E-commerce platform shifts to scalable planning
50%
50% reduction in budget cycle time after automation and centralized planning
100%
100% migration of budgeting from spreadsheets to Adaptive Planning
Zero
Zero delay on real-time ERP and HR data integration for forecasts
At a glance
Client
e-commerce platform
Industry
Technology
Our role
Lead planning implementation
Our solution
Automated FP&A transformation
Scalable, real-time financial planning platform
Scenario
A fast-growing digital marketplace needed to replace manual spreadsheet budgeting to improve scalability, accuracy and decision support.
Approach
Grant Thornton implemented Workday Adaptive Planning, with automated integrations, driver-based models and workforce planning tools.
Result
The company reduced cycle time, improved forecast accuracy and enabled real-time financial insights for leadership.
Scenario
Modernizing finance for a digital marketplace
E-commerce platforms need agility. In their fast-moving environment, timely insights and accurate forecasts are critical to staying competitive. One company’s FP&A team used a network of spreadsheets to manage budgeting and forecasting.
As the business evolved, the company needed to better control versioning and ensure consistency across its financial data, improve scalability and accelerate access to real-time insights.
The FP&A team needed a modern planning platform that could centralize data, support complex modeling and keep pace with growth. The company’s ultimate goal was to reduce time spent managing spreadsheets and increase time spent driving strategy and performance.
Approach
Building a scalable planning foundation
Grant Thornton led the end-to-end implementation of Workday Adaptive Planning, replacing the client’s spreadsheet-based budgeting process with a centralized, cloud-based and AI-driven solution. The team migrated all budgeting workflows into Adaptive Planning and automated integrations with the company’s ERP and HR systems to ensure seamless data flow.
Beyond system implementation, Grant Thornton tailored driver-based revenue and expense models, a workforce planning model for headcount and compensation, a capitalized expense planning model and a consolidated three-statement forecast.
Workday Adaptive Planning capabilities streamlined and automated financial reporting, and the Grant Thornton team provided the company’s FP&A users with hands-on training to ensure they could confidently manage and evolve the system.
Grant Thornton Technology Modernization Senior Manager Stuart Reeves explained, “The goal wasn’t just new software — it was giving finance a platform that could drive performance and scale with the business.”
Result
From manual processes to strategic insight
By transitioning to Workday Adaptive Planning, the company transformed its FP&A function into a more agile and strategic partner to the business. Automated data integration reduced manual entry and minimized errors, improving forecast reliability and increasing confidence in financial results.
Budget cycle time decreased significantly due to centralized planning and streamlined reporting. Leadership gained faster access to consolidated financial statements and scenario models, enabling more informed decision-making. Most importantly, the finance team shifted its focus from reconciling spreadsheets to analyzing performance analysis and advising the business — strengthening the organization’s ability to respond to change and plan for future growth.
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This Grant Thornton Advisors LLC content provides information and comments on current issues and developments. It is not a comprehensive analysis of the subject matter covered. It is not, and should not be construed as, accounting, legal, tax, or professional advice provided by Grant Thornton Advisors LLC. All relevant facts and circumstances, including the pertinent authoritative literature, need to be considered to arrive at conclusions that comply with matters addressed in this content.
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