The SAP® BusinessObjects™ Business Intelligence Platform provides users with ad hoc queries, reporting, data visualizations, and analysis tools. Its integrated, unified infrastructure aims to offer scalability from one-to-many tools and interfaces on-premise, in the cloud, or as a hybrid approach.
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Workday Adaptive Planning
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
The proper management of SAP BusinessObjects Dashboards requires an expert on the team to manage and build reports. If an organization does not have the proper expertise on board to build and deploy reports it will fail. Data analytics, dropping into excel, and broadcasting of information are major bonuses for the use of SAP BusinessObjects Dashboards.
Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
This software is easy to initially learn, and very powerful in producing reusable reports.
It is much faster than my company's internal manual queries. The ability to build off of a saved query and share queries to other users is a great positive.
My favorite part is that you can run queries in the background and it does not interfere with your current work or slow your computer down.
It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
It can be integrated with any system including ERP, BI or CRM
The installation can be very complex and time-consuming, it requires a lot of planning and foresight as to what role the software will play in the organization.
The software has a relatively large learning curve that takes dedicated users months to get comfortable with, the UI is a bit intimidating for new users.
SAP could organize their help better, it can be difficult to find dependable solutions to issues via their website and support channels.
Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion.
Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently.
List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data.
The institution has decided to move in a different direction, and will be using MSBI for reporting. I have been very happy with the Business Objects suite of tools, and will continue to use them heavily until we make the transition.
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.
From a server and client side perspective. the Business Intelligence Platform provides a foundation for all aspects of content development, distribution, analysis, collaboration and self service. Ease of use from targeted content delivery through controlled accessibility. Content exporting in the format of the users choice. Scheduling for internal or external delivery. Public and private folders for secure content access when requied. Web based for viewing on the users device of choice without the need to download additional applications.
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.
Overall, the tool (Web Intelligence 4.2) is fast and solid. One issue is a dependability on JAVA for a full feature report creation/edit capabilities (as opposed to limited HTML option). Second, planned end of JAVA support by major browsers (Chrome is already not supporting JAVA applet).
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.
SAP has released various versions of SAP BO BI. starting from 3.1 and going to 4.0,4.1,4.2 and latest being 4.3. SAP provides support to these new versions. As new versions keep on coming, support for the very old software goes out of scope from SAP. it is when the different organization plans to get their BO content migrated from a lower version to a newer version. The newer version had definitely added functionality and features which ease the work of users.
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.
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Hire specialists and experienced staff. Mix some beginners so that everyone is not a leader but a learner too. Plan well; architect well; break down implementation in small steps and move towards larger steps. Create a centralized and authorized SAP Business Objects implementation team.
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.
We selected SAP BusinessObjects Business Intelligence (BI) based on price. It can stack up against others in terms of price and honestly, that's about it. Salesforce Commerce does a hell of a better job at handling it. However, in the space of Business Intelligence, SAP can do more, and that's why at the end we went with it
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
SAP BusinessObjects Business Intelligence (BI) Platform supports SOA Service Oriented Architecture. You can start/restart/enable/disable all the servers. You can seamless do load balancing and clustering. It supports all leading application and web server. Supports LDAP SSO integration. People who can work on excel with training they can work on SAP Business Objects Web Intelligence, dashboard, Lumira, Information design tool product suite. Tool is very user friendly and easy to learn and implement
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
By generating and distributing reports in a timely manner, we were able to save millions of dollars for the company which otherwise would not have been visible.
Almost realtime dashboard, saved the company a huge amount by showing the outages and kept the company from buying a tool to do just that.
It showed the customers who were not paying the bills and were missing in the system due to some loophole. This was visible by doing reporting on the theft usage of electricity.
Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours.
One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close.
Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience.
