What users are saying about
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Top Rated
223 Ratings
213 Ratings

Adaptive Insights, a Workday company

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Top Rated
223 Ratings
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Score 8.6 out of 101
213 Ratings
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Score 7.9 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Anaplan

Well Suited
  • Any process that you expect to change frequently.
  • A process within a dynamic environment, such as high tech / the startup world, where you expect significant business process changes.
  • Any process that requires a significant number of collaborators.
  • Any process where you intend for users to update logic with Excel-like formulas.
  • Any process where using Google Docs has failed to accommodate your needs for data integrity.
Less Appropriate
  • Data visualization - Anaplan has capabilities here, but other tools are more focused on this.
  • Data storage - Anaplan is not a data warehouse and has limits on what you can store.
Matthew Kuo profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Anaplan
6.8
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Anaplan
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Anaplan
6.8
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Anaplan

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Anaplan
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Anaplan
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Anaplan
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Anaplan
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Anaplan

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Anaplan
7.0
Publish to PDF
Adaptive Insights, a Workday company
8.0
Anaplan
7.9
Report Versioning
Adaptive Insights, a Workday company
8.0
Anaplan
7.3
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Anaplan
5.8

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Anaplan
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Anaplan
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Anaplan
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Anaplan

Access Control and Security

Adaptive Insights, a Workday company
9.0
Anaplan
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Anaplan
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Anaplan
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Anaplan

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Anaplan
6.3
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Anaplan
6.3
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Anaplan
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Anaplan
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Anaplan

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.2
Anaplan
8.1
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Anaplan
6.9
Financial budgeting
Adaptive Insights, a Workday company
8.7
Anaplan
8.3
Forecasting
Adaptive Insights, a Workday company
8.9
Anaplan
8.7
Scenario modeling
Adaptive Insights, a Workday company
6.7
Anaplan
8.1
Management reporting
Adaptive Insights, a Workday company
8.4
Anaplan
8.3

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Anaplan
7.0
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Anaplan
8.3
Journal entries and reports
Adaptive Insights, a Workday company
5.9
Anaplan
6.8
Multi-currency management
Adaptive Insights, a Workday company
7.2
Anaplan
6.2
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Anaplan
6.0
Minority Ownership
Adaptive Insights, a Workday company
7.2
Anaplan
6.0
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Anaplan
8.1
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Anaplan
7.6

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.6
Anaplan
7.0
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Anaplan
8.9
Management Reporting
Adaptive Insights, a Workday company
8.5
Anaplan
8.9
Excel-based Reporting
Adaptive Insights, a Workday company
6.9
Anaplan
1.7
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
Anaplan
8.7
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.4
Anaplan

Analytics

Adaptive Insights, a Workday company
7.2
Anaplan
6.3
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Anaplan
6.0
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Anaplan
6.0
KPIs
Adaptive Insights, a Workday company
7.2
Anaplan
7.0
Cost and profitability analysis
Adaptive Insights, a Workday company
8.2
Anaplan
6.0
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.1
Anaplan
5.8
Benchmarking with external data
Adaptive Insights, a Workday company
5.8
Anaplan
7.1

Integration

Adaptive Insights, a Workday company
8.0
Anaplan
7.8
Flat file integration
Adaptive Insights, a Workday company
7.9
Anaplan
8.4
Excel data integration
Adaptive Insights, a Workday company
8.1
Anaplan
6.5
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.1
Anaplan
8.6

Pros

Adaptive Insights, a Workday company

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo

Anaplan

  • Anaplan is great for headcount reporting. We have reports by dept, office location, and subsidiary that is great for planning and also for full company reporting.
  • Although they can be complicated to set up, Anaplan is also great for setting up complex P&L views. For example, setting up a P&L with a combination of subs/depts., that still needs to consolidate to the total P&L.
  • Systems-wise, I like that it's impossible to #REF the model! Anaplan shows you where everything is referenced, so it's very difficult to break anything.
  • I also like that formulas copy across, so there is no chance of pointing to the wrong cell, like in Excel
Dan Shuwarger profile photo

Cons

Adaptive Insights, a Workday company

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo

Anaplan

  • Performance - in the case of complex business cases, the size of Anaplan is increasing drastically, and even a simple click would take more than it should.
  • UI - The User interface needs to be improved: group/expand hierarchy, "Ctrl " + select option to allow multi selection, Content page clean up, easier "Drag & drop" when customizing or building exports.
  • Review & enhance the type of security user roles.
Szilvia Havasreti profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Anaplan

Anaplan 8.2
Based on 3 answers
I don't think we could function without the collaboration capabilities built into Anaplan that replaced disparate Excel files in the workforce planning model
Joe Bradbury profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 77 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo

Anaplan

Anaplan 8.2
Based on 2 answers
There is a dependency in this rating - in that I find Anaplan extremely easy to use, but I've spent the necessary time developing a strong understanding of the platform. Once you understand how to use it, the platform is flexible, easy to use, and fun to use.
Chris Friederich profile photo

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo

Anaplan

Anaplan 10.0
Based on 1 answer
In nearly 3 years, I have only had 1 issue of being unable to access my model for an unplanned maintenance. Even planned maintenance windows are handled during low traffic hours on the weekend.
Joe Bradbury profile photo

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Anaplan

Anaplan 9.0
Based on 1 answer
Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.
Joe Bradbury profile photo

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.7
Based on 12 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

Anaplan

Anaplan 8.1
Based on 2 answers
I feel like the support team is a little lacking in product knowledge. Several times I have contacted them to get help, and ended up finding a solution to my own problem before the team could get back to me with anything useful. I have also submitted a few bugs, and never got updates to when they were fixed in later releases.
Joe Bradbury profile photo

In-Person Training

Adaptive Insights, a Workday company

No score
No answers yet
No answers on this topic

Anaplan

Anaplan 3.0
Based on 1 answer
The in-person training is simply not worth the cost. After a few weeks of playing in Anaplan, I went to the basic training and knew more than the person teaching it. a year down the road, I was the first person to complete the advance training, and again could have been teaching the class better than the person running the session. Spend some time on your own trying out different things and you will get all the understanding you need to be successful.
Joe Bradbury profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Anaplan

Anaplan 5.0
Based on 1 answer
I'm giving this a 5 simply for the anapedia outline of calculations. The online videos and trainings leave a lot to be desired, but having anapedia around to help you understand calculations has been helpful. The drawback to anapedia is the depth they go into for calculations, it is lackluster at times. Because of that, I have been working through a much more in-depth look at each calculation on my website for users to reference: http://www.anaplanguru.com/formulas/
Joe Bradbury profile photo

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn profile photo

Anaplan

Anaplan 6.7
Based on 12 answers
Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Steve Ridgley profile photo

Alternatives Considered

Adaptive Insights, a Workday company

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo

Anaplan

Anaplan was an easy choice because two other divisions in our company used it in limited ways - either only sales ops or financial reporting. In addition, it was the hands down best choice given the complexity and size of our organization. We operate in a highly matrixed organization across the globe therefore, we needed a powerful and flexible platform; not all options allowed for this flexibility nor were they suited for large multi-national companies.
Tara Kirby profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® profile photo

Anaplan

Anaplan 7.0
Based on 1 answer
It's going to handle most of what you can throw at it. The problem lies in the sparsity of some datasets. When you have over 5ish dimensions of sparse data, the size of the model gets bloated for not much value. In several cases, I have had to adapt my model to account for sparsity in a way that minimized use of space, but also made interacting with the data more cumbersome.
Joe Bradbury profile photo

Return on Investment

Adaptive Insights, a Workday company

  • Our budgeting and forecasting cycles are now faster, more accurate and can evolve dynamically throughout the process. This is especially important in our business which is experiencing rapid growth.
  • Our ability to push out bespoke reporting to business owners has massively improved.
  • For our most recent budget cycle, we were able to simply and quickly illustrate the impact of foreign exchange fluctuations to our board.
Andy Clifton profile photo

Anaplan

  • I'm sure the impact is positive. We have streamlined many processes and created capacity for our finance team.
  • It's great to have "one source of truth" and know that everyone is looking at the same metrics.
Kelley Haghighi profile photo

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* per seat, per installation

Anaplan

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

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