Acumatica vs Workday Adaptive Planning

Acumatica is great for mid to large size organizations that need a fully integrated solution and many modules. The software is very robust and they are always adding more features and functionality to the product. So as your business grows the product does too. It's not like other ERP solutions that I've worked with that rarely improve.

Compassion as a Non Profit provides funds to partners for Child Support. Workday Adaptive Planning can help the Partner to Provide the expense information monthly so their fund allocation can be approved for disbursement. This way the Field Officers do not have to collect the data in excel for review and approval before loading it into the current system before disbursement is done.

• Expense reporting - enabled by a smartphone, you can image receipts and create claims quickly
• Chart of accounts - being able to drill down in an expense category to see the individual claims that make up the total is helpful
• Reporting - I appreciate the ability to pull a standard report and export to Excel quickly and easily

• Version Management. Adaptive lets us manage many versions/scenarios all in one platform with the robust ability to compare them to each other.
• Processing Performance. With the Elastic Hypercube technology that was implemented a few years back, we can watch changes flow through a complex web of formulas and arrive at an answer within seconds.
• Audit Trail. Our administrators love the ability to see and report on who made what changes when, which leads to real accountability within the organization.

• Email integration: Horribly clunky, requires users to share email password with Acumatica to allow use of outbound emails. Should be using a more secure method like access tokens.
• Expense approval process: Once expense claims are approved, approvers (depending on role) can no longer see the approved/denied claims. Denial of claims requires a manual email/call to submitter instructing them to correct and resubmit the claim.
• CRM: Allow for tracking of cases by the opportunity in addition to business accounts. This would allow for more accurate tracking of issues related to specific opportunities.

• It would be beneficial to me, as a user, if there was a library of documentation for every type of feature. This could be something regarding formula building, understanding how attributes work, with examples, or a location for basic and advance documentation on Sheet/Model/Cubes.
• I would like to have the ability to directly assign some dimensions to accounts easier. A drag and drop feature for that would be interesting. This has been a challenge for me when new dimensions are built and I am unable to assign them to new accounts.
• I would also like to see some more formulas or an easier way to do some basic tasks. For example a simple YTD function instead of running a simple, yet long string of texts for the formulas. Or the option for selecting YTD features, removing the need of the formula all together.

It is very customisable and good value for money. It is also scalable for the future. The CRM and ecommerce integtration are the main downsides.

For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.

1- Its interface [is] easy to understand. 2- [The] help center is very supportive.

Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.

There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.

All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.

They support their customers with more tools like 1- Help center in every screen 2- Acumatica University [has] PDF books and videos 3- Contact with Acumatica team support through live chat, call, or create case

Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.

Our 3rd party vendor walked us through the whole process and was available for questions after we started using the Adaptive Insights. I would suggest using the online training environment plus an individual walk through of your company's model to get more acquainted with the instance. There were also on-line tutorials to help us along the way.

The training program in Adaptive Insight has grown quite a bit, since I originally implemented in Adaptive Insights. I would now give it a 10 rating and suggest that anyone implementing for the first time work through the certification program. The certification program is a very detailed in depth primer to understanding how the system works.

Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.

Acumatica trumps over QuickBooks Enterprise Solutions in many ways. First, Acumatica being in the cloud has given us agility in accessing the platform anywhere and anytime. Second, the dashboard creation feature of Acumatica has given us the ability to customize each dashboard of each of our employees. Lastly, the CRM solution of Acumatica enables us to track, manage, and monitor our sales team.

After researching several CPM products, Adaptive and Prophix actually both met our needs quite well. The Adaptive Sales & Design Team went above and beyond in the early stages of exploring whether Adaptive could meet some of our very specific needs. Adaptive's customer service during the exploration phase was noticeably present. We chose Adaptive and a vendor in our local area to implement. Budget Maestro seemed to require more IT resources than what we desired to invest. Vena Solutions was a bit pricey from our perspective and Xlerant didn't quite have what we were looking for in a budgeting tool.

We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale

• Acumatica provides us with real-time reports on our entire business process by connecting our sales, delivery of services/product, and up to collection. Given this, we couldn't quantify the value of seeing a clearer picture of our business, thus we are able to make timely and accurate decisions.

• We are seeing more and more how Adaptive can go beyond financial metrics and cross into operational metrics. As we work with other departments in the business, we are working hard to make Adaptive the system of record when it comes to KPI reporting and measuring.