Workday Adaptive Planning

10 Dec 2025

Scaling Workday Adaptive Planning: Lessons from Schellman’s FP&A Team

Learn how Schellman scaled Adaptive Planning to support smarter forecasting, reporting, and workforce planning.
FP&A
On Demand

Standing up Workday Adaptive Planning is just the beginning—scaling it to meet the demands of a fast-moving, services-driven business is where the real transformation happens.

Watch the webinar to go behind the scenes with Don Lichter, Schellman’s VP of Finance, and Evan Decker, FP&A Manager, to see how their team expanded Adaptive Planning beyond the basics to drive deeper insights, stronger alignment, and more strategic impact across the business. Whether you’re already using Adaptive or exploring it for the first time, you’ll walk away with practical insights on how Schellman scaled their Adaptive environment to:

  • Support complex workforce and compensation planning
  • Enable real-time, self-service reporting for business stakeholders
  • Build out revenue planning models tied to services delivery
  • Improve forecast accuracy and reduce planning cycles

We’ll also walk through a live demo showing exactly how they’ve configured Adaptive to support scalable, collaborative FP&A at every level.

This session is ideal for CFOs, FP&A leaders, Controllers, and finance teams seeking to maximize their Adaptive Planning investment and scale their processes to match business growth.

 

Capitalize helps organizations radically change the way they make decisions by using cutting-edge analytics solutions to uncover, discover, and extract hidden insights in data. We specialize in helping finance and accounting teams with Alteryx implementation and use case identification, ensuring seamless integration and automation that drive real business results.

Email us at sales@capitalizeconsulting.com for a personalized demo.

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