Professional and business services, technology and media, non-bank financial services, retail and hospitality, and nonprofits. Often fragmented systems, spreadsheet reporting, and a close that is hard to finish.
Workday is the system at this scale. APX gives that company a platform team and an operating method without asking it to build a shared-services center first. Companies that have outgrown a patchwork of accounting software, a PEO, and spreadsheets, and do not need Workday, are served on Sage HCM.
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A back office that can be repeated across portfolio companies: integration after an acquisition, and a record that is ready for exit.
The foundation tenant is the repeating unit. A new company activates onto a known design instead of inventing a finance and HR stack that the next acquisition cannot inherit.
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A role page for the close, the control environment, reporting, and FP&A.
The work is the ledger and the close, the policies around them, management reporting, and a planning model in Adaptive. Sage Intacct is the financials option when the company is not on Workday Financials. Workday Financials is there when it is already yours.
The model is designed so a 12 to 15 day close can move toward five days, and so administrative overhead can come down substantially. Those figures are targets. They are not client results we are publishing.
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A role page for HR operations, payroll, and workforce data.
Workday HCM is the platform for middle-market companies that need that scale. Sage HCM is the HR platform for companies that have outgrown a patchwork of accounting software, a PEO, and spreadsheets, and do not need Workday. The practitioners include people who have run HR operations, not only people who have configured screens. Payroll is in scope when that module is part of the engagement.
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