For Workday Adaptive Planning Users

ICIT HEALTH CHECKS

Get more from Workday Adaptive Planning

Most teams set up Workday Adaptive Planning once and rarely revisit it. Meanwhile the platform keeps moving on. Our Workday Adaptive Planning Health Check gives you an honest view of how your team uses Adaptive today, and a clear plan for getting more from it tomorrow.

Book your Health Check

Run entirely online. All we need is a two-hour window that works for your team.

ICit healthchecks for Workday Adaptive Planning

SOUND FAMILIAR?

Has your Workday Adaptive Planning instance started to drag?

Workday Adaptive Planning should be doing the heavy lifting for your finance team. When it isn’t, the same frustrations tend to creep in. If any of these ring true, it’s time for a review.

Slow Performance

Data loads crawl, refreshes lag, and every update means waiting around when you should be planning.

Shadow Spreadsheets

The team finds the tool hard to use, so work quietly slips back into Excel and adoption stalls.

Model Drift

Your models were built for how the business looked then, not how it works now or where it’s headed.

Limited Insight

Reporting is thin, and there isn’t enough in-house skill to build reports or let people self-serve.

Knowledge Gaps

The people who set it up have moved on,
and no one is quite sure how to take it forward.

Missing the New Stuff

Adaptive keeps releasing features you’re paying for but not using, from AI to workforce planning.

THE HEALTH CHECK

Two hours. Three clear steps.

We keep it simple and focused on you. A short, honest look at how you use Workday Adaptive Planning now, a look at what you could be using, and a written plan to act on.

01

What’s new in Workday Adaptive Planning

A live look at what the platform can do now, and the capabilities worth putting to work in your business.

A live demo of the latest features
Use cases worth exploring, like workforce and cashflow planning
How AI is changing the way teams plan

APPROX. 1 HOUR

02

Review of current usage

A straight conversation about how Workday Adaptive Planning works for your team today, and where you want planning to go next.

How your team uses Adaptive right now
The value you’re getting from it today
Who’s involved in the process, and how
Your goals for where planning needs to go

APPROX. 1 HOUR

03

Your Health Check report

After the session, we send you a short written report with recommendations tailored to your setup, plus any relevant offers to help you act on them.

Clear findings, in plain English
Recommendations built around your instance
A practical way forward you can share with your team

AFTER THE SESSION

THE OUTCOME

What you walk away with

No vague feedback. You get a clear picture of where you stand and exactly what to do next.

A tailored report

A written summary of what we found, specific to your setup and how your team actually works.

Clear recommendations

Practical fixes and quick wins we’d prioritise, so you know where the value is hiding.

A way forward

A prioritised path to get more from Adaptive, whether you act with us or run with it yourself.

WHY ICIT

You’ll work with people who know finance

We’ve spent 25 years helping finance teams replace spreadsheet chaos with planning they can trust. We know Adaptive inside out, and we understand the pressure you’re under to plan faster and with more confidence. We listen first, then tell you straight.

Talk to an Adaptive specialist

Platinum Partner

A Workday Adaptive Planning Platinum Solution Provider and 2024 Workday EMEA Partner of the Year.

1,000+ transformations

We’ve delivered more than a thousand planning transformations across every kind of finance team.

Finance-first consultants

Our team speaks your language, because they’ve sat where you sit. No jargon, no lecturing.

Built around
you

No two instances are the same, so we tailor the scope to your setup and your problem areas.

All we need is a two-hour window.

We run the Health Check entirely online, at a time that suits your team. No prep, no disruption.

Find a time

QUESTIONS

Health Check FAQs

Q1: Why should we do a Health Check?Lisa Wood2026-07-15T16:25:11+00:00

Q1: Why should we do a Health Check?

You’ve already invested in Adaptive. If it isn’t delivering the value it should, the answer usually isn’t a new tool, it’s understanding what’s holding this one back. The Health Check gives you that clarity, and a clear view of whether it’s worth investing further.

Q2: How do we know if our instance was set up well?Lisa Wood2026-07-14T23:12:56+00:00

Q2: How do we know if our instance was set up well?

If performance is slow and there’s a lot of manual effort involved, that’s often a sign. Good methodology matters. It keeps models supportable, quick, and easy to build on, which makes any future work more cost-effective. We’ll tell you honestly where you stand.

Q3: Who needs to be involved from our side?Lisa Wood2026-07-14T23:15:35+00:00

Q3: Who needs to be involved from our side?

We’ll want a short walkthrough from someone who uses Adaptive day to day, so we understand how it’s really working. That’s usually all it takes for a useful first view. We can arrange an NDA beforehand if that helps.

Q4: How long does it take and where does it happen?Lisa Wood2026-07-14T23:16:39+00:00

Q4: How long does it take and where does it happen?

The session runs online and takes around two hours in total, split across the review and the demo. Your written report follows shortly after. All we need from you is a window that suits your team.

Q5: What does it cost?Lisa Wood2026-07-15T16:23:38+00:00

Q5: What does it cost?

There is no charge for the 2 hour Health Check, it is designed to be a low-effort, high-value way to see what’s possible before committing to anything bigger. Get in touch and we’ll talk you through it.

READY WHEN YOU ARE