Named the number-six best place to work in all of Texas, and number-one in Fort Worth, Apex Capital is a company on a roll. Bob Evans recently sat down with CFO Joseph James (JJ) to talk about how his freight factoring business has fared amid the supply chain disruptions and economic tumult of the last few years. JJ attributes Apex’s success—the company has been on a consistent growth track, and didn’t have to take PPP loans during COVID—in large part to its investments in technology, including Workday Adaptive Planning software. Bob and JJ discuss how Adaptive has elevated Apex’s ability to forecast, communicate with stakeholders, attract talent, and stay ahead of industry disruptions.
How Workday Adaptive Helps Power Apex Capital
The Big Themes:
- Apex’s culture of curiosity: While the CFO’s domain is traditionally finance, JJ explains that at Apex, he is focused on business forecasting, not just financial. Workday Adaptive Planning was the perfect tool for the inclusive and cooperative culture at Apex.
- Effective planning keeps Apex ahead of disruption: The ability to create scenarios that incorporate many shareholders’ voices has kept Apex strong and solvent during major challenges like the pandemic and the war in Ukraine.
- Investing in high-growth tech attracts talent: JJ contrasts the boring “plug and chug” culture he has seen in other finance departments with the dynamic environment at Apex, noting that investments in tech like Workday Adaptive is a draw for talent.
The Big Quote: “We’re proud of that. When we go to the market, recruiting people, we’re talking about, number-one best place to work in Fort Worth, number-six in Texas… And part of that is, we’ve invested in the tech, right? We’ve invested in Workday.”
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