End-to-End EPM Delivery
Built on Proven Expertise

ZAK Insights brings senior-level Workday Adaptive Planning expertise to organizations that demand more than a standard implementation — delivering precision-built EPM solutions, FP&A modernization, and hands-on model ownership across healthcare, financial services, SaaS, and beyond.

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13+ Years of Combined
Experience
15+ End-to-End
Implementations
30+ Optimization &
Phase X Support Projects
6 Industries
Served
WBE Woman-Owned
Business
Active Certifications
Workday Adaptive Planning Workday HCM Core Workday Advanced Reporting FP&A Modeling 13-Week Cash Flow Modeling
ANNUAL PLANNING PERFORMANCE Q1 Q2 Q3 Q4 FORECAST ACC. 97% ▲ 4.2% vs prior CYCLE TIME –70% close-to-plan reduction REPORT PREP –90% via OfficeConnect Reports CAPABILITIES Adaptive Planning FP&A Modeling Workforce Planning OfficeConnect Reports Data Integration Workday HCM ZAK INSIGHTS LLC · THE WOODLANDS, TX
90%
Avg. reduction in
reporting prep time
Who We Are

A Boutique Firm Built on Deep Platform Expertise

ZAK Insights is a woman-owned consultancy specializing in 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.

Workday Adaptive Planning Workday HCM FP&A OfficeConnect Reports Data Integration Woman-Owned The Woodlands, TX
Our Experience

Industries We Serve

We bring industry-specific fluency to every engagement — understanding the revenue models, cost drivers, and reporting requirements unique to each sector.

Healthcare & Life Sciences

Technology & SaaS

Financial Services & Banking

Nonprofit & Higher Education

Manufacturing & Energy

Professional & Business Services

What We Do

Our Solutions

From greenfield implementations to model redesigns and integration architecture, we deliver the full spectrum of Workday Adaptive Planning and FP&A services.

01

End-to-End Adaptive Planning Implementation

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.

02

Workforce Planning & Headcount Modeling

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.

03

Revenue & OPEX Model Design

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.

04

Financial Consolidation & Reporting

Multi-entity consolidation architectures, roll-up hierarchies, and OfficeConnect report packages that eliminate manual extraction and deliver board-ready financial views on demand.

05

Data Integration & Actuals Automation

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.

06

Model Optimization & Ongoing Support

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.

Client Work

Featured Engagements

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.

Nonprofit Healthcare
Child Mind Institute
National children's mental health nonprofit · NYC & San Francisco · 2.2M+ children served
Full Platform Implementation & Post Go-Live Support

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.

  • ~90% reduction in reporting preparation time via OfficeConnect Reports automation
  • 13+ planning cycles supported with ongoing model enhancements
  • Dimension hierarchy aligned to external grant reporting requirements
Healthcare Services
NAPA Anesthesia
National anesthesia management · 200+ healthcare facilities · $1.5B+ revenue
3-Year Proforma Model

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.

  • Workforce model segmented by physician, CRNA, and support staff classifications
  • Multi-driver revenue model incorporating APUs, case volume, and patient revenue
  • Dual-scenario OPEX model with configurable % -of-revenue vs. fixed assumptions
Infrastructure & Disaster Recovery
Cotton Holdings, Inc.
Multi-subsidiary holding company · ~$750M+ revenue · Cotton Global, Roofing, Logistics & more
Full Platform Implementation

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.

  • ~70% reduction in close-to-plan cycle time via automated ERP actuals loading
  • Multi-entity roll-up hierarchies across 10 subsidiaries
  • FP&A team independently managed first full budget cycle within 6-month window
SaaS / Global Technology
Kyriba
Global cloud treasury & liquidity platform · 3,000+ enterprise clients · 120 countries
Ongoing Support & Model Enhancement

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.

  • Multi-currency planning with FX and currency translation built into model
  • Budget vs. Forecast vs. Actuals variance reporting for Finance Business Partners
  • Four quarterly forecast cycles with ongoing architecture enhancements
Home Services
Wrench Group
National HVAC, plumbing & electrical · 2M+ customers · 7,300+ technicians · 27 markets
Integration Architecture

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.

  • Dimension mapping across market, brand, and service-line granularity
  • Technical documentation covering data flows, field mapping, and error protocols
  • Enabled FP&A planning detail not achievable in the legacy environment
Analytics & Consulting / Multi-Industry
Capitalize Analytics
Dallas-based data, analytics & AI consulting · Workday Adaptive Planning Channel Partner
Full Platform Implementation & Post Go-Live Support

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.

  • Built client-specific P&L, headcount, and OPEX models from requirements through UAT
  • Engineered automated actuals pipelines leveraging Alteryx and cloud data integration
  • Delivered model documentation and OfficeConnect report packages for self-serve Finance teams
Platform Depth

Workday Adaptive Planning Specialists

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.

Model Architecture & Design

Scalable planning model structures built around your business logic — workforce, revenue, OPEX, consolidations, and dashboards tailored to how your Finance team actually plans.

Reporting (OfficeConnect & HTML)

Board-ready, self-serve report packages that eliminate manual Excel extraction and give Finance leadership real-time visibility into performance against plan.

ERP Integration & Actuals Automation

Automated actuals pipelines from your source systems — replacing manual reconciliation with reliable, auditable data flows that reduce your close cycle and improve model accuracy.

Training & Knowledge Transfer

Role-based training and comprehensive model documentation embedded into every engagement — so your team owns the platform confidently after we leave.

Delivery Capability Profile
Workday Adaptive Planning95%
Financial Modeling, Planning & Forecasting93%
Workforce Planning92%
Reporting (OfficeConnect & HTML)90%
ERP Data Integration88%
Workday HCM85%
Leadership

Meet Our Team

ZAK Insights is led by experienced practitioners who have personally delivered EPM transformations across industries — bringing senior-level expertise to every engagement, regardless of project size.

Zaiba Benish
Zaiba Benish
Founder & CEO

Zaiba Benish is the Founder and CEO of ZAK Insights LLC, a woman-owned Workday Adaptive Planning consultancy she built on a simple but powerful premise: that Finance teams deserve more than a standard implementation — they deserve a true partner. A seasoned business leader with a deep background in financial planning, organizational strategy, and enterprise performance management, Zaiba brings both executive vision and operational discipline to every client engagement.

Under her leadership, ZAK Insights has grown into a trusted EPM consultancy serving clients across healthcare, SaaS, financial services, nonprofit, and beyond — delivering Workday Adaptive implementations that are precise, scalable, and built to last. Zaiba sets the strategic direction of the firm, leads client relationships at the executive level, and ensures every engagement is held to the highest standards of quality, integrity, and accountability.

A passionate advocate for women in business and technology consulting, Zaiba founded ZAK Insights as a Woman-Owned Business (WBE) — committed to bringing diverse leadership and fresh perspective to a field that demands both.

Kazim Benish
Kazim Benish
Co-Founder & Managing Partner

Kazim Benish is a Co-Founder and Managing Partner of ZAK Insights LLC, and one of the firm's lead Workday Adaptive Planning practitioners. With 8+ years of hands-on delivery experience, he brings a rare combination of deep technical platform expertise and genuine financial acumen — designing planning models that don't just function, but reflect how Finance teams actually operate.

Kazim has led end-to-end Workday Adaptive implementations for a diverse portfolio of organizations — from high-growth SaaS companies and national nonprofits to billion-dollar multi-subsidiary enterprises. His engagements span the full delivery lifecycle: model architecture, workforce and revenue planning, ERP data integration, OfficeConnect Reports, UAT, and post-go-live enablement. Every engagement he leads is defined by precision, clear communication, and a lasting commitment to client self-sufficiency.

Kazim holds active certifications in Workday Adaptive Planning, Workday HCM Core, Workday Advanced Reporting, and FP&A Modeling, and earned his MBA from Brandeis International Business School.

Get in Touch

Let's Discuss Your Planning Transformation

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.

✉
Email zakinsightsllc@gmail.com
⌖
Location The Woodlands, TX
in
LinkedIn ZAK Insights LLC

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