From reactive reporting to self-serve planning

With William Tran, Senior Manager, FP&A · League

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With , ·

“One of our VPs navigated the dashboards with zero training. They just opened it and got it. That kind of adoption isn’t something you can manufacture.”

William Tran
Senior Manager, FP&A
William Tran
Senior Manager, FP&A
Number of employees
501-1,000
Used by
Finance
Headquarters
Toronto, Canada
Industry
Technology
Use cases
  • Budgeting
  • Headcount reporting
  • Spend reporting
  • Self-serve dashboards
  • AI-assisted planning
Implementation time
8 Weeks
Implementation Partner
League
Integrations with
Replacing
Workday Adaptive Planning

With Amvent as its implementation partner, League replaced Workday Adaptive Planning with Pigment — and within two months of go-live, put live budget, headcount, and spend reporting directly in the hands of its executives and budget owners.

About League

League is the leading AI experience platform for healthcare. The world’s top healthcare organizations use League to turn fragmented member data into proactive, coordinated care at scale. They are backed by more than a decade of investment in healthcare CX innovation and recognized as a Leader in the 2025 Forrester Wave™ for Customer Experience Platforms in Healthcare.

Behind that fast-moving business is a finance team that needed planning technology able to keep pace. William Tran, Senior Manager, FP&A at League, led the company’s move from Workday Adaptive Planning to Pigment, with Amvent as implementation partner.

The challenge: a planning tool that couldn’t keep up

League had run its planning on Workday Adaptive Planning for years, and William brought deep expertise to it spanning 5 years as an Adaptive system lead. But the gap between what the business needed and what the tool delivered kept widening.

Adaptive’s AI roadmap never materialized in practice. Predictive forecasting was painful to configure and added little value once running. Improvements arrived too slowly, and the platform lacked flexibility. Simple tasks such as building the dashboard views the team actually wanted was more complicated than it should have been.

The downstream effect was a familiar one: finance had become the bottleneck. Budget owners had no direct line of sight into their own numbers. If League’s COO wanted to know where he stood on budget, headcount, or spend, that meant coming to William’s team and waiting for an answer. Every question was a small project.

“Budget owners had no direct line of sight into their own numbers. Every question was a small project.” 

William Tran, Senior Manager, FP&A, League

The evaluation: no compromises on AI or usability

William first heard about Pigment through a trusted former coworker whose team had just committed to the platform. This was from a team he knew to be particular about the tools they use. From there, League ran a rigorous comparison spanning eight vendors: Anaplan, Vena, DataRails, Abacum, Cube, Mosaic, Prophix, and the incumbent, Workday Adaptive.

Two criteria kept rising to the top: real AI functionality, and dashboards flexible and intuitive enough that people outside finance would actually use them.

“Pigment was the only one that didn’t feel like a compromise on either front.” 

William Tran, Senior Manager, FP&A, League

Why Amvent

The goal was never a like-for-like replacement of Adaptive. League wanted AI capability working for the whole business, meaning budget owners asking their own questions and getting real answers through self-serve dashboards, rather than waiting on finance to hand them a report. And the timeline was tight.

Despite William’s years of systems experience, he wanted a partner who had architected AI planning with Pigment before to guide design and build decisions to establish controls and process as usage scaled.

“I wanted people who’d done this before guiding the design and build, rather than us figuring it out through trial and error on our own. That’s exactly what Amvent brought to the table.” 

William Tran, Senior Manager, FP&A, League

The results: finance is no longer the bottleneck

League’s success criteria were clear going in: models that were scalable, flexible, and simple to work with  but also not overbuilt. In William’s words, Pigment delivered on that “at a level that honestly went beyond what we expected.” Meaning:

  • Self-serve: Live executive dashboards for budget, headcount, and spend — no waiting on finance
  • Zero training: A VP navigated League’s new dashboards with no walkthrough required
  • 2 months: From go-live to sharing real-time reporting directly with the executive team

Just two months after go-live, League hit a milestone that had eluded them for years on Adaptive: a live dashboard shared directly with the COO, covering his budget, roster, and overall spend in one place, updated in real time instead of on finance’s reporting schedule.

Adoption has followed without force. One of League’s VPs navigated the new dashboards with zero training and no walkthrough needed. And with AI prompting and variance analysis handling the routine questions, William’s team is no longer the choke point for reporting.

“One of our VPs navigated the dashboards with zero training. They just opened it and got it. That kind of adoption isn’t something you can manufacture.” 

William Tran, Senior Manager, FP&A, League

AI in practice

League is using Pigment’s AI capabilities on two fronts. For William as system admin, the Modeler Agent has had the biggest personal impact: model improvement requests come in constantly at League’s pace. Having the Modeler Agent help build them quickly and accurately, while he watches how it approaches each build, has made him faster at his own job. The team also uses the Claude integration and AI-assisted documentation and analysis.

For the business, the bigger unlock is natural-language prompting and letting people engage with the data on their own terms instead of waiting on finance to translate it. League is candid that this is still maturing. Precise prompting means choosing the right dimensions and metrics, and budget owners still benefit from some coaching, but the trajectory is clear.

“I was skeptical about AI for business planning myself, as recently as last year. My advice: give it a real chance to surprise you. A lot of what I rely on today didn’t exist twelve months ago.” 

William Tran, Senior Manager, FP&A, League

What’s next

Today’s wins are in efficiency and productivity; League expects broader business impact to follow as more of the team is onboarded and insights get faster and sharper. Scenario analysis is on their own internal enablement roadmap, with budget owners entering their own data and viewing reporting directly in Pigment. The long list of additional use cases all serves one vision: getting more of the business living in the tool day to day, spending its energy on what’s coming next instead of explaining what already happened.

“To be proactive instead of reactive.” 

William Tran, Senior Manager, FP&A, League

Advice for other planning leaders

William’s guidance for leaders evaluating a business planning solution is simple. He suggests being specific about the exact pain points you’re trying to solve, and hold out for a solution that addresses all of them. Don’t settle for one that only addresses a few.