From Spreadsheet Spaghetti to Scenario Savvy: Range Finance

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At a Glance

  • Customer: Range Finance
  • Industry: Wealth management and financial advisory services
  • Platform: Workday Adaptive Planning
  • Primary use cases: Forecasting and budgeting, revenue modeling, headcount and cost planning, scenario planning (low, medium, high ranges), management reporting
  • Key business outcomes: Reduced spreadsheet risk, higher confidence in forecast outputs, faster investor and leadership what-if analysis, a scalable planning foundation, clearer planning processes for end users
  • Data process: Monthly actuals loaded via manual import today, with integration planned once the long-term source system is finalized

Success Summary

Range needed a more scalable planning environment to support growth, improve confidence in forecasts, and shift FP&A time from spreadsheet maintenance to decision support. To make that happen, they partnered with PlanSimpli to implement Workday Adaptive Planning, creating a structured, assumption-driven model designed for repeatable forecasting and fast scenario analysis.

The result is a more reliable planning framework that reduces manual effort, accelerates analysis, and helps leadership move from “Are these numbers right?” to “What should we do next?”

Range is an all-in-one wealth management company that combines a technology platform with a team of specialists to help high-earning professionals make clearer, more proactive money decisions. Through a dashboard that aggregates real-time financial data, members can use planning tools and projections while also getting on-demand guidance from fiduciary advisors and experts across investments, taxes, equity compensation, real estate, crypto, and more.

The Challenge 

Before Workday Adaptive Planning, Range faced the classic spreadsheet problem: too many fingerprints in the model, too many opportunities for formulas to break, and too much time spent validating outputs rather than driving strategy. Range needed to move faster, reduce risk, and scale planning without scaling headcount.

What Range Needed Most

  • Speed and accuracy to increase confidence in forecasts and reporting
  • Scenario planning that could quickly produce ranges for investors
  • A scalable foundation that supports growth from early stage through much larger revenue levels
  • A trusted partner based on prior successful deployments

The Solution 

PlanSimpli implemented Workday Adaptive Planning to deliver a structured, assumption-driven planning model that produces reliable outputs and enables rapid scenario creation.

What Changed

From: Spreadsheet-based planning where mistakes can hide in plain sight and require constant cross-checking


To: A tested, structured model where “the math is the math,” letting the team focus on assumptions, insights, and actionable decision-making.

“With Workday Adaptive Planning, we’ve replaced spreadsheet risk with a core performance management model that’s structured and tested, which raises confidence and makes us more strategic. Scenario planning is no longer a fire drill. We can build ranges quickly, run leadership what-ifs easily, and spend more time on value creation instead of grinding through planning mechanics.”

Steven Kim, VP of Finance, Range

Implementation approach 

  • Built a structured core model to reduce risk of manual calculation errors and ensure reliable outputs
  • Embedded in-tool guidance so users have clear and concise process workflows for budgeting and forecasting, ultimately accelerating end-user adoption
  • Established user-friendly modeling that can quickly pivot to multiple scenarios and supports low, medium or high what-if analysis for leadership

Outcomes and Business Impact

1) Higher confidence in outputs, less spreadsheet risk

More time is spent analyzing data than worrying and fixing spreadsheet errors.

2) Scenario planning becomes a strength, not a scramble

Now it is much easier and quicker to produce reports by investors questioning the “what-if” best case vs. worst case scenarios.

3) Scalability with expected growth

The customer now has the ability to seamlessly incorporate new revenue opportunities into the existing Adaptive structure and models without effecting the foundational model elements.

4) Clearly Defined Processes Allowing Quicker Analysis

End users have clear instructions and are able to quickly access insights they weren’t able to before.

What’s Next

In next steps in their Workday Adaptive Planning journey, the Range team plans to build on the foundation in a few practical ways:

  • Enhance reporting by expanding dashboards and KPI visibility as stakeholder expectations become clearer, especially for board-level reporting.
  • Continue maturing the revenue model as the business evolves, making updates over time as they complete more forecast cycles and sharpen assumptions.
  • Decentralize the planning process by expanding access beyond the core user group, enabling more leaders to manage their own headcount and costs with appropriate governance.
  • Automate actuals loading and pursue direct ERP integration.

Why Range chose PlanSimpli

Range didn’t select PlanSimpli just to “get Adaptive live.” They chose PlanSimpli because implementation quality is what determines whether Workday Adaptive Planning becomes a reliable planning engine or an expensive science project. Range had prior experience with PlanSimpli’s work and trusted the team to build a model that is structured, tested, and scalable, not a fragile setup that requires constant supervision.

PlanSimpli partnered closely with Range to move quickly while keeping rigor high, translating business goals into a practical model that improves confidence in outputs and makes scenario planning repeatable. They also made adoption easier by embedding clear instructions directly in the worksheets and standardizing processes so more stakeholders could access numbers faster without reinventing the wheel every cycle. In short: PlanSimpli helped Range spend less time debugging and more time driving the business, which is the whole point of modern FP&A.

“PlanSimpli didn’t just implement Workday Adaptive Planning, they rolled up their sleeves and hit the keyboard with us, getting the foundation set up fast and in a way we could trust. Just as important, they documented the process directly in the worksheets and kept delivery consistent, which made adoption smoother and kept us moving forward instead of re-explaining the basics every time.”

Steven Kim, VP of Finance, Range

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Ready to Transform Planning with PlanSimpli?

PlanSimpli helps organizations implement Workday Adaptive Planning to improve forecast accuracy, streamline reporting, and build a scalable foundation for growth.

If your team is looking for a better approach to cash forecasting, financial planning, workforce planning, revenue modeling, or management reporting, contact PlanSimpli today to see how we can help your organization take the next step.