What users are saying about

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
206 Ratings
208 Ratings

Adaptive Insights

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
206 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101
208 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

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
9.3
Anaplan
9.1
Pixel Perfect reports
Adaptive Insights
9.0
Anaplan
Customizable dashboards
Adaptive Insights
10.0
Anaplan
9.1
Report Formatting Templates
Adaptive Insights
9.0
Anaplan

Ad-hoc Reporting

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

Report Output and Scheduling

Adaptive Insights
8.0
Anaplan
8.8
Publish to PDF
Adaptive Insights
8.0
Anaplan
9.1
Report Versioning
Adaptive Insights
8.0
Anaplan
9.1
Report Delivery Scheduling
Adaptive Insights
8.0
Anaplan
8.2

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

Adaptive Insights
8.5
Anaplan
5.5
Responsive Design for Web Access
Adaptive Insights
8.0
Anaplan
5.5
Dedicated iOS Application
Adaptive Insights
8.0
Anaplan
Dedicated Android Application
Adaptive Insights
8.0
Anaplan
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Anaplan

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Anaplan
7.5
Long-term financial planning
Adaptive Insights
8.8
Anaplan
7.4
Financial budgeting
Adaptive Insights
8.8
Anaplan
8.1
Forecasting
Adaptive Insights
9.0
Anaplan
7.8
Scenario modeling
Adaptive Insights
8.1
Anaplan
6.5
Management reporting
Adaptive Insights
8.1
Anaplan
7.8

Consolidation and Close

Adaptive Insights
7.5
Anaplan
6.6
Financial data consolidation
Adaptive Insights
7.9
Anaplan
7.8
Journal entries and reports
Adaptive Insights
5.6
Anaplan
6.6
Multi-currency management
Adaptive Insights
7.5
Anaplan
6.2
Intercompany Eliminations
Adaptive Insights
7.6
Anaplan
6.0
Minority Ownership
Adaptive Insights
7.1
Anaplan
6.0
Local and consolidated reporting
Adaptive Insights
8.3
Anaplan
7.4
Detailed Audit Trails
Adaptive Insights
8.5
Anaplan
6.4

FInancial Reporting and Compliance

Adaptive Insights
8.2
Anaplan
7.7
Financial Statement Reporting
Adaptive Insights
8.9
Anaplan
7.0
Management Reporting
Adaptive Insights
8.5
Anaplan
8.4
Excel-based Reporting
Adaptive Insights
8.3
Anaplan
6.9
Automated board and financial reporting
Adaptive Insights
8.4
Anaplan
8.4
XBRL support for regulatory filing
Adaptive Insights
7.0
Anaplan

Analytics

Adaptive Insights
7.5
Anaplan
6.7
Personalized dashboards
Adaptive Insights
7.3
Anaplan
5.6
Color-coded scorecards
Adaptive Insights
6.8
Anaplan
6.0
KPIs
Adaptive Insights
7.9
Anaplan
7.0
Cost and profitability analysis
Adaptive Insights
8.0
Anaplan
7.0
Key Performance Indicator setting
Adaptive Insights
7.9
Anaplan
7.6
Benchmarking with external data
Adaptive Insights
7.3
Anaplan
7.1

Integration

Adaptive Insights
8.5
Anaplan
8.3
Flat file integration
Adaptive Insights
8.2
Anaplan
8.4
Excel data integration
Adaptive Insights
8.7
Anaplan
8.3
Direct links to 3rd-party data sources
Adaptive Insights
8.6
Anaplan
8.3

Pros

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo
  • Version Control -- by having one cloud-based source for our primary data, there rarely are questions about which data points to use. Everyone understands this and can reference our single source of truth.
  • Flexibility -- Anaplan is great in maintaining a balance between being a formal system, but being flexible enough to update quickly. We adopted Anaplan shortly after our IPO, when our company was still changing rapidly, and have been able to incorporate all of our business process changes into the tool.
  • Collaboration -- Anaplan allows us to have hundreds of users logged into the tool, updating information all at the same time. This was particularly useful during our account based planning implementation, when we had a number of sales managers and reps contributing their forecasts all at once.
Matthew Kuo profile photo

Cons

  • It can get cumbersome to have separate sheets for all prepaid expenses. The software works out very neatly - but creating a new sheet for each prepaid expense can be difficult. Because of this, I feel like forecasting is less based on actual plans, and more based on gut feelings, and trends rather than actual plans.
  • I wish OfficeConnect could pull individual lines rather than just aggregated data. The example that I'm trying to work on now is that I would like to pull personnel information from OfficeConnect (mainly pulling lists of employees, or open positions). I don't know how to do that currently. I can pull aggregated data and show totals - but I can't see the individual lines that make up that total within OfficeConnect.
Mark McConkie profile photo
  • Error handling can be annoying. A single formula error can lock up your model for 2-5 minutes while it reverts back to before you pressed enter, and while its improved a little in the year I've been using Anaplan, there are certain situations where I feel like it could be eliminated or made more efficient.
  • Time subsets would be really nice.
Chris Friederich profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo
Anaplan8.2
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 Insights7.6
Based on 75 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo
Anaplan8.2
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 Insights9.1
Based on 9 answers
It's never been out of action when we've needed to use it.
Lee Hawthorn profile photo
Anaplan10.0
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 Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
Anaplan9.0
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 Insights6.8
Based on 11 answers
Support questions are always answered quickly.
Andrew Rosenberg profile photo
Anaplan8.1
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

No score
No answers yet
No answers on this topic
Anaplan3.0
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 Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
Anaplan5.0
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 Insights8.2
Based on 13 answers
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski profile photo
Anaplan6.7
Based on 12 answers
Implementation using Anaplan's internal customer success team left much to be desired. We've found much better success with outside consultants
Christopher Pope profile photo

Alternatives Considered

I like how easy Essbase is to pull reports - but I think that OfficeConnect fills that gap. When looking at Hyperion vs Adaptive, I think that Adaptive's input is much easier to navigate. I like Adaptive much more. Because input is so much easier, it helps me be in the system more frequently and rely on it more heavily.
Mark McConkie profile photo
Anaplan user case was easy to pull together on our own without consultants. The other tools were more complex to understand and set up.Cost-wise it stacked up nicely against other tools as well
Andrew Paston profile photo

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
Anaplan7.0
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

  • 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.
Mark McConkie profile photo
  • Workforce Planning efficiency - so much easier than excel to maintain sensitive information planning
  • Long range plan lead time - the old excel model took weeks to update. The Anaplan model takes hours
Joe Bradbury profile photo

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Adaptive Insights More Information

Anaplan

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details
Request a personal demo: https://www.anaplan.com/request-demo/ Free trial for existing customers for any app in the App Hub: https://apphub.anaplan.com/

Anaplan More Information