimited Budget and Forecast Versions | Yes | Yes | Yes |
Rolling Forecasting | Yes | Yes | Yes |
What-if Scenario Analysis | Yes | Yes | Yes |
Shared Service Allocations | – | – | Yes |
Signle Sign-on Configuration | – | Yes | Yes |
Training: Admin & Reporting | Remote | Remote | In person |
Multicurrency | – | – | Yes |
Multiple Legal Entities | – | Up to 2 | Up to 3 |
Drill to Transactions | – | – | Yes |
# Non-financial metrics (for reporting) | – | Up to 5 | Up to 10 |
# of Financial Dimensions | – | Up to 1 | Up to 2 |
Assigned Project Manager | – | – | Yes |
Go Live Support | 2 weeks | 2 weeks | 2 weeks |
Want something more customised?
QMetrix has built best practice Workday Adaptive Planning solutions for over 100 organisations. We tailor solutions so you have the perfect fit.
You can trust us and our work
Work with the best in the region – QMetrix is 2024 APJ Workday Adaptive Planning Partner of the Year and ISO/IEC 27001 certified for information security.
“From project management, to implementation, to hyper-care, QMetrix has always been on time, delivered on scope and within budget. They were able to design, build and improve on our process to ensure significant value-add within Workday Adaptive Planning. QMetrix has been exceptional to work with.”
– Zane Ali, CFO at Infinite Care
Frequently Asked Questions
Plan to Thrive packages include the essential building blocks that finance teams need. However, it may not be suitable for every organisation. QMetrix will work with you to determine the best fit, and if a fully tailored solution would be more suitable.
After consulting with you on the right Plan To Thrive offering for your organisation, QMetrix can share an investment summary with you.
Yes, QMetrix can demonstrate the templated driver-based planning models available and you can assess applicability to your organisation.
Changes can be made but may be subject to additional costs. These can be quoted before proceeding.
There is a minimum 4-week lead time between commercial sign-off and project commencement. Indicative lead time and project kick-off can be discussed once timing for commercial sign-off has been established.
A detailed checklist will be provided. Key activities include allocation of nominated resources to the project and preparation of extracts for the chart of accounts and trial balance.
On average, QMetrix requires 1 – 2 hours per day from a subject matter expert within your organisation for the duration of the project. QMetrix recommends 2 nominated personnel from your organisation to be involved in the project. The more time that can be invested by your organisation, the greater the opportunity for upskilling and enablement throughout the project.
There will always be a lead consultant allocated to your project as the key contact. However, there may be other team members involved at various stages.
IT support is minimal and if applicable, will include assistance with Single Sign On and connectivity to the general ledger system.
QMetrix offers an optional Premium Care support package which has additional benefits including support and training. Please request to view the Premium Care brochure.
Workday Adaptive Planning is designed to be owned and managed by the internal finance team and QMetrix encourages customers to add further reports and models to the instance. QMetrix may also be engaged to assist if necessary.
The Plan to Thrive offering may be suitable but we would recommend discussing a Health Check as part of the first step. During a Health Check, QMetrix will consult with you to re-examine your goals, conduct a thorough review of your Workday Adaptive Planning instance and recommend both quick wins and a long-term roadmap, so it can better fit your business needs and deliver optimal value.
Plan with confidence
– let's talk.
Contact us for a free consultation and we'll find the right fit for your organisation.
Our Workday Adaptive Planning clients
“In my experience, the product is 50% of the battle, and the other 50% is the implementation itself, because you don’t get the full value out of the product if you don’t have an implementation that unlocks that value. QMetrix approached our project with a resolution-type mindset to make it work. They have been fantastic and I wouldn’t hesitate to recommend them”
– Ben Challis, Head of Planning and Business Improvement at Designworks
Not sure what you're looking for? Read this guide on how to evaluate and choose the right solution for your business.