Adaptive Planning, a key cog in a well run business
March 24, 2024

Adaptive Planning, a key cog in a well run business

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workday Adaptive Planning

We use Adaptive Planning on a daily basis as a key function of my job. We utilize Adaptive for personnel planning, product P&Ls, Budgeting, Forecasting, Bookings, dashboards, and reports. Adaptive is incredible in its functionality and flexibility. Adaptive has been the most valuable tool (outside of Excel) for myself as an FP&A Manager.
  • Budgeting
  • Collaboration
  • Reporting
  • Forecasting
  • Load Time
  • Adaptive has made my life so much easier and has had an incredibly positive impact on my work life
  • I will always use Adaptive over NetSuite when pulling data or trying to model out information
  • Adaptive allows me to model out complex scenarios with ease
We have fully integrated Adaptive into our business processes. Our entire budgeting process is now housed in Adaptive, which also allows us to easily adjust the model to create up-to-date forecasts.
It was extremely easy for me to pick up on the functionality of Adaptive, and for anything I cannot manipulate in Adaptive, I simply export to Excel.
I choose to use Adaptive instead of Netsuite any opportunity that I get.

Do you think Workday Adaptive Planning delivers good value for the price?

Yes

Are you happy with Workday Adaptive Planning's feature set?

Yes

Did Workday Adaptive Planning live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Workday Adaptive Planning go as expected?

I wasn't involved with the implementation phase

Would you buy Workday Adaptive Planning again?

Yes

I would recommend Adaptive to any medium - large organization that is looking to optimize there financial function. The tool is so flexible that you can customize it and adjust it to fit whatever your needs are inside of your business.

Workday Adaptive Planning Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
9
Management reporting
9
Financial data consolidation
8
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
9
Financial Statement Reporting
Not Rated
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
Personalized dashboards
8
Color-coded scorecards
8
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
9
Flat file integration
10
Excel data integration
9
Direct links to 3rd-party data sources
8