AAA Northeast Leverages Workday Adaptive Planning to Streamline Reporting, Improve Auditability and Manage Workflow
The Challenge
The financial planning and reporting process at AAA Northeast was labor-intensive and time-consuming. AAA Northeast sought a more flexible, cloud-based financial solution that provided faster, easier, self-service reporting, better audit capabilities and a robust workflow process.
The Solution
QueBIT collaborated with AAA Northeast to leverage Workday Adaptive Planning and seamlessly integrate the AAA Northeast ERP system, providing the desired efficiencies and transparency to the user base.
The Benefit
AAA Northeast improved their financial planning and reporting process, consolidating over 200 reports, creating dashboards for easy KPI consumption, and simplifying planning module calculations.
About AAA Northeast
For over 100 years, motorists have relied on AAA – a name synonymous with world-class roadside assistance. AAA Northeast is one of the association’s largest clubs, providing a wide range of services including roadside assistance, insurance, loans, travel, discounts and rewards, and more to its 6.2 million members across Rhode Island, Massachusetts, Connecticut, New York, New Jersey and New Hampshire.
“It was very important to me that the implementation project focused on knowledge transfer and that we selected a partner who listened to our input. I felt as though most companies we talked to weren’t listening to us but that wasn’t the case with QueBIT! They listened to our input, and we collectively determined the best implementation approach based on our priorities, involvement and commitment. The results: we ended the project on track to kick off the budget cycle as scheduled and have the knowledge to adjust our budget models allowing for an agile budget process.”
-Andrea Bernier, CPA, Director, Financial Systems, Finance & Accounting
The Challenge
AAA Northeast recognized the restricted architecture of their legacy solution as a primary financial planning, analysis and reporting tool was not sustainable to support the growing enterprise. Their goal was to identify a more modern, cloud-based solution, automating the planning process and providing the flexibility needed for better audit capabilities, all while improving workflow and streamlining reporting. AAA Northeast engaged QueBIT Consulting to strategically advise and implement the Workday Adaptive Planning Solution to support their entire FP&A processes, with the enhanced capability to incorporate actual and historical data from AAA Northeast’s ERP system.
Delivering the Solution
QueBIT recommended a two-phase project with the goal of delivering a series of quick wins and ultimately providing the necessary knowledge transfer so AAA Northeast could own and administer the system moving forward. Phase 1 focused on building out core structures, automating the actual data load process and the build of key financial reports. Phase 2 built upon the financial foundation results achieved in Phase 1 to support and automate the necessary planning models (personnel, revenue, expense and capital expense), workflow and consolidations for reporting purposes.
Request a Planning Session With a QueBIT Expert
Participate in an hour-long discussion with one of our Solution Architects and receive an agile planning roadmap to help your company progress along its journey to business agility.