Workday Adaptive Planning

An entrepreneurial accessories designer was in very advanced negotiations to be acquired by a larger publicly traded firm. This manufacturer outsourced their accounting function and unfortunately the historical  financials were deemed insufficient and unreliable by the acquirer’s advisors (big four advisory firm) which put the transaction at risk. Vantage Peak Advisory lead a tactical team and used subledger detail (Purchase Orders, Customer Shipments, etc.) and raw financial data to recreate historical financials and successfully defend the approach and tactics utilized when reviewed by the buyer’s advisory team. The deal successfully closed as a result shortly afterwards. The successful strategy originated from the technical approach developed over the last few decades within several diverse industries.

A large private equity held real estate management firm (+$1 Billion annual revenues) consisting of 4 separate brands recently acquired utilized disparate planning and analysis processes & tools. This state caused a significant challenge to develop an actionable integrated business plan. Vantage Peak Advisory conducted a rapid assessment and developed / implemented a standardized future state planning and analysis process / platform for all segments of the company. This enabled our client to develop robust integrated business plans and utilize balanced scorecards / KPIs to drive ownership and accountability at a very granular level. The client was able to proactively identify drivers of exceptions and respond accordingly. We also worked with the client to develop an internal center of excellence in order to respond to dynamic analytical needs in an autonomous manner.