Workday Adaptive Planning Health Check
Re-align your planning environment to ensure it is delivering maximum value, performance, and insight as your business evolves.
As your organisation evolves; new systems, new people, new priorities, your Workday Adaptive Planning environment may no longer perform as it once did. Models slow down, integrations become manual, and new business processes are a challenge. The result? Finance teams spend more time maintaining the system than using it to drive insight. Our Workday Adaptive Planning Health Check is a strategic review designed to restore confidence, unlock automation, and ensure your platform supports Planning-Led Decisions.
Why You Might Need a Health Check
Even a well-implemented solution can drift towards irrelevance over time. Common triggers include:
- Business change: new entities, products, structures, cost centres, or funding models that the system no longer reflects.
- Staff turnover: key Adaptive champions move on, taking valuable knowledge with them.
- Under-investment: the model hasn’t been reviewed or optimised for years.
- Manual processes: integrations still rely on CSV uploads or offline reconciliations.
- Technology evolution: new Workday releases or automation features that could replace legacy processes.
- Untapped opportunities: areas such as workforce, project or operational planning that were previously out of scope.
If any of these triggers sound familiar, it’s likely time for a Health Check.
What We Review
Our consultants perform a structured review across seven key areas:
- Instance & Configuration – Foundational structures like level set up, accounts, dimensions, naming conventions and the use of sheet types.
- Planning & Reporting Models Usability, capability, and the overall fit of models for your current business requirements.
- User Adoption & Governance Who and how is it being used, and performance checks.
- Business Alignment How well your planning model reflects today’s strategy and structure.
- Integrations & automation Opportunities to shift from manual uploads to automated data flows, improving speed and accuracy.
- New data sources Identifying additional systems that could enrich planning and reporting.
- Feature Adoption Ensure you’re taking advantage of the latest Workday Adaptive Planning functionality.
What You’ll Receive
At the end of the Health Check, you’ll receive a detailed yet practical deliverable pack that includes:
- A Health Check Report outlining findings, gaps, and benchmarking against best practice.
- A Quick Wins Plan for immediate performance and usability improvements.
- Integration Recommendations highlighting automation and data connection opportunities.
- A Strategic Roadmap with clear next steps to future-proof your planning environment.
It’s a low-commitment engagement that delivers fast insight and measurable value.
Why GK Horizons – Implementing Workday Adaptive Planning since 2012
At GK Horizons, we help finance teams move beyond maintenance to mastery. Our consultants combine deep experience in finance, technology, and FP&A best practice across Australia and New Zealand. We’re independent, multi-vendor specialists who know how to make Workday Adaptive Planning deliver on its promise; agility, accuracy, and actionable insight. Because planning should evolve as your business evolves, that’s what we mean by Planning-Led Decisions.
Book Your Health Check
Take the first step towards a faster, smarter, and more connected planning environment. Complete the form above and we’ll reach out to see how your Workday Adaptive Planning instance can better your everyday.
