Connected planning for real estate, property and fund management
At Kainos, we have delivered hundreds of successful Workday Adaptive Planning deployments globally and across a broad range of sectors and use cases. In this article we explore the common requirements, challenges and solutions deployed for real estate management, property management and fund management businesses.
Understanding your complex and fast changing business requirements
Real estate management, property management and fund management can be complex and fast changing businesses especially in the current environment in which they operate. Business planning activities need to be agile and connected to support your business in its effective decision making.
This can include managing development, acquiring, operating or managing properties or real estate fund products across one or many asset classes (office, hotel, retail, commercial), multiple geographies or teams. You need to ensure your entire organisation is working from a consistent foundation, leveraging consistent data, and planning in a connected approach. Without this, you are unable to respond effectively to business changes, risking lack of alignment and being forced into manual workarounds and transfers of data between your teams.
Planning, when done well engages the key users or groups within your organisation in a connected and cohesive manner bringing together the various roles within your business. Whether its asset or property managers managing their property and occupation forecasts, fund and client managers monitoring and assessing fund performance or right up to the CEO monitoring KPIs and making strategic decisions - along with the appropriate access to the relevant data specific to their area of expertise and ownership.
This is a world away from manually collated, infrequent reporting and planning activities, and a step change that can deliver real business value in improving your speed and accuracy of decision-making—driving advantage in the face of the competition.
Driving improvements to business planning and reporting – right person, right approach
Across these business types, Workday Adaptive Planning has the power to remove manual effort, streamline planning processes and provide real time updated connected models that are ready to deploy at the click of a button. This enables you to create a new scenario using the data view of performance in minutes rather than days.
At Kainos, we leverage our deep planning expertise and industry experience to create a solution that is as unique as your business. We create interactive dashboards to provide users with specific views of their data that are appropriate to their role and area of responsibility:

Your property leads can:
- Assess leasing schedule to plan and manage occupancy
- Assess upcoming lease breaks and renewals
- Model the impact of various scenarios around incentives offers or discounts
- Model the impact of changes to the properties subdivided tenant spaces and unit breakdown.

At the same time:
- Assess changes in operational and maintenance costs
- Assess required capital expenditure
- As well as the impact of market valuations.

- Highlight upcoming lease breaks for attention and action
- Prioritise effort to fill properties and units based upon the financial impact of vacant space.

- Perform scenario analysis in periods of high uncertainty and get the answers you need quickly
- Assess the impact of a tenant liquidation across your entire portfolio of properties
- Determine the impact of one off events and discounts to provide assistance to tenants in a period of pandemic.

- Monitor your return on investment and other investment metrics such as Internal rate of return, across geographies, asset type, team performance and other KPIs
- Perform scenario analysis associated with new investment or divestment decisions
- Assess the impact of changes in macroeconomic environments such as changing interest and exchanges rate, or global valuation shifts.

- Coordinate and manage the inputs and approvals from your teams into the planning process across your organisation with intelligent task management and workflows
- Your model is always live and connected ensuring you never need to move data and plans between templates or versions again.
Book a discovery call with a financial planning expert
With 13+ years’ industry experience, Tom brings considerable subject matter expertise supporting customers in their planning transformation journeys - this includes experience in commercial and operational management. Tom and the team have deployed hundreds of projects to deliver connected planning and reporting solutions across many sectors including property, retail and fund management.

Book a discovery call with a financial planning expert
Harnessing the power of Workday Adaptive Planning to make smarter decisions, faster
Typically, the results and benefits realised from the deployment of Workday Adaptive Planning with property, retail and fund management customers included:
- Improved collaboration - Collaboration and engagement through empowering users across the organisation with improved processes and alignment. Ensuring planning is done by those closest to the relevant area of the business
- Manage both bottom up and top-down planning – Ensuring targets can be communicated, gaps can be identified, and actions created which led to improvement through clarity of ownership
- Consolidated data view - Removed data silos and move to a single source of the truth, integrating data from other systems seamlessly to drive robust and accurate forward planning
- Configured modelling - Model completely configurable to your business, how you plan, flexible to grow and scale with different modelled approaches
Choosing a tool is just one part of the equation, ensuring you maximise and deliver the value and change to your business through selecting the right partner is equally as key:
“Deployment is the most daunting part of adding new software, and we were helped enormously by Kainos. They were able to get under the skin of our business and understand what we needed, which meant we could get out of the blocks very quickly.”
Martin Webster, Project Manager, at SDL Property
Discover more about how SDL Property used Workday Adaptive Planning to align their teams, reduce errors, improve the relevance of reporting and provide real time access to self-serve reporting to give their users the ability to slice and dice data with ease.
Why Kainos?
A proven approach that delivers results
At Kainos we help forward thinking organisations maximise the power of data through connected planning and reporting solutions - this enables smarter strategic decision making that saves time, reduces manual effort, boosts agility and fast tracks growth.
We do this through leveraging best-in class Workday software and our market leading expertise. Our needs based consultative approach, agile capability, flexibility to support numerous use cases and ability to scale and manage phased deployments can deliver you value fast. We also work closely with you to expand your solution over time in line with your business requirements.
Don’t just take our word for it
According to Gartner, Workday Adaptive Planning is the leading product in the Enterprise Performance Management and Cloud Enterprise Planning space and Kainos is the number one Workday Adaptive planning Solution Provider of the year for the last 3 years.
We have also deployed Workday Adaptive Planning successfully for numerous customers in this sector including:



Want to find out more?
If you manage or operate a portfolio of real estate, or funds associated with real estate and want to maximise the power of your data through connected planning and reporting solutions, contact us today to speak to an expert and arrange a no obligaton discovery call.
