ZAK Insights helps organizations deploy Claude and put enterprise AI to work — automating analysis, accelerating reporting, and modernizing how finance and operations teams run. All backed by senior-level Workday Adaptive Planning and FP&A expertise across healthcare, financial services, SaaS, and beyond.
ZAK Insights is an enterprise consultancy specializing in AI enablement with Claude alongside Workday Adaptive Planning implementation, optimization, and ongoing support. We combine deep technical platform knowledge with genuine financial acumen — so our models don't just work, they reflect how your business actually runs.
Our team has executed end-to-end Adaptive engagements for organizations ranging from high-growth SaaS companies and nonprofit healthcare institutions to billion-dollar holding companies and national service organizations — bringing consistency, rigor, and real ownership to every engagement.
ZAK Insights helps organizations move from AI curiosity to production — pairing deep financial-systems expertise with Anthropic's Claude to automate analysis, accelerate reporting, and put a trusted AI assistant in the hands of every team.
Stand up Claude securely in your environment and connect it to the tools your teams already use — from planning systems to ERPs and knowledge bases.
Let Claude draft variance commentary, summarize forecasts, and surface insights from your Adaptive models — so analysts spend time deciding, not assembling.
Purpose-built Claude workflows and agents that automate recurring finance and operations tasks while keeping a human firmly in the loop.
Governance, guardrails, and hands-on enablement that help your teams adopt Claude responsibly — with the same ownership-first approach we bring to every engagement.
We bring industry-specific fluency to every engagement — understanding the revenue models, cost drivers, and reporting requirements unique to each sector.
From greenfield implementations to model redesigns and integration architecture, we deliver the full spectrum of AI enablement, Workday Adaptive Planning, and FP&A services.
Secure, enterprise-grade Claude deployment, AI-assisted FP&A, and custom AI agents that connect to Workday Adaptive, your ERP, and data sources — moving teams from AI curiosity to production with a human in the loop.
Full-cycle delivery from discovery and model architecture through data integration, UAT, training, and go-live — with hypercare support to ensure production stability and team self-sufficiency.
Granular workforce models segmented by role, employment classification, and cost center — enabling Finance to forecast staffing costs, headcount mix, and compensation at the level of precision your business requires.
Driver-based revenue models — from SaaS ARR/MRR cohort logic to fee-for-service, project-volume, and multi-stream funding structures — paired with flexible OPEX frameworks that support scenario analysis and stress testing.
Multi-entity consolidation architectures, roll-up hierarchies, and OfficeConnect report packages that eliminate manual extraction and deliver board-ready financial views on demand.
Automated data pipelines connecting ERP, HRIS, and field systems to Adaptive — replacing manual reconciliation with reliable, auditable actuals loading that reduces close-to-plan cycle time significantly.
Performance tuning, model redesigns, and continuous enhancements for existing Adaptive environments — plus ongoing admin support to keep pace with organizational growth, platform upgrades, and evolving planning requirements.
A curated selection of end-to-end Workday Adaptive Planning engagements delivered across healthcare, SaaS, financial services, and beyond — each reflecting our commitment to precision, client ownership, and measurable outcomes.
Architected a centralized Workday Adaptive Planning environment replacing manual Excel-based budgeting across Care, Education, and Science mission areas. Designed multi-stream revenue models capturing clinical, grant, and philanthropic income alongside full workforce planning and OfficeConnect Reports executive reporting.
Designed and deployed a net-new 3-year proforma in Adaptive integrating workforce, revenue, and OPEX planning into a single forecasting environment purpose-built for anesthesia services — replacing a prior workforce model unable to achieve the required level of provider-type granularity.
Delivered full-cycle Adaptive implementation across 10 operating subsidiaries, designing consolidated planning with brand-level budget visibility for a holding company managing disaster-event-driven contracts alongside recurring service lines.
Built and maintained SaaS-specific Adaptive models with ARR/MRR cohort forecasting, multi-currency planning across Americas, EMEA, and APAC, and OfficeConnect templates for CFO and executive committee reporting.
Architected the end-to-end data integration framework between Wrench Group's ERP and field service management systems and Workday Adaptive, supporting a multi-brand platform across 30+ regional brands.
Served as senior Adaptive Planning subject matter expert across Capitalize's client portfolio in financial services, healthcare, and energy — leading model design, full-cycle implementation delivery, and client enablement programs aligned to Capitalize's end-to-end adoption methodology.
We let our work speak for itself — here's what clients have shared about their experience working with ZAK Insights.
"Working with Kazim has been an outstanding experience. His professionalism, technical expertise, and commitment to delivering high-quality solutions have made a significant impact on our projects. Kazim consistently brings a proactive and detail-oriented approach, ensuring smooth execution and reliable results every step of the way. I truly value our collaboration and would highly recommend Kazim to anyone looking for a knowledgeable and dependable professional."
"We engaged Kazim when our Intacct integration within Workday Adaptive began running well beyond expected runtimes and was disrupting our planning cycle. He conducted a thorough review of our integration environment and delivered a clear set of both short-term and long-term optimization recommendations. Within just a few days, Kazim implemented the short-term fixes — restoring the integration to reliable performance and getting our business back on track. His findings then equipped us with the full roadmap and technical detail needed for a longer-term overhaul of the integration architecture within our tenant. Kazim's combination of deep platform expertise, structured problem-solving, and clear communication made him an exceptional partner. The result was a faster, more reliable integration and a clear plan for the future — exactly the kind of partnership we'd recommend to any organization investing in Workday Adaptive."
"I've worked with Kazim across multiple Adaptive Planning projects and known him for over four years now. From a delivery perspective, Kazim combines excellent Adaptive technical skills with a strong FP&A background, which means he doesn't just understand the system, he also understands the 'why' behind finance processes and can communicate effectively with CFOs and Senior Finance Stakeholders. He's great at translating technical concept into the 'language of finance'. Kazim is also incredibly responsive. Whether it's a client query, project issue or general tool question, he's always fast to respond and proactive in keeping things move. Every client I've placed Kazim with has given fantastic feedback, both on the quality of his work and how easy he is to work with day-to-day. I also want to note his positive, up-beat attitude which makes working with him a true pleasure. Overall, Kazim is someone I'd confidently recommend for both technical Adaptive work and more strategic, finance-facing engagements."
"Working with Kazim has been an absolute pleasure. What sets him apart from other Workday Adaptive consultants is his background as an FP&A professional – he doesn't just understand the system technically, he understands how we actually use it. That combination is rare and invaluable. Having worked closely with Kazim for nearly 4 years, he has become a consultant I rely on completely. Because of his expertise, our Workday Adaptive system is reliable and a trusted platform for our team and the broader organization. He's proactive by nature – regularly conducting system health checks and flagging potential issues before they become problems. When he builds, he's always thinking long-term, designing solutions that are not only effective but easy to maintain down the road. That kind of forward thinking is exactly what you want in an expert and trusted consultant on a platform as critical as Workday Adaptive. His depth of knowledge on the platform is impressive, and it shows in everything he does – from troubleshooting and optimization to evaluating overall system health. No task is too difficult for Kazim. He takes on every challenge with confidence and without hesitation, and that gives you real peace of mind. But beyond the technical expertise, what I appreciate most is how he works. Kazim is a true collaborator and partner. He's patient, incredibly responsive, and has a gift for explaining complex concepts in a way that's clear and accessible. With Kazim, I genuinely feel like I am in good hands. If you're looking for a Workday Adaptive consultant who brings technical mastery, real-world FP&A perspective, and a genuine partnership approach, Kazim is simply the best."
"Working with Kazim has been an outstanding experience. His professionalism, technical expertise, and commitment to delivering high-quality solutions have made a significant impact on our projects. Kazim consistently brings a proactive and detail-oriented approach, ensuring smooth execution and reliable results every step of the way. I truly value our collaboration and would highly recommend Kazim to anyone looking for a knowledgeable and dependable professional."
"We engaged Kazim when our Intacct integration within Workday Adaptive began running well beyond expected runtimes and was disrupting our planning cycle. He conducted a thorough review of our integration environment and delivered a clear set of both short-term and long-term optimization recommendations. Within just a few days, Kazim implemented the short-term fixes — restoring the integration to reliable performance and getting our business back on track. His findings then equipped us with the full roadmap and technical detail needed for a longer-term overhaul of the integration architecture within our tenant. Kazim's combination of deep platform expertise, structured problem-solving, and clear communication made him an exceptional partner. The result was a faster, more reliable integration and a clear plan for the future — exactly the kind of partnership we'd recommend to any organization investing in Workday Adaptive."
"I've worked with Kazim across multiple Adaptive Planning projects and known him for over four years now. From a delivery perspective, Kazim combines excellent Adaptive technical skills with a strong FP&A background, which means he doesn't just understand the system, he also understands the 'why' behind finance processes and can communicate effectively with CFOs and Senior Finance Stakeholders. He's great at translating technical concept into the 'language of finance'. Kazim is also incredibly responsive. Whether it's a client query, project issue or general tool question, he's always fast to respond and proactive in keeping things move. Every client I've placed Kazim with has given fantastic feedback, both on the quality of his work and how easy he is to work with day-to-day. I also want to note his positive, up-beat attitude which makes working with him a true pleasure. Overall, Kazim is someone I'd confidently recommend for both technical Adaptive work and more strategic, finance-facing engagements."
"Working with Kazim has been an absolute pleasure. What sets him apart from other Workday Adaptive consultants is his background as an FP&A professional – he doesn't just understand the system technically, he understands how we actually use it. That combination is rare and invaluable. Having worked closely with Kazim for nearly 4 years, he has become a consultant I rely on completely. Because of his expertise, our Workday Adaptive system is reliable and a trusted platform for our team and the broader organization. He's proactive by nature – regularly conducting system health checks and flagging potential issues before they become problems. When he builds, he's always thinking long-term, designing solutions that are not only effective but easy to maintain down the road. That kind of forward thinking is exactly what you want in an expert and trusted consultant on a platform as critical as Workday Adaptive. His depth of knowledge on the platform is impressive, and it shows in everything he does – from troubleshooting and optimization to evaluating overall system health. No task is too difficult for Kazim. He takes on every challenge with confidence and without hesitation, and that gives you real peace of mind. But beyond the technical expertise, what I appreciate most is how he works. Kazim is a true collaborator and partner. He's patient, incredibly responsive, and has a gift for explaining complex concepts in a way that's clear and accessible. With Kazim, I genuinely feel like I am in good hands. If you're looking for a Workday Adaptive consultant who brings technical mastery, real-world FP&A perspective, and a genuine partnership approach, Kazim is simply the best."
We are active Workday Adaptive Planning and HCM practitioners with hands-on delivery experience across the full platform — from model architecture and OfficeConnect reporting to API-based data integration and multi-entity consolidations — now extended with Claude-powered AI to automate analysis and reporting on top of your models.
Scalable planning model structures built around your business logic — workforce, revenue, OPEX, consolidations, and dashboards tailored to how your Finance team actually plans.
Board-ready, self-serve report packages that eliminate manual Excel extraction and give Finance leadership real-time visibility into performance against plan.
Automated actuals pipelines from your source systems — replacing manual reconciliation with reliable, auditable data flows that reduce your close cycle and improve model accuracy.
Role-based training and comprehensive model documentation embedded into every engagement — so your team owns the platform confidently after we leave.
Layer Anthropic's Claude over your Adaptive environment to auto-draft variance commentary, summarize forecasts, and answer finance questions in plain language — securely and with a human in the loop.
Whether you're evaluating Workday Adaptive for the first time, looking to optimize an existing environment, or need ongoing model support — we'd welcome a conversation.
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