A client was struggling to compile financial data into reports and dashboards for their FP&A team when they decided to reach out to Makse Group. We delivered a custom-built one-stop-shop solution for running financial reports for both internal and external needs, saving the client significant time, money, and resources by automating and streamlining common business processes while keeping all data in the Workday ecosystem.

While legally restructuring their organization, a client was facing limitations surrounding the use of an Alternate Fiscal Schedule, struggling to retain detailed historical information, and trying to avoid a complete re-implementation of their system. When they contacted Makse Group, we were able to help them to accomplish a complete corporate reorganization, encompassing changes to corporate fiscal year and fiscal schedules for all legal entities involved. Our approach included seamlessly transferring historical data to new entities, while also updating operational business processes, reporting mechanisms, and integrations to ensure a smooth transition. By leveraging our expertise, the client achieved their desired outcomes while avoiding a complete system rehaul.

Before Makse Group’s intervention, a client was resorting to manual excel analysis and the percentage-of-completion method for billing and revenue recognition, which caused significant delays and complications in the month-end closing process. We utilized a combination of Workday's built-in functionality and custom reporting to achieve a seamless integration and automation of this process while also identifying and resolving additional downstream challenges associated with deferred revenue. Thanks to our custom Workday Financials solutions, our client now enjoys faster billing cycles, streamlined revenue recognition, and improved efficiency across their project billing and accounting processes.