Planful & Workday Adaptive Migration Specialists
Your business has evolved. Has your planning platform?
Move beyond the complexity of legacy FP&A systems. EPM Solutions helps finance teams evaluate and migrate from Planful or Workday Adaptive Planning to Abacum — preserving what works, simplifying what doesn't, and building a planning environment designed for the future.
Deep legacy FP&A expertise. Dedicated Abacum implementation specialists.
Current platform
EPM
Abacum model
Actuals · Drivers · Scenarios · Reporting
A structured translation — not a one-click conversion
Start where you are
Know your current platform. Discover what's possible next.
Every FP&A migration starts with understanding what's working, what isn't, and what your business needs next.
The real cost
Your FP&A team should be driving decisions. Not maintaining software.
When a planning system becomes difficult to change, finance teams spend valuable time managing architecture instead of analyzing performance.
Model rigidity
Your business evolves faster than your planning structure can accommodate.
Technical dependencies
Routine planning changes require specialist administrators or outside consultants.
Integration maintenance
Data connections, transformations, mappings, and refresh processes require constant attention.
Disconnected planning
Important business drivers and financial reporting become difficult to reconcile across separate models or workflows.
Limited operational visibility
Finance struggles to analyze the underlying customer, vendor, product, employee, and revenue drivers behind financial performance.
Growing cost of ownership
Licensing, implementation changes, technical administration, and ongoing support can add complexity and expense.
"The question isn't whether your current system can produce a budget. It's whether it can keep up with your business."
Why Abacum
Modern financial planning. Without the traditional administrative burden.
Abacum combines flexible financial modeling, connected data, AI-powered workflows, and collaborative planning in a platform designed for finance teams.
Flexible dimensional modeling
Analyze and plan using the drivers that matter to your business — customers, vendors, products, regions, channels, departments, and more.
Connected models and reporting
Keep actuals, assumptions, scenarios, and financial reporting connected to the underlying planning process.
Self-service data integrations
Connect financial and operational systems, including ERPs, CRMs, HRIS platforms, and data warehouses, with native integrations and self-service data transformation capabilities.
AI-assisted data management
Use AI-supported classification, mapping, and data cleaning to reduce manual preparation of messy customer, vendor, and operating data.
Finance-owned planning
Give finance teams greater ability to evolve models, update assumptions, and manage workflows without unnecessary technical dependencies.
Why EPM Solutions
Most consultants know the destination. We know where you're starting.
Switching FP&A platforms isn't simply a software implementation. It's a transformation of your existing financial architecture.
Your current environment contains years of business logic, financial knowledge, integration configurations, reporting requirements, and processes.
A successful migration requires understanding that environment before designing the next one.
We understand the legacy architecture
Planful dimensions, structured and dynamic models, Workday Adaptive standard, cube, and modeled sheets, financial hierarchies, and complex calculation logic.
We know how to translate it
We identify which models, data structures, business rules, and processes should be retained, redesigned, simplified, or retired.
We implement the future state
We design and implement Abacum around current business requirements, future growth, and finance-team ownership.
Traditional implementation
- Requirements gathering
- Rebuild everything
- Troubleshoot
- Go live
EPM Solutions approach
- Understand existing architecture
- Identify improvements
- Translate critical logic
- Validate results
- Launch and enable finance
Migration process
A structured migration. Not a leap into the unknown.
- 01
Discover
Review existing models, dimensions, integrations, reports, and planning processes.
- 02
Architect
Identify what should be retained, redesigned, or simplified in Abacum.
- 03
Build
Implement financial models, planning drivers, integrations, and dashboards.
- 04
Validate
Reconcile historical actuals, financial outputs, calculations, and forecasts to agreed acceptance criteria.
- 05
Enable
Train stakeholders, support rollout, and establish a model that finance can maintain.
Complimentary FP&A Migration Assessment
Considering leaving Planful or Workday Adaptive?
Before committing to another FP&A platform, understand what a migration would actually involve.
Meet with an experienced EPM Solutions consultant for an initial 30-minute discussion about your current planning environment, key frustrations, and future requirements.
No obligation. No generic sales pitch. A practical conversation about your FP&A architecture.
What we'll evaluate
- Your current platform and model architecture.
- Important financial and operational planning requirements.
- Existing integrations and reporting dependencies.
- Opportunities to simplify or improve financial modeling.
- Potential migration complexity and major risks.
- Whether Abacum is a practical fit for your organization.
What you'll receive
A preliminary migration-fit recommendation and a high-level view of the principal risks, opportunities, and recommended next steps.
FAQ
Migration questions, answered honestly.
Effort, feasibility, and timelines depend on your existing implementation and future requirements.
Build a planning system that moves as fast as your business.
Whether you're frustrated with Planful, reconsidering Workday Adaptive, or simply exploring your options, we can help you evaluate the path forward.