What users are saying about
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Top Rated
214 Ratings
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Top Rated
64 Ratings

Adaptive Insights, a Workday company

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Top Rated
214 Ratings
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Score 8.6 out of 101

Board

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Top Rated
64 Ratings
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Score 8.2 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

Board

  1. BOARD is amazing for Planning, Budgeting and Forecasting.
  2. Implementing and managing scenario based calculations.
  3. Quick and easy to manage dashboards.
  4. Web and mobile capabilities.
Gaurav Suri profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Board
7.2
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Board
6.9
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Board
7.7
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Board
6.9

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Board
7.1
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Board
8.0
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Board
7.1
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Board
5.8
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Board
7.4

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Board
7.1
Publish to PDF
Adaptive Insights, a Workday company
8.0
Board
7.1
Report Versioning
Adaptive Insights, a Workday company
8.0
Board
7.1
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Board
7.0
Publish to Web
Adaptive Insights, a Workday company
Board
6.9

Data Discovery and Visualization

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

Access Control and Security

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

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Board
6.2
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Board
6.6
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Board
5.8
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Board
5.8
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Board
6.6

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.5
Board
8.7
Long-term financial planning
Adaptive Insights, a Workday company
8.8
Board
9.1
Financial budgeting
Adaptive Insights, a Workday company
8.7
Board
8.6
Forecasting
Adaptive Insights, a Workday company
9.0
Board
9.1
Scenario modeling
Adaptive Insights, a Workday company
8.0
Board
8.2
Management reporting
Adaptive Insights, a Workday company
8.0
Board
8.6

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Board
8.4
Financial data consolidation
Adaptive Insights, a Workday company
7.9
Board
9.0
Journal entries and reports
Adaptive Insights, a Workday company
5.7
Board
9.0
Multi-currency management
Adaptive Insights, a Workday company
7.4
Board
9.0
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Board
9.0
Minority Ownership
Adaptive Insights, a Workday company
6.9
Board
9.0
Local and consolidated reporting
Adaptive Insights, a Workday company
8.2
Board
7.0
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Board
7.0

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
8.1
Board
8.8
Financial Statement Reporting
Adaptive Insights, a Workday company
8.9
Board
9.0
Management Reporting
Adaptive Insights, a Workday company
8.4
Board
9.0
Excel-based Reporting
Adaptive Insights, a Workday company
8.2
Board
8.6
Automated board and financial reporting
Adaptive Insights, a Workday company
8.3
Board
8.1
XBRL support for regulatory filing
Adaptive Insights, a Workday company
6.8
Board
9.0

Analytics

Adaptive Insights, a Workday company
7.5
Board
8.6
Personalized dashboards
Adaptive Insights, a Workday company
7.3
Board
8.5
Color-coded scorecards
Adaptive Insights, a Workday company
6.8
Board
8.5
KPIs
Adaptive Insights, a Workday company
7.8
Board
8.2
Cost and profitability analysis
Adaptive Insights, a Workday company
7.9
Board
9.0
Key Performance Indicator setting
Adaptive Insights, a Workday company
7.8
Board
9.0
Benchmarking with external data
Adaptive Insights, a Workday company
7.3
Board

Integration

Adaptive Insights, a Workday company
8.4
Board
8.5
Flat file integration
Adaptive Insights, a Workday company
8.1
Board
9.0
Excel data integration
Adaptive Insights, a Workday company
8.6
Board
8.6
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.6
Board
7.9

Pros

Adaptive Insights, a Workday company

  • Allows assumptions to be created for fringes, taxes, capital etc. We are now able to push these type of expenses to individual departments as opposed to a single department. Gives us true costs for each department.
  • The flexibility in revising and creating new sheets allows our organization to modify our budget/forecast approach without much downtime. Also, we can make these modifications internally . No need to hire consultants to complete these tasks.
  • Adaptive Insights is an easy to use/understand tool for end-users. Our users typically struggle with new systems but the Adaptive roll-out was very smooth with very little end-user angst.
Gary Grzesiak profile photo

Board

  • Financial Reports: In the past it would take us about 1 1/2 days to prepare manager financial reports and then several hours to provide the detail as needed. These reports were only issued monthly. Currently staff have the ability to run financials any time they need them and then drill down to see the detail of the expenses. This has freed up around two days of work for financial staff.
  • Budget forecasts and projections. We have the ability to pull financial reports for several years to review the expenditures and revenues. This has aided in better projections and forecasts and we can then monitor budget to actual during the year. In the past this was done by downloading data by year to excel spreadsheets.
William Riggs profile photo

Cons

Adaptive Insights, a Workday company

  • On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page.
  • Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings.
  • There is no free text search bar.
Samantha Monastra profile photo

Board

  • End-user displays in which you do not have to buy a license for them to see the data being analyzed.
  • So far we have been really pleased.
No photo available

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.6
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

Board

Board 10.0
Based on 1 answer
Board Business Intelligence is an integral part of our process.
Mark Breznak profile photo

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.5
Based on 76 answers
I think that it is very intuitive and once you get to know the system it is very user-friendly.The reporting module is especially impressive with the drag and drop reporting - our business really loves this.The system looks modern and "smart" and I never hesitate to show it off to stakeholders across the business.Some of the "back end" formula set up can sometimes involve lots of heavy lifting as a power user.
Andy Clifton profile photo

Board

Board 10.0
Based on 1 answer
No answer on this topic is available.

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

Board

No score
No answers yet
No answers on this topic

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

Board

No score
No answers yet
No answers on this topic

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 6.8
Based on 11 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

Board

No score
No answers yet
No answers on this topic

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
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

Board

No score
No answers yet
No answers on this topic

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 13 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke profile photo

Board

No score
No answers yet
No answers on this topic

Alternatives Considered

Adaptive Insights, a Workday company

We previously only used Excel for budgeting and reporting. We now use Adaptive for all budgeting and use an add-on product called Office Connect to build reports that automate our data each month. We find the Office Connect reporting a little more user-friendly than the in-house reporting feature.
Amy Kee, CPA profile photo

Board

No photo available

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo

Board

No score
No answers yet
No answers on this topic

Return on Investment

Adaptive Insights, a Workday company

  • Once Adaptive was deployed we shorten our budget input cycle from about 1 month to 1 week for user inputs. Allowing more time to do meaningful analysis
  • With the use of office connect for BoD package reporting, I am able to quickly update a BoD deck. It usually takes about 30 minutes to an hour to change the settings in my standard reports and once this is done, if I make a change to the data in Adaptive, I can update the base reports and my PowerPoint slides are updated in a matter of seconds to minutes.
  • I estimated we save 1 to 2 FPA headcount because of Adaptive.
  • I have a 3 Year license agreement with Adaptive and because of this we receive multi year discounts.
Lisa VanHuystee profile photo

Board

  • Very positive.
No photo available

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
1.  per seat, per installation
Additional Pricing Details

Board

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details

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