Incorta announced a new finance‑owned data layer, Adaptive Data Foundation, that integrates ERP, CRM, HRIS and operational planning systems directly with Workday Adaptive Planning. The solution refreshes data as often as every five minutes, aiming to give FP&A teams real‑time operational insight without relying on IT‑managed data pipelines.
Incorta Introduces Adaptive Data Foundation for Workday Adaptive Planning
Incorta’s Adaptive Data Foundation is built on its Direct Data Mapping™ technology and includes pre‑built blueprints for Workday Financial Management and other enterprise platforms. The finance‑controlled layer lets FP&A teams add data feeds, update definitions, and modify models without submitting IT tickets. Data refreshes can occur as frequently as every five minutes, delivering live ERP actuals, operational drivers, and integrated plan data into Workday Adaptive Planning.
Targeted Use Cases and Early Customer Example
Incorta highlighted YES Communities—a large U.S. operator of manufactured‑housing communities with roughly 300 communities and 83,000 homesites across 23 states—as an early adopter. YES Communities uses the joint solution to replace overnight batch loads and manual reconciliation with live, governed data flowing into its planning environment. Director of FP&A Troy Murphy noted that the team can now access any data point from a mobile device and that finance is spending less time on data preparation.
Implications for Financial Institutions
The finance‑owned data layer is positioned as a way to close the gap between data availability and decision timing. By eliminating the need for IT‑managed data pipelines, FP&A teams can reforecast earlier, drill from summary variances to source transactions within the Adaptive Planning interface, and incorporate live operational signals—such as revenue run rates, pipeline shifts, headcount changes, inventory levels, and spend commitments—into scenario analysis. Incorta suggests that AI‑driven variance analysis and scenario planning become more trustworthy when powered by a governed, multi‑source, real‑time data foundation.
Key Takeaways
- Adaptive Data Foundation connects ERP, CRM, HRIS and operational planning tools to Workday Adaptive Planning with data refreshes as frequent as every five minutes.
- The solution is finance‑owned, allowing FP&A teams to add feeds and modify models without IT tickets or backlog clearance.
- YES Communities, managing 300 communities and 83,000 homesites, reports that the joint solution enables live, governed data access on mobile devices, reducing time spent on data preparation.
FinanceInsyte's Take
Incorta’s finance‑controlled data layer could reduce FP&A reliance on IT for data provisioning, potentially accelerating forecasting cycles for banks, insurers and other financial firms. The approach hinges on the ability to maintain data governance while operating outside traditional IT‑managed platforms. Executives should monitor adoption rates and assess whether the five‑minute refresh cadence delivers measurable improvements in planning agility for their own organizations.
Source: Businesswire
