Hospitality Company FP&A Process Integration Guide

This guide outlines the integration of financial planning and analysis (FP&A) processes within a hospitality company using Workday Adaptive Planning alongside Workday Financial Management and HCM. The deployment involved 36 weeks of effort and the delivery of over 50 modeling sheets. The Invisors team employed a flexible methodology to ensure a successful deployment, addressing the complexities arising from the merger of two companies. The document details various income and expense models tailored for different lines of business, including personnel modeling and CAPEX considerations. It also highlights the development of over 100 custom reporting solutions to support the organization’s planning needs. The guide emphasizes the importance of a unified planning process, which consolidates efforts across decentralized teams, and describes how the integration allows for real-time data posting and historical data access. This comprehensive approach aims to enhance forecasting accuracy and streamline reporting across the organization.