Transform Planning with Technology and Intelligent Solutions
We propel organizations forward by leveraging technology for efficient planning
About Trillix Solutions
Our Expertise
With over 30 years of combined Workday Adaptive Planning experience, our team specializes in Financial Planning and Analysis (FP&A). We are dedicated to delivering tailored solutions that address our clients' unique needs.
What to Expect
At Trillix Solutions, our team consists of Senior-level FP&A professionals with extensive experience in Workday Adaptive Planning. Working with Trillix Solutions will empower you to make informed decisions, whether you are exploring a Planning software, starting an implementation or looking to assess or optimize your current environment. Wherever you are in your FP&A journey, Trillix Solutions is committed to meeting you there with solutions to maximize your investment.
Trillix Solutions Offerings
As certified Workday Adaptive Planning consultants we are here to support the Adaptive community. Adoption, enablement and scalability are all factors we consider to enhance your organizations FP&A process.
Advisory Retainer/Team Embedded
Managed services offerings to meet your needs. Let's discuss how Trillix Solutions can support your organization where needed for Adaptive Planning as an extension of your team. We provide managed services, release training, performance testing, model optimization and design services. Our expertise is here for you. We are thought leaders in the Adaptive community and welcome the opportunity to partner together.
Transformation Sprint
Taking on the decision to explore an EPM solution to enhance your FP&A team? Allow our experience to lighten the load and ensure success. Our approach to Adaptive deployments is to transform your FP&A process through the power of Workday Adaptive Planning. We have worked with hundreds of companies solving complex challenges and providing best practice built solutions.
Strategic Assessment + Road Map
Our insights and solutions can get you where you need to be. Whether you were deployed years ago or went live recently, have experts ensure your getting the best value out of your investment. Leverage us to learn what other clients are doing to plan more efficiently while providing time to explore strategic initiatives.
Founding Members
Joshua Ladd
Christopher Pinto
Aude Stewart
Delivering excellent service for the Adaptive Community for over 11 years. I take pride in the relationships I have formed with my clients, their success is my success. Former FP&A professional specializing in financial modeling, reporting and strategic planning. I enjoy what I do and look forward to providing value to our clients. I am
Delivering excellent service for the Adaptive Community for over 11 years. I take pride in the relationships I have formed with my clients, their success is my success. Former FP&A professional specializing in financial modeling, reporting and strategic planning. I enjoy what I do and look forward to providing value to our clients. I am grateful for all the partnerships I've created with organizations of all sizes and industries, focusing on providing a better way of planning with technology. Leverage my experience to help transform your way of planning with Adaptive.
Aude Stewart
Christopher Pinto
Aude Stewart
Senior finance professional with over 25 years of experience in financial leadership with strong problem-solving skills. Diversified portfolio of financial experiences including controllership, strategic planning, internal controls and budgeting/planning software implementations. 400+ Adaptive Planning end-to-end implementations; Develope
Senior finance professional with over 25 years of experience in financial leadership with strong problem-solving skills. Diversified portfolio of financial experiences including controllership, strategic planning, internal controls and budgeting/planning software implementations. 400+ Adaptive Planning end-to-end implementations; Developed and maintained processes for post go-live managed services including optimizations, ad-hoc support and tenant assessments. Strong background and experience gained in mid and small size companies in various industries. Strong and highly ethical leader who obtains results via empowerment and team building.
Christopher Pinto
Christopher Pinto
Christopher Pinto
Chris Pinto has had an extensive career deeply rooted in FP&A, with a focus on financial modeling through cloud-based system implementations. In 2012, Chris helped start up Carlson Management Consulting, a boutique Adaptive Insights implementation company, where he served as Vice President of Professional Services. During his time with C
Chris Pinto has had an extensive career deeply rooted in FP&A, with a focus on financial modeling through cloud-based system implementations. In 2012, Chris helped start up Carlson Management Consulting, a boutique Adaptive Insights implementation company, where he served as Vice President of Professional Services. During his time with Carlson Management, he directly delivered and oversaw the deployment of hundreds of implementations, earning awards from Adaptive Insights and helping grow the company to be named one of the top Inc. 5000 companies. After the company was acquired by Alight in 2019, Chris went on to transform complex and strategic clients’ financial planning processes into streamlined predictive models. He also served as Vice President of Finance for Summit Health.
Our Partners
