Workday Adaptive Planning services

Streamline complex financial reporting. Accelerate financial consolidations

Empower your teams with the tools and data to gain insights that improve decisions.

With Workday Adaptive Planning, you can create efficiencies and increase confidence in your budgeting and forecasting process.

Workday Adaptive Planning enables companies of all sizes to move beyond the spreadsheet. A cloud-based corporate performance management solution, Workday Adaptive Planning is a collaborative tool that delivers intuitive budgeting, planning, forecasting, reporting and dashboards. Additionally, it enhances team planning by standardizing assumptions used throughout your organization. Your financial planning is about to get done faster and with less stress.

Wherever you are doing business, with Workday Adaptive Planning your team will be collaborating on planning, modeling and accessing real-time analytics. Faster. Smoother. More powerfully. Workday Adaptive Planning combined with best practices has transformed the planning processes of thousands of companies around the globe. Imagine what it can do for your organization.

Why choose Workday Adaptive Planning and RSM for CPM?

It is important to have an experienced advisor when you’re implementing an integral business tool like Workday Adaptive Planning. RSM has a team of professionals who are passionate about empowering our clients with CPM tools that deliver timely, actionable and accurate operational and financial information, and we have performed over 200 such implementations. With our support, you’ll soon be visualizing performance, planning effectively and monitoring precisely.

In addition to new implementations, RSM also offers:

  • Optimization and enhancement projects: For customers whose business has grown or changed or who want to continue their CPM journey with Workday Adaptive Planning, we can provide additional modeling or more integrations.
  • Application support services: For customers who want a hands-on approach to support, our team can deliver on-demand support as well as a program with monthly tips and tricks via email and a quarterly webcast series. 


The power of Workday Adaptive Planning and the technology, finance and industry knowledge of RSM make an unbeatable combination for value and optimization.

Over 200 implementations

50 CPM consultants

Platinum preferred status

Industry focus

We have extensive insight into implementing CPM applications across the entire spectrum of industries, including:

Nonprofit and higher education

Government contracting

Life sciences

Health care

Know-how and experience are what you want in an implementation advisor. We bring you both. Technology, finance and industry specialization are in our DNA. We’re not just Workday specialists, we know financial transformation. With RSM, you will see real value.

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Meet our Workday Adaptive team leaders

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